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 at OSAIC Institutions, Inc. with 25 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Richfield Bloomington Credit Union, Infinex Investments, TD Ameritrade, CUNA Brokerage Services, and Posta Credit Union. 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, ERISA plan services, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

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.

Tonya Carlson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2011. In addition to her advisory role, she is a commissioned 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’s investment approach combines strategic asset allocation across risk classes with both passive and active management, supported by an internal Investment Committee and comprehensive research incorporating quantitative and fundamental analysis.

Tyler Jensch is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His work history includes 13 years at Thrivent Investment Management Inc. and one year at Raymond James & Associates, Inc. before joining his current firm. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Isabella Swanson is a financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. She holds a Series 65 designation and has previously worked at Carlson Capital Management, Creative Planning, LLC, The Walt Disney Company, and The Toro Company. 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 other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.

Thomas O Hara is a financial advisor with Principal Financial Services based in Minnetonka, MN. He holds a Series 66 designation and has prior experience at One River Asset Management, Ernst & Young, and PricewaterhouseCoopers. He is also involved in the sales and service of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Zachary Wahl is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2017 to 2022. Wahl also has experience in academia, having been with the University of Minnesota Duluth from 2013 to 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies that are monitored and rebalanced regularly.

William Gese is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 28 years of industry experience. He has been affiliated with Kestra Investment Services since 2005 and with Kestra Advisory since 2016. In addition to his advisory roles, Gese works as a financial planner and wealth manager and is involved in financial wellness advocacy. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Todd Hedtke is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining TLG Advisors, he worked with Simplicity Investments, Integroz US LLC, Winning Abillities, and Allianz, where he spent 23 years. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, with many client accounts managed through sub‑advisors and program platforms.

Mark Larsen is a financial advisor with Oppenheimer in Minneapolis, MN, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, utilizing strategic asset allocation and a variety of investment strategies tailored to client objectives.

Nash Meland is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Principal-affiliated firms since 2014, including Principal Life Insurance and Principal Securities. Meland is also a licensed agent for life, annuities, disability income, and long-term care insurance. 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 plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Ebenezer Mengistu is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Integrated Equity Management since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jane Hyland is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as secretary on the board of directors for the St. Albans Mill Condominium Association in Hopkins, MN. 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, wrap fee programs, equity research, and comprehensive financial planning, adhering to fiduciary standards and employing both qualitative and quantitative investment analysis.

Amy Pavlis is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Creative Planning since 2017 and previously was with All Terrain Financial Advisors and SNS Financial Group, 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Erin Kerber is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 12 years of industry experience. She previously worked at LPL Financial and Investment Centers of America, Inc., and serves as a fitness instructor for the City of Chaska. She also holds a political role as a 1st Alternate Commissioner for the City of Chaska. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures including advisor-managed accounts, model-based strategies, and manager-of-managers platforms.

Matthew Salafia is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at Thrivent Financial and its affiliated entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Jacob Rahbain is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has previously worked at NorthRock Partners LLC, TD Ameritrade, MML Investors Services, and Massachusetts Mutual Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.