Christopher Oleson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Midwest Special Instruments from 2011 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Anderson Jr. is a financial advisor with Cambridge Investment Research Advisors in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously spent 15 years at FSC Securities Corporation. Outside of his advisory role, Anderson is a notary public and an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Erik Plaisted is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 17 years. In addition to his advisory role, he serves as a Branch President at Sterling State Bank, where he manages a team and underwrites loans. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, with access to multiple custodial programs and alternative investments.

Jason Briscoe is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he owns a real estate investment company focused on financing home rehabilitation projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm emphasizes holistic planning without discretionary trading authority and offers an option to combine planning with managed accounts under consolidated billing.

Joe Hajjali is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and was involved in the retail and food service industries, including operating Lustrous Spirits Inc. Dba MGM Wine and Spirits and Maki International Restaurant Co. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Anthony Johnson is a financial advisor with Ameriprise in Savage, MN, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Ameriprise in 2021, he worked for RIVERSOURCE DISTRIBUTORS INC for six years. Outside of his advisory role, he is associated with Certainty of Uncertainty, LLC as an Associate Financial Advisor and Insurance Specialist. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured, algorithm-supported approach to retirement income planning.

Jason Hotzler is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Financial, Thrivent Investment Management, Edward Jones, and KLDiscovery. He operates under the DBA ProsperLane Financial for 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 other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various technology tools.

Jennifer Akins is a financial advisor with Edward Jones in Prior Lake, MN, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Rivertown Dental for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond traditional advisory services.

Shawn Vradenburg is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and with 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves on the Helping Hands committee at South Cities Church, where he votes on financial assistance for members in need. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate services for planning and portfolio management.

Ian Mc Cready Flora is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent ten years at the University of Virginia. 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, supported by a large network of financial advisors and branch offices nationwide.

Jessica Kelly is a financial advisor with Wells Fargo Clearing in Farmington, MN. She holds Series 63 and Series 66 designations and has 10 years of industry experience, all with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

James Christian is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for 26 years. Outside of his advisory role, he has served as a board member and club president of the Lakeville Rotary, a service organization focused on humanitarian and vocational projects. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and multiple managed account strategies within a multi-advisor platform.

Dave Erickson is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Prior to joining Edward Jones, he worked at CHS Inc for two years and Ecolab Inc for eighteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

James Carlson is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. His prior roles include long tenures at ON Investment Management Co and The O.N. Equity Sales Company, as well as recent experience with Avantax entities. He also manages Carlson Financial Strategies, which provides financial, tax, retirement, and estate planning services. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through multiple program structures and a multi-manager platform.

Neal Doty is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Brad Melsa is a CFP® professional with 26 years of experience in financial services. He is currently with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., where he has worked since 2022. Prior to this, he spent ten years at Commonwealth Financial Network and has been associated with Think Mutual Bank since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Jeremy Oliver is a financial advisor at Osaic Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 22 years. Oliver also owns a sole proprietorship providing fixed insurance products, including life insurance and long-term care. Osaic Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Christian Dane is a financial advisor with Thrivent Investment Management in Lakeville, MN. He holds a Series 66 designation and has 10 years of industry experience. His career includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments, Inc. prior to his current position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various financial topics, delivered as either one-time or ongoing engagements without discretionary trading authority.

Jacob Helberg is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo and Advisornet Financial. Outside of advisory work, he serves as a Public Notary in Minnesota. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services utilizing a multi-manager platform with access to both affiliated and third-party managers.

Jackson Raskob is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm, T-Mobile, and the American Diabetes Association, where he was involved for five years. He also has a decade of experience with Medina Entertainment Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive planning across a range of topics without portfolio management or institutional advisory services.