Janessa Sobania

Nathan Bosek is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Edge Financial Advisors, Alpha Cubed Investments, and Raymond James/Bremer Bank. He is also licensed to sell life and health insurance, though he dedicates no hours weekly to this activity. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Paul Schmidt is a financial advisor with Focus Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior roles include positions at OSAIC, LPL Financial, and SII Investments, Inc. He also serves as president of Palisade Investments, Inc., an S-Corp established for tax purposes related to his securities business. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Joseph Zidon is a financial advisor with Principal Financial Services in Saint Cloud, MN, holding a Series 66 designation and six years of industry experience. His career includes roles at Beacon Financial Group, Principal Securities Inc., Principal Life Insurance Company, and Stearns Financial Services. Outside of advisory services, he is also an insurance agent specializing in life, disability, long-term care insurance, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Stacy Anderson is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Avantax and Midwest Financial Group. Outside of her advisory work, Anderson serves as treasurer for the Minnesota Girls Hockey Coaches Association and is involved in several nonprofit organizations focused on youth sports and education. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing model portfolios and third-party solutions alongside retirement and institutional capabilities.

Juliet Beack is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Alexander Tomczik is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.