David Bergman is a financial advisor with LPL Financial in Eden Prairie, MN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Grove Point Advisors, Strategic Financial Concepts, and Almeida Public Affairs. Outside of finance, he is involved with Lucky Shots Pickleball Club in Minneapolis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services with an emphasis on customizable investment strategies supported by research and technology.

Dale Teal is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He also engages with Strategic Financial Concepts, a DBA associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment options including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational tools and research technology.

Steven Treberg is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 designation and previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. In addition to his advisory role, he is involved in non-variable insurance activities through Beacon Benefits Group and his own insurance practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary strategies supported by research and advisor-facing technology.

Mark Edlund is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Edlund is also involved in Strategic Financial Concepts, where he focuses on non-variable insurance and related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.