Nathan Dwyer is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Voya Financial Advisors, Inc., LPL Financial, and Level Four Advisory Services LLC. He also serves as a non-producing registered representative at McFee Financial Group, where he focuses on financial planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management solutions and operates a multi-manager platform that allows advisors to use affiliated and third-party managers or create customized strategies.

Nicolas Hartlage is a financial advisor with Cambridge Investment Research Advisors in Rogers, MN, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes roles at FSC Securities Corporation and Financial Concepts, and he has also worked as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals and a variety of platform options.

William Hollway is a CFP® professional affiliated with OSAIC, based in Maple Grove, Minnesota, with 42 years of industry experience. He has been associated with Royal Alliance since 2012. Hollway is also the owner of First Signature Services, a securities marketing sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party platforms to manage portfolios across multiple asset classes.

Thomas Lee is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor at their Brooklyn Park, MN office. Outside of his advisory role, he manages Sage Squared, LLC, a legal entity focused on non-investment-related business expenses and administrative functions. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive planning reports that incorporate research, modeling, and tax-efficiency analysis, combining advisory, brokerage, and insurance solutions through its large institutional platform.

James Woytcke is a financial advisor at LPL Financial with 44 years of industry experience. He has held roles at Crown Capital Securities, L.P. for 25 years and has been involved with Financial Success, Ltd since 1992, where he also provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various technology tools.

Kat Link is a Financial Consultant currently serving at Fidelity Investments since 2024. She has previously held positions at Ameriprise Financial, including Director of Experienced Advisor Recruiting from 2020 to 2024, Manager of the Ameriprise Advisor Center from 2015 to 2020, and Financial Advisor from 2012 to 2015. Kat specializes in working with individuals and families to develop financial plans tailored to their unique circumstances and goals. Her approach focuses on collaboration and informed decision-making to help clients grow and protect their wealth over time while navigating life's transitions. Kat holds insurance licenses in Arkansas and California. Outside of her professional activities, Kat enjoys cooking and baking, participating in family activities, running, traveling, and volunteering.

Amanda Emery is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and four years of industry experience. She has been with Ameriprise since 2017 and previously worked at Xcel Energy Inc. from 2015 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Daren Halvorson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. His prior roles include positions at Moxie Wealth Management, North Star Resource Group, and Northwestern Mutual. Outside of his advisory duties, he is an associate with MissionBridge Wealth, supporting investments, insurance, and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Thomas Humphrey is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously spent 15 years with Ameriprise Financial Services, Inc. Outside of his advisory role, Humphrey is the COO of ER Green Operational Services, LLC, where he manages operational aspects of the company. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering tailored, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions, utilizing algorithmic tools and a structured oversight process to support retirement income strategies.

Elizabeth Clendenin is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, wealth-transfer, and specialized services including business-owner transition and special-needs analysis.

Patrick Leary is a financial advisor with Edward Jones in Andover, MN, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked at 3M/Neogen for three years and Aerotek for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Shaun Jensen is a financial advisor at OSAIC with 10 years of industry experience. He has previously worked at Edward Jones and Ameriprise Financial Services, Inc. Jensen holds Series 63 and Series 65 licenses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.

Michael Braddy is a financial advisor with Cetera based in Minneapolis, MN, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked with Cetera and affiliated entities since 2016 and previously at Berthel Fisher & Company Financial Services, Inc. He co-hosts a weekly financial radio show titled "Money Matters with Al and Mike." Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Isaac Bumgardner is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. He has held multiple roles since 2017 across firms including Avantax, Infinex Investments, and Alerus. He serves as Director of Wealth Management at HK Wealth Management, LLC, and is involved as a director at Harvest Valley Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or customized strategies.

Lucas Headley is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to that, he worked with Ameriprise Financial Services, Inc. for 10 years. He is also the managing partner of Paragon Operations, LLC, a financial management company. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice within a large institutional framework that includes advisory, brokerage, and insurance solutions.

Ryan Wipf is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member of Freeport Financial Association Inc. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Kinney is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He previously worked at Fortis Investors, Inc. / Woodbury Financial for 26 years and was with OSAIC for one year. In addition to his advisory role, Kinney has been involved with Anoka Health & Life since 1986. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technology-enhanced investment approaches.

Solange Kolie is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Primerica Financial Services since 2006 and has been with Primerica Advisors since 2017. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies from unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Fred Sowatzka is a financial advisor with Cetera, holding a Series 63 designation and over 35 years of industry experience. His career includes long-term roles with Avantax Advisory Services and MFG Investments. He serves as treasurer and partner in several business ventures related to financial and tax advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with a variety of program options and over $256 billion in assets under management.

Samuel Johnson is a financial advisor with Ameriprise in Coon Rapids, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2023, he worked at U.S. Bank and Applebees, and he has been involved with Bricks Kitchen and Pub since 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports through a centralized consulting team.