Nicholas Halvorson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2001. Outside of his advisory role, he has modeled men's clothing for J Hilburn Clothing Company on a limited basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jonathan North is a Series 65-licensed financial advisor with Wells Fargo Investment Institute, Inc., based in Minneapolis, MN. He has been with Wells Fargo Investment Institute since 2021 and has a total of four years of industry experience. Prior to that, he has worked with Wells Fargo Bank since 2013. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s work is divided across specialized divisions that support affiliated and non-affiliated advisers through research and model portfolio guidance.

Andrea Addo is a financial advisor at Cetera Planning Partners with six years of industry experience. She holds a Series 65 credential and has worked concurrently at HK Financial Services, Inc. and Olsen Thielen & Co., Ltd., where she is a Principal and accountant at a regional CPA firm. Andrea serves as a Finance Committee Member for the nonprofit organization True Friends. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services into its offerings and operates within a larger Cetera network, leveraging affiliated custodial and broker-dealer resources.

Jason Lynch is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience, having worked previously at CSP & Associates, Principal Life Insurance Company, Principal Securities, Inc., and Northwestern Mutual. Prior to his advisory career, he spent two years managing a bar and grill. 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 U.S. military personnel overseas. 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.

Uzochukwu Anughora is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Mutual of Omaha Investor Services. Outside of his financial advisory work, he has experience in part-time airport ramp operations at Unifi Aviation, LLC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, 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 solutions under various advisory and promoter arrangements.

Stephen Husten is a financial advisor at Ameritas Advisory Services, LLC with 33 years of industry experience and holds the ChFC® and Series 63 designations. His career includes roles at Ameritas and affiliated companies since 2017, and he also operates U.S. Business Consulting, providing tax savings, business development, and financial services. Ameritas Advisory Services, LLC offers investment advisory and financial planning to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm provides managed account programs, fee-based management of variable annuity and universal life subaccounts, and leverages multiple custodial platforms and third-party tools to support client portfolio management.

Erik Jensen is a Certified Financial Planner® (CFP®) with eight years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and previously worked at firms including Ameriprise Financial Services and Morgan Stanley Private Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge fees to clients.

Michael Bishop is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. He has previously worked with LPL Financial and has been associated with Wealth Enhancement Group, LLC since 2006. Outside of his advisory role, he is a notary and is involved with a personal business entity, Bishop's Holdings, LLC, used for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and extensive research, and offers a broad range of financial planning, asset management, and consulting services.

Mark Robert Lange is a financial advisor with Primerica Advisors in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006 and has worked at Dobson Financial Services since 1991. Outside of his advisory work, Lange serves as a co-trustee of the Lange Family Trust and holds a notary public commission in Blue Earth County. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports discretionary and non-discretionary account management across diverse investment products.

Michael Schweitzer is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company for 18 years and is currently affiliated with Park Avenue Securities and Guardian Life. Schweitzer also engages in other insurance-related activities outside of Guardian Life. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary accounts.

Angela Thomas is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2023, she spent 11 years at KDV Wealth Management LLC. 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 approach that emphasizes low-cost indexing alongside supplemental strategies such as direct indexing and tax-loss harvesting.

Michael Porter is a financial advisor at Mariner with one year of industry experience. He previously worked at Cahill Financial Advisors and Ameriprise Financial DBA Confetti Wealth. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers and offers a variety of strategies across asset classes, along with integrated tax and accounting services uncommon for a firm of its size.

Brendon Frazier is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has worked previously at Empower Advisory Group and Personal Capital Advisors Corporation. Frazier serves in the Colorado Army National Guard, a role he has held since 2015. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Mitchell Johnson is a financial advisor at First Citizens Investor Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining First Citizens, he worked for over a decade at the Office of the Comptroller of the Currency. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, using a client process focused on financial needs and risk tolerance assessments combined with fundamental, quantitative, and technical analysis. The firm offers portfolio management, wrap programs, model portfolios, and tax-aware services, managing over $2.6 billion in client assets as of December 2025.

David Bender is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Company and Atlas Wealth & Retirement. Bender is also involved in fixed insurance products, including fixed life, fixed annuity, disability income, long-term care, health, and Medicare supplemental contracts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.

Jonathan Jaranson is a CFP® professional with 12 years of industry experience. He has been with Savant Wealth Management since 2025 and previously worked for Irwin Schaffer LLC and Prairieview Partners LLC for 17 years. 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 a range of related implementation services provided through affiliated entities.

Anthony Leto is a financial advisor at D.A. Davidson & Co. in Edina, MN, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 12 years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard.

Brent Lange is a financial advisor at Mariner Wealth Advisors with seven years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Mariner in 2021, he worked at Carlson Capital Management LLC, Merrill, Bank of America, N.A., and the Office of the Comptroller of the Currency. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party allocations, with an emphasis on tax and accounting integration and specialized operational services such as family office and employer financial wellness solutions.

Ricky Mahlum is a financial advisor with Independent Financial Group, LLC in Plymouth, MN, holding a Series 63 designation and 41 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, Mahlum operates as a licensed insurance agent offering various insurance products and is the sole owner of a marketing DBA, Lighthouse Investor Services. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of firm- and third-party models for portfolio management, blending passive and active strategies across a range of risk profiles.

Eugene Larkin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at J.W. Cole Financial, Inc. and New Era Financial Group, Inc. Larkin is also the owner of a baseball-related business in Edina, Minnesota. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving 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 research that incorporates quantitative and fundamental analysis.