Lihua He is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and is also involved with Tri-Eagle Inc., which she uses to advertise her mortgage business. Additionally, she sells insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through a variety of proprietary and third-party investment programs.

Kyle Kolb is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. His prior roles include positions at Dougherty Wealth Advisers LLC, Associated Trust Company, NA, and Associated Bank, NA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach combining active and passive strategies, supported by a structured due-diligence process and private fund management across multiple asset classes.

Nicholas Ovshak is a Certified Financial Planner™ at Commonwealth Financial Network with eight years of industry experience. He has worked at several firms including Fidelity Brokerage Services and Ameriprise Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad platform of managed-account programs, third-party asset manager access, and custody services, supporting a wide range of investment options and portfolio implementation approaches.

Brian Jenks is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 65 credentials and with 40 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 1985 and has been involved with Roy Jenks & Associates Inc. since the same year. Outside of his advisory role, he is a partner in Power Corner LLC, an entity focused on operational support and practice succession planning for advisors. 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.

Benjamin Daggett is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo Clearing Services, and Riversource Distributors. In addition to his advisory role, he is a commissioned notary. 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 utilizes a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Noah Tesch is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes six years at Ameriprise Financial Services, along with time at the YMCA prior to entering financial services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, focusing on annual financial reviews and tailored investment recommendations using Schwab's research tools and standard asset allocation models. The firm operates as an internal advisory unit within Schwab, delivering advice without charging clients directly for advisory services.

Dana Anderson is a Certified Financial Planner™ (CFP®) with nine years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and has prior experience at Ameriprise Financial Services, Inc. and LPL Financial LLC. Outside of her advisory role, she manages a short-term vacation rental business. 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 employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee, and offers a range of implementation tools and services across a large network of advisors.

Brady Palzkill is a CFP® and Series 65 credentialed financial advisor with two years of industry experience. He is currently associated with Hightower Advisors and has prior experience at CliftonLarsonAllen Wealth Advisors and Robert W Baird & Co, Inc. Palzkill has also held roles outside of finance, including positions with University of Wisconsin-Madison and community organizations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, alongside proprietary research and various investment vehicles.

Tyler Christenson is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Investors Financial Group, LLC and LPL Financial, LLC. Christenson 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Joshua Nokes is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2013 and is also an agent with Agia. Outside of his advisory role, Nokes serves as a coordinator for the Farmington Youth Football Association, where he assists with coaching assignments and practice planning. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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-developed UMA models to construct client portfolios.

Evan Laleman is a CFP® professional with one year of industry experience, currently affiliated with Sequoia Financial Group, L.L.C. in Bloomington, MN. Prior to joining Sequoia, he held roles at Carlson Capital Management, Avantax, and Summit Wealth Advocates, and has experience working at the University of St. Thomas and Canterbury Park. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a mix of model and custom portfolio management strategies, utilizing a variety of investment vehicles and conducting research through fundamental, technical, and cyclical analysis supplemented by third-party due diligence.

Cambria Monson is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Savant, Monson held roles at Beacon Pointe Advisors, the University of Denver, Northwestern Mutual, IPS Strategic Capital, and Home Depot. Monson also has experience working in plumbing and heating as well as at a golf course. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies and maintains affiliated accounting, legal, and trust service entities.

Peter Hyjek is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 24 years of industry experience. His career includes roles at Principal Life Insurance Company since 2002 and Principal Securities Inc. since 2016, along with a more recent position at Piprude Financial. He is also the owner of PFH Financial LLC, which supports operational and administrative expenses, and is a partner in Power Corner LLC, an entity formed for business partnering and practice succession planning among Principal advisors. 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 offers financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct advisory and promoter arrangements.

Jonathan Drewes is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company for over a decade. Outside of his advisory work, he operates as an independent insurance broker for life, disability, and long-term care insurance products. Park Avenue Securities serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party models, supporting various account types and lending solutions.

Karl Koll is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has been with Wealth Enhancement and its affiliated entities since 2015 and was previously associated with LPL Financial. 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, utilizing a strategic investment process that combines passive and active managers guided by an internal Investment Committee.

Thomas Langseth is a ChFC® credentialed financial advisor with 34 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc., as well as Spire Credit Union and Infinex Investments, Inc. His prior experience includes 13 years with Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a nationwide network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary assets under management.

Kyle Schrieffer is a CFP®, CFA®, and Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Creative Planning, where he has worked since 2023, following prior roles at Ameriprise Financial Services and Raymond James Financial Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Aaron Self is a CFP® affiliated with Cresset Asset Management, LLC and has been with the firm since 2024. Prior to joining Cresset, he worked in education at the University of Missouri and several schools in Missouri. 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, employing a disciplined, risk-aware investment approach across a broad range of asset classes and utilizing both active and passive strategies.

Kate Maier is a CFP® professional with 21 years of experience in the financial services industry. She has been with Wealth Enhancement Advisory Services, LLC since 2014 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC. In addition to her advisory work, she is a licensed attorney and provides legal services on a limited basis. 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 process combining passive and active management, guided by an internal Investment Committee and quantitative and fundamental research.

Spencer Larsen is a financial advisor with Oppenheimer in Minneapolis, MN, holding a Series 66 designation. He joined Oppenheimer in 2025 and has no prior industry experience. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation and manager selection across multiple asset classes.