Craig Meuer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 32 years of industry experience. His career includes roles at J.W. Cole Advisors, Inc., New Era Financial Advisors, Inc., and LPL Financial. He is the owner of a business entity, Craig Meuer LLC, used for tax and investment purposes. 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, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Adam Weiland is a CFP® professional with 19 years of experience in the financial services industry. He has worked with Wealth Enhancement Advisory Services, LLC since 2011 and has been affiliated with related Wealth Enhancement entities since 2007. Outside of advisory work, he has established a business entity for tax and investment purposes. 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 plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Jake Meza is a CFP® at Mercer Global Advisors Inc. in Minneapolis, MN, with three years of industry experience. His work history includes roles at Mercer Global Advisors and Fure Financial Corporation, as well as Northwestern Mutual Investment Services LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and strategic factor tilts, supported by a range of portfolio management and financial planning services.

John Sitarz is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and over 30 years of industry experience. He has been with Principal Financial Services since 2016, including roles at Principal Life Insurance Company since 1998, and began working with Pinnacle Wealth Partners in 2024. Outside of his advisory work, he sells fixed life insurance, fixed annuities, disability insurance, and long-term care insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Michael Sarabia is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2022. His prior work includes roles at Marquette Wealth Management, LLC and Ameriprise Financial Services, Inc. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach that combines active and passive strategies, supported by a structured due-diligence program and private-fund management across multiple asset classes.

Paul Wilson is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2012. He also maintains an affiliation with LPL Financial. Wilson has additional involvement in the sales and servicing of fixed life, disability, long-term care, and health insurance products. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technological partnerships.

Margaret Beggs Towle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and over 21 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LLC and LPL Financial and maintains involvement in tax preparation through her business MBT, LLC. 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 a range of financial planning, asset management, and consulting services with an investment approach that combines passive and active management guided by an internal Investment Committee.

Loren Jenson is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2005. Outside of his advisory work, he serves as a board member for the Chaparral Homeowners Association in Chanhassen, MN. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a wide range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Eric Grafnitz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at LPL Financial, Gradient Financial Group, Woodbury Financial Services, and Questar Capital Corporation. He provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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.

Nicholas Mueller is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds a Series 66 designation and has previously worked with U.S. Bancorp Investments, Inc., Advisor Group, and OSAIC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Nicholas Negrini is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 65 and Series 66 licenses and has seven years of industry experience, including five years with Wells Fargo Wealth Management. He is based in Minneapolis, MN. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The institute delivers impersonal, non-discretionary model portfolios and research developed through team-based qualitative and quantitative analysis for internal and limited external use.

Chris Elhardt is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 10 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. His other business activities include brokering insurance products such as long-term care, group, annuities, life, and disability insurance. Park Avenue Securities serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering proprietary advisory programs and third-party manager platforms. The firm employs a mix of proprietary and external investment strategies and provides various account-level services including lending solutions and donor-advised funds.

Douglas Flink is a financial advisor with Primerica Advisors, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2006 and is currently associated with Park Avenue Securities. Flink is also involved with Foster Klima & Company, Inc., a general agency for Guardian Life. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Kendall Kozikowski is a financial advisor at Cresset Asset Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Cresset, he worked at Bravo Capital for three years and Greystone for three years. He has held roles at Boston College and Oak Ridge Country Club. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that includes strategic asset allocation, manager selection, and a combination of active and passive investment strategies across public equities, fixed income, and alternatives.

Brendan O'Sullivan is a financial advisor at Wells Fargo Investment Institute, Inc. in Minneapolis, MN, holding a Series 65 designation with four years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and previously worked at Wells Fargo Wealth Management from 2010 to 2021. 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 focuses on delivering research and model guidance rather than exercising investment discretion or holding custody of client assets.

Timothy Thoele is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 33 years of industry experience. He has been affiliated with Principal Life Insurance Company since 1998 and Principal Securities since 1993. Outside of his advisory role, Thoele serves on several nonprofit boards, including the Gull Chain of Lakes Association, the YMCA of Collier County, Florida, and Habitat for Humanity of Collier County, where he participates in financial oversight. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Ronald Lamberton is a Series 66-credentialed financial advisor with 18 years of industry experience. He is currently affiliated with Principal Financial Services and holds roles with Bridge Street Wealth Strategies and J.J. Swanson Advisory Group. Outside of his advisory work, he serves as a board member for AAA Minneapolis, the local affiliate of the American Automobile Association. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Adam Elliott is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at LPL Financial, J.W. Cole Financial, New Era Financial Advisors, and The Prudential Insurance Company of America. 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 regulatory assets and employs a diversified investment approach blending passive and active managers, overseen by an internal Investment Committee.

Brian Vnak is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement since 2014 and also operates a tax preparation and accounting service for friends and family through his own LLC. 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 employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning and asset management services.

Nathan Stancek is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has 24 years of industry experience, including roles at LPL Financial and Retirement Advisory Group/SII Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.