Michael Roedl is a financial advisor with Wells Fargo Investment Institute, Inc., holding Series 65 and Series 63 credentials and 10 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and Piper Jaffray & Co. He is based in Minneapolis, MN. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, delivering impersonal, model-based investment advice integrated with banking fiduciary and trust services.

Sarah Leitzke is a CFP® professional with five years of industry experience. She has worked at Hightower Advisors since 2021 and previously held positions at Story Capital and M&E Catalyst Group. Outside of finance, she has experience at Rogers School of Music and was involved with Jacob's Well Church for several years. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and various investment vehicles.

Steven Hegarty is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, working since 2004 with Park Avenue Securities and Guardian Life Insurance Co. He also operates Hegarty Consulting Group LLC, an employee benefits firm serving small businesses, and provides identity theft and prepaid legal services. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting through proprietary and third-party investment programs.

Keith Stommes is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015, and has been associated with Wells Fargo since 2012. Outside of his advisory role, Stommes co-manages a rental property in Annandale, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses model asset allocations and portfolio oversight from Morningstar Investment Management, focusing on asset allocation, contribution rates, and retirement age guidance through both managed and non-discretionary advisory services.

Brent Cook is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Ameriprise Financial. Outside of his advisory role, Cook has served as an election judge in his local precinct. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and client savings rates within an integrated platform tied to its recordkeeping and administrative services.

Benjamin Schaefer is a CFP® with 29 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement Advisory Services since 2001 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services and LPL Financial. Schaefer is also licensed as an insurance agent, selling traditional insurance products and fixed annuities. 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, asset management, and specialized retirement plan consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Hannah Tesch is a CFP® with six years of industry experience, currently working at Schwab Wealth Advisory, Inc. She has held roles at Charles Schwab Bank SSB, Charles Schwab, Farmers Financial Solutions, Farmers Insurance, and Ameriprise Financial. Her career includes a variety of financial services positions in the Minneapolis area. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm serves individual investors through a consultative process that includes annual financial reviews and investment recommendations, without exercising discretionary trading authority.

Matthew Morrison is a CFP® with one year of industry experience, currently affiliated with Commonwealth Financial Network in Bloomington, MN. His prior experience includes five years at Mindful Asset Planning and roles at Integrated Equity Management, Cambridge Investment Research, Walser Automotive Group, RE/MAX Results, and REVL. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages over $200 billion in client assets and offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jonathan Henderson is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial, J.P. Morgan Securities, and Fidelity. Wealth Enhancement Advisory Services, LLC is an SEC-registered advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Brian Hanson is a financial advisor at TLG Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TLG Advisors since 2012. Outside of advisory services, he is involved in mortgage lending, including reverse mortgages, and sells life insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach based on fundamental analysis and Modern Portfolio Theory along with a direct-to-consumer program called Starlight Portfolios.

Katie Scalia is a financial advisor at Principal Financial Services based in Minneapolis, MN, holding Series 65 and Series 63 licenses. She has experience at several firms including Principal Securities, Principal Life Insurance Company, 1834 Investment Advisors, Bremer Bank, and Wells Fargo, totaling over 30 years in the financial industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Camille Vukodinovich is a CFP® professional with six years of industry experience. She has worked at Cresset Asset Management, LLC since 2022 and previously held roles at Meristem Family Wealth LLC, CliftonLarsonAllen Wealth Advisors, LLC, Wipfli Financial Advisors, LLC, Hewins Financial Advisors, LLC, and the University of Wisconsin-Madison. Cresset Asset Management is a multi-disciplinary 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, active and passive management, and alternatives across various asset classes, while using tools such as artificial intelligence and machine learning for research and analysis.

Brian Craig is a ChFC® with 17 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life), where he has worked since 2014, and has prior experience with New York Life Insurance Company and NYLife Securities LLC dating back to 2009. He is also a passive investor in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Madeline Longo is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Waypoint Capital Advisors and Ameriprise Financial, and held a position at the University of Wisconsin–Madison. 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’s investment approach uses Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, employing a range of implementation options including ETFs, mutual funds, and separate accounts.

Shane Harjes is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cresset since 2019. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, the University of Colorado Boulder, and Filter Haus LLC. Harjes serves as treasurer for The Table Minneapolis, a charitable organization. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach that blends active and passive strategies, supported by a structured due diligence program and private fund management activities.

Tenielle Shallman is a CFP® professional with 24 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. She has worked at Wealth Enhancement Advisory Services since 2001 and Wealth Enhancement Brokerage Services since 2007, with prior experience at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm emphasizes strategic asset allocation using a combination of passive and active managers, supported by an internal Investment Committee and a range of program offerings including financial planning, asset management, and specialized retirement plan consulting.

Bernie Zeruhn is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for 24 years before joining Goldman Sachs in 2021. Outside of his advisory role, he serves as a referee for youth soccer matches with the Minnesota State Referee Committee. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored financial solutions through integrated teams and affiliated entities.

Daniel Ries is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Transamerica Investor Securities Corporation and Transamerica Retirement Solutions since 2018 and previously at COUNTRY Capital Management Company from 2016 to 2018. Outside of his advisory role, he occasionally provides babysitting support for a family member receiving government-assisted daycare. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations through programs such as Managed Advice, Advisor Managed Advice, and Today’s Advice. The firm’s investment approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management and serves a broad client base with a focus on asset allocation and retirement planning guidance.

Edward Davies is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paychex Securities Corporation and Paychex Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

David Flora is a Series 66-licensed advisor with Transamerica Retirement Advisors, LLC, based in Blaine, MN, and has 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2011. Outside of his advisory role, Flora owns and operates a photography business, Dave Flora Photography. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with advisory programs that focus on asset allocation, contribution guidance, and retirement age planning. The firm employs Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized, primarily non-discretionary investment advice.