Tanya Paine is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Chisago City, MN. She has two years of industry experience and previously worked at General Mills from 2006 to 2017. Outside of her advisory role, she is a co-owner of Revant LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Rebecca Berg is a CFP® with 19 years of industry experience and has been with Edward Jones since 2006. She is based in Saint Croix Falls, WI. Outside of her advisory role, she serves as President of the STAR Education Foundation and sits on its Board Development Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its nationwide network of over 23,700 advisors through a broad range of offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Theresa Ryan is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to entering the financial services industry, she spent eight years with Northern Salt Inc/Interstate Companies. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering various advisory programs and investment solutions through a nationwide network of advisors and branch offices. The firm manages over $1 trillion in assets and operates under a fiduciary standard, providing both discretionary and non-discretionary fee-based strategies.

Zachary Boesel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions with the Forest Lake Police Department, Chisago County Sheriff's Office, and Washington County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Paul Trobiani is a financial advisor with J.P. Morgan Securities, holding the Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Ameriprise. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Purdy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory work, he plays guitar in a combo band as a hobby and is involved with Uncommon Loon Brewing Company in Chisago City, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and technology tools to support advisors.

Mitchel Rehbine is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at OSAIC since 2023 and was previously affiliated with Sagepoint Financial, Inc. for 18 years. Outside of his advisory role, he is involved as a statutory agent for a corporation marketing insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers a range of integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include various asset classes and supports multiple advisory platforms and third-party managed solutions.

Doran O'Brien is a financial advisor with Edward Jones in Scandia, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as president of O'Brien Management LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Tucker Hazzard is a CFP® professional at Edward Jones with three years of industry experience. He began his financial advising career with Edward Jones in 2023 after prior roles at US Foods and Andersen Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Thomas Mc Carthy is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has been with Thrivent since 2025 and previously worked in education at several Minnesota schools from 1999 to 2025. Outside of finance, he participates as a member of the Forest Lake Nordic Ski Team Booster Club, assisting with organizing equipment and fundraising activities for the team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without portfolio management for institutional clients.

Doreen Weber is a financial advisor at OSAIC with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Sagepoint Financial, Woodbury Financial, and Infinex Investments. Weber also operates Weber Consulting and serves as a Compliance and Supervision Specialist for Five Star Financial Resources. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm integrates brokerage and advisory services through multiple platforms, using asset-allocation tools and risk-assessment processes to manage portfolios that include a range of investment securities with discretionary or non-discretionary account options.

Patrick Growe is a financial advisor with Edward Jones in Forest Lake, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he manages rental properties in Forest Lake and Circle Pines, 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 advisors and branch offices nationwide.

Bradley Beck is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Beck is a board member of Gentry Academy, contributing to school operations. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party solutions.

Julie Riemer is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2014, following prior roles at Waddell & Reed and Edward Jones. 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 institutional platforms.

Pasquale Frattalone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory role, he operates as an independent insurance agent specializing in health, life, long-term care, and disability insurance, and serves on the supervisory committee of a Minnesota credit union. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jeremy Mandler is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes positions at Wells Fargo Advisors and a six-year tenure at Lyft. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Chad Olson is a financial advisor with LPL Financial in Forest Lake, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial and its predecessor firm since 2001. Outside of his advisory role, Olson is associated with Wealth Management Midwest, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

Elizabeth Staples is a financial advisor with Ameriprise in Stillwater, MN, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, Staples serves on the Board of Directors for Stillwater Area JO Volleyball and works as an apparel and event coordinator. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Martin Rychley is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of advisory work, he serves as a board member for the Forest Lake Hockey Association, overseeing youth teams. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering various investment strategies, supported by over 10,000 advisors and $256 billion in assets under management.

David Drolson is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in community activities including serving as a Recreation Gym Supervisor for Forest Lake Area Schools Community Education, volunteering on the finance committee for Forest Hills Golf Club, and fundraising through the Drolson Family Foundation to support local educational scholarships and youth services. He also owns a business selling sports cards and memorabilia. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team.