Lauren Griggs is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. She has previously worked at U.S. Bancorp Investments, Ameriprise Financial Services, and Woodbury Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

Connor Thielfoldt is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. His prior roles include positions at Morgan Stanley, Midwest Money Management Inc., and SPC. He serves on the board of directors for the Elko New Market Chamber of Commerce. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party managers for individual, high-net-worth, and institutional clients. The firm employs a mix of fundamental and technical analysis and integrates digital advice providers across multiple custodial platforms.

Richlieu Berkley is a financial advisor with Principal Financial Services holding a Series 66 designation and five years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Equitable Advisors. Outside of his advisory work, he serves on multiple nonprofit boards, mentors high school students, coaches high school basketball, and hosts a podcast featuring local business owners. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Corey Sullivan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at RBC Capital Markets for 15 years before joining Wealth Enhancement in 2019. 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 focuses on strategic asset allocation using both passive and active managers, supported by quantitative and fundamental research and offers a range of financial planning, asset management, and specialized retirement consulting services.

William Berigan is a CFP® professional with 18 years of industry experience, currently serving at Commonwealth Financial Network since 2015. He is also the CEO and owner of Shamrock Wealth Management, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using diverse securities and insurance products.

Connor Mckeen is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bridge Street Wealth Strategies, JJ Swanson Advisory Group, MML Investors Services, Massachusetts Mutual Life Insurance Company, and Northwestern Mutual. He also has experience in relationship management and administrative support at JJ Swanson Advisory Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tucker Rohde is a financial advisor with Principal Financial Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cannaday Wealth Management DBA and Cannaday Bloom Wealth and Insurance Solutions. Outside of advising, he is involved in a small business venture focused on real estate short-term rentals. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services feature direct advisory programs, financial planning, and access to third-party money manager solutions with ongoing client reviews conducted by its Financial Advisors.

Nicholas Halvorson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2001. Outside of his advisory role, he has modeled men's clothing for J Hilburn Clothing Company on a limited basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jonathan North is a Series 65-licensed financial advisor with Wells Fargo Investment Institute, Inc., based in Minneapolis, MN. He has been with Wells Fargo Investment Institute since 2021 and has a total of four years of industry experience. Prior to that, he has worked with Wells Fargo Bank since 2013. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s work is divided across specialized divisions that support affiliated and non-affiliated advisers through research and model portfolio guidance.

Jason Lynch is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience, having worked previously at CSP & Associates, Principal Life Insurance Company, Principal Securities, Inc., and Northwestern Mutual. Prior to his advisory career, he spent two years managing a bar and grill. 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 U.S. military personnel overseas. 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.

Brian Grabinski is a financial advisor with Primerica Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co. of America since 2018, and previously at Securian Financial Services, Inc. and Minnesota Life Insurance Co. from 2015 to 2018. He also attended William Mitchell College of Law from 2014 to 2017. Park Avenue Securities LLC serves a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice platforms to implement investment strategies.

Uzochukwu Anughora is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Wells Fargo Clearing, Mutual of Omaha Insurance Company, and Principal Securities, Inc. Outside of finance, he has been involved in part-time airport ramp operations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and various organizational entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under both advisory and promoter arrangements.

Stephen Husten is a ChFC® credentialed financial advisor with 33 years of industry experience, currently with Ameritas Advisory Services, LLC. He has held roles at Ameritas Investment Company, Ameritas Life Insurance Company, Midwest Secure Retirement, and U.S. Business Consulting. Outside of his advisory work, he is involved in business development and tax savings consulting through U.S. Business Consulting. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs that utilize in-house model portfolios, third-party managers, and integrated solutions with affiliated entities.

Erik Jensen is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has worked with several financial firms including Charles Schwab & Co., Inc., Ameriprise Financial Services, LLC, and Morgan Stanley Private Bank. Jensen’s background includes roles in both investment advisory and financial services firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

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.

Angela Thomas is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2023, she spent 11 years at KDV Wealth Management LLC. 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 assets and employs a financial planning–led investment approach that emphasizes low-cost indexing alongside supplemental strategies such as direct indexing and tax-loss harvesting.

Michael Porter is a financial advisor at Mariner with one year of industry experience. He previously worked at Cahill Financial Advisors and Ameriprise Financial DBA Confetti Wealth. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers and offers a variety of strategies across asset classes, along with integrated tax and accounting services uncommon for a firm of its size.

Brendon Frazier is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has worked previously at Empower Advisory Group and Personal Capital Advisors Corporation. Frazier serves in the Colorado Army National Guard, a role he has held since 2015. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.