Alexander Wallerich is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to joining Kestra in 2017, he worked at New York Life Insurance Company and NYLIFE Securities LLC from 2014 to 2017. Outside of his advisory work, he has been involved with The Railhouse Grill since 2011. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and investment advice, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Timothy Gaarder is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with Investors Financial Group, LLC and LPL Financial, LLC in addition to his current role. 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, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Benjamin Keziah is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience, previously working at Morgan Stanley. Outside of finance, he has experience in the restaurant industry with KAKU Sushi & Poke. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services using strategic allocation models and a variety of fee and account structures, complemented by access to the broader Goldman Sachs ecosystem.

Brent Meyer is a CFP® professional at Cresset Asset Management, LLC with eight years of industry experience. He previously worked at Meristem Family Wealth LLC from 2013 to 2022 before joining Cresset. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a disciplined, risk-aware approach that includes strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Andrea Bevanda is a financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2016. Bevanda is also a notary public for the state of Minnesota. 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, risk-class based investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Brenna Ihli is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and RBC Wealth Management. Brenna is based in Plymouth, MN. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach blending passive and active management, supported by an internal Investment Committee and multiple implementation tools and services.

Alexander Krueger is a Series 65 licensed financial advisor with Mariner, where he has worked since 2025. He has four years of industry experience, including seven years at C. C. Dunnavan & Co., Inc. Outside of his financial career, Krueger serves as an assistant coach for the Armstrong Cooper Youth Hockey Association, working with middle school players. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and internal research, and it integrates in-house tax and accounting services along with specialized family office and employer financial wellness solutions.

Marty Nanne is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Kestra since 2016 and previously worked at UBS Paine Webber. Nanne also serves as a managing director at The KNW Group, where he is involved in insurance-related activities, and holds a board position with Partners Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Anne Novak is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She holds the PFS™ designation and Series 65 license. Novak has worked at Cresset Asset Management since 2022 and has been Vice President at Cresset Trust Company since 2015, where she oversees operations, business development, and vendor relations. Prior to joining Cresset, she spent 17 years with Meristem Family Wealth, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a broad range of clients including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, using diversified, asset-allocation-driven portfolio construction with both active and passive strategies.

Walter Flynn is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Churchill Management Group since 2007 and joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

David Peterson is a financial advisor at Creative Planning with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RBC Capital Markets Corporation and Lockton Financial Advisors. 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 that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Mathew Litsheim is a CFP® and Series 65-licensed advisor at Creative Planning with four years of industry experience. His work history includes positions at Keystone Wealth Partners and Verve Carriers, LLC, as well as multiple roles at Creative Planning since 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Timofey Drozdov is a financial advisor at Mariner with four years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Focus Financial, Royal Alliance, and other financial institutions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for firms of its size.

Douglas Thompson is a financial advisor at J.W. Cole Advisors, Inc. with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining J.W. Cole Advisors and J.W. Cole Financial in 2024, he worked at Parkland Securities for 10 years and Sigma Planning Corporation for 22 years. Outside of his advisory role, he serves as chairman of Men of His Word, a faith-based men's group, and is president of the church council at Ascension Lutheran Church. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Jeremy Grund is a financial advisor with Principal Financial Services in Minnetonka, MN. He holds Series 63 and Series 65 licenses and has experience working at Principal Financial Services and Principal Life Insurance Company since 2025. His prior work history includes roles at HealthPartners and service in the Minnesota National Guard. 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 outside the U.S. 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.

Mathew Thomsen is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Summit Wealth Advocates, LLC, and Ameriprise Financial Services Inc. Thomsen is based in Minneapolis, MN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s research tools and asset allocation models. The firm focuses on client-directed investment decisions with annual reviews and does not exercise discretionary trading authority.

Gary Williamson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 16 years of industry experience. He has been with Wealth Enhancement in various capacities since 2013. Outside of his advisory role, he is involved as an agent selling traditional insurance products, including fixed annuities, disability, and long-term care insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal committee and quantitative and fundamental research.

Richard Kroll is a CFP® professional with 32 years of industry experience, currently affiliated with Principal Financial Services. His prior work includes roles at Kroll Wealth Management, Silveus Financial Products, Roy Jenks And Associates Inc, PRINCIPAL LIFE INSURANCE COMPANY, and Princor Financial Services Corporation. He is establishing a referral arrangement involving life insurance and variable life insurance products. 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 focus on financial planning, retirement consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.

Brent Muller is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2010 and has prior experience at 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 financial planning, asset management, and retirement plan consulting, employing a strategic allocation approach with a mix of passive and active managers guided by an internal Investment Committee.

Zachary Buesgens is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment and Financial Perspectives, Inc. He is also commissioned as a Notary Public. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting primarily for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers overseen by an internal Investment Committee.