Gavin Craig is a financial advisor with Ameriprise in Roseville, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Ameriprise and its affiliates since 1995. He is co-owner of GMW Management LLC and owner of Gavin Craig LLC, both involved in managing his Ameriprise business outside of trading hours. 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 based on comprehensive investment research and ongoing advice.

Jack Buckley is a financial advisor with LPL Financial in Lake Elmo, MN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Commonwealth Financial Network from 2003 to 2016 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, combining in-house and third-party research with various portfolio management strategies.

Bradley Koch is a financial advisor with Morgan Stanley in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services that typically do not include individual security recommendations.

Derek Fisher is a CFP® professional with nine years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously was employed by Wells Fargo Home Mortgage for six years. He is based in Stillwater, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Chad Anderson is a financial advisor with OSAIC based in Arden Hills, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 25 years. In addition to his advisory role, Anderson owns a sole proprietorship that involves raising cattle and growing crops. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizes various asset allocation and risk assessment tools, and offers access to multiple managed account platforms and third-party money managers.

Lisa Gareis is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with RBC Capital Markets LLC since 2009. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing flexible portfolio management and integrated capital markets capabilities.

Joseph Jenkins is a financial advisor with Mass Mutual Investors Services in Lake Elmo, MN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to his advisory role, Jenkins is involved as a sales agent for life, disability, long-term care, fixed annuities, and health products at Atlas Wealth Management. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative strategies to develop client recommendations.

Jeffrey Bergh is a financial advisor with RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Stillwater, MN. He holds a Series 66 designation and has 17 years of industry experience. Bergh has been with RBC Wealth Management since 2007. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client's risk profile and implemented through various in-house and third-party resources.

Nicholas Leist is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. Prior to joining Thrivent, he was involved with North Central University in various roles over several years. He serves as secretary on the board of Aasha Dei, a nonprofit organization that supports at-risk women and children in Southeast Asia through fundraising and community partnerships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and addressing a range of financial planning topics without including implementation of recommendations.

Alexandria Pearson is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to joining OSAIC, she worked at True Wealth Partners and Financial Dimensions Group, Inc. Outside of financial services, she has experience working in the retail and beverage industries, including at Starbucks and Caribou Coffee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes various tools and platforms to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

Thomas Dircks Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at LPL Financial, The Investment Center, Inc., and SII Investments, Inc. He is also the owner of Prairie Wealth Strategies, a financial planning and securities sales business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Bridget Gray is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 20 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Collin Mead is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions including work with the Wisconsin Bicycle Federation and service in the Wisconsin State Assembly and State Senate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and offices.

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.

Gloria Pozzini is a financial advisor with OSAIC, holding a Series 63 designation and 39 years of industry experience. She has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for over 31 years and spent 23 years with Financial Dimensions Group, Inc. Pozzini also sells life, disability, fixed annuity, and long-term care insurance, providing coverage assessments to clients. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk tolerance analysis, and automated rebalancing to construct portfolios that include a variety of investment types.

Jeffrey Cirullo is a financial advisor with Merrill, holding Series 63 and Series 66 registrations and 27 years of industry experience. He has been with Merrill and Merrill Lynch since 1998. In addition to his advisory role, he serves as a power of attorney for family members in fiduciary capacities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individual, high-net-worth, corporate, and charitable clients. The firm combines internal and third-party management with trading, custody, and administrative support within the Bank of America group.

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.

Ryan Nelson is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services Inc. for nine years. In addition to his advisory role, Nelson is an insurance producer specializing in life, disability, long-term care, and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

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.

Jeffrey Bergerson is a financial advisor with Cetera, holding a Series 66 designation and bringing 18 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and owns Bergerson Tax Services, Inc., a tax preparation and planning business. Additionally, he co-produces content for The Fantasy Golf Insider, an informational website on professional and fantasy golf. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.