Gregory Schraufnagel is a financial advisor with Thrivent Investment Management in Blaine, MN, holding a Series 66 designation and 11 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he is involved as contract labor representing manufacturers of industrial hose products and is a co-owner of Schraufnagel Bros. LLC, which manages family-owned wooded land. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers planning engagements on a one-time or ongoing basis with a separation between planning and managed-account programs.

Daniel Grassman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Blaine, MN since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic automation in its planning process.

Jace Roach is a financial advisor with Ameriprise in Coon Rapids, MN, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Ameriprise since 2019, with prior tenure at Walton Securities, Inc. and Triton Pacific Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and algorithmic tools, with recommendations delivered through a centralized team working alongside advisors.

Justin Rutar is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services for 17 years. In addition to his advisory role, he operates Rutar Financial Services, Ltd., and acts as an independent insurance agent offering fixed insurance products including life, disability, long-term care insurance, and fixed annuities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services, utilizing a variety of asset-allocation tools and third-party solutions to manage portfolios comprising stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Russell Dedrick is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at PFS Investments, Inc., Century College, and Primerica Financial Services. Outside of finance, he is a self-employed flutist and owns Dedrick Construction, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering approaches that include Strategic, Tactical, Tax-Aware, and Income Distribution models.

Zachary Pias is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior work experience at Mitsubishi HC Capital America, Inc., Hitachi Capital America Vendor Services, NorthMarq Capital, Aerotek, and Saint John's University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a broad range of advisory programs, financial planning, and retirement consulting, utilizing strategic and tactical model portfolios supported by internal and third-party research.

Steven Bullert is a CFP® professional with 30 years of experience in the financial services industry. He has been with OSAIC since 2024 and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for nine years. In addition to his advisory work, he provides seasonal tax preparation services and offers life insurance, long-term care insurance, and fixed annuities through First Resource Group. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary accounts, offering a variety of investment options and third-party managed-account solutions.

Matthew Spiczka is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He has worked at Royal Alliance Associates, INC. since 2023 and has been involved with MHS Companies since 2015. Outside of his advisory role, he provides insurance services through MHS Advisory Services and handles administrative tasks related to health insurance for Thomas R Hokr and Associates. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services along with access to various managed account solutions. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a broad array of investment products, managed on either a discretionary or non-discretionary basis.

Michael Goehner is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2003. 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 strategies, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Colin Kemmis is a financial advisor with Edward Jones in Maple Grove, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he spent 15 years in education with Osseo Area Schools and six years with Wayzata Public Schools. Outside of his advisory role, he coaches youth soccer with Fusion MN Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing over $1 trillion in assets under management.

Stephen Lewis is a financial advisor with Cetera holding a Series 66 credential and 12 years of industry experience. He has been associated with Cetera in various capacities since 2020 and operates multiple financial services entities. Outside of finance, he is involved in music performance and education through his ownership of Stephen Wayne Enterprises, LLC, and serves as a church council member at the Lutheran Church of the Resurrection. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement various model portfolios and bespoke strategies.

Karif Roberts is a financial advisor with Edward Jones in Blaine, MN, holding CFP® and Series 66 credentials and 16 years of industry experience. He has been with Edward Jones since 2009. Roberts was a minority shareholder in BEVPOST LLC, a company involved in marketing product discounts, during its early stages. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Andrew Fish is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation. Outside of his advisory role, he manages rental property as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 advisors.

Marie Henrichs is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial. Her prior experience includes roles at Financial Dimensions Group, Osaic Wealth (formerly Royal Alliance Associates), and Sagepoint Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Isaac Vanloon is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2002. Outside of advisory work, he owns Isaac VanLoon and Associates, which operates investment-related services primarily for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party managers and custodians.

Samuel Anyamele is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, US Bank, FedEx, and Employbridge. He also managed a family business, Samuel & Nkechi Anyamele, for 12 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying ESG criteria in its recommendations.

Eric Lleva is a financial advisor with Ameriprise in Saint Paul, MN, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Ameriprise and its related entities since 1990. Outside of his advisory role, he serves on the Board of Directors for the Fil-Minnesotan Association and is President of the Philippine Center of Minnesota. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering detailed written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to provide tailored advice, with a focus on assets held in Ameriprise-managed accounts.

Nduba Namoonde is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Cetera Wealth Services, LLC since 2013. Prior to that, he was with AdvisorNet Financial for 26 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various program options including model portfolios and direct indexing.

Robert Miller is a financial advisor at RBC Capital Markets with 25 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining RBC in 2025. Miller holds Series 63 and Series 65 licenses. 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 variety of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and investment preferences.

William Bartlett is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Blaine, MN. He has three years of industry experience and has worked previously at Renaissance Financial and Cetera Advisor Network LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.