Mark Robert Lange is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 35 years of experience in the industry, including 20 years with Guardian Life and Dobson Financial Services. Outside of his advisory work, he is a co-trustee of the Lange Family Trust and serves as a notary public in Blue Earth County. He is associated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, education, and investment management solutions through both proprietary and third-party platforms.

Michael Schweitzer is a financial advisor with Guardian Life in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Guardian Life and its affiliated entities since 2006. Outside his advisory role, he is involved in offering other insurance products independently of Guardian. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and offers various financial planning, consulting, and investment solutions tailored to client needs.

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 a Series 65 designation and one year of industry experience. Prior to joining Mariner, he worked at Cahill Financial Advisors and Ameriprise Financial DBA Confetti Wealth. His background also includes roles related to travel and volunteerism, as well as teaching experience at Notre Dame High School. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm implements customized discretionary portfolios supported by an internal investment team and provides integrated tax, accounting, and financial wellness solutions.

Brooks Allen is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Nepsis, Inc and the Johnny Tauer Championship Basketball Camp. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies, supported by a structured due-diligence program and a range of wealth management and advisory services.

Brendon Frazier is a financial advisor at Creative Planning with a Series 65 designation and five years of industry experience. He has previously worked at Empower Advisory Group and Personal Capital Advisors Corporation. Frazier also serves in the Colorado Army National Guard. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth and ultra-affluent clients, as well as institutions. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and tax-efficient strategies.

James Rose is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Goldman Sachs, Fisher Investments, and J.P. Morgan. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios constructed with low-cost ETFs, index funds, separate account managers, and other investment vehicles.

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.

Kristin Larson is a Series 66-licensed financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Sanctuary Advisors in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and acting as a fiduciary when a written advisory agreement is in place.

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.

Jason Ahlgren is a CFP® and ChFC® professional with 20 years of industry experience. He has worked at firms including IMST Distributors, Riverbridge Partners, Ameriprise, and Thrivent Investment Management before joining Wealth Enhancement Advisory Services, LLC. Outside of advisory work, he co-owns a recruiting firm, produces cocktail tutorial videos, and serves on finance and audit committees for nonprofit organizations such as the Animal Humane Society and Be The Match. 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 emphasizes diversified, risk-class based investment strategies combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools.

John Radmanovich is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2022. Outside of financial advising, he provides assistance to a handicapped family member through his involvement with Partners In Community Supports, a role he has held since 2013. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches, managing nearly $50 billion for over 127,000 clients.

Trenton Hazen is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Nepsis, Inc., Michael Erpelding, and Northwestern Mutual Investment Services. He also serves as a Retirement Plan Specialist focused on employer-sponsored plans such as 401(k)s and SEP IRAs. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jack Helmich is a financial advisor at &PARTNERS with Series 65 and Series 63 credentials. He has recently entered the industry with less than one year of experience. His background includes roles at Provision Financial Group and Virginia Tech, along with work outside the financial sector such as with DoorDash Inc and T and T Boatworks. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers a range of investment and financial planning services using multiple analytical approaches and a combination of proprietary and third-party strategies.

Shawn Nelson is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds a Series 63 designation and has worked with firms including Nelson Financial Partners, The Leaders Group Inc, and Strategic Benefits Group Inc. Nelson is also the owner of Nelson Financial Partners, where he is involved in fixed insurance and security product sales. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, providing investment supervisory services, portfolio management, and fiduciary services for ERISA-qualified retirement plans. The firm’s investment approach emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, and it offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Besiana Kingji is a financial advisor at Wealth Enhancement Advisory Services, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wealth Enhancement since 2020, including roles at affiliated entities and LPL Financial. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Nathan Wenner is a financial advisor at Creative Planning with 23 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Creative Planning in 2022, he worked at Wipfli Financial Advisors for four years and Hewins Financial Advisors for sixteen years. Wenner is involved in overseeing the wind down of Wipfli Financial Advisors, a business acquired by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure while offering institutional and retirement plan services through a network of more than 1,100 advisors.

Deborah Novatney is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked at firms including U.S. Bancorp Investments and LPL Financial prior to her current role. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.