Brent Carlson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has worked at Kestra Advisory Services, Kestra Investment Services, and WFG Investments. In addition to his advisory role, he is a public notary. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions.

Derek Hoyt is a CFA® charterholder with 12 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2023, following 16 years at KDV Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Alec Engman is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. He holds a Series 66 credential and has previously worked at firms including Thrivent Financial and Principal Life Insurance Company. Outside of his advisory role, he works as an evening delivery driver for Domino's Pizza. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, providing both discretionary and non-discretionary account management.

Andrew Thelander is a CFP® professional with 21 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC during his career. Outside of his advisory role, he serves as a board member for the Stillwater Area Public Schools and the Northeast Metro 916 School Board. 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 approach combining passive and active management, supported by internal research and an Investment Committee.

Adriana Arkley is a financial advisor at Transamerica Retirement Advisors, LLC in Minneapolis, MN, with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior work history at Wells Fargo and Compass Group USA, where she also assists with food service and event catering outside of securities hours. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education programs, utilizing proprietary portfolio models developed in partnership with Morningstar Investment Management.

Lisa Clark is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked with Wealth Enhancement Advisory Services since 2013. 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, using a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Nicholas Beissel is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including long tenures at Wealth Enhancement Advisory Services and related entities since 2003. Outside of advisory work, he is involved in business activities related to traditional insurance and annuity sales through Wealth Enhancement Group, LLC. 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 investment approach that integrates passive and active managers with quantitative and fundamental analysis, supported by an internal Investment Committee.

Derrick Bordeleau is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lockton Investment Advisors and GWFS Equities. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Julie Johns is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. She has held roles at LPL Financial and Wealth Enhancement Group in prior years. Outside of advisory work, she is the owner of Gillette Cabin, LLC, a non-investment-related business. 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 and asset management, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Cailin Johnson is a CFP® professional with one year of industry experience, currently serving at Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer, she worked at Waypoint Capital Advisors and Great Waters Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies, complemented by a range of specialized services and client education initiatives.

Tyler Huntley is a financial advisor with Guardian Life and holds a Series 66 designation. He has experience working at multiple firms, including Park Avenue Securities and Foster Klima & Co. Prior to his advisory roles, he held various positions in retail and service industries. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a 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 services, financial planning, retirement plan consulting, and investment advisory programs.

Troy Gourde is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 15 years of industry experience. He previously worked at Investors Financial Group, LLC and has been associated with LPL Financial for over a decade. In addition to his advisory work, he has served as a seminar instructor at Normandale Community College and Hennepin Technical College. Private Advisor Group serves a wide range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model leveraging technology platforms and offers access to proprietary and third-party managed account solutions.

Mary Grindland is a financial advisor at Wells Fargo Investment Institute, Inc. in Minneapolis, MN, holding Series 63 and Series 65 designations with four years of industry experience. She has worked at Wells Fargo Investment Institute since 2021 and previously spent nine years at Wells Fargo Wealth Management. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm organizes its work across specialized divisions and offers largely impersonal research and model guidance rather than direct investment management.

Michael Stein is a financial advisor with VOYA Financial Advisors, Inc. in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and third-party strategies with technology-enabled tools to implement investment recommendations, operating primarily through non-discretionary client relationships alongside certain discretionary programs.

Preston Koenig is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has been with the Wealth Enhancement group since 2012 and has held roles at LPL Financial and Wealth Enhancement Brokerage Services. 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 approach that combines passive and active management guided by an internal Investment Committee.

Samantha Walker is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Nfp and Kestra Investment Services LLC, as well as positions outside finance such as at Medina Golf & Country Club and the University of Minnesota - Carlson School of Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, vendor searches, and employee education. The firm manages approximately $79.8 billion in assets and serves a client base that includes large institutional investors such as sovereign wealth funds.

Cody Polzin is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual and State Farm, along with six years of service in the Armed Forces. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services, managing approximately $12.77 billion in assets through a largely non-discretionary investment approach.

Shane Wolden is a CFP® with seven years of industry experience, currently with Guardian Life. His prior work includes six years at NFP Retirement, Inc. He serves as an assistant junior varsity hockey coach for Osseo Area Schools. He is affiliated with Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, which provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Zenith Koy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012 and is involved in referral services for estate planning through Legacy Shield and Net Law. Additionally, he has ownership experience with KE Financial Center Zenith Koy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Andrew Koskie is a financial advisor with Cetera Planning Partners in Saint Paul, MN, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at CRI Securities, Securian Financial Services, and Minnesota Life. Outside of his advisory work, he owns a landscaping and lawn mowing business. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers, utilizing a diversified investment approach tailored to client objectives and risk tolerance.