Katie Biedler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at LPL Financial LLC, Old National Bank, and U.S. Bancorp Investments. 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 regulatory assets under management and employs a diversified investment approach blending passive and active strategies with oversight from an internal Investment Committee.

Nicholas Moriarty is an investment professional with 13 years of industry experience, currently with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has previously worked at Mariner Wealth Advisors, NewEdge Advisors, LPL Financial, Wealth Enhancement Advisory Services, and Ameriprise Financial Services. Outside of his advisory work, he participates in AlphaSights, a global knowledge services firm, providing expertise through surveys and consultations. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to individuals, institutions, and government entities. The firm employs both proprietary and third-party investment strategies, including private equity and real estate feeder funds, and uses an investment process that incorporates due diligence, asset allocation, and the use of third-party sub-advisors when appropriate.

Stoddard Barnhill is a CFP® with 11 years of industry experience, currently serving at Hightower Advisors. He has worked at Story Capital and M Holdings Securities, among other firms, and holds a role as Director of Planning at Story Capital, where he facilitates family meetings focused on values and goals. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement consulting.

Bruce Carlson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2017 and previously worked for WFG Investments, Inc., WFG Advisors, LP, and Williams Financial Group from 2003 to 2017. He also serves with the Lake Johanna Fire Department. Carlson is president of Carlson Asset Management and provides investment advisory services while managing client portfolios. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Dustin Robbins is a CFP® professional with 11 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His career includes roles at RBC Capital Markets, LPL Financial LLC, and other financial firms. He is based in Plymouth, MN. 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 regulatory assets and employs a diversified investment approach combining passive and active management, supported by an internal Investment Committee.

Daniel Wehmhoff is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, New York Life, and Eagle Strategies. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Collette Mitchell is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2016. Outside of her advisory role, she is the CEO of Charley Browns Backburner Chili, a business selling dry chili spice and pre-packaged cooked chili. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers point-in-time financial planning alongside ongoing portfolio management and acts as investment adviser to the TIAA Donor Advised Fund.

Natalie Ostrand is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation. She has varied experience including roles at MPPL Financial and North Shore Bank, with a total of zero years of industry experience prior to joining Sequoia in 2026. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management with various investment vehicles and draws on fundamental, technical, and cyclical analysis supplemented by third-party research.

Richard Hall is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and worked previously at J.P. Morgan Securities Inc for nine years before joining Cresset in 2019. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach combining active and passive strategies and utilizes a structured due diligence process for manager selection and ongoing monitoring.

Kevin Green is a financial advisor at Sequoia Financial Group, L.L.C., holding Series 63 and Series 65 credentials with four years of industry experience. His prior experience includes roles at Principal Securities Inc., Principal Life Insurance Co., and Wells Fargo. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model allocations and custom portfolio solutions, utilizing a range of investment vehicles overseen by an Investment Policy Committee.

Jennifer Wesley is a financial advisor at &Partners with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. She serves as secretary of her condominium homeowners association, handling communications and coordinating meetings. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan advisory services through both discretionary and non-discretionary accounts. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party strategies.

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.

Jeffrey Brannon is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth and FPS Financial in 2024, he worked at Equitable Advisors from 2020 to 2024 and held various roles in other organizations including Pure Hockey. 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 over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, and custody services, supporting advisors in developing personalized investment solutions.

Robert Hanten is a financial advisor with Independent Financial Partners in Plymouth, MN, holding Series 63, Series 65, and Series 66 licenses and bringing 14 years of industry experience. He was associated with Pilot Capital Management Corp for 15 years and continues his role at Solidarity Financial Inc., where he has been active for over two decades. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model while also offering centralized asset management options and is notable for its retirement-plan advisory and pension consulting capabilities.

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.

Jennifer Fernjack is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Edward Jones and RBC Capital Markets. Outside of her advisory role, she is the author of the book "Greater Than: The Power and Strength of Emotional Grit" and hosts a related podcast called "Emotional Grit." D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and corporate clients. The firm offers a range of services encompassing retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Adam Okeson is a financial advisor with Principal Financial Services based in Minnetonka, MN. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Northwestern Mutual and several entities within the Principal group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. 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.