Joseph Sullivan is a financial advisor with Creative Planning holding a Series 65 designation and two years of industry experience. His prior work includes positions at BerganKDV Wealth Management, Principal Financial Group, and Wells Fargo. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Edwina Allee is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 30 years of industry experience. She has worked with Wealth Enhancement firms since 2006 and has a background that includes roles at Linsco Private Ledger. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Ryan Siewert is a CFP® with 10 years of experience in the financial industry. He is currently with Cresset Asset Management, LLC and has previously worked at Meristem Family Wealth LLC and Ameriprise Financial Services, Inc. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, and institutions. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence process for manager selection and ongoing portfolio monitoring.

Betsy Kelly is a financial advisor at United Planners Financial Services of America with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Nova 401(k) Associates. Outside of finance, she is a social media influencer and content creator focused on golf and fitness. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs independent investment adviser representatives and utilizes a mix of custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Corey Purkat is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Wealth Enhancement Advisory Services, LLC and has held prior roles at LPL Financial, Origin Financial, and his own firm, Purkat Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Michael Hess is a CFP® professional with 23 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Group, Llc and Wealth Enhancement Brokerage Services, LLC since 2002 and 2007 respectively, and was associated with LPL Financial from 2007 to 2025. Outside of advisory work, he is an insurance agent focusing on life, fixed annuities, disability, and long-term care policies. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Joseph Peterson is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has prior experience with Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory roles, he has worked in various positions related to athletics and golf, including at Saint John's University Athletic Department and Braemar Golf Course. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving a client base that includes sovereign wealth funds.

Stephen Bredesen is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 26 years of industry experience. He has worked with Principal since 2016 and previously held roles at Cannaday Bloom Wealth and Insurance Solutions and Cannaday Wealth Management. Outside of his advisory duties, he serves as a lead long-term care insurance producer and provides financial consulting through his involvement with Cannaday's teams. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through multiple advisory and promoter arrangements.

Peter Hunter Hanson is a financial advisor with Transamerica Retirement Advisors, LLC in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Transamerica since 2018 and previously worked at Waddell & Reed, Inc. Hanson is also a partner in OneFaceBeauty LLC, a retail product sales business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide asset allocation and retirement guidance.

Julio Paredes Calva is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has two years of industry experience and has worked at several firms, including LPL Financial and Alerus Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines active and passive management guided by an internal Investment Committee.

Sydney Stabio is a CFP® professional at D.A. Davidson & Co. in Minneapolis, with 20 years of industry experience. He has been with the firm since 2008. In addition to his advisory role, he serves as a director on the board of Trailwest Bank Corp., participating on its audit committee. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Stephen Varley is an advisor with Kestra Advisory in Vadnais Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been affiliated with Kestra Advisory and related entities since 1999 and is the owner of an insurance business specializing in non-variable products. Varley also serves on the board of the Hill Murray School Foundation, a private Catholic school foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and various managed solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of investment platforms and third-party relationships.

Jolene Rizk is a financial advisor at Principal Financial Services with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo and Ameriprise Financial. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Agim Deva is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has held roles at Wealth Enhancement firms since 2020 and previously worked at LPL Financial, Cetera Investment Services, and TCF National Bank. Deva is also a commissioned notary public in Minnesota. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active managers with oversight from an internal Investment Committee.

Ryan Winter is a Series 66 licensed financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. His prior work includes roles at LPL Financial, Equitable Advisors, and AXA Advisors. He is based in Plymouth, MN. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Richlieu Berkley is a financial advisor with Principal Financial Services holding a Series 66 designation and five years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Equitable Advisors. Outside of his advisory work, he serves on multiple nonprofit boards, mentors high school students, coaches high school basketball, and hosts a podcast featuring local business owners. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Corey Sullivan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at RBC Capital Markets for 15 years before joining Wealth Enhancement in 2019. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm focuses on strategic asset allocation using both passive and active managers, supported by quantitative and fundamental research and offers a range of financial planning, asset management, and specialized retirement consulting services.

Connor Mckeen is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bridge Street Wealth Strategies, JJ Swanson Advisory Group, MML Investors Services, Massachusetts Mutual Life Insurance Company, and Northwestern Mutual. He also has experience in relationship management and administrative support at JJ Swanson Advisory Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Steven Heimermann is a CFP® with 17 years of industry experience. He currently works at The Huntington Investment Company and The Huntington National Bank, having previously held roles at Midwestone Bank, LPL Financial, and Northern Trust. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture investment model that combines third-party and proprietary offerings across multiple wrap-fee programs.

Jonathan North is a Series 65-licensed financial advisor with Wells Fargo Investment Institute, Inc., based in Minneapolis, MN. He has been with Wells Fargo Investment Institute since 2021 and has a total of four years of industry experience. Prior to that, he has worked with Wells Fargo Bank since 2013. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s work is divided across specialized divisions that support affiliated and non-affiliated advisers through research and model portfolio guidance.