Eric Davidge

Thomas Teasck is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 26 years of industry experience. He has worked at Private Advisor Group since 2013 and LPL Financial since 2012, while also maintaining a longstanding affiliation with Bruce Johnson & Associates since 1991. Outside of his advisory roles, he is involved in a CPA affiliate program and acts as a solicitor for Private Advisor Group. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, providing portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Eric Nesheim is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Nesheim operates under the DeRosier and Associates name as part of his advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Julie Dillon is a financial advisor with Money Concepts Capital Corp in Brainerd, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has previously worked at several firms, including Midwest Professional Planners, Ltd., Investment Centers of America, and Dillon Financial Partners. Outside of financial advising, she operates a sole proprietorship called The Laser Belle, specializing in laser engraving art and crafts. Money Concepts Capital Corp serves individual clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage roughly $3.33 billion across about 14,700 clients.

Rebecca Janey is a financial advisor with Primerica Advisors in Crosby, MN, holding a Series 63 designation and over 26 years of industry experience. She has been with Primerica Advisors since 1999 and has held roles at LifeWorks Services and ACR Homes, Inc. outside of her advisory work. In addition to her advisory duties, she is involved in sales related to home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Richard Kleber is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1998. He specializes in investment planning and portfolio management, providing advice and managing personalized or defined discretionary strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. Mr. Kleber holds a bachelor's degree in Mathematics from St. Olaf College. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional focus areas include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, personal retirement planning, philanthropic planning, portfolio management, and socially responsible, values-based, and ESG investing. Richard Kleber is a member of Rotary International (Edina Noon) and serves on the board of the International Hearing Foundation. He lives in Edina, Minnesota, with his wife Elizabeth and has three grown children.

Heather Carey is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Voya Financial Advisors, Otis-Magie Insurance/ING FP, and Frandsen Bank & Trust. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management.