Sarah Geiger is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2015, including a ten-year tenure with LPL Financial, LLC. Outside of her advisory role, she is a notary. 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 offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Neil Frederickson is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at Charles Schwab, Mass Mutual Investors Services, and MassMutual Life Insurance Company. He also spent several years involved with professional and amateur hockey organizations, including the American Hockey League, East Coast Hockey League, and USA Hockey. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with client-directed trading decisions and no discretionary authority exercised by the firm.

Chanda Sour is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 66 licenses. She has 29 years of industry experience, including roles at Securities America Advisors, Inc. and Sunset Financial Services. Sour also serves as president of Ludwig Financial Group, a marketing entity based in Minneapolis. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages roughly $12.77 billion in assets, primarily on a non-discretionary basis, and utilizes a variety of custodians, third-party money managers, and platform programs to implement client strategies.

Michael Paone is a financial advisor at Wells Fargo Investment Institute, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Wealth Management and Piper Jaffray & Co., as well as running a custom woodworking business. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses and select external clients. The firm delivers research and model guidance across specialized divisions without exercising investment discretion or holding custody of client assets.

John Mowery is a CFP® professional with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. His prior experience includes roles at JP Mowery Wealth Advisors, LLC dba BrightPoint Planning, O'Brien and Associates, Inc., and Trademark Financial Management. He is an Investment Committee Member for Ronald McDonald House Charities - Upper Midwest. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial and retirement planning, tax support, and estate-planning coordination.

Larry Mathison is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Integrity Funds Distributor. He is a co-owner of inherited farmland in western Minnesota, managing property-related duties outside of trading hours. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models and operating with a large advisor network.

Tiffany Glidden Rude is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her prior roles include positions at Merrill and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, employing a strategic investment process that combines passive and active managers with quantitative and fundamental research.

Nicholas Kvamme is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has worked with multiple entities within the Wealth Enhancement network since 2007. 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 through a large advisor network, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Daniel Stolfa is a CFP® professional with 15 years of experience in the financial advisory industry. He currently works at Wealth Enhancement Advisory Services, LLC and has previously held roles at CCG Wealth Management LLC, Evercore Wealth Management, LLC, and Cambridge Investment Research Advisors, Inc., among others. 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 incorporates both passive and active managers, supported by an internal Investment Committee.

Cameron Strobel is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Valic Financial Advisors since 1997 and is also associated with Agia, where he offers non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts supported by centralized technology and third-party model managers.

Renay Henderson is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Cresset Asset Management, LLC, where she has worked since 2022. Prior to joining Cresset, she spent over two decades at Meristem Family Wealth. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies, supported by a structured due diligence process and private fund management.

Kathleen Kempson is a CFP® professional with one year of industry experience, currently serving as an advisor at Kestra Advisory. She has previously worked with Wealthspire and WEA Member Benefits and holds the Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Aaron Fulton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2020. Prior to Mariner, he worked at Proequities, Inc. and Honkamp Krueger Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for an enterprise of its size.

Toby Sarahan is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He is based in Plymouth, MN. Benjamin F. Edwards & Company serves a broad client base including individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management consulting. The firm combines discretionary and non-discretionary strategies across mutual funds, ETFs, and separately managed accounts, supported by an internal trading desk and an Investment Strategy Committee.

Rachele Schlottman is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation with one year of industry experience. Her career includes roles at LPL Financial, Alerus Financial, and First National Bank of Omaha. She is also a licensed notary public. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes 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 quantitative and fundamental research.

Emily Goodman is a CFP® with 13 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. She has been associated with Wealth Enhancement Advisory Services and related entities since 2009, including roles at LPL Financial and Wealth Enhancement Brokerage Services. 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 consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Bruce Helmer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2001 and worked at LPL Financial from 2007 to 2025. Outside of advisory work, Helmer is an author of the books *Real Wealth* and *Money & the People You Love* and participates in a radio program affiliated with Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.

Shelley Austin is a CFP® with 12 years of experience in the financial services industry. She is currently an advisor at Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Quarry Hill Advisors, LPL Financial, and Summit Planning Group. Austin is also a licensed notary in Saint Paul, 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 assets, using a diversified investment approach that blends passive and active managers and is overseen by an internal Investment Committee.

David Foster is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2014. Outside of his advisory work, he has been involved with Metropolitan Painting Co. since 1977. Primerica Advisors serves a broad retail client base with both transaction-based brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms to manage accounts on both discretionary and non-discretionary bases.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.