Andrew Lewis is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, Wells Fargo, and Heartland Solar. Outside of his advisory work, he has worked as a driver and independent contractor for ride-sharing and delivery services such as Uber, Lyft, and DoorDash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Betz is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2015. Outside of his advisory role, he serves as treasurer and board member of the Delta Chi Housing Corporation, a nonprofit organization managing the chapter house for the Delta Chi Fraternity at the University of Minnesota. 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 services and uses proprietary research and model-based asset allocations to tailor client plans.

Jaime Junker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. Prior to joining LPL Financial in 2024, Jaime worked with Avantax and 1ST Global Advisors, Inc., with a concurrent CPA practice since 1997. He serves as the town chairman of Forest, Wisconsin, overseeing local government functions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Derek Delsing is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and previously was employed at Securian Financial Services, Inc and Minnesota Life Insurance Company from 2015 to 2023. Outside of his advisory role, he is a co-owner of a single-family home rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management strategies, financial planning, and retirement services across various program structures and custodial relationships.

Tobias Kaplan is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 65 and Series 63 licenses and has been with Thrivent since 2018 in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and written recommendations on a wide range of planning topics without implementation or discretionary trading authority.

Robert Metcalf is a financial advisor at UBS Financial Services in Minneapolis, MN, with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Metcalf serves on the board of directors for People Serving People Charities, an organization providing emergency shelter for homeless children and their families. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Richard Nilsen is a financial advisor with Ameriprise in Lakeland, MN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brian Smith is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2021, previously serving at VOYA Financial Advisors. Outside of his advisory role, he is involved as a replay technician for the Big Ten Athletic Conference and officiates games for the National Football League. He also serves on the alumni board for Saint Thomas Academy. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Phillip Gartner is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and concurrently serves in the Minnesota National Guard. Outside of his advisory role, he is involved as a youth soccer coach and trainer with the St Croix Soccer Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Michael Taube is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, delivering detailed, non-discretionary Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Caleb Barrett is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2017, previously working at Thrivent Financial and Thrivent Investment Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

William Weyandt is a Senior Financial Advisor specializing in helping individuals, families, and businesses achieve complex financial goals through comprehensive planning. He leads the Bentley|Weyandt Group, which employs robust financial modeling and analytical tools to design thorough plans supporting clients' aspirations and maximizing opportunities. Their focus includes tax-efficient strategies, retirement and income planning, legacy and estate planning, investment management, and financial strategies for families with special-needs children. Bill holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree from the University of Minnesota System. His client services encompass college education planning, executive compensation, legacy planning, managing new wealth, retirement income, and philanthropic planning, among other areas. Born and raised in Minnesota, Bill resides in the south metro area with his wife and three children. Outside of his professional work, he enjoys spending time with family and friends, participating in outdoor activities such as fishing and camping. He is involved with organizations including Delta Waterfowl, Habitat For Humanity, and the Saint Paul Area Chamber's Ambassador Committee.

Russell Bertsch is a financial advisor with Primerica Advisors in Arden Hills, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he serves as a Ramsey County Election Judge from 2022 to 2025. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management primarily for individual investors rather than institutional clients.

Rhett Neuman is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2009, following an eight-year tenure at City National Bank. Outside of his advisory work, he assists his son with managing a family LLC involved in investment property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing a combination of in-house and third-party investment managers.

Mark Rachac is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at VOYA Financial Advisors and Capital Street Financial Services, where he also serves as vice president. Outside of advising, he owns a family farm in Saint Paul, MN. Cetera Investment Advisers LLC provides services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, operating a multi-manager platform with discretionary and non-discretionary program options.

David Spehar is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2017. He also has a longstanding affiliation with ThinkEquity Partners LLC, beginning in 2003. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored investment solutions.

Paul Dickman is a financial advisor with Cetera based in St. Paul, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Valic Financial Advisors, New York Life entities, and Eagle Strategies. In addition to his advisory work, he is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Eric Hoebbel is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and Cetera Wealth Services LLC since 2023, and previously spent six years with Securian Financial Services Inc and Minnesota Life Insurance Co, as well as three years at Ameriprise Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, ERISA retirement services, and offers a multi-manager platform with access to various investment strategies and custodial relationships.

Conner Mars is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015, previously spending six years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers, leveraging its capital-markets capabilities and affiliated asset managers.

Vincent Lloyd is a financial advisor at Cetera with 16 years of industry experience. He holds the PFS™ designation and Series 66 license. His work history includes roles at Intuit and Avantax, alongside operating his own CPA practice providing accounting and tax advisory services. He also provides seasonal tax advice remotely for Intuit’s TurboTax customers. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and financial planning services.