Eric Erickson is a financial advisor at Primerica Advisors in St. Paul, MN, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Revolutionary Science for 23 years. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Sophey Stepanek is a financial advisor with Thrivent Investment Management in Forest Lake, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. She has worked with Thrivent Financial and its investment management division since 2020. Prior to her advisory career, she was employed at the University of Minnesota and Blaine High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Jeffrey Mars is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at City National Bank from 2019 to 2025. Outside of his advisory work, he has served as an assistant high school hockey coach. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Jack Puder is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Equitable Advisors and has experience in screen printing supply distribution as an assistant at Northwest Graphic Supply Co. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple account management styles, with a complex corporate structure that includes private-equity ownership and multiple merger consolidations.

Ema Hunt is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at several firms, including Securian Financial Services Inc and CRI Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored 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.

Greg Hanson is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at Woodbury Financial Services for 24 years. Hanson also owns a sole proprietorship focused on life and chronic care insurance coverage. OSAIC serves a diverse client base including retail and institutional investors, offering a range of advisory services and investment management solutions through a large network of affiliated advisers and multiple platforms.

Erik Gorsuch is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, including time at AMERIPRISE FINANCIAL SERVICES INC and LPL Financial. He serves on the Board of Directors for the Boys & Girls Club of the Twin Cities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.

Andrew Hays is a CFP® with 24 years of industry experience, currently advising at Ameriprise since 2020 following an 18-year tenure at Ameriprise Financial Services, Inc. He serves on the Board of Directors and acts as Treasurer for the Forest Lake Nordic Team Booster Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income offering is supported by a centralized service team and combines proprietary investment research with third-party data and algorithmic tools.

Jamie Smetana is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation with 5 years of industry experience. She has worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Gaffy is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. He has held roles at various financial and tax service firms since 2015 and has been involved in coaching and mentoring ice hockey goalies through multiple hockey academies and local associations for over seven years. He also serves on the finance council for a local church and school, advising on budget and facilities management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and a variety of program structures.

Jeffrey Angel is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has been associated with Ameriprise since 1991 and currently works at their White Bear Lake, MN office. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Sheena Prescott is a financial advisor at Cetera with two years of industry experience. She holds a Series 65 designation and previously worked at Avantax Advisory Services and the Minnesota Department of Revenue. She is also president of Gwizdala & Associates, Inc, a tax preparation and accounting firm providing services such as tax return preparation, bookkeeping, and small business tax advice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Lindsay Rasmussen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. Prior to joining Thrivent in 2021, Rasmussen worked for Medtronic, Inc. from 2006 to 2021. 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 planning covering topics such as retirement, income tax, and estate planning, with options to combine planning and managed-account services under its WealthPlan program.

Ryan Rambacher is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He works closely with a select group of families and business owners to provide personalized financial advice and planning, focusing on understanding life priorities and creating strategies aligned with clients' long-term goals and aspirations. His approach emphasizes asking insightful questions to tailor wealth management plans that address unique opportunities and challenges. Ryan's areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning strategies, tax minimization, and retirement income. He and his team leverage Merrill Lynch's investment experience and the banking strength of Bank of America to execute plans at a high level. He holds a Bachelor's Degree in Finance and Economics from the University of Wisconsin System and the Professional Investment Advisor (PIA) designation. Ryan lives in Stillwater, MN with his wife Andrea, daughter Zoe, son Carter, and their Alaskan Klee Kai, Scooby Doo. In his personal time, he enjoys antiquing, boating, fishing, football, golfing, gymnastics, pickleball, running, spending time with family, and watching movies.

Scott Ellingson is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked at LPL Financial since 2016 and previously spent 13 years with Commonwealth Financial Network. 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 and access to third-party asset management, and supports advisors with research tools and diverse investment strategies.

Jill Brett is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 65, Series 63, and Series 66 credentials and has 14 years of industry experience. Her prior experience includes roles at Securian Financial Services, Cri Securities, and Winter And Associates. Outside of financial advising, she assists with general polling place duties for Washington County, MN. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs and portfolio management services tailored to client risk profiles, utilizing both in-house and third-party investment managers. The firm offers integrated solutions including financial planning, custody, and brokerage, supported by a broad capital-markets platform.

Hannah Notebaart is a Series 66 licensed financial advisor with Edward Jones, based in Wyoming, MN. She has one year of industry experience and has worked at Edward Jones since 2023. Her background includes roles in home care and food service, as well as academic experience at Hamline University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets and operates a broad network of advisors and branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products.

Walter Dobgima is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2019 and is also involved with Kingdom Pathways Laboratory and M Health Fairview. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm primarily uses model-driven investment strategies supported by third-party managers and platforms, focusing on individual rather than institutional clients.

Mark Josephs is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Edward Jones. He also teaches FINRA-approved retirement planning courses in the community. 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.

Margaret Koenig is a Series 66 licensed financial advisor with Edward Jones in Osceola, WI, with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Kelly Services Global, LLC and Hudson Hospital & Clinic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment strategies, and affiliated capabilities through a large network of advisors and branch offices.