Lisa Luebeck is a financial advisor with J.W. Cole Advisors, Inc. in Edina, MN, holding Series 63 and Series 65 credentials and nine years of industry experience. She previously worked at Mutual of Omaha Investor Services and Park Avenue Securities. Outside of her advisory role, she is also a freelance musician. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms for individuals, high-net-worth clients, and institutions.

Conrad Kerber is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial and SII Investments, Inc., as well as a longstanding association with Retirement Advisory Group. He is also a co-author of a book on biking. 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 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.

David Duchene is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) based in Edina, MN, with 33 years of industry experience. He has been with Eagle Strategies since 2013 and has maintained a continuous association with New York Life Insurance Co. and Nylife Securities Inc. since 1993. He is also an investor in an insurance-related holding company. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes personalized recommendations and provides various advisory programs, including retirement plan consulting and co-advisory relationships, with most assets managed on a non-discretionary basis.

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.

Craig Drake is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds a Series 63 designation and has worked with firms including Beacon Financial Group, Fathom Financial, and Incentive Compensation Alternatives. Drake is a partner in Drake Financial, LLC, which provides operational support, business partnering, and practice succession planning. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to third-party money manager asset allocation and managed account solutions through various advisory and promoter arrangements.

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.

Avery Slotsve is a CFP® professional with one year of industry experience, currently serving at Sequoia Financial Group, L.L.C. Prior to joining Sequoia, Slotsve worked at Carlson Capital Management for two years and held positions at the University of Minnesota - Duluth and HINCKLEY - FINLAYSON High School. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with research-driven portfolio construction and oversight from an Investment Policy Committee.

Thomas Devore is a Series 66-licensed financial advisor with Valic Financial Advisors in Edina, MN. He has one year of industry experience and previously worked in education and retail, including a five-year role in the English Program in Korea and a position at Whole Foods Market. He has also served with AmeriCorps through Notre Dame Mission Volunteers and La Puente, Inc. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing technology and unified managed accounts to support its client base.

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.

Joseph Frissora is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His prior roles include positions at Commonwealth Financial Network, Greenwald Wealth Management, and Schwarz Dygos Wheeler Investment Advisors. He is involved with Manual.Care, LLC, providing financial education through guest speaking and panelist engagements. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm’s approach combines discretionary, customized portfolios with both in-house research and third-party manager allocations, supported by extensive tax, accounting, and financial wellness 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.

Brandon Fancher is a CFA® charterholder and holds a Series 63 license, with three years of experience in the financial industry. He has worked at Schwab Wealth Advisory, Inc. since 2026 and Charles Schwab & Co., Inc. since 2022. Prior to his finance career, he was involved in operations at Amazon/JDK Delivery LLC and Louie's Pizza. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Lance Huebner is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over ten years. Outside of his advisory role, he is the owner of Cadlee Company, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of more than 400 independent advisers. The firm offers portfolio management via multiple platforms and employs various analytical approaches, acting as a fiduciary when a written advisory agreement is in place.

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.

Blake Peterson is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior roles include 14 years at RBC Capital Markets and time at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary Private Bank offerings, delivering a range of wrap-fee programs on the Envestnet MAS platform.

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.

Elise Hartwig is a CFP® professional with seven years of industry experience. She has worked at Commonwealth Financial Network and Integrated Equity Management since 2025, and previously spent six years at Morgan Stanley in various roles. Outside of advising, she has experience in fixed insurance sales conducted at her branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors serving individual and institutional clients. The firm offers managed-account programs, access to third-party asset managers, and custody services, providing a comprehensive platform for portfolio implementation and client service.

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 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.

Thomas Nowariak is a Certified Financial Planner® with 10 years of industry experience. He is currently affiliated with Sequoia Financial Group, L.L.C. and has worked at Carlson Capital Management LLC since 2016. Sequoia Financial Advisors, LLC serves a diverse clientele including individuals, family offices, corporations, and charitable organizations, providing wealth planning, investment management, and retirement-plan advisory services. The firm uses a combination of model and custom portfolios supported by an Investment Policy Committee, employing a variety of investment vehicles and regular due diligence in its approach.