Alexandria Pearson is a financial advisor at OSAIC with a Series 66 designation. She has worked in the financial services industry since 2024, including roles at True Wealth Partners and Financial Dimensions Group, Inc. Prior to her advisory career, she has experience in various other fields such as education and the beverage industry. OSAIC serves a diverse range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a variety of managed account programs tailored to individual and institutional needs.

Amy Holewa is a CFP® professional with 29 years of experience in the financial industry. She has worked for LPL Financial since 2024 and previously spent 15 years at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Outside of her advisory role, she is involved with Intentional Wealth LLC, a business entity established for tax and investment purposes. 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, third-party asset management, and institutional platforms, supported by advanced advisor-facing tools and a broad network of investment professionals.

Bridget Gray is a financial advisor at RBC Capital Markets in Shoreview, MN, holding a Series 66 designation with 21 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations with tailored investment strategies and a variety of wrap fee advisory programs. The firm integrates in-house and third-party managers to provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Bindi Swammi is a financial advisor at UBS Financial Services with 26 years of industry experience. He previously worked at Ameriprise Financial Services LLC for 16 years before joining UBS in 2022. Outside of his advisory role, he serves as adjunct faculty at Mitchell Hamline School of Law and is a board member of Advocates for Human Rights. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

Dillon Mc Cann is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He has previously worked at Avantax Advisory Services and Avantax Investment Services Inc. In addition to his advisory role, he is a tax preparer and wealth management assistant at Jasicki Tax & Financial, Inc., where he provides tax preparation and planning services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through diverse program platforms and third-party managers.

Stephen Fregosi is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2018 and also operates the Law Office of Stephen E. Fregosi, which he has owned since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, various portfolio management programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

Terrie Amundson is a Certified Financial Planner (CFP®) with 30 years of industry experience, currently affiliated with Cetera. She has worked with multiple firms including LPL Financial and Royal Credit Union. In addition to her advisory work, she provides tax return assistance to elderly taxpayers through an IRS-funded volunteer program. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets.

Edward Sachs is a Financial Advisor at Thrivent Investment Management with seven years of industry experience. He previously worked at Wayzata Research Group, LLC for twelve years, where he served as President. Sachs is also a board member of YMCA Camp Warren, a nonprofit organization offering resident summer camping through the Twin Cities YMCA. 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 financial planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing program.

Joshua Beck is a CFP® and ChFC® with 24 years of experience in financial advising at Thrivent Investment Management. He has been with Thrivent and its predecessor entities since 2002. Outside of his advisory role, Beck serves on the Senior Leadership Council of Family of Christ Lutheran Church and works as a high school and college football official during the fall season. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers these planning services separately from managed account programs and does not accept discretionary trading authority for its planning engagements.

Bruce Kirking is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. He has worked at Primerica Advisors since 1999 and has prior experience at Mills Fleet Farm. Outside of his advisory role, he serves as vice-managing member of Pine Knoll Partners, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Marcus Hubers is a CFP® professional with 24 years of experience in financial advising. He has been with Ameriprise since 2002, serving in various capacities over that time. Hubers is a managing partner of The Windsor Group, an LLC related to his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ryan Woytcke is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 designation and previously worked at Crown Capital Securities, LP for 20 years. Outside of advising, he is involved in tax preparation and accounting. 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 variety of financial planning and asset management solutions, including access to third-party managers and institutional platforms, supported by extensive operational tools and a broad network of advisors.

Shae Morsfield is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Shae held various roles in education and the service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its integrated trust and securities-based lending services.

Gregory Blaeser is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously served at VOYA Financial Advisors for seven years. Blaeser is also president and owner of MoneyGeeks Financial Network, Inc., and serves as president of a local homeowners association board. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and custodial relationships for its network of over 10,000 advisors.

Madison Thor Uy is a financial advisor with Ameriprise Financial Services in New Brighton, MN, holding Series 65 and Series 63 licenses. He has eight years of industry experience, including roles at Ameriprise and prior work at Concordia College. Ameriprise Financial Services is a large, diversified advisory firm serving 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 focused on dependable income sources and tax-aware withdrawal strategies.

Zachary Holloway is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 license and bringing nine years of industry experience. His prior roles include positions at Waddell & Reed, Advisornet Wealth Management, Cetera Advisor Networks, and Edward Jones. Holloway is also a commissioned notary as noted in his other business activities. 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, third-party asset management, and institutional platforms.

John Deleeuw is a financial advisor with Primerica Advisors in Lino Lakes, MN, holding a Series 63 designation and 13 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as involvement with Koch bus company and Island View Golf Club. Outside of advising, he has participated in non-investment activities such as working as an Instacart shopper. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm emphasizes a tiered wrap-fee structure and utilizes third-party asset managers alongside BNY Mellon Advisors for portfolio implementation.

Jeremy Weston is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and is based in Blaine, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Knudsen is a CFP® professional with 12 years of industry experience, currently affiliated with Ameriprise in Maple Grove, MN. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Christine Vander Heyden is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has eight years of industry experience and previously worked at TCF National Bank for sixteen years. Her professional background is focused within Thrivent and its affiliates since 2017. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations on a variety of planning topics. The firm’s approach separates planning from managed-account services and includes periodic reviews, without discretionary trading authority for the Dedicated Planning Service.