Logan Ramer is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds a Series 65 credential and has worked at AlphaStar since 2020. In addition to his advisory role, he serves as a general agent selling insurance products related to retirement plans through his own firm, Ramer Retirement Resources, and Midland National. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm utilizes both model and custom portfolio strategies that combine strategic asset allocation with quantitative and momentum-based analysis, and provides services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Scott Davis is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 22 years of industry experience. He has held positions with LaSalle St Securities, LLC since 2013, Bullpen Trading LLC since 2009, Wells Fargo Clearing in 2008–2009, and A. G. Edwards & Sons, Inc. from 2004 to 2008. He holds a Series 66 designation. Outside of his advisory role, Davis is involved with Bullpen Trading LLC as a commodity broker. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, employs a variety of asset-allocation models, and supervises third-party managers with a notable emphasis on managing a predominance of non-discretionary assets.

Evin Lantz is a financial advisor with First Heartland Consultants, Inc. in Rochester, MN, holding a Series 66 designation and 12 years of industry experience. He has worked at First Heartland Capital Inc. since 2015. Outside of his advisory role, Lantz assists with a family-owned event center and serves on the board of a condominium association. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent advisers.

Scott Sorenson is a Series 66-licensed financial advisor with First Heartland Consultants, Inc., where he has worked since 2015. He has 14 years of industry experience and is also owner of TUB MD LLC, a bath and shower repair business. Additionally, Sorenson is an independent insurance agent specializing in life, accident, health, and Medicare-related products. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm delivers discretionary portfolio management through independent representatives using various analytical methods and offers a range of programs including personalized asset management, third-party management, and self-directed brokerage accounts.

Noah Kuhlman is a financial advisor at Larson Financial Group, LLC with 12 years of industry experience. He holds the CFP® and Series 66 designations and has been with Larson Financial Securities, LLC and Larson Financial Group, LLC for the past 10 years. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs, utilizing both strategic and tactical approaches, and offers services including defined benefit and defined contribution consulting for plan sponsors.

Dennis Mcmillin is a financial advisor at Osaic Advisory Services, LLC with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at American Portfolios for 17 years. Outside of his advisory work, he performs as a trombonist with Rochester Civic Music. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services delivered through multiple program models utilizing proprietary guidance and third-party platforms.

Perry Diede is a CFP® with 35 years of industry experience, currently associated with United Planners' Financial Services of America as a Limited Partner. His career includes roles at IFC National Marketing and Proequities, Inc., alongside operating his own advisory business under Catalyst Financial Strategies, LLC. United Planners serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Benjamin Trenary is a Series 66 credentialed advisor at United Planners Financial Services of America, with one year of industry experience. His prior work includes roles at the City of Duluth, Oak Summit Golf Course, Full Circle Financial, and Marcus Theatres. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, and institutional clients. The firm supports its independent advisors through a mix of custodians, third-party managers, and platform programs, with a distinctive limited-partnership ownership structure.

Szablis Klee is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds the Series 66 designation. He has 25 years of industry experience and has worked with firms including ProEquities, Inc and ID/Legal Shield. Outside of his advisory role, he is a partner and instructor at Southeast Scuba Escape, a retail scuba diving center in Rochester, MN. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through a network of independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers both advisory and brokerage services with a range of custodians and third-party money managers.

Tami Fields is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 17 years of industry experience and has worked at firms including Catalyst Financial Strategies, Diede Financial Planning, Full Circle Financial, and Proequities Inc. In addition to her advisory role, she is a notary public in Kasson, MN. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based options through its network of independent advisors.

Michael Steward is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and one year of industry experience. He has held leadership roles outside of finance, including serving as president of Capalton Corporation, a consulting firm, and general manager of DCL Technologies Inc., an LCD display manufacturer. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, and institutional clients. The firm operates through independent Investment Adviser Representatives and delivers advisory and brokerage services using multiple custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Christopher Anderson is a CFP® professional with 18 years of industry experience. He is currently affiliated with Commonwealth Financial Network and NorthStar Financial Partners. His prior experience includes roles at Raymond James Financial Services and Think Financial Planning. Anderson is the owner of PCM Financial Services, LLC, a private entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, along with operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Christopher Mckern is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 26 years of industry experience, including roles at Northstar Financial Partners, LLC and Pratt Kutzke and Associates, LLC. Outside of advisory work, he is an enrolled agent providing tax advice and preparation services to farming and business clients through MFG, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services. The firm acts as a platform provider delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Easton Knoll is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining the financial industry, he worked in education at Kasson-Mantorville High School and Winona State University, and also has experience in a small business, Pat Bigelow Painting. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $212 billion in client assets, offering a range of managed-account programs and access to third-party asset managers.

Richard Decker is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at Commonwealth since 2008, with prior experience at Raymond James Financial Services and NorthStar Financial Partners. Decker is also a co-owner of Northstar Financial Partners, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, technology, investment management, compliance, and practice-management resources.

Dana Grimsrud is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 designations. He has 25 years of industry experience, including prior roles at ProEquities, Inc. and operating under the name Full Circle Financial Corporation. Grimsrud is also a licensed agent for fixed insurance in Rochester, MN. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering an open-architecture platform with various custodians and money managers, and emphasizes a largely non-discretionary asset management approach.

Jeffrey Lohmeyer is a financial advisor at Thrivent Investment Management with four years of industry experience. Prior to his current role, he worked at Mayo Clinic for 33 years. He is a board member of Pine Island Area Home Services, where he assists with fundraising projects and general board decision-making. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Paula Welch is a financial advisor with Ameriprise in Rochester, MN, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MetLife, and MassMutual Life Insurance Co. Outside of her advisory work, she is involved with Ikigai Operations LLC. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Linda McGuire is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves on the Board of Directors and acts as Education Coordinator and President of the Olmsted County Chapter of Minnesota Citizens Concerned for Life. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Pikkarainen is a financial advisor with LPL Financial in Rochester, MN, holding Series 66 and Series 63 licenses and 14 years of industry experience. His work history includes roles at Merrill, BRP Capital LLC, Cetera, and Alerus Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions through a large network of investment adviser representatives.