Roberta Gerads is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James and affiliated entities since 2013. In addition to her advisory role, she serves as a Registered Principal at First Bank Elk River and is the Branch Manager of Investment Services at First National Investor Services. 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, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs in municipal finance and SIMPLE IRA plan consulting.

Matthew Fiske is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to his advisory role, he operates as an insurance agent with Sandvold Financial Group, providing fixed annuities, life, long-term care, and employee benefits products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party programs.

Lincoln Cizek is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked three years at LoCorr Funds and has an academic background from Niagara University. 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 retirement income recommendations and ongoing tax-aware withdrawal planning.

Matthew Nelson is a Series 66-licensed financial advisor at LPL Enterprise with two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Fisher Investments. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities by providing investment advisory and brokerage services. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and various affiliated services.

Benjamin Long is a financial advisor at LPL Financial in Maple Grove, MN, holding a Series 66 credential with one year of industry experience. He previously worked at Long Range Financial and has experience in education through roles at Maranatha Christian Academy. 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 third-party asset management, supported by a large network of investment adviser representatives.

Joshua Nelson is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, with prior roles at Securities America Advisors, National Planning Corporation, and Thrivent Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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.

Michael Jacobs is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 29 years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Clearing and Wells Fargo Investments. He is also the CEO of Jacobs Investment Advisors, a business used for accounting and reporting purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to 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 analytical tools to illustrate potential outcomes and supports a range of advisory programs including municipal and public finance work.