Peter Vogel is a financial advisor with Ameriprise in Farmington, MN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at RIVERSOURCE DISTRIBUTORS INC for eight years before joining Ameriprise in 2020. Vogel serves on the Board of Directors for the Farmington Youth Basketball Association and acts as a tournament director. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Chad Kappler is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at LPL Financial since 2022 and has concurrent experience with CUNA Brokerage Services and Wings Financial Credit Union, where he serves as a financial advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management, model portfolios, and research supported by various subadvisors and LPL Research.

Thomas Sundberg is a financial advisor with Ameriprise in Hastings, MN, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Brenda Huot is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and with 10 years of industry experience. She has worked at Ameriprise since 2013 and at Adams Publishing Group since 2014. Outside of finance, she is a novelist and has signed a publishing contract with Koehler Books. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports.

Brian Panettiere is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zebedee Weyrick is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of experience with Cambridge and over a decade of industry involvement through his role at DMW Financial LLC. Outside of advising, he is involved in technology services through ownership of Z8 Holdings LLC and has held roles related to construction labor and coaching. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Jon Snodgrass is a CFP®-certified financial advisor with Edward Jones, based in Northfield, MN, where he has worked since 2003. He has 22 years of industry experience. Outside of his advisory work, Snodgrass is involved in commercial property management and real estate investment activities through several entities in Northfield. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Collins is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He previously worked at American Portfolios for 17 years and has been affiliated with United Securities Alliance, Inc. for 19 years. Outside of his advisory role, Collins is also an agent involved in fixed, life, and health insurance sales. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a broad range of services such as brokerage, financial planning, retirement consulting, and managed portfolios, utilizing various asset-allocation tools and third-party platforms to support client investment needs.

Kimberly Osborne is a financial advisor with Edward Jones in Apple Valley, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a consultant for Beauty Counter, providing skin care and makeup products to her personal network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Kathryn Stark is a financial advisor with Ameriprise in Stillwater, MN, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 22 years. Outside of finance, she co-owns Sequence Biomechanics Performance Lab, a sports motion capture and analysis business. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Schmitz is a financial advisor with OSAIC, holding a Series 63 license and over 42 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory work, he is treasurer of North 20 Brewing Company, a nano-brewery co-founded with family members. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios across a range of investment types.

Kelly Perron is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2016. Outside of her advisory role, Perron serves as a Brand Ambassador for Gray Duck Spirits, promoting their alcoholic beverages at regional events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies under a fiduciary standard.

Craig Wait is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in hospitality and entertainment sectors, including 15 years at Cara Irish Pubs. Craig is associated with Wings Financial Credit Union in addition to his role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and various management strategies supported by in-house and third-party research.

Leif Hagen is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 2002. Outside of advisory work, Hagen operates an art gallery called Hagen Hus Gallery. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes a range of model portfolios, research, and technology-driven tools.

John Degelmann is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wings Financial Credit Union and CUNA Brokerage Services, with additional experience at Edward Jones. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Jeremy Steward is a financial advisor with Ameriprise in Farmington, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Adam Sawyer is a Series 66-licensed financial advisor with 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.

Joshua Waterman is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 66 credentials. He has 19 years of industry experience, including six years at Ameriprise Financial Services and four years with MassMutual. Outside of his advisory work, he serves as a firefighter with the Apple Valley Fire Department and is a board member of the Wyndemere Homeowners Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements and various investment programs.

Joshua Grossman is a CFP® professional with 20 years of industry experience, all spent at Edward Jones since 2006. He holds a Series 63 license and is based in Hastings, MN. Outside of his advisory role, he is involved as an owner and partner in a real estate business, Jellen LLC, located in Rosemount, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Snow is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Sagepoint Financial, and Third Street Advisors, among others. In addition to his advisory work, he has outside employment with SB Nation, VOX, and Alpha Dog Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.