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 seven years of industry experience. His prior firms include LPL Financial, J.W. Cole Financial, and The Prudential Insurance Company of America. 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 regulatory AUM and employs a diversified, risk-class based investment process that combines passive and active management 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.

Alexander Chan is a financial advisor with Cetera Planning Partners in Saint Paul, MN, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at H-Beck, CRI Securities, and Securian Financial Services, among others. Chan has been with Cetera-affiliated firms since 2023. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm offers ancillary services such as tax planning, bookkeeping, and estate planning, and its investment process emphasizes diversified allocations tailored to client objectives and risk tolerance within a larger Cetera network.

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.

Rachelle Nelko is a financial advisor with Lincoln Investment in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Lincoln Investment since 2010 and also serves as President of United Brokerage Services, where she manages multiple roles including client services and the sale of life, annuities, and Medicare plans. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm combines an in-house Investment Management & Research team with third-party managers to provide both discretionary and non-discretionary portfolio options, with a notable focus on educator retirement programs and fiduciary retirement advice.

Richard Ramsay is a financial advisor at J.W. Cole Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017, following an 11-year tenure at SII Investments, Inc. Outside of his advisory role, Ramsay is involved in real estate development and management through several ventures including Lexington Development and Apres All Day. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Erich Hartwig is a CFA® charterholder with one year of experience in the financial industry. He has worked at Tiedemann Advisors, LLC since 2024 and previously spent 13 years at Envoi, LLC. Tiedemann Advisors, LLC provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, as well as to trusts, foundations, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach and uses a proprietary risk-optimization tool to guide asset allocation across various asset classes.

Daniel Dziekciowski is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and LPL Financial. Outside of his advisory role, he is involved with Duck Duck Gray Duck, LLC. 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 consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Collin Brown is a CFP® and holds a Series 65 license with four years of industry experience. He is currently an advisor at Creative Planning and previously worked at Wipfli Financial Advisers and the University of Minnesota - Duluth. 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 that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Ryan Dillon is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Secured Retirement Advisors and Allianz Life Financial Services and spent 17 years with Pro Links Sports. Dillon is also involved with Fundamental Wealth Designs, LLC, an insurance sales business focused on life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis with model portfolios and asymmetric rebalancing, supported by a large network of affiliated advisers.

Justin Piprude is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at Principal Life Insurance Company since 2011 and Principal Securities since 2016, as well as experience with Union Financial, Inc. and co-ownership of Piprude Financial. Outside of his advisory work, he is involved in life and health insurance sales and co-owns an entity focused on succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money managers, implementing investments primarily on a discretionary basis.

Jeffrey Allen is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding the CFP® designation and Series 63 license. He has 25 years of industry experience and has been a partner and 24.5% owner of The Rein Group, a securities and insurance business, since 2006. Additionally, he is involved with Beyond Medicare, providing Medicare and health insurance classes and consulting services, and is a senior partner in EducateU LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically provide advice under Commonwealth’s supervision.

Michael Lewis is a Certified Financial Planner® associated with Transamerica Retirement Advisors, LLC, with 21 years of industry experience. He has worked at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm’s approach integrates Morningstar Investment Management’s proprietary tools and model portfolios to offer both implemented managed portfolios and non-discretionary recommendations.

Stephen Shealy is a CFP® with 13 years of experience, currently serving at Guardian Life and Park Avenue Securities. He has spent his entire career at these firms, focusing on financial and insurance advisory services. Outside of his advisory work, he performs music periodically in various public settings. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary and third-party solutions.

Christian Okada is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2016. His background includes roles with Wealth Enhancement Brokerage Services, Wealth Enhancement Group, and LPL Financial. Outside of his advisory work, he participates as a chain crew member for the South Washington School District. 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 retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Christopher Peplinski is a financial advisor with TLG Advisors, Inc. in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes roles at The Leaders Group Inc., Capitas, Royal Alliance Associates, Brokerage Resources Inc., and BMW of Minnetonka. He is also active as an insurance brokerage manager with Capitas. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and retirement plans, and institutional investors. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Michele Newhouse is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 24 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Advisory Services, LLC during her career. Michele is also an insurance agent, selling traditional insurance products including fixed annuities, disability, and long-term care insurance. 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 retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Mark Finnestad is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with United Planners since 1997 and has also managed his own insurance and investment-related businesses since the mid-1980s. Outside of advisory work, he has involvement in residential rental property management. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives, offering advisory and brokerage services with a focus on non-discretionary account management.

Benjamin Milbrath is a financial advisor at D.A. Davidson & Co. with 33 years of industry experience and holds Series 63 and Series 65 licenses. He has been with D.A. Davidson since 2006. Outside of his advisory role, Milbrath is involved in various real estate development and management activities across several locations, including land development and property management. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.