Nancy Finn is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Raymond James Financial and its affiliates since 2002. Finn also has experience at First Bank Elk River, where she has been engaged since 2007. In addition to her advisory role, she meets with bank clients to discuss Raymond James investment opportunities. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting within a large advisor network.

Isaac Radabaugh is a financial advisor with Wells Fargo Advisors based in Coon Rapids, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, his career includes roles in education and service industries. He has also worked at Century College and held various positions at local service and automotive companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing proprietary research and planning tools.

Amanda Goers is a financial advisor at Edward Jones in Anoka, MN, holding a Series 66 designation with two years of industry experience. She previously worked at Wells Fargo for 12 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Neil Greenwaldt is a financial advisor with Edward Jones in Rogers, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Luther Brookdale Toyota from 2007 to 2017. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jack Young is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has worked with various Wells Fargo entities since 2018. Prior to his advisory career, he was a full-time college student at the University of St. Thomas and held a position at White Eagle Golf Club. 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.

Daniel Terry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was employed at Teleflex Inc. and Abdo, Eick & Meyers, LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Krisi Helland is a financial advisor at Edward Jones in Otsego, MN, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, she worked for seven years at Twin Cities Orthopedics. 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 nationwide network of more than 23,700 financial advisors.

Kaylee Isaacson is a financial advisor at Edward Jones in St Michael, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Kaylee held various positions outside the financial sector, including roles at Gordon Trombley Care Taker and R. Social on Main. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment services supported by a large network of financial advisors and branch offices nationwide.

Mary Trembley is a financial advisor with Raymond James Financial in Anoka, MN, holding Series 63 and Series 66 licenses and 33 years of industry experience. She has worked with Raymond James Financial and related entities since 2004 and has also served at First Bank Elk River since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support clients’ financial goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Roberta Gerads is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James and affiliated entities since 2013. In addition to her advisory role, she serves as a Registered Principal at First Bank Elk River and is the Branch Manager of Investment Services at First National Investor Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs in municipal finance and SIMPLE IRA plan consulting.

Cody Clem is a financial advisor at Osaic with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parkland Securities for 11 years before joining Osaic Wealth Inc. Clem is also a licensed insurance agent, selling life insurance, indexed, and variable annuities. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process includes model-based asset allocation and portfolio optimization, with options for discretionary management, third-party managers, and proprietary models.

Matthew Fiske is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to his advisory role, he operates as an insurance agent with Sandvold Financial Group, providing fixed annuities, life, long-term care, and employee benefits products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party programs.

Zachary Polsfuss is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked in the automotive retail sector at Lexus of Wayzata. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Kaiser is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James since 2002 and also serves as a board member and president of the nonprofit Forest Lake Area Good Samaritans. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs and partnerships to address various client needs.