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.

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.

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 financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, MN, holding the CFP®, ChFC®, and Series 66 designations and bringing 19 years of industry experience. He previously worked at IMST Distributors, LLC and Riverbridge Partners, LLC, where he served as an Associate Relationship Manager. Outside of advising, Ahlgren is involved in several community and nonprofit activities including serving on the finance committee of the Animal Humane Society and chairing the board investment committee for Be The Match; he also owns Elm, LLC, creating cocktail tutorial videos. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach blending passive and active managers overseen by an internal Investment Committee.

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.

Trevor Skaar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains a relationship with LPL Financial dating back to 2012. Skaar is licensed to sell life insurance and fixed annuity products in Minnesota and has expressed interest in offering these products if the opportunity arises. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Jack Helmich is a financial advisor with &Partners in Bloomington, MN, holding Series 65 and Series 63 licenses. He has less than one year of industry experience and has held prior roles including positions at Provision Financial Group and Virginia Tech. Outside of finance, he has worked with Doordash Inc and has experience in various other roles during his academic career. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, and corporations. The firm offers a range of investment management and advisory services using both proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis with ongoing account monitoring.

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.

Christopher Simenson is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at firms including Agia, Edward Jones, and Pacific Union Financial. Outside of his advisory role, he is involved in indoor golf entertainment consulting through his ownership of SSGS, LLC and a consultant position with Sota Sims Golf, LLC. Valic Financial Advisors primarily serves U.S.-based individual investors, including 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 UMA models with options for tax and ESG overlays.

Thomas Miller is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial Group since 2014. Miller provides investment advisory services through Private Advisor Group, an independent advisory firm. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and coordinating with multiple custodians and third-party platforms.

David Engler is a financial advisor with Osaic Institutions, Inc. based in St. Paul, MN, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at LPL Financial and Hiway FCU Investment Services from 2006 to 2024. Outside of his advisory work, he is an independent author and writer, a coach at a local clinic, and a group fitness instructor at the YMCA. 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, financial planning, and a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Taylor Winbush is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked with firms including Mass Mutual Investors Services, Allianz Life Financial Services, and Fidelity Brokerage Services. Outside of his advisory role, he participates as an associate in promotional tasting events for various beverage brands. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services through programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes proprietary portfolio construction tools developed in partnership with Morningstar Investment Management.

Naomi Savolainen is a financial advisor at Independent Financial Partners with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including RBC Capital Markets, Wells Fargo Clearing Services, and U.S. Bancorp Investments. Outside of finance, she owns and designs jewelry through her business, Mimiomi Jewelry. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports diverse investment approaches and is notable for its retirement-plan advisory and pension consulting capabilities.