Cailin Johnson is a CFP® professional with one year of industry experience, currently serving at Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer, she worked at Waypoint Capital Advisors and Great Waters Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies, complemented by a range of specialized services and client education initiatives.

Troy Gourde is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds a Series 63 designation and has worked at firms including Investors Financial Group, LLC and LPL Financial since 2013. In addition to his advisory work, he has served as a seminar instructor at Normandale Community College and Hennepin Technical College. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to multiple advisory programs and third-party asset managers through a network of investment adviser representatives.

Mary Grindland is a financial advisor at Wells Fargo Investment Institute, Inc. in Minneapolis, MN, holding Series 63 and Series 65 designations with four years of industry experience. She has worked at Wells Fargo Investment Institute since 2021 and previously spent nine years at Wells Fargo Wealth Management. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm organizes its work across specialized divisions and offers largely impersonal research and model guidance rather than direct investment management.

Michael Stein is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at VOYA Financial Advisors since 2014. In addition to his advisory role, Stein is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs and operates as both an SEC-registered investment adviser and broker-dealer.

Preston Koenig is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has been with the Wealth Enhancement group since 2012 and has held roles at LPL Financial and Wealth Enhancement Brokerage Services. 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 approach that combines passive and active management guided by an internal Investment Committee.

Samantha Walker is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Nfp and Kestra Investment Services LLC, as well as positions outside finance such as at Medina Golf & Country Club and the University of Minnesota - Carlson School of Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, vendor searches, and employee education. The firm manages approximately $79.8 billion in assets and serves a client base that includes large institutional investors such as sovereign wealth funds.

Cody Polzin is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual and State Farm, along with six years of service in the Armed Forces. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services, managing approximately $12.77 billion in assets through a largely non-discretionary investment approach.

Shane Wolden is a CFP® professional with seven years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior work includes six years at NFP Retirement, Inc. He serves as an assistant JV hockey coach for Osseo Area Schools. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage, financial planning, and retirement consulting services to individuals, including high-net-worth clients, as well as institutional and charitable organizations. The firm provides a range of investment advisory programs and hybrid digital solutions tailored to client needs.

Zenith Koy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012 and is involved in referral services for estate planning through Legacy Shield and Net Law. Additionally, he has ownership experience with KE Financial Center Zenith Koy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Nuvia Solorzano Zambrano is a financial advisor at The Huntington Investment Company with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Bank, LPL Financial, Wells Fargo Clearing, and Wells Fargo Bank, NA. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. Its investment programs use an open-architecture model combining third-party sub-managers with proprietary offerings and provide wrap-fee arrangements covering portfolio management, trade execution, and manager fees.

Jennifer Boeckmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at LPL Financial, SilverOak Wealth Management, and Raymond James Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory 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 consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Rebecca Joseph is a financial advisor with United Planners Financial Services of America and holds the PFS™ designation and Series 65 license. She has been affiliated with United Planners since 2025 and has over a decade of experience as Director of Finance at Hemingway Wealth Management. In addition to her financial roles, she has been a self-employed ACT/SAT/PSAT tutor since 2008. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Joseph Carwardine is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Bridge Street Wealth Strategies and J.J. Swanson Advisory Group. Outside of his advisory work, he is involved in business operations through a co-ownership in Carwardine, Tighe, and Swanson, LLC, which focuses on operational support and practice succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel internationally. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Bryan Marker is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has extensive involvement in insurance and financial services through his roles at Professional Pension Services, Inc., Pinnacle Planning Group, Inc., and his independent insurance practice. Outside of investment-related work, he serves as board treasurer for Southside Services I, Inc., a nonprofit supporting adults with disabilities, and manages Life Renewal Counseling LLC, a mental health therapy business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Helen Johnson is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Wealth Enhancement and LPL Financial, LLC since 2018, as well as Ameriprise Financial Services, Inc. from 2015 to 2018. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Ann Senne is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Ameriprise, RBC Capital Markets, LLC, and U.S. Bancorp Investments, Inc. She serves on the board of a nonprofit organization, providing advice to its leadership. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans, utilizing a diversified investment process overseen by an internal Investment Committee.

Mark Sanda is a CFP® with 22 years of industry experience, currently affiliated with Principal Financial Services. His work history includes roles at Piprude Financial, Roy Jenks and Associates, and Principal Life Insurance Company. He is a partner in Power Corner LLC, an entity formed to provide operational support and business partnering among Principal advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs with both adviser and promoter arrangements.

Bradley Frane is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Ameritas and its affiliated companies since 2014 and is also president of Midwest Secure Retirement, where he oversees and trains a team of financial advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management through various programs and fiduciary retirement plan advice.

Taylor Willox is a CFP® professional with 11 years of experience in the financial advisory industry. He has worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and has been involved with The KNW Group since 2012. In addition to his advisory role, he serves as a trustee for a family irrevocable trust, managing decisions related to the financial care of young beneficiaries. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Joseph Swanson is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 22 years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities Inc. since the early 2000s and currently leads the J.J. Swanson Advisory Group, Inc. Outside of his advisory work, Swanson is involved in various business ventures including ownership of real estate and vacation rental properties. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions, typically implementing investment decisions on a discretionary basis through these managers.