Nathan Wenner is a financial advisor at Creative Planning with 23 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Creative Planning in 2022, he worked at Wipfli Financial Advisors for four years and Hewins Financial Advisors for sixteen years. Wenner is involved in overseeing the wind down of Wipfli Financial Advisors, a business acquired by Creative Planning. 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 employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure while offering institutional and retirement plan services through a network of more than 1,100 advisors.

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.

Christopher Simenson is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at firms including Agia, Edward Jones, and Pacific Union Financial. Outside of his advisory role, he is involved in indoor golf entertainment consulting through his ownership of SSGS, LLC and a consultant position with Sota Sims Golf, LLC. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

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.

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.

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.

Philip Burfeind is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at Great Waters Wealth Management, Advisornet Wealth Management, and DST Systems. Outside of his advisory work, he is a general partner in Teranord Capital LLC, a real estate company. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and additional financial wellness offerings.

Michael Vitale is a CFP® professional with 35 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Investors Financial Group and LPL Financial Corporation. Vitale also operates a business under the name Wealth Architects, Inc. Private Advisor Group, LLC 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 portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Kelly Weis is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 23 years of industry experience. Prior to joining Wealth Enhancement, Weis worked at Prudential Customer Solutions LLC and Allianz Life Financial Services, LLC. Outside of financial advisory, Weis serves as president of the Buffalo Bison Cheerleading organization in Hanover, MN. 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 and diverse program offerings. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and 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.

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.

Patrick Stephens is a financial advisor with Equity Services, Inc. in Plymouth, MN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Equity Services since 2001. Outside of his advisory work, he is involved as a vice president in a life insurance sales business in Minnesota. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combines predominantly long-term investment strategies with options for shorter-term trading.

Jason Heckler is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Cresset since 2019 and previously spent nine years at J.P. Morgan Securities Inc. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and active and passive strategies across public equities, fixed income, and alternative investments.

Danielle Mehia is a CFP® professional with 14 years of experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. She has worked with the firm and its related entities since 2010 and has prior experience with LPL Financial. In addition to her advisory role, she is a commissioned notary public. 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 employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Chad Essman is a CFP® professional with 20 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services since 2004 and was previously affiliated with LPL Financial. Outside of his advisory role, he has participated in a radio program and is a commissioned notary. 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 employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Anthony Parrish is a CFP® professional with 10 years of experience in the financial services industry. He has been with Wealth Enhancement Advisory Services, LLC since 2015 and has worked in affiliated entities including LPL Financial and Kestra Financial. Parrish is based in Plymouth, MN. 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, asset management, and specialized consulting services.

Kameryn Siemers is a CFP® with four years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. in Lakeville, MN. Prior to joining J.W. Cole, Siemers worked at SPC and Midwest Money Management, where they held the role of Associate Advisor. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm uses a variety of investment strategies, including discretionary and non-discretionary management, and incorporates digital advice platforms and third-party managers in its services.

Michael Tervo is a financial advisor with Private Advisor Group, LLC in Plymouth, MN, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2015 and joined Private Advisor Group in 2022. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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 portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies and supporting held-away account management through various third-party platforms.

Daniel Mandich Jr. is a financial advisor at Principal Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1986. Outside of his advisory role, he is involved in the life and health insurance sector. 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.