Brian Wagener is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes multiple roles with Focus Financial since 2018 and involvement with Osaic since 2019. Outside of his advisory work, he spent two years working at Frank and Andreas Pizza. Focus Financial Network serves a diverse client base including individuals, retirement plans, trusts, estates, and corporate entities, offering managed account services, financial planning, and retirement consulting. The firm emphasizes personalized investment advice tailored to investor profiles and coordinates closely with other professionals for estate planning and related legal or tax services.

Patrick Moyneur is a CFP® credentialed financial advisor with 15 years of industry experience. He has been with JNBA Financial Advisors, LLC since 2001. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting for select clients such as professional athletes.

Ryan Paul is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2016. His prior experience includes roles at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory role, he is involved in tax preparation and accounting on a limited basis. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach utilizing both passive and active managers, supported by an internal Investment Committee.

Mark Pletts is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Waypoint Capital Advisors, LLC for nine years. Outside of his advisory work, he serves as a board and executive committee member for Matter NGO, a nonprofit focused on community improvement. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Jerod Ewing is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at several firms including LPL Financial, TIAA-CREF, and Scottrade prior to joining Wealth Enhancement in 2021. 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 blending passive and active managers, supported by an internal Investment Committee.

Bryan Schuenemann is a financial advisor with Prime Capital Financial holding the ChFC® designation and Series 63 license, with 23 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017 and previously at Cambridge Investment Research Inc for five years. He is a member of several regional manufacturing associations and financial planning councils. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies with discretionary and non-discretionary management and provides integrated tax advisory and reporting services.

Jon Kennedy is a CFP® professional with 12 years of industry experience, currently serving at Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer, he worked for nine years at Waypoint Capital Advisors, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Kathryn Hauck is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial LLC and State Farm. Outside of her advisory role, she is a certified yoga instructor. 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 strategies overseen by an internal Investment Committee.

Chad Olson is a financial advisor at Creative Planning with nine years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Advisor Networks, Sageview Advisory Group, and RBC Capital Markets. Olson is also licensed as an insurance agent, selling fixed insurance products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while incorporating direct indexing, tax-loss harvesting, and selective private market exposure.

Daniel Stewart is a financial advisor at Creative Planning with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera Wealth Services, Triad Advisors, Resources Investment Advisors, LPL Financial, and Channel Financial. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure.

Hailey Melander is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Winter & Associates, Inc., Advisornet Wealth Management, Great Waters Financial, Moses, and Rosen's Diversified. 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’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Jeffrey Bruce is a financial advisor at Transamerica Retirement Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014, following a brief tenure at Ameriprise in 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that provide managed portfolios, non-discretionary advice, and investment education. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and focuses on asset allocation, contribution rates, and retirement timing guidance.

Ty Johnston is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously led The Johnston Group, LLC from 2011 to 2019 before joining Creative Planning in 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside access to private market investments and model portfolios.

James Robbins is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Meristem Family Wealth, LLC for 26 years before joining Cresset in 2022. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, offering wealth management, financial planning, and specialized advisory services through a disciplined, risk-aware approach that utilizes both active and passive strategies across various asset classes.

Zachary Desmond is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Creative Planning and has previously worked at NewEdge Advisors, Trademark Financial Management, CH Robinson Worldwide, Golden Berg Law, the US Senate, Mount Yale Capital Group, and the University of Minnesota. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, alongside supplemental approaches such as direct indexing and tax-loss harvesting.

Erik Bohn is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is a power of attorney for a family member. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering a range of investment programs and financial planning solutions through proprietary and third-party platforms.

Timothy Vitense is a financial advisor with Independent Financial Group, LLC in Bloomington, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Independent Financial Group in 2021, he worked at Allianz Life Financial Services, LLC and Allianz Life Company of North America between 2016 and 2021. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies.

Robert Burley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has worked at Wealth Enhancement Advisory Services since 2001 and was affiliated with LPL Financial from 2007 to 2025. Outside of advisory roles, he is involved with Wealth Enhancement Group, LLC, which includes sales of fixed insurance products and annuities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Joshua Batalden is a financial advisor with Eagle Strategies (New York Life) based in Edina, MN. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been associated with Eagle Strategies and its affiliated entities since 2013 and also operates under the names Veritas Financial Strategies, LLC and Mahoney Financial Organization, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kingsley Calvo Jordan is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at RW Baird and Thrivent Financial. Outside of finance, he was involved with Margron Skoglund Wine for five years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.