Eugene Larkin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at J.W. Cole Financial, Inc. and New Era Financial Group, Inc. Larkin is also the owner of a baseball-related business in Edina, Minnesota. 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 approach combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Jason Ahlgren is a CFP® and ChFC® professional with 20 years of industry experience. He has worked at firms including IMST Distributors, Riverbridge Partners, Ameriprise, and Thrivent Investment Management before joining Wealth Enhancement Advisory Services, LLC. Outside of advisory work, he co-owns a recruiting firm, produces cocktail tutorial videos, and serves on finance and audit committees for nonprofit organizations such as the Animal Humane Society and Be The Match. 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 emphasizes diversified, risk-class based investment strategies combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools.

Besiana Kingji is a financial advisor at Wealth Enhancement Advisory Services, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wealth Enhancement since 2020, including roles at affiliated entities and LPL Financial. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Deborah Novatney is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked at firms including U.S. Bancorp Investments and LPL Financial prior to her current role. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad range of clients, 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 an internal Investment Committee.

Thomas Miller is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial Group and Waddell & Reed. Miller provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies and technology platforms.

David Engler is a financial advisor at Osaic Institutions, Inc. with 25 years of industry experience. He holds a Series 66 license and previously worked at LPL Financial and Hiway FCU Investment Services for 18 years. Outside of his advisory role, Engler is an independent author and writer, a coach for a local coaching clinic, and a group fitness instructor at the YMCA. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, including financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary accounts.

Taylor Winbush is a financial advisor with Transamerica Retirement Advisors, LLC in Minneapolis, MN, holding Series 65 and Series 66 credentials and having 11 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Allianz Life Financial Services, Fidelity Brokerage Services, and Equitable Advisors. Outside of advising, he works as an associate with liquor sampling programs at retail stores. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach utilizes proprietary software and model portfolios supplied by Morningstar Investment Management to guide asset allocation, contribution rates, and retirement planning for a large client base.

Naomi Savolainen is a financial advisor at Independent Financial Partners with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including RBC Capital Markets, Wells Fargo Clearing Services, and U.S. Bancorp Investments. Outside of finance, she owns and designs jewelry through her business, Mimiomi Jewelry. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports diverse investment approaches and is notable for its retirement-plan advisory and pension consulting capabilities.

Carson Van Sytzama is a financial advisor at Principal Financial Services holding a Series 66 designation. He has been with Principal Financial Services since 2026, with prior experience at Northwestern Mutual and Robert Half. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Shad Ketcher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 license and bringing 30 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., New Era Financial Group, Inc., and LPL Financial. Outside of his advisory work, he serves as an agent for a non-variable insurance business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.

Eric Fowler is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has been associated with Transamerica Investors Securities Corporation since 2013 and TransAmerica Retirement Solutions since 2010. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning primarily through non-discretionary, view-only recommendations.

Michael Vitale is a CFP® with 35 years of industry experience, currently serving at Private Advisor Group, LLC since 2022. He has previously worked at Investors Financial Group and LPL Financial Corporation, where he held positions for 11 and 17 years respectively. Vitale also operates a non-variable insurance business specializing in long-term care, disability, term life insurance, and fixed annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model, employing a variety of investment strategies and technology platforms, and provides access to proprietary and third-party managed account solutions.

Paula Price is a CFP® professional based in St. Paul, MN, with seven years of industry experience. She has been with Savant Wealth Management since 2025 and previously worked at Prairieview Partners for 12 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related financial services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated legal, accounting, and trust services.

Tyler Hanson is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Affiance Financial, Brown & Brown Insurance, and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers access to proprietary and third-party investment solutions.

Jeffrey Kotsmith is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and bringing 25 years of industry experience. He has been with D.A. Davidson since 2015. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored 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, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analyses.

Kelly Weis is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Prudential Customer Solutions LLC, Pruco Securities, LLC, and Allianz Life Financial Services, LLC. Outside of her financial advisory work, she serves as president of Buffalo Bison Cheerleading. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to specialized 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.

Vincent Troy is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with United Planners' Financial Services of America, having joined in 2024, and previously worked at Grove Point Investments, H. Beck, Inc., and DSSTT. He has owned and operated Troy Associates, a marketing entity, since 2009. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors using an open-architecture platform with multiple custodians and third-party money managers.

Garett Maag is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes positions with the Ottawa Redblacks, Michigan Panthers UFL, Minnesota Vikings, and the University of North Dakota. 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 regulatory assets under management and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

David Soczek is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds the ChFC® designation and Series 63 and 65 licenses, and has 31 years of industry experience. Prior to joining TLG Advisors in 2025, he worked at Concourse Financial Group Securities for 19 years. He also serves as Vice President at National Benefits Group, LLC, where he oversees marketing and implementation of non-qualified plans and related funding strategies. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses a research approach based on fundamental analysis and Modern Portfolio Theory.

Laura Hoffman is a financial advisor at Principal Financial Services with two years of industry experience. She holds the Series 66 designation and has worked at Pinnacle Wealth Partners and Principal Life Insurance Company. Prior to her financial services career, she was employed by Independent School District #196 and has experience in the food and beverage industry. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.