Peter Robinson is a Series 66-licensed financial advisor with over 21 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2018 and also serves as President of Retirement Plan Solutions at Nesbit Agencies Insurance Services. Prior to joining Kestra, Robinson held roles at Principal Life Insurance Company and several other financial firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, supporting both discretionary and non-discretionary investment arrangements.

Upasana Khandelwal is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Outside of her advisory role, she creates and sells art pieces through a personal business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement guidance. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and oversight and operates at scale with a large client base primarily serviced through non-discretionary programs.

Rebecca Oelrich is a CFP® with 11 years of industry experience, currently advising at Creative Planning since 2023. She previously worked for nine years at KDV Wealth Management, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by targeted private market exposure and various customized equity and bond strategies.

Kristina Christenson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. Prior to joining Wealth Enhancement in 2025, she worked at Bank of America and Merrill Lynch from 2011 to 2024. Outside of her advisory role, she works part-time as a server at Northern Taphouse in Lakeville, MN. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Chloe Briel is a CFP® professional with 11 years of experience in the financial services industry. She has worked at Wealth Enhancement Group and its affiliated firms since 2020 and previously held roles at Commonwealth Financial Network and Greenwald Wealth Management. Briel holds the Series 66 license and is based in Plymouth, MN. 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 approach that combines passive and active management guided by quantitative and fundamental research.

Joseph Barwick is a financial advisor at Guardian Life with 21 years of industry experience. He holds the Series 63 designation and has worked with Guardian Life and its affiliates since 2006. Barwick operates a practice called White Coat Wealth Advisors, which focuses on serving the medical community, and he also writes disability insurance policies through several major providers. Barwick is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life. The firm serves individual, corporate, and nonprofit clients with a range of brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary management through in-house and third-party strategies.

Jason Rein is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding a Series 63 designation and 33 years of industry experience. He has been a member and co-owner of The Rein Group since 2006 and is involved in offering Medicare and health insurance classes through Beyond Medicare. Additionally, he is a managing partner of EducateU LLC, which provides investment-related services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers discretionary model portfolios and various program structures designed to support affiliated advisors in delivering investment and wealth management services.

Jeffrey Hockert is a CFP® professional with over 31 years of experience in the financial services industry. He is affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at Wealth Enhancement Brokerage Services, Llc., LPL Financial, and Wealth Enhancement Group, Llc. He participates in a radio program associated with Wealth Enhancement Group and is a notary public. 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 retirement plan consulting, using a strategic investment approach that combines passive and active management guided by an internal committee and quantitative and fundamental research.

Craig Roslien is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding the ChFC® designation and a Series 63 license. He has 42 years of industry experience, including longstanding roles at New York Life Insurance Co. and Nylife Securities Inc. Craig is also involved with the Roslien family farm outside of his advisory work. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Derek Hoyt is a CFA® charterholder with 12 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2023, following 16 years at KDV Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Alec Engman is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. He holds a Series 66 credential and has previously worked at firms including Thrivent Financial and Principal Life Insurance Company. Outside of his advisory role, he works as an evening delivery driver for Domino's Pizza. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, providing both discretionary and non-discretionary account management.

Andrew Thelander is a CFP® professional with 21 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC during his career. Outside of his advisory role, he serves as a board member for the Stillwater Area Public Schools and the Northeast Metro 916 School Board. 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 internal research and an Investment Committee.

Adriana Arkley is a financial advisor at Transamerica Retirement Advisors, LLC in Minneapolis, MN, with three years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Transamerica, she worked at Wells Fargo and has experience in food service and event catering through Compass Group USA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education programs that emphasize asset allocation and retirement planning, supported by Morningstar Investment Management’s proprietary tools and model portfolios.

Lisa Clark is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, Series 65, and Series 66 credentials and bringing 25 years of industry experience. She has been with Wealth Enhancement Advisory Services since 2013 and also has experience at LPL Financial. Clark is involved with Wealth Enhancement Group in a business capacity. Wealth Enhancement Advisory Services, LLC is an enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Nicholas Beissel is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC in Plymouth, MN. He has been associated with Wealth Enhancement firms since 2003 and also worked with Linsco Private Ledger from 2007 to 2025. 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 multiple program offerings such as financial planning, asset management, and specialized retirement plan consulting.

Derrick Bordeleau is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lockton Investment Advisors and GWFS Equities. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Julie Johns is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. She has held roles at LPL Financial and Wealth Enhancement Group in prior years. Outside of advisory work, she is the owner of Gillette Cabin, LLC, a non-investment-related business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning and asset management, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Cailin Johnson is a CFP® professional with one year of industry experience, currently serving at Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer, she worked at Waypoint Capital Advisors and Great Waters Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies, complemented by a range of specialized services and client education initiatives.

Troy Gourde is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds a Series 63 designation and has worked at firms including Investors Financial Group, LLC and LPL Financial since 2013. In addition to his advisory work, he has served as a seminar instructor at Normandale Community College and Hennepin Technical College. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to multiple advisory programs and third-party asset managers through a network of investment adviser representatives.

Mary Grindland is a financial advisor at Wells Fargo Investment Institute, Inc. in Minneapolis, MN, holding Series 63 and Series 65 designations with four years of industry experience. She has worked at Wells Fargo Investment Institute since 2021 and previously spent nine years at Wells Fargo Wealth Management. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm organizes its work across specialized divisions and offers largely impersonal research and model guidance rather than direct investment management.