Jennifer Wesley is a financial advisor at &PARTNERS with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she serves as secretary for a condominium homeowners association. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary and third-party investment models alongside fundamental, technical, and quantitative analysis.

Jacqueline Ampe is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. Her prior work includes roles at LPL Financial. She is also involved in fixed insurance activities through Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves 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, and offers a range of financial planning and asset management services.

Robert Hanten is a financial advisor with Independent Financial Partners, holding Series 63, Series 65, and Series 66 designations and bringing 13 years of industry experience. He has worked at Pilot Capital Management Corp since 2010 and Solidarity Financial Inc. since 2002. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Joseph Young is a CFP® certificant and registered investment advisor with eight years of industry experience. He is currently with Savant Wealth Management and has previously worked at PrairieView Partners, Creative Planning, Wipfli Financial Advisors, Ameriprise Financial Services, and CliftonLarsonAllen Wealth Advisors. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services including accounting, legal, and trust management.

Matthew Hermann is a financial advisor with Primerica Advisors in Elko, MN, holding a Series 63 license and 18 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2007. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and retirement consulting. The firm uses a combination of proprietary and third-party investment strategies across various account types and supports features such as securities-based lending and tax harvesting.

Kira Kinsman is a CFP® professional with seven years of industry experience, currently with Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer in 2026, she spent several years at Fidelity Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate accounts, and private fund platforms.

Charles Maxwell Jr. is a CFP® with 13 years of industry experience, currently serving at Cresset Asset Management, LLC since 2022. He previously worked with Sargent Management Company and Meristem Family Wealth LLC. Outside of advising, he is a board member of Album Health, a start-up healthcare company in Des Moines, Iowa. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for 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, manager selection, and a mix of active and passive strategies across public equities, fixed income, and alternatives.

Terry Kerber is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at LPL Financial and SII Investments, Inc., as well as nearly five decades at Retirement Advisory Group. Outside of advising, he is an author affiliated with American Hope Publishing. 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 approach that combines passive and active management guided by an internal Investment Committee.

Adam Okeson is a financial advisor at Principal Financial Services with Series 65 and Series 63 licenses and two years of industry experience. He has previously worked at Northwestern Mutual in various capacities over three years and has experience with Pinnacle Wealth Partners and Principal-affiliated entities. Outside of advisory roles, he was involved in operational consulting and healthcare-related ventures earlier in his career. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third‑party money manager programs through both advisory and promoter arrangements.

Ashish Tomar is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience and has operated under the DBA Akshya Financial, focusing on selling New York Life products and brokering non-registered insurance products. Tomar’s career includes roles at Wealth Transformations LLC and Tomar & Associates. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Kelly Fischer is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Plymouth, MN. She has been with Wealth Enhancement and its affiliated entities since 2012. Outside of her advisory role, Kelly is a notary public. 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 retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Gregory Laughlin is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Meristem Family Wealth LLC for 10 years before joining Cresset in 2022. Outside of his advisory role, he assists in organizing special events through Twirl Events. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach, combining active and passive strategies and utilizing third-party managers where appropriate.

Andreas Scott is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mariner in Bloomington, MN. He worked previously at Carlson Capital Management for two years before joining Mariner in 2018. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm’s investment approach combines in-house research with third-party managers and covers a diverse set of strategies, supported by integrated tax and accounting services that include in-house CPAs and specialty tax planning.

Stephen Carlton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Independent Financial Group since 2013 and has operated Carlton Investment Services Group, LLC and Trademark Financial Management, LLC for over two decades. Carlton also owns Carlton Investment Services Group, LLC, which offers insurance sales including life, health, and long-term care. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a variety of investment advisory programs, financial planning, and retirement services, employing both in-house and third-party portfolio management and serving clients through multiple custodial platforms.

Luke Helmich is a financial advisor at Mariner with Series 65 and Series 63 licenses. He has recently entered the industry, with no prior advisory experience before joining Mariner. His background includes roles outside finance, such as working with CrossFit SISU and teaching in public schools. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and family office services.

David Cass is an investment advisor at TLG Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Leaders Group Inc, Allianz Life, Cetera Advisor Networks LLC, Girard Securities Inc, and United Capital Financial Advisers, LLC. At Allianz Life, he serves as Vice President and Head of the RIA Concierge Desk and sales unit. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm provides services to individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, using a research approach based on fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer program called Starlight Portfolios.

Jacob Reinhardt is a CFP® with 10 years of experience in the financial services industry. He currently works at J.W. Cole Advisors, Inc. and has prior experience at Charles Schwab, TD Ameritrade, and Scottrade. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individual, high-net-worth, and institutional clients. The firm utilizes a combination of fundamental and technical analysis alongside digital advice tools and provides both transaction-based and wrap-managed program options.

Nicole Webb is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. She has held previous roles at Wealth Enhancement Brokerage Services and LPL Financial. Webb is also involved in sales of fixed annuities, disability, and long-term care insurance through Wealth Enhancement Group, LLC. 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 offers a range of financial planning, asset management, and retirement consulting services.

Lisa Blevens is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 designations and has 25 years of industry experience. Her work history includes positions at Richfield Bloomington Credit Union, Infinex Investments, Inc., TD Ameritrade, CUNA Brokerage Services, Inc., and Posta (Ideal) Credit Union. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s advisory approach includes both discretionary and predominantly non-discretionary assets, with services delivered by a network of investment adviser representatives who utilize various analysis methods and third-party resources.

Judson Beeskau is a CFP® with 18 years of industry experience, currently serving at Prime Capital Financial. He has held roles at Private Client Services and Cambridge Investment Research. Beeskau is president of Beeskau Financial Services and serves as vice president of finance on the board of the Twin Cities Society for Human Resource Management. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides asset management, financial planning, qualified retirement plan services, and family office offerings through a variety of discretionary and non-discretionary investment strategies.