Richlieu Berkley is a financial advisor with Principal Financial Services holding a Series 66 designation and five years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Equitable Advisors. Outside of his advisory work, he serves on multiple nonprofit boards, mentors high school students, coaches high school basketball, and hosts a podcast featuring local business owners. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Corey Sullivan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at RBC Capital Markets for 15 years before joining Wealth Enhancement in 2019. 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 focuses on strategic asset allocation using both passive and active managers, supported by quantitative and fundamental research and offers a range of financial planning, asset management, and specialized retirement consulting services.

Adam Magarian is a financial advisor at Principal Financial Services with a Series 66 designation and less than one year of industry experience. His previous work includes roles in athletics at Florida State University and St. John's University, as well as experience in education and sports organizations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Connor Mckeen is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bridge Street Wealth Strategies, JJ Swanson Advisory Group, MML Investors Services, Massachusetts Mutual Life Insurance Company, and Northwestern Mutual. He also has experience in relationship management and administrative support at JJ Swanson Advisory Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jonathan North is a Series 65-licensed financial advisor with Wells Fargo Investment Institute, Inc., based in Minneapolis, MN. He has been with Wells Fargo Investment Institute since 2021 and has a total of four years of industry experience. Prior to that, he has worked with Wells Fargo Bank since 2013. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s work is divided across specialized divisions that support affiliated and non-affiliated advisers through research and model portfolio guidance.

Andrea Addo is a financial advisor at Cetera Planning Partners with six years of industry experience. She holds a Series 65 credential and has worked concurrently at HK Financial Services, Inc. and Olsen Thielen & Co., Ltd., where she is a Principal and accountant at a regional CPA firm. Andrea serves as a Finance Committee Member for the nonprofit organization True Friends. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services into its offerings and operates within a larger Cetera network, leveraging affiliated custodial and broker-dealer resources.

Uzochukwu Anughora is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Mutual of Omaha Investor Services. Outside of his financial advisory work, he has experience in part-time airport ramp operations at Unifi Aviation, LLC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, 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 solutions under various advisory and promoter arrangements.

Erik Jensen is a CFP® professional with nine years of industry experience, currently working at Schwab Wealth Advisory, Inc. He has previously held positions at Charles Schwab & Co., LPWM LLC, Ameriprise Financial Services, Morgan Stanley Private Bank, and The First National Bank in Sioux Falls. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes internal asset-allocation models and research tools to offer tailored recommendations while maintaining client authorization for all trades.

Michael Bishop is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. He has previously worked with LPL Financial and has been associated with Wealth Enhancement Group, LLC since 2006. Outside of his advisory role, he is a notary and is involved with a personal business entity, Bishop's Holdings, LLC, used for tax and investment purposes. 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 extensive research, and offers a broad range of financial planning, asset management, and consulting services.

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.

Mitchell Johnson is a financial advisor at First Citizens Investor Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining First Citizens, he worked for over a decade at the Office of the Comptroller of the Currency. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, using a client process focused on financial needs and risk tolerance assessments combined with fundamental, quantitative, and technical analysis. The firm offers portfolio management, wrap programs, model portfolios, and tax-aware services, managing over $2.6 billion in client assets as of December 2025.

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.