Jon Crow is a financial advisor at Cresset Asset Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Cresset and its related entities since 2019, including serving as president of Cresset Trust Company. Prior to that, he spent 17 years at Meristem Family Wealth LLC. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations, offering portfolio management, wealth planning, and private fund advisory with a focus on diversified, asset-allocation-driven strategies.

Anna Osborn is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior work includes roles at MML Investors Services and MetLife Securities. She is also a registered Notary Public in Minnesota. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, combining proprietary programs and third-party platforms to serve a wide range of client needs.

Alexander Simpson is a financial advisor at Goldman Sachs Wealth Services in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm tailors strategies using proprietary models and integrates capabilities across the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.

Dustin Smith is a Certified Financial Planner® with 20 years of industry experience. He has worked with Wealth Enhancement Advisory Services, LLC and affiliated firms since 2011 and previously was affiliated with LPL Financial. Outside of his advisory role, he is a self-employed musician and teaches CFP courses to candidates. 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 managers, overseen by an internal Investment Committee.

Clayton Benway is a financial advisor with OSAIC Institutions, Inc., holding Series 63, Series 65, and Series 66 credentials and seven years of industry experience. His prior roles include positions at Alerus and TD Ameritrade. Clayton is currently based in Shoreview, MN. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan support, wrap programs, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer model.

Jon Marker is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Guardian Life since 2014 and is a board member of the Braemar Golf Association and Minneapolis Jewish Cemetery. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary and model-based management through proprietary and third-party platforms, along with financial planning, consulting, and access to insurance and alternative investment products.

Jake Foldenaur is a financial advisor with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Ameriprise and Transamerica’s affiliated entities. He also worked with Spin the Planet Enterprises and Froggy Hops earlier in his career. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management and operates primarily with a large client base and a high client-to-advisor ratio.

Cheryl Grochowski is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kestra Advisory. She was previously with Commonwealth Financial Network for nine years before joining Kestra in 2025. Outside of her advisory role, she owns Treowth Wealth Advisors, where she prepares tax returns during tax season. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a range of clients from large institutional investors to sovereign wealth funds.

Jason Hegarty is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Guardian Life in various capacities since 2007 and currently operates Hegarty Consulting Group, LLC, which focuses on employee benefits and individual insurance products. Additionally, he offers identity theft and prepaid legal services through Pre-Paid Legal Services, Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers advisor-led discretionary management alongside model-based strategies, combining proprietary and third-party platforms to serve a diverse client base.

Stephanie Griesinger is a CFP® professional with 11 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC in Plymouth, MN. She has worked with Wealth Enhancement since 2017 and previously spent several years at WD Financial Services, LLC and Weber & Deegan, Ltd. Stephanie serves on the board of the Carver Lions Club. 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 utilizes a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Ian Brauer is a CFP® professional with one year of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. Prior to this role, he worked for Lake Tahoe Wealth Management and has experience in both academic and hospitality settings. Wealth Enhancement Advisory Services (WEAS) 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 combining passive and active strategies overseen by an internal Investment Committee.

Nicole Walker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Wealth Enhancement Brokerage Services, LLC since 2007 and LPL Financial from 2007 to 2025. Her career also includes a 16-year tenure with Famous Dave's of America. 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 consulting, employing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Glenn Pavia is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2007. Outside of his advisory role, he serves as vice president, treasurer, and secretary for a veterinary product sales business owned by his wife. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nichole Coons is a financial advisor with Principal Financial Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Principal Securities, Inc. and Principal Life Insurance Co. since 2004. Additionally, she serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal business units. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Susan Cevette is a financial advisor with Kestra Advisory in Minneapolis, MN, holding Series 63, 65, and 66 licenses and totaling 21 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. She is also the owner and registered representative of Watersedge Wealth Management, an independent insurance firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, compliance testing, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Michael Challe is a financial advisor with Kestra Advisory Services in Maple Grove, MN. He holds the CFP® and Series 66 designations and has nine years of industry experience. Prior to joining Kestra, he worked at firms including LPL Financial, JPMorgan Securities, and Nicolet Advisory Services. He is involved with Magnetic North Advisors, an investment advisory business operating through Kestra. 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 such as fiduciary consulting, plan design and compliance testing, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Joseph Sullivan is a Series 65-licensed financial advisor at Creative Planning with three years of industry experience. His prior work includes roles at BerganKDV Wealth Management, Principal Financial Group, and Wells Fargo. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-efficient management.

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.