Timothy Parenteau is a financial advisor at Bankers Life Advisory Services, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked with various Bankers Life entities since 2004. Outside of his advisory role, he serves as a unit supervisor and insurance sales agent, providing life and health insurance services and training fellow agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored portfolio strategies aligned with clients’ goals and risk profiles.

Nathan Bosek is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Edge Financial Advisors, Alpha Cubed Investments, and Raymond James/Bremer Bank. He is also licensed to sell life and health insurance, though he dedicates no hours weekly to this activity. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Joseph Zidon is a financial advisor with Principal Financial Services in Saint Cloud, MN, holding a Series 66 designation and six years of industry experience. His career includes roles at Beacon Financial Group, Principal Securities Inc., Principal Life Insurance Company, and Stearns Financial Services. Outside of advisory services, he is also an insurance agent specializing in life, disability, long-term care insurance, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jordan Olson is a CFP® professional with 10 years of industry experience, currently affiliated with Principal Financial Services. His background includes roles at Edward Jones, Wells Fargo, J.P. Morgan Securities, and TD Ameritrade. He also directs investment services for a credit union, providing financial and retirement planning guidance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals and institutions, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Robert Brooks is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and six years of industry experience. He has worked at Wheeler DeGraaf Financial and DeGraaf Financial, and has prior experience at Mille Lacs County Community and Veteran Services. Outside of his advisory work, he also participates in labor at Brooks Farm & Greenhouse in Princeton, MN. Commonwealth Financial Network is a nationally registered investment adviser and broker/dealer supporting a network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides managed account programs, access to third-party asset managers, retirement consulting, and custody services, offering a range of investment options and back-office support.

Mark Reimer is a financial advisor with SPC in Sartell, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and at Sigma Planning Corp since 2002. He serves as a board member of the Rice Area Sportsman Club in Rice, MN. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary management and working with third-party investment managers in co-advisor roles.

Glen Tautges is a financial advisor with Commonwealth Financial Network in Saint Cloud, MN, holding a Series 66 designation and 12 years of industry experience. He has worked at Wheeler DeGraaf Financial and DeGraaf Financial, in addition to his tenure with Commonwealth Financial Network. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, compliance, and practice-management support. The firm offers discretionary model portfolios and various program structures, including customized solutions and personalized indexing options.

Hudson Park is a financial advisor with UBS Financial Services and holds the Series 66 designation. He began his advisory career in 2026 and has prior experience at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life Casualty. His background also includes roles outside the financial industry, such as working with CharterUP and involvement in educational pursuits at Boston College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Ronald Kosel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with LPL Financial and its predecessor since 2001. Outside of advising, he serves as a notary public. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supporting advisors with research and operational tools.

Stacy Anderson is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with multiple firms including Avantax and Midwest Financial Group. Anderson is actively involved in nonprofit organizations, serving in financial roles for groups such as the Minnesota Girls Hockey Coaches Association and Sartell-St. Stephen Dollars for Scholars. Cetera Investment Advisers LLC is an SEC-registered adviser offering a wide range of services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides access to various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by a nationwide network of independent advisors.

Juliet Beack is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2002. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Alexander Tomczik is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial and US Bank. Outside of his advisory roles, his background includes experience at Woodcraft Industries and involvement with the University of St. Thomas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Andrew Windschitl is a financial advisor with UBS Financial Services in St. Cloud, MN, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he has a business involvement related to Lyft. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of products and research resources.

Ashley Dooner is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2015, accumulating 13 years of industry experience. She is based in Waite Park, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 financial advisors.

Christopher Van Tassell is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior firms include Cetera Investment Advisors LLC and Girard Securities, Inc. He is based in St. Cloud, MN. 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 portfolios, and institutional platforms, supported by both proprietary and third-party strategies.

Randall Zeilenga is a financial advisor at Edward Jones in St. Cloud, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 supported by a large nationwide network of financial advisors.

Margo Scepaniak is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Woodbury Financial Services Inc and LPL Financial. She is also the owner of Black Financial Services, Inc., a corporation involved in both financial services and the sale of life and health insurance. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to third-party money managers.

Victoria Dvorak is a financial advisor with Thrivent Investment Management based in Saint Cloud, MN. She holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, Dvorak spent 15 years at Capital One. 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 planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Tyler Walz is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 11 years of industry experience. He has worked with multiple firms including North Star Consultants, Minnesota Life Insurance, and Securian Financial Services. Walz also owns and manages two rental property LLCs in Sartell, MN. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with various program structures and custodial arrangements.

Tyra Olson is a financial advisor with UBS Financial Services in St. Cloud, MN, holding a Series 66 designation and three years of industry experience. She has been with UBS since 2019 and previously operated a self-employed advisory business from 2012 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and capital market assumptions to tailor client plans.