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Damien C

Series 63

Lakeville, MN

LPL Financial

Damien Cannaday is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 15 years of industry experience. His prior roles include work with Principal Life Insurance Company and Principal Securities, Inc., as well as leadership positions at Cannaday Bloom Wealth and Insurance Solutions and Cannaday Wealth Management. Outside of his advisory work, he coaches sports teams for his three children and is a partner in an LLC established for owning hunting land. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James B

Series 63, Series 65

Burnsville, MN

OSAIC

James Ball is a financial advisor at Osaic with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and SII Investments, Inc. Ball is a member of the Burnsville Rotary, where he participates in fundraising to support charitable events. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael F

Series 66

Eagan, MN

Ameriprise

Michael Fielding is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at State Farm Insurance, Northwestern Mutual, and Brayton Purcell LLP. In addition to his advisory role at Ameriprise, he provides comprehensive financial advice through Paragon Operations, LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning advice including written Recommendation Reports and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher N

Series 66

Lakeville, MN

Edward Jones

Christopher Nelson is a financial advisor with Edward Jones in Lakeville, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he spent five years with Bowlero Corporation/Bowlmor-AMF. 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 including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Seth L

Series 63, Series 65

Northfield, MN

Cambridge Investment Research Advisors

Seth Linder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes positions at Securities America Advisors and Voya Financial Advisors. Outside of his advisory role, he owns a retail store and serves as an independent insurance agent and notary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and nonprofit organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using a range of portfolio management strategies across multiple custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Ronald R

Series 63, Series 65

Hastings, MN

LPL Enterprise

Ronald Robinson is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and various non-securities financial services.

Tax-loss harvesting
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Nicholas S

Series 66

Savage, MN

J.P. Morgan Securities

Nicholas Starosta is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Gregory C

Series 63, Series 66

Hastings, MN

OSAIC

Gregory Collins is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has held leadership roles at Collins Wealth Management and Collins Financial Ltd and has been involved with various insurance companies as a sales agent. Collins manages client investments and provides advice related to life change events through his own firm. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers a broad range of advisory services and employs asset-allocation tools and third-party platforms to construct tailored portfolios across multiple investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew G

CFP®, Series 66

Burnsville, MN

Ameriprise

Andrew Glaisner is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he provides pro bono financial planning to cancer patients through the Angel Foundation, assisting them with financial decision-making and debt management. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert B

ChFC®, Series 63, Series 66

Lakeville, MN

LPL Financial

Robert Bayer is a financial advisor at LPL Financial with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2010, he worked at Thrivent Investment Management from 2005 to 2009. Outside of his advisory role, he provides fixed life insurance solutions through Stonebrooke Wealth Management. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Rebecca D

Series 66

Lakeville, MN

Thrivent Investment Management

Rebecca Devine is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has worked at Thrivent in various capacities since 2019. Prior to joining Thrivent, she spent 18 years at CBRE. 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 that covers a wide range of topics, while keeping planning and managed-account services distinct.

Business ownership considerations
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Corey H

Series 63, Series 65

Lakeville, MN

Thrivent Investment Management

Corey Hawe is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2018. Prior to his financial services career, he worked at Kwik Trip Inc and Panera Bread and also attended the University of Wisconsin-River Falls. 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 planning covering a wide range of topics and allows clients to combine planning with managed account services under a consolidated billing option.

Business ownership considerations
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Timothy T

Series 63, Series 65

Hastings, MN

LPL Financial

Timothy Tousignant is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a licensed notary in the state of Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian V

Series 66

Burnsville, MN

Thrivent Investment Management

Brian Van Dyke is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has prior experience spanning 23 years at Travelers Insurance and three years as a self-employed professional before joining Thrivent in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Jason M

CFP®, ChFC®, Series 63

Savage, MN

Ameriprise

Jason Medin is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 1997. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael R

Series 66

Lakeville, MN

LPL Financial

Michael Rebischke is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across varying asset allocation approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeremy M

Series 66

Eagan, MN

Thrivent Investment Management

Jeremy Moe is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, income tax, estate, and business continuation. The firm combines goal-based analyses and a managed-account program while maintaining separate planning and portfolio management services.

Business ownership considerations
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Claire N

Series 66

Lakeville, MN

Ameriprise

Claire Nackley is a financial advisor with Ameriprise based in Lakeville, MN. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at the University of Pittsburgh Department of Economics and the Housing Authority of the City of Pittsburgh. Outside of finance, she has experience working in the restaurant industry and community organizations such as the Blair Regional YMCA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a combination of proprietary investment research, third-party data, and algorithmic tools to support client recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew K

CFP®, ChFC®, Series 66

Eagan, MN

LPL Financial

Matthew Kerber is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations, and has 16 years of industry experience. Before joining LPL Financial in 2021, he worked at Waddell and Reed, Inc. for 12 years and has been involved in business ventures related to child care centers. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Amanda L

Series 66

Apple Valley, MN

LPL Financial

Amanda Lamar is a Series 66-licensed financial advisor with LPL Financial, based in Apple Valley, MN, and has three years of industry experience. Her background includes roles at LPL Financial, RE/MAX Results, and entrepreneurial ventures such as White Ivy Events. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services with a focus on customizable investment strategies and extensive institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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