Benjamin Osborn is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services and its affiliated entities since 2015 and previously was associated with LPL Financial. Osborn also provides administrative services to Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning and asset management solutions.

Chad Lindell is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial. Lindell is also involved with Landmark Advisors as an investment-related business activity. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform managing over $12 billion in assets and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Bo Strecker is a financial advisor with Voya Financial Advisors, Inc. in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked at Northwestern Mutual for one year. Outside of his advisory roles, he has been involved with USA Hockey and the City of Inver Grove. Voya Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and retirement advisory services through both affiliated and unaffiliated products, using a mix of in-house and external strategies with a focus on client-approved, non-discretionary management.

Shawn Leigh Lemp is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 30 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2006 and is currently affiliated with Park Avenue Securities. In addition to his advisory work, he is contracted to sell insurance policies through an insurance services arrangement. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

Whitley Mott is a financial advisor at Equity Services, Inc. with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. In addition to his advisory work, he owns and operates a pension administration business providing services to employers. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and blending long-term strategies with shorter-term options.

Daniel Geisler is a financial advisor at J.W. Cole Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade. Geisler is also the founder and owner of Luebeck Geisler Hamm Wealth Management, Inc., focusing on financial planning, investments, and insurance. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management strategies, including fundamental and technical analysis, and utilizes digital advice providers and multiple custodial platforms.

Danica Goshert is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network since 2018. She has held roles at Integrated Equity Management, Inc., Minnesota Life Insurance Co., CRI Securities, LLC, and Securian Financial Services, Inc. Goshert serves as a board member for the Minnesota Secure Choice Retirement Program. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody/clearing services, providing both discretionary and nondiscretionary investment solutions.

Steven Blandino is a CFP® professional affiliated with Commonwealth Financial Network, with 30 years of industry experience. He has been a partner at The Rein Group, LLC, an entity focused on securities and insurance business, since 2006. Additionally, he is involved with EducateU LLC, which provides investment-related services, and offers Medicare and health insurance classes and consultations through Beyond Medicare. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios.

Sarah Guibert is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wealth Enhancement Group, LPL Financial, SCF Securities, Kestra Financial, and Charles Schwab. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary assets.

Susan Gloe is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Valic Financial Advisors since 2000 and is also an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Brian Williamson is a financial advisor based in Plymouth, MN, affiliated with Wealth Enhancement Advisory Services, LLC. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at LPL Financial, LLC and University of St Thomas. Wealth Enhancement Advisory Services offers 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 through a large network of advisors and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Shady Mansour is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018, including a prior role at US Bank. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Michael Roedl is a financial advisor at Wells Fargo Investment Institute, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets, LLC and Piper Jaffray & Co. Wells Fargo Investment Institute is a bank-affiliate advisory and research organization that provides investment research, manager due diligence, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm delivers impersonal, non-discretionary model portfolios and strategic advice to affiliated entities, supported by both qualitative and quantitative research.

Sarah Leitzke is a CFP® professional with five years of industry experience. She has worked at Hightower Advisors since 2021 and previously held positions at Story Capital and M&E Catalyst Group. Outside of finance, she has experience at Rogers School of Music and was involved with Jacob's Well Church for several years. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and various investment vehicles.

Steven Hegarty is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, working since 2004 with Park Avenue Securities and Guardian Life Insurance Co. He also operates Hegarty Consulting Group LLC, an employee benefits firm serving small businesses, and provides identity theft and prepaid legal services. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting through proprietary and third-party investment programs.

Michael Nelson is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade from Morgan Stanley, Fidelity Investments, Sandvold Financial Group, Wells Fargo Bank, and Scottrade. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans and offers managed account solutions within a model connected to Empower’s recordkeeping and administrative platforms.

Brent Cook is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Ameriprise Financial. Outside of his advisory role, Cook has served as an election judge in his local precinct. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and client savings rates within an integrated platform tied to its recordkeeping and administrative services.

Benjamin Goshgarian is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Voya, he worked at WCC and RCC, and spent twelve years affiliated with the University of Minnesota. He also holds a position as an independent insurance agent, selling fixed and life insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives.

Benjamin Schaefer is a CFP® with 29 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement Advisory Services since 2001 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services and LPL Financial. Schaefer is also licensed as an insurance agent, selling traditional insurance products and fixed annuities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Hannah Tesch is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has held positions at Charles Schwab and Ameriprise Financial, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools. The firm emphasizes at-least-annual reviews and tailored recommendations, while trades are executed only with client authorization.