Ryan Finc

Professionally, I believe everyone should understand their finances from a high level, so we start there when building your plan before getting particular on each important topic. With industry experience since 2015, paired with multiple designations and licenses, my role as your personal financial guide is to bring clarity and purpose to your finances. I meet you where you are experientially and want to be the person you think of before you make big decisions, which aren’t always financial. Personally, I’m a husband, a father, a believer, a volunteer, and an adventurer! I live in a small town in East Central Minnesota with my wife and 3 young boys. We spend as many days in the summer outside mountain biking, hiking, camping and exploring. When the winter months keep us cooped up, I am able to dedicate more time to the numerous organizations I volunteer with - it’s a lot, but it’s just a part of giving back in a small community.

Tyra Olson is a financial advisor with UBS Financial Services in St. Cloud, MN, holding a Series 66 designation and three years of industry experience. She has been with UBS since 2019 and previously operated a self-employed advisory business from 2012 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and capital market assumptions to tailor client plans.

Tracy Carlson is a Series 66-registered financial advisor with Edward Jones in Princeton, MN, with seven years of industry experience. Prior to joining Edward Jones in 2019, she spent 27 years at Benedictine Health System and was involved in direct sales with Rodan and Fields from 2017 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Siegler is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has previously worked at SagePoint Financial, Caliber Financial Group, and RE/MAX Results. Outside of advising, he has experience assisting clients with life and disability insurance and has provided office support services related to client account management. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and investment options.

Amber Endicott is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. She also has an ongoing affiliation with Nelson that began in 2012. 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 and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Allen Jenson is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for 24 years. Outside of his primary role, he serves as president of Navigator Financial Inc., a corporation focused on payroll management. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a structured investment process that incorporates risk tolerance, asset allocation, and portfolio optimization tools.