Nicholas Kvamme is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has worked with multiple entities within the Wealth Enhancement network since 2007. 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 through a large advisor network, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Daniel Stolfa is a CFP® professional with 15 years of experience in the financial advisory industry. He currently works at Wealth Enhancement Advisory Services, LLC and has previously held roles at CCG Wealth Management LLC, Evercore Wealth Management, LLC, and Cambridge Investment Research Advisors, Inc., among others. 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 employs a diversified investment approach that incorporates both passive and active managers, supported by an internal Investment Committee.

Cameron Strobel is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Valic Financial Advisors since 1997 and is also associated with Agia, where he offers non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts supported by centralized technology and third-party model managers.

Renay Henderson is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Cresset Asset Management, LLC, where she has worked since 2022. Prior to joining Cresset, she spent over two decades at Meristem Family Wealth. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies, supported by a structured due diligence process and private fund management.

Kathleen Kempson is a CFP® professional with one year of industry experience, currently serving as an advisor at Kestra Advisory. She has previously worked with Wealthspire and WEA Member Benefits and holds the Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Aaron Fulton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2020. Prior to Mariner, he worked at Proequities, Inc. and Honkamp Krueger Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for an enterprise of its size.

Toby Sarahan is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He is based in Plymouth, MN. Benjamin F. Edwards & Company serves a broad client base including individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management consulting. The firm combines discretionary and non-discretionary strategies across mutual funds, ETFs, and separately managed accounts, supported by an internal trading desk and an Investment Strategy Committee.

Rachele Schlottman is a financial advisor at Wealth Enhancement Advisory Services, LLC with 2 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Alerus Financial, and First National Bank of Omaha. In addition to her advisory role, she is a commissioned notary public. 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 employs a diversified, risk-class based investment approach that combines passive and active managers and offers multiple program options through a large advisor network.

Scott Hanson is a financial advisor with Principal Financial Services in Maple Grove, MN, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Principal Securities Inc since 1992 and has a career background that includes Principal Life Insurance Company dating back to 1988. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Emily Goodman is a CFP® with 13 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. She has been associated with Wealth Enhancement Advisory Services and related entities since 2009, including 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 through a large network of advisors. 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.

Bruce Wain is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He previously worked for UBS Financial Services for 12 years before joining Rockefeller Financial in 2026. Outside of advising, he is a freelance photographer focusing on sporting events and landscapes, with his images used in client websites and marketing materials. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services, operating as both an advisory and a registered broker-dealer with a consolidated investment platform.

Bruce Helmer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2001 and worked at LPL Financial from 2007 to 2025. Outside of advisory work, Helmer is an author of the books *Real Wealth* and *Money & the People You Love* and participates in a radio program affiliated with Wealth Enhancement Group. 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 with an investment approach that combines passive and active strategies guided by an internal Investment Committee.

Shelley Austin is a CFP® with 12 years of experience in the financial services industry. She is currently an advisor at Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Quarry Hill Advisors, LPL Financial, and Summit Planning Group. Austin is also a licensed notary in Saint Paul, MN. 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, using a diversified investment approach that blends passive and active managers and is overseen by an internal Investment Committee.

David Foster is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2014. Outside of his advisory work, he has been involved with Metropolitan Painting Co. since 1977. Primerica Advisors serves a broad retail client base with both transaction-based brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms to manage accounts on both discretionary and non-discretionary bases.

Cole Babcock is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Wealth Enhancement Advisory Services, LPL Financial, New Era Financial Advisors, and Huntington Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a disciplined process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its management of multiple registered investment companies, use of systematic methodologies, and advisory role within Fidelity Institutional Wealth Adviser.

Shawn Wermerskirchen is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Metlife Securities, Inc. and Massmutual Life Insurance Co. He is also the owner of Wealth Harbor Advisory, LLC, an entity related to pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative planning relationships and a range of investment and event-driven planning services.

Grace Schneider is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Vector Marketing. Outside of finance, she is involved with Superior Lawn and Landscape in St. Bonifacious, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a structured financial planning process utilizing firm-approved tools and modeling techniques.

Thomas Thurin is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Services, Inc. Outside of his advisory role, he is a registered team member of the BDLR Group, Inc., a non-investment-related activity. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team, alongside offering a broad range of advisory, brokerage, and insurance solutions.

Ian Eklin is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Emil Fleischauer is a financial advisor with Ameriprise in Victoria, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior roles include leadership at Fleischauer Financial Management Inc. and tenure with Principal Life Insurance Company. Outside of advising, he is also an author. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions as a large institutional provider.