David Duchene is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) based in Edina, MN, with 33 years of industry experience. He has been with Eagle Strategies since 2013 and has maintained a continuous association with New York Life Insurance Co. and Nylife Securities Inc. since 1993. He is also an investor in an insurance-related holding company. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes personalized recommendations and provides various advisory programs, including retirement plan consulting and co-advisory relationships, with most assets managed on a non-discretionary basis.

Craig Meuer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and New Era Financial Advisors, Inc. He is also the owner of a separate business entity, Craig Meuer 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 blends passive and active managers, supported by quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Craig Drake is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds a Series 63 designation and has worked with firms including Beacon Financial Group, Fathom Financial, and Incentive Compensation Alternatives. Drake is a partner in Drake Financial, LLC, which provides operational support, business partnering, and practice succession planning. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to third-party money manager asset allocation and managed account solutions through various advisory and promoter arrangements.

Adam Weiland is a CFP® professional with 19 years of experience in the financial services industry. He has worked with Wealth Enhancement Advisory Services, LLC since 2011 and has been affiliated with related Wealth Enhancement entities since 2007. Outside of advisory work, he has established a business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Avery Slotsve is a CFP® professional with one year of industry experience, currently serving at Sequoia Financial Group, L.L.C. Prior to joining Sequoia, Slotsve worked at Carlson Capital Management for two years and held positions at the University of Minnesota - Duluth and HINCKLEY - FINLAYSON High School. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with research-driven portfolio construction and oversight from an Investment Policy Committee.

Thomas Devore is a Series 66-licensed financial advisor with Valic Financial Advisors in Edina, MN. He has one year of industry experience and previously worked in education and retail, including a five-year role in the English Program in Korea and a position at Whole Foods Market. He has also served with AmeriCorps through Notre Dame Mission Volunteers and La Puente, Inc. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing technology and unified managed accounts to support its client base.

Jake Meza is a CFP® at Mercer Global Advisors Inc. in Minneapolis, MN, with three years of industry experience. His work history includes roles at Mercer Global Advisors and Fure Financial Corporation, as well as Northwestern Mutual Investment Services LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and strategic factor tilts, supported by a range of portfolio management and financial planning services.

Joseph Frissora is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His prior roles include positions at Commonwealth Financial Network, Greenwald Wealth Management, and Schwarz Dygos Wheeler Investment Advisors. He is involved with Manual.Care, LLC, providing financial education through guest speaking and panelist engagements. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm’s approach combines discretionary, customized portfolios with both in-house research and third-party manager allocations, supported by extensive tax, accounting, and financial wellness services.

John Sitarz is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and over 30 years of industry experience. He has been with Principal Financial Services since 2016, including roles at Principal Life Insurance Company since 1998, and began working with Pinnacle Wealth Partners in 2024. Outside of his advisory work, he sells fixed life insurance, fixed annuities, disability insurance, and long-term care insurance through various carriers. 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 military personnel. 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.

Brandon Fancher is a CFA® charterholder and holds a Series 63 license, currently working with Schwab Wealth Advisory, Inc. in Edina, MN. He has three years of industry experience, including roles at Charles Schwab & Co., Inc. and prior work in delivery services and the restaurant industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with tailored recommendations and periodic portfolio reviews.

Lance Huebner is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over ten years. Outside of his advisory role, he is the owner of Cadlee Company, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of more than 400 independent advisers. The firm offers portfolio management via multiple platforms and employs various analytical approaches, acting as a fiduciary when a written advisory agreement is in place.

Paul Wilson is a CFP® with 27 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2012. Wilson is involved in the sales and service of fixed life, disability, long-term care, and health insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a range of investment methods delivered through technology platforms and third-party managers.

Margaret Beggs Towle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and over 21 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LLC and LPL Financial and maintains involvement in tax preparation through her business MBT, LLC. 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 a range of financial planning, asset management, and consulting services with an investment approach that combines passive and active management guided by an internal Investment Committee.

Elise Hartwig is a CFP® professional with seven years of industry experience. She has worked at Commonwealth Financial Network and Integrated Equity Management since 2025, and previously spent six years at Morgan Stanley in various roles. Outside of advising, she has experience in fixed insurance sales conducted at her branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors serving individual and institutional clients. The firm offers managed-account programs, access to third-party asset managers, and custody services, providing a comprehensive platform for portfolio implementation and client service.

Eric Grafnitz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at LPL Financial, Gradient Financial Group, Woodbury Financial Services, and Questar Capital Corporation. He provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. 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.

Nicholas Negrini is a financial advisor at Wells Fargo Investment Institute, Inc. He holds Series 66 and Series 65 designations and has seven years of industry experience. His previous roles include positions at Wells Fargo Wealth Management and RBC Capital Markets. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm delivers impersonal, non-discretionary investment advice through model portfolios and strategic guidance developed by specialized teams using both qualitative and quantitative analysis.

Thomas Nowariak is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. in Bloomington, MN, and previously worked for nine years at Carlson Capital Management LLC. Sequoia Financial Advisors, LLC serves a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm offers wealth planning, investment management, and retirement-plan advisory services through a combination of model and custom portfolios, utilizing a range of investment vehicles and oversight by an Investment Policy Committee.

Chris Elhardt is a Series 66-registered financial advisor with Guardian Life, based in Minnetonka, MN, and has 10 years of industry experience. He has worked with Guardian Life and its affiliate Park Avenue Securities since 2013. Outside of advising, he is also involved as a broker of insurance products including long-term care, group, annuities, life, and disability insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies and provides access to proprietary and third-party advisory solutions.

Douglas Flink is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 33 years of industry experience and has been with Guardian Life since 2006. Outside of his advisory role, he is involved with Foster Klima & Company, Inc., a general agency for Guardian Life. His firm, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, alongside access to insurance products and alternative investments via its connection with Guardian Life.

Caleb Landry is a financial advisor at J.W. Cole Advisors, Inc. with one year of industry experience. He holds a Series 66 credential and has prior work experience in education and the concrete industry. Outside of his advisory role, Landry works part-time as a restaurant server and is a licensed insurance agent. J.W. Cole Advisors is a large enterprise firm serving individuals, high-net-worth clients, and institutions with fee-based portfolio management, financial planning, and retirement services. The firm employs a range of discretionary and non-discretionary strategies and integrates digital advice platforms alongside traditional investment management.