Clayton Benway is a financial advisor with OSAIC Institutions, Inc. in Shoreview, MN, holding Series 63, 65, and 66 licenses and having seven years of industry experience. His prior roles include positions at Alerus and TD Ameritrade. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and financial planning, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary account management.

Jon Marker is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Guardian Life Insurance Company and Park Avenue Securities. Marker serves as a board member for both the Braemar Golf Association and the Minneapolis Jewish Cemetery. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies across multiple platforms.

Cheryl Grochowski is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kestra Advisory. She was previously with Commonwealth Financial Network for nine years before joining Kestra in 2025. Outside of her advisory role, she owns Treowth Wealth Advisors, where she prepares tax returns during tax season. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a range of clients from large institutional investors to sovereign wealth funds.

Jason Hegarty is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Guardian Life since 2007 and at Park Avenue Securities since 2022. In addition to his advisory role, he operates Hegarty Consulting Group, LLC, which markets employee benefits and retirement products primarily to small businesses, and he provides identity theft protection services through Pre-Paid Legal. Park Avenue Securities LLC, where he is based, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Stephanie Griesinger is a CFP® professional with 11 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC in Plymouth, MN. She has worked with Wealth Enhancement since 2017 and previously spent several years at WD Financial Services, LLC and Weber & Deegan, Ltd. Stephanie serves on the board of the Carver Lions Club. 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 utilizes a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Ian Brauer is a CFP® professional with one year of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. Prior to this role, he worked for Lake Tahoe Wealth Management and has experience in both academic and hospitality settings. Wealth Enhancement Advisory Services (WEAS) 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 combining passive and active strategies overseen by an internal Investment Committee.

Nicole Walker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Wealth Enhancement Brokerage Services, LLC since 2007 and LPL Financial from 2007 to 2025. Her career also includes a 16-year tenure with Famous Dave's of America. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Glenn Pavia is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2007. Outside of his advisory role, he serves as vice president, treasurer, and secretary for a veterinary product sales business owned by his wife. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nichole Coons is a financial advisor with Principal Financial Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Principal Securities, Inc. and Principal Life Insurance Co. since 2004. Additionally, she serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal business units. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Susan Cevette is a financial advisor with Kestra Advisory in Minneapolis, MN, holding Series 63, 65, and 66 licenses and totaling 21 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. She is also the owner and registered representative of Watersedge Wealth Management, an independent insurance firm. 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, compliance testing, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Michael Challe is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at JPMorgan Securities LLC, LPL Financial, and Priebe Wealth Holdings, LLC, where he continues to maintain an affiliation. Based in Maple Grove, MN, he is involved in advisory services through Kestra Advisory and manages wealth management business operations under Magnetic North Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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, serving a range of clients from large institutional investors to sovereign wealth funds.

Shea Murphy is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia, focusing on non-securities insurance products. 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 for portfolio construction.

Matthew Costello is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Brookstone since 2020 and also operates Milestone Retirement Planning Service, where he provides insurance sales and retirement planning. Costello is the founder and president of Milestone Insurance Marketing, LLC, which runs a social media annuity lead generation program for insurance agents and advisors. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, providing investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Edwina Allee is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 30 years of industry experience. She has worked with Wealth Enhancement firms since 2006 and has a background that includes roles at Linsco Private Ledger. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Ryan Siewert is a CFP® with 10 years of experience in the financial industry. He is currently with Cresset Asset Management, LLC and has previously worked at Meristem Family Wealth LLC and Ameriprise Financial Services, Inc. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, and institutions. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence process for manager selection and ongoing portfolio monitoring.

Andrew Lucking is a CFP®-certified financial advisor with 21 years of industry experience. He is affiliated with Commonwealth Financial Network and Northstar Financial Partners, LLC, where he holds a part ownership interest. Outside of his advisory work, he serves as the bookkeeper for a hair salon. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

Betsy Kelly is a financial advisor at United Planners Financial Services of America with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Nova 401(k) Associates. Outside of finance, she is a social media influencer and content creator focused on golf and fitness. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs independent investment adviser representatives and utilizes a mix of custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Patrick Lang is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2014. Outside of his advisory role, Lang is also involved in selling non-New York Life insurance products. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Corey Purkat is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Wealth Enhancement Advisory Services, LLC and has held prior roles at LPL Financial, Origin Financial, and his own firm, Purkat Financial. 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 uses a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Michael Hess is a CFP® professional with 23 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Group, Llc and Wealth Enhancement Brokerage Services, LLC since 2002 and 2007 respectively, and was associated with LPL Financial from 2007 to 2025. Outside of advisory work, he is an insurance agent focusing on life, fixed annuities, disability, and long-term care policies. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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 retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.