Travis Peterson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo, Sniezek Group Agency, and US Bank. 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 and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Otto is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked in several school districts, including Becker, Big Lake, and Belle Plaine, over a span of 16 years. Outside of his advisory role, he also works as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning services, and brokerage options, utilizing model portfolios and research from both in-house and third-party sources.

Andrew Greene is a financial advisor with OSAIC and holds a Series 66 designation. He has 11 years of industry experience, with prior roles at Woodbury Financial Services, SA Stone Wealth Management, Wells Fargo Advisors, Bank of America, and Merrill. Outside of his advisory work, Greene is president of Northpointe Wealth Management, LLC, where he offers clients traditional fixed insurance products, and he is involved in land and property maintenance through membership in a hunting shack cooperative in northern Minnesota. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes and manages accounts on discretionary or non-discretionary bases.

Gregory Josewski is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 23 years. He is also the owner and CEO of PASJ LLC, a business established to manage his practice and related activities. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to generate tailored recommendations.

Bradley Kustermann is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2013. He is also involved in private financial advising services through Bradley Kustermann LLC and holds ownership in Freedom Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Brady Josewski is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Carlson School of Management and Anoka Ramsey Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Dmitry Bierker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Wells Fargo Clearing since 2023 and also has experience with Wells Fargo Bank, nA. Prior to his financial services career, he worked in the automotive industry. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Ryan Montgomery is a Series 66 licensed financial advisor with three years of industry experience, currently with Cetera. He has previously worked at Avantax Advisory Services and Avantax Investment Services Inc. in advisory roles. Montgomery is also involved with Midwest Financial Group LLC and MFG Financial Advisors, where he assists financial advisors and manages client accounts, and he prepares basic tax returns for individual clients through MFG Tax Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating a multi-manager platform that supports various investment strategies across discretionary and non-discretionary authorities.

Kathleen Leistikow is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has worked at Royal Alliance Associates since 2017. In addition to her advisory role, she is involved with Brokerage Resources as a licensing specialist, assisting advisors with insurance carrier licensing. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to various managed account solutions. The firm utilizes asset-allocation tools, risk assessments, and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Keith Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at firms including VOYA Financial Advisors and Altitude Investment Management, and has been involved as an independent insurance agent focusing on fixed insurance product sales since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with options ranging from automated allocations to custom strategies.

Nicholas Bednarczyk is a CFP® with 25 years of experience in financial advising. He has been with Raymond James Financial and its affiliate Raymond James Financial Services, Inc. since 2009 and previously worked at The MissionBridge Wealth from 2021 to 2024. Bednarczyk is also involved as an independent contractor with Anderson Financial Services, providing financial planning and investment services. 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, and institutional investors. The firm employs tailored, non-discretionary consulting using analytical and modeling tools and supports both advisory programs and institutional consulting through a large network of advisors.

Lawrence Tate is a financial advisor at Cetera with 26 years of industry experience. He holds the ChFC® and Series 66 credentials and has worked with firms including Cri Securities and Midwest Wealth Advisors. Outside of advisory roles, he serves on the board of a homeowners association in Clearwater, Florida. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to both affiliated and unaffiliated managers.

Perry Long is a CFP® professional with 35 years of experience in the financial services industry. He currently works with LPL Financial and has previously held roles at Arbor Point Advisors, Securities America Advisors, and Questar Capital Corporation. Outside of his advisory role, Long is involved in divorce mediation services and works part-time as a photographer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and corporations. The firm offers a wide range of advisory programs and consulting services, combining model portfolios and research with discretionary and non-discretionary management options.

John Anderson is a financial advisor at Raymond James Financial Services Advisory, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 1999. Anderson also serves as president and board member of the Wayne W. Wittman Memorial Scholarship Fund, a nonprofit organization based in Coon Rapids, MN. 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, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brandon Schaa is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked in education with roles at Anoka-Hennepin School District, Richfield Independent Schools, and Elk River Public Schools. He also has experience at Wayzata Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment advisory programs with a nationwide network of financial advisors and maintains affiliated services beyond traditional advisory offerings.

Elisa Schaum is a financial advisor with Ameriprise in Oak Grove, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she owns and operates a fused glass art studio, creating glass fused pieces such as plates and bowls. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Keith Boudreau is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, utilizing an integrated platform that combines adviser programs with insurance and lending services.

Daniel Law is a financial advisor with Robert W. Baird & Co. Inc. in Greenfield, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a variety of management approaches and investment strategies.

James O'Halloran is a CFP® professional with 27 years of industry experience, currently advising at Cetera. He has held positions at Avantax Advisory Services and Avantax Insurance Agency and operates his own tax and financial services firm. Additionally, he teaches accounting and tax courses at St. Paul College. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a nationwide network of independent advisors.

Benjamin Goodrich is a CFP® with 10 years of experience in the financial services industry. He is currently with Fidelity Investments and has previously worked at Prudential-related entities and Northwestern Mutual. His background includes roles at multiple firms spanning advisory and investment services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.