John Mowery is a CFP® professional with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. His prior experience includes roles at JP Mowery Wealth Advisors, LLC dba BrightPoint Planning, O'Brien and Associates, Inc., and Trademark Financial Management. He is an Investment Committee Member for Ronald McDonald House Charities - Upper Midwest. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial and retirement planning, tax support, and estate-planning coordination.

Tiffany Glidden Rude is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her prior roles include positions at Merrill and LPL Financial. 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 comprehensive financial planning and asset management services, employing a strategic investment process that combines passive and active managers with quantitative and fundamental research.

Nicholas Kvamme is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has worked with multiple entities within the Wealth Enhancement network since 2007. 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 through a large advisor network, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Daniel Stolfa is a CFP® professional with 15 years of experience in the financial advisory industry. He currently works at Wealth Enhancement Advisory Services, LLC and has previously held roles at CCG Wealth Management LLC, Evercore Wealth Management, LLC, and Cambridge Investment Research Advisors, Inc., among others. 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 assets and employs a diversified investment approach that incorporates both passive and active managers, supported by an internal Investment Committee.

Renay Henderson is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Cresset Asset Management, LLC, where she has worked since 2022. Prior to joining Cresset, she spent over two decades at Meristem Family Wealth. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies, supported by a structured due diligence process and private fund management.

Kathleen Kempson is a CFP® professional with one year of industry experience, currently serving as an advisor at Kestra Advisory. She has previously worked with Wealthspire and WEA Member Benefits and holds the Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Amanda Parsons is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Savant Wealth Management and previously worked at Prairieview Partners, Christianson PLLP, and MD Financial / Vestment Financial, among others. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supporting a broad range of investment approaches overseen by an investment committee.

Michael Velin is a CFP® professional with 15 years of industry experience, currently serving as a Private Wealth Advisor at Kestra Advisory. He has been with Kestra since 2010 across various affiliated entities and also coaches the boys varsity soccer team at Mounds Park Academy. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Toby Sarahan is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He is based in Plymouth, MN. Benjamin F. Edwards & Company serves a broad client base including individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management consulting. The firm combines discretionary and non-discretionary strategies across mutual funds, ETFs, and separately managed accounts, supported by an internal trading desk and an Investment Strategy Committee.

Rachele Schlottman is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation with one year of industry experience. Her career includes roles at LPL Financial, Alerus Financial, and First National Bank of Omaha. She is also a licensed notary public. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes 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 quantitative and fundamental research.

Scott Hanson is a financial advisor with Principal Financial Services in Maple Grove, MN, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Principal Securities Inc since 1992 and has a career background that includes Principal Life Insurance Company dating back to 1988. Principal Securities offers 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 abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

James Ganger is a financial advisor with OSAIC Institutions, Inc. He holds a Series 63 designation and has 36 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Securities America Advisors, and Securities America Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Emily Goodman is a CFP® with 13 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. She has been associated with Wealth Enhancement Advisory Services and related entities since 2009, including roles at LPL Financial and Wealth Enhancement Brokerage Services. 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 an internal Investment Committee.

Bruce Wain is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He previously worked for UBS Financial Services for 12 years before joining Rockefeller Financial in 2026. Outside of advising, he is a freelance photographer focusing on sporting events and landscapes, with his images used in client websites and marketing materials. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services, operating as both an advisory and a registered broker-dealer with a consolidated investment platform.

Bruce Helmer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2001 and worked at LPL Financial from 2007 to 2025. Outside of advisory work, Helmer is an author of the books *Real Wealth* and *Money & the People You Love* and participates in a radio program affiliated with Wealth Enhancement Group. 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 with an investment approach that combines passive and active strategies guided by an internal Investment Committee.

Shelley Austin is a CFP® with 12 years of experience in the financial services industry. She is currently an advisor at Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Quarry Hill Advisors, LPL Financial, and Summit Planning Group. Austin is also a licensed notary in Saint Paul, 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, using a diversified investment approach that blends passive and active managers and is overseen by an internal Investment Committee.

David Foster is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2014. Outside of his advisory work, he has been involved with Metropolitan Painting Co. since 1977. Primerica Advisors serves a broad retail client base with both transaction-based brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms to manage accounts on both discretionary and non-discretionary bases.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

James Kalina is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he performs part-time in a musical group and serves as a board member for the Economic Development Authority in Centerville, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services supported by model portfolios, research, and technology solutions.

Deana Healy is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding CFP®, Series 63, and Series 66 designations and possessing 25 years of industry experience. She has worked at Ameriprise since 2020 and previously held roles at Randstad Technologies and Salo LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.