Michael Bishop is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. He has previously worked with LPL Financial and has been associated with Wealth Enhancement Group, LLC since 2006. Outside of his advisory role, he is a notary and is involved with a personal business entity, Bishop's Holdings, LLC, used for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including 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 extensive research, and offers a broad range of financial planning, asset management, and consulting services.

Mark Robert Lange is a financial advisor with Primerica Advisors in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006 and has worked at Dobson Financial Services since 1991. Outside of his advisory work, Lange serves as a co-trustee of the Lange Family Trust and holds a notary public commission in Blue Earth County. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports discretionary and non-discretionary account management across diverse investment products.

Michael Schweitzer is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company for 18 years and is currently affiliated with Park Avenue Securities and Guardian Life. Schweitzer also engages in other insurance-related activities outside of Guardian Life. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary accounts.

Brooks Allen is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Nepsis, Inc and the Johnny Tauer Championship Basketball Camp. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies, supported by a structured due-diligence program and a range of wealth management and advisory services.

Jonathan Jaranson is a CFP® professional with 12 years of industry experience. He has been with Savant Wealth Management since 2025 and previously worked for Irwin Schaffer LLC and Prairieview Partners LLC for 17 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of related implementation services provided through affiliated entities.

James Rose is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Goldman Sachs, Fisher Investments, and J.P. Morgan. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios constructed with low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Anthony Leto is a financial advisor at D.A. Davidson & Co. in Edina, MN, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 12 years before joining D.A. Davidson in 2022. 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, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard.

Ricky Mahlum is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, he is a licensed insurance agent offering various insurance products and is the owner of a marketing DBA called Lighthouse Investor Services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party managers through its AccessPoint platform.

Kristin Larson is a Series 66-licensed financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Sanctuary Advisors in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and acting as a fiduciary when a written advisory agreement is in place.

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 financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, MN, holding the CFP®, ChFC®, and Series 66 designations and bringing 19 years of industry experience. He previously worked at IMST Distributors, LLC and Riverbridge Partners, LLC, where he served as an Associate Relationship Manager. Outside of advising, Ahlgren is involved in several community and nonprofit activities including serving on the finance committee of the Animal Humane Society and chairing the board investment committee for Be The Match; he also owns Elm, LLC, creating cocktail tutorial videos. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach blending passive and active managers overseen by an internal Investment Committee.

Trenton Hazen is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Nepsis, Inc., Michael Erpelding, and Northwestern Mutual Investment Services. He also serves as a Retirement Plan Specialist focused on employer-sponsored plans such as 401(k)s and SEP IRAs. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Shawn Nelson is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds a Series 63 designation and has worked with firms including Nelson Financial Partners, The Leaders Group Inc, and Strategic Benefits Group Inc. Nelson is also the owner of Nelson Financial Partners, where he is involved in fixed insurance and security product sales. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, providing investment supervisory services, portfolio management, and fiduciary services for ERISA-qualified retirement plans. The firm’s investment approach emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, and it offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

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.

Harold Kim is a financial advisor at The Huntington Investment Company with a Series 66 designation and no prior industry experience before joining the firm. He worked previously at The Huntington National Bank and BMO Financial Group. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs on the Envestnet MAS platform through an open-architecture model that includes third-party sub-managers and affiliate private bank strategies.

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 at LPL Financial Group since 2014. Miller provides investment advisory services through Private Advisor Group, an independent advisory firm. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and coordinating with multiple custodians and third-party platforms.

David Engler is a financial advisor with Osaic Institutions, Inc. based in St. Paul, MN, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at LPL Financial and Hiway FCU Investment Services from 2006 to 2024. Outside of his advisory work, he is an independent author and writer, a coach at a local clinic, and a group fitness instructor at the YMCA. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Taylor Winbush is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked with firms including Mass Mutual Investors Services, Allianz Life Financial Services, and Fidelity Brokerage Services. Outside of his advisory role, he participates as an associate in promotional tasting events for various beverage brands. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services through programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes proprietary portfolio construction tools developed in partnership with Morningstar Investment Management.

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.