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Thomas T

Series 63

Brainerd, MN

Private Advisor Group, LLC

Thomas Teasck is a financial advisor at Private Advisor Group, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked at Private Advisor Group since 2013, concurrently serving at LPL Financial since 2012 and Bruce Johnson & Associates since 1991. He is also involved in a CPA affiliate program through Bruce Johnson & Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while providing clients access to third-party managers and proprietary programs.

Annuities Founder/Business Owner
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Eric N

Series 66

Brainerd, MN

Private Advisor Group, LLC

Eric Nesheim is a Series 66 credentialed financial advisor with 14 years of industry experience. He has been with Private Advisor Group, LLC since 2015 and is also associated with LPL Financial since 2012. Nesheim operates an investment advisory business under the name DeRosier and Associates in Brainerd, MN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and a variety of technology platforms and investment strategies, often implementing advice through third-party managers and wrap program services.

Annuities Founder/Business Owner
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Brian D

Series 63, Series 65

Brainerd, MN

Private Advisor Group, LLC

Brian Derosier is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group since 2012 and also associated with LPL Financial since 2011. In addition to his advisory work, he is a Notary Public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and a variety of managed account solutions. The firm employs a fiduciary-based advisory model and uses multiple investment strategies, often implementing advice through third-party managers and technology platforms.

Annuities Founder/Business Owner
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Riley D

Series 66

Brainerd, MN

Private Advisor Group, LLC

Riley De Rosier is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. Riley has experience working with LPL Financial LLC and previously operated DeRosier & Associates. Outside of finance, Riley has been involved with local baseball organizations, including Brainerd/Baxter Baseball and youth sports programs. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a variety of managed account solutions, including proprietary and third-party platforms, and employs a fiduciary-based advisory model that incorporates diverse investment strategies and technology tools.

Annuities Founder/Business Owner
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Seth J

CFP®, ChFC®, Series 66

Crosby, MN

Edward Jones

Seth Jackson is a CFP® and ChFC® credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2010. He is also a silent investor and co-owner of a landscaping services business in Merrifield, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Divorce financial planning Retirement income strategy General estate planning guidance Doctor or Medical Professional Parents
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Rebecca J

Series 63

Brainerd, MN

Primerica Advisors

Rebecca Janey is a financial advisor with Primerica Advisors in Brainerd, MN, holding a Series 63 designation and 26 years of industry experience. She has worked with Primerica Advisors since 1999 and operates Rebecca Janey and Associates LLC. Her other activities include part-time sales of loan products and home-related services for affiliated companies. Primerica Advisors is a large-scale institutional firm that primarily serves individual investors and offers a wrap-fee asset management program utilizing model-driven investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brian S

Series 63, Series 65

Brainerd, MN

OSAIC

Brian Sedlachek is a financial advisor with OSAIC based in Brainerd, MN, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Sedlachek serves as president of Central Choice Insurance Group, Inc., where he is involved in fixed insurance sales. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to multiple third-party investment solutions. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tammy P

Series 63, Series 65

Brainerd, MN

Wells Fargo Clearing

Tammy Praught is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Wells Fargo Bank, NA, and Breezy Point Resort. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Tricia F

Series 63, Series 65

Brainerd, MN

Wells Fargo Clearing

Tricia Freeman is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. She has worked at Wells Fargo Bank, NA since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Eric D

CFP®, Series 63, Series 65

Baxter, MN

STIFEL

Eric Davidge is a CFP®-certified financial advisor with 34 years of industry experience, currently with Stifel since 2009. Based in Baxter, MN, he serves clients through one of the larger institutional firms in the industry. Outside of his advisory role, Davidge is involved in several community organizations, including board positions with the Brainard Sports Boosters and the Brainerd Amateur Sports Foundation, as well as serving as Treasurer for the Lord of Life Lutheran Church. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Heather C

Series 65, Series 66

Baxter, MN

LPL Financial

Heather Carey is a financial advisor with LPL Financial based in Baxter, MN, holding Series 65 and Series 66 licenses and with 13 years of industry experience. Her career includes roles at Voya Financial Advisors, Otis-Magie Insurance/ING FP, and Frandsen Bank & Trust. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Leah H

Series 66

Brainerd, MN

Edward Jones

Leah Hoeft is a financial advisor with Edward Jones in Brainerd, MN, holding a Series 66 license and having one year of industry experience. She previously worked for Morrie's for ten years. Outside of her advisory role, she owns and operates Ripley Farms LLC, a business involved in hay and animal sales. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Marcy W

Series 66

Nisswa, MN

Edward Jones

Marcy Weaver is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at MicroNet for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Avery D

Series 66

Baxter, MN

STIFEL

Avery Davidge is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, Davidge worked at CliftonLarsonAllen and has experience in education and community activities. Outside of his advisory role, he serves as an assistant high school dance coach for Independent School District No. 181. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning analyses.

General retirement planning Income planning
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Andrea L

Series 66

Baxter, MN

Cetera

Andrea Lundberg is a financial advisor with Cetera and holds a Series 66 designation. She has nine years of industry experience and has been affiliated with Cetera Advisors LLC since 2017 and Lemieux Wealth Strategies, LLC since 2013. Outside of her advisory work, she serves as a committee member of a local business networking group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Todd T

Series 66

Brainerd, MN

Edward Jones

Todd Tucker is a financial advisor at Edward Jones in Brainerd, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Good Job Software, eSmart Systems, and Verint, Inc. Outside of his advisory work, he is associated with Tiedemann Farms in Euclid, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm offers tax-efficient services and operates under a fiduciary standard, supported by a large national network of financial advisors and branch offices.

Divorce financial planning Business ownership considerations Founder/Business Owner Technology Professional
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Samuel H

Series 66

Baxter, MN

Edward Jones

Samuel Haug is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Outside of his advisory role, he has worked in supervisory and service positions at Cragun's Legacy Courses, a resort and golf course. 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 solutions supported by a large national network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Tara H

Series 63, Series 65

Brainerd, MN

OSAIC

Tara Hemsing Woitalla is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Thrivent Financial for Lutherans, and Thrivent Investment Management. Outside of her advisory role, she is involved in managing a family farm and owns Retirement Designs LLC, a financial advising business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party programs to construct diversified portfolios across various investment vehicles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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William W

Series 66

Baxter, MN

Thrivent Investment Management

William Weiss is a Series 66-registered financial advisor with Thrivent Investment Management, based in Baxter, MN, and has five years of industry experience. Prior to his current role at Thrivent, he worked at Camp Foley and the Theodore Roosevelt Medora Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate billing and oversight.

Business ownership considerations
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Randal T

Series 66

Lake Shore, MN

Thrivent Investment Management

Randal Thompson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held various roles in the hospitality and service sectors, including Lake Life Hospitality and multiple restaurants. He was previously the owner of a handyman and landscaping business, Solid Ground Solutions LLC, which is currently in the process of dissolution. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning across a broad range of topics, without discretionary trading authority or institutional portfolio management.

Business ownership considerations
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