Samuel Dehaven is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience at Investment Centers of America and Bank of the West. He is also an insurance agent with Frandsen General Agency. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Bosway is a financial advisor with Raymond James Financial in Coon Rapids, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he worked for 20 years at 3M Company and spent two years at Sunscape Landscaping, LLC. He is also employed as a wealth advisor at MissionBridge Wealth, where he focuses on prospecting for new clients and servicing existing accounts. 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 emphasizes non-discretionary planning tailored to client goals and supports its services with analytical tools and a broad network of affiliated advisors.

Peyton Schuler is a financial advisor with LPL Financial, holding the Series 66 designation and bringing four years of industry experience. Prior to joining LPL Financial in 2024, Schuler held roles at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Schuler’s professional background also includes experience outside finance, with positions at LifeTime Fitness, Amazon, and academic roles at the University of St. Thomas and Parnassus Preparatory School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and advanced technologies.

Thomas Jenson is a financial advisor with Ameriprise, holding the PFS™ designation and Series 63 license, with 30 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of advising, Jenson is involved in tax preparation and serves as treasurer on a board of directors. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to provide tax-efficient withdrawal strategies and personalized recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Austin Bock is a CFP® with nine years of industry experience, currently with LPL Financial since 2026. He previously worked at Ameriprise Financial Services, LLC, CTB Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves on the Alpha Delta Phi Minnesota Alumni Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, subadvisors, and research from LPL Research.

Jason Moehring is a CFP® professional with 32 years of industry experience, currently serving at Thrivent Investment Management in Blaine, MN since 2002. He has been involved with Thrivent Financial for Lutherans throughout his career. Outside of his advisory role, Moehring serves on the finance committee and as treasurer for Our Saviour's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm emphasizes written recommendations across various financial topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Lisa Skordahl is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has been with OSAIC since 2016. Outside of her advisory role, she operates a sole proprietorship engaged in sales through online platforms and also works as a fixed insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a wide network of advisers, utilizing advanced asset-allocation tools and multiple investment platforms.

Garrett Freitag is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he worked for National Planning Corporation from 2005 to 2017. He is also co-owner of a real estate rental business and acts as a health care agent for a family member. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, and retirement consulting services.

Derek Ready is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 63 designation and previously worked for Securities America Advisors and Securities America, Inc. from 2014 to 2024. Outside of his advisory role, he provides financial education presentations to local businesses and owns Wealth-Ready, LLC, a registered investment advisor focusing on financial planning and investment management. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Connor Fabio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, TCF Financial Corporation, Vista Outdoor Inc, NorthStar Glass Industries Inc, United Parcel Service, and US Bank. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through intermediary platforms.

Wilfredo Dominguez Nunez is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Northwestern Mutual, Neogen, and 3M. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Halvorson is a financial advisor at J.P. Morgan Securities with over 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank before joining J.P. Morgan in 2026. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Michael Petersen is a CFP® with 23 years of experience in the financial services industry. He is currently with Cetera, where he has worked since 2023 and previously served at Cetera Wealth Services, LLC and AdvisorNet Wealth Partners. Outside of his advisory work, he is involved in selling fixed life, disability, annuities, and long-term care insurance, and he refers clients for online banking services with Choice Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with varied discretionary authorities and program structures.

Blake Cheeley is a Series 66-licensed financial advisor with Edward Jones in St. Francis, MN, and has 16 years of industry experience, all with Edward Jones since 2010. 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 and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Michael Delich is a financial advisor with RBC Capital Markets holding a Series 66 designation and four years of industry experience. His prior work includes positions at City National Bank, Baker Tilly, and KPMG. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jordan Esch is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Miriam Williams is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Mass Mutual Investors Services and previously worked at Northwestern Mutual and Erpelding Wealth Management. Mass Mutual Investors Services, a subsidiary of MassMutual, offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses a collaborative, software-supported approach to develop annual financial plans and provides specialized event-driven planning programs.

Christopher Patnode is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and previously spent seven years with Invest Financial Corporation. Outside of advisory work, he is the owner and manager of Mills Siding and Roofing, a business unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Adam Grantham is a financial advisor with LPL Financial in Maple Grove, MN, holding the CFP® and ChFC® designations and carrying 17 years of industry experience. His prior roles include positions at Associated Bank, TIAA-CREF, Waddell & Reed, and AAGI, Inc. Additionally, he is involved with The Grantham Group, INC, a business entity unrelated to investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Nicholas Olson is a financial advisor with RBC Capital Markets in Shoreview, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Guaranteed Rate, State Farm, Northwestern Mutual, and the University of Wisconsin River Falls. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients from individual investors to institutional entities, offering various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.