David Flora is a Series 66-licensed advisor with Transamerica Retirement Advisors, LLC, based in Blaine, MN, and has 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2011. Outside of his advisory role, Flora owns and operates a photography business, Dave Flora Photography. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with advisory programs that focus on asset allocation, contribution guidance, and retirement age planning. The firm employs Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized, primarily non-discretionary investment advice.

Yusuf Gbadamosi is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential and beginning his career in 2026. He has prior experience at WFGIA and C.H. Robinson, where he worked as a software engineer in logistics. Gbadamosi is also involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party models, operating as both a registered investment adviser and broker-dealer.

Richard Ramsay is a financial advisor at J.W. Cole Advisors, Inc. with 31 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining J.W. Cole Advisors in 2017, he spent over four decades with Sii Investments, Inc./Ramsay Financial Advisers, LLC. Outside of his advisory role, Ramsay serves as treasurer and board member of a Christian Science church and participates on the Rotary District Grant Committee. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing discretionary and non-discretionary strategies supported by fundamental and technical analysis as well as digital advice platforms.

Justin Herzog is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, managed either by its advisors or selected third-party managers.

Scott Hanson is a financial advisor with Principal Financial Services in Maple Grove, MN, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Principal Securities Inc since 1992 and has a career background that includes Principal Life Insurance Company dating back to 1988. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bruce Wain is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He previously worked for UBS Financial Services for 12 years before joining Rockefeller Financial in 2026. Outside of advising, he is a freelance photographer focusing on sporting events and landscapes, with his images used in client websites and marketing materials. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services, operating as both an advisory and a registered broker-dealer with a consolidated investment platform.

James Kalina is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he performs part-time in a musical group and serves as a board member for the Economic Development Authority in Centerville, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services supported by model portfolios, research, and technology solutions.

Le Anne Morris is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leif Erickson is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 credentials and 12 years of industry experience. He has been with Thrivent and its affiliates since 2015. Erickson serves on the Board of Directors for the Forest Lake Area Chamber of Commerce and is a City Councilmember for Forest Lake, MN, where he also presides over the Economic Development Authority. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses on topics such as retirement, estate, and tax planning, without discretionary portfolio management.

Susan Anderson is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Osaic Wealth, Inc. and Financial Dimensions Group, Inc. Anderson also operates Anderson Financial Group, LLC, a business entity for tax and investment purposes. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Andrew Meier is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Chicago Title Insurance Company for four years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Josiah Parker is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2021. Outside of his advisory role, Parker serves on the board of Operation Dignity International, an organization focused on community development and poverty reduction in Ghana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Eric Edson is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. In addition to his advisory role, he is involved with VECTOR MARKETING. 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 network of financial advisors and branch offices nationwide.

Edward Markgraf is a financial advisor with Primerica Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Financial Services since 1983 and Primerica Advisors since 1999. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered percentage-based wrap fee structure rather than fixed fees.

Ansu Kourouma is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Wipfli LLP. Outside of his advisory role, he serves as a boys' high school basketball coach. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to manage portfolios across multiple asset classes.

Cassie Smith Challacombe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she has a non-investment related business involving rental property ownership with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

James Dokken is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank, with additional experience at Woodbury Financial Services and Old National Bank. Dokken holds Series 63 and Series 65 licenses and is based in Maple Grove, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Gavin Craig is a financial advisor with Ameriprise in Roseville, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Ameriprise and its affiliates since 1995. He is co-owner of GMW Management LLC and owner of Gavin Craig LLC, both involved in managing his Ameriprise business outside of trading hours. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning based on comprehensive investment research and ongoing advice.

Alan Johnson is a financial advisor with OSAIC based in Plymouth, MN, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Royal Alliance and multiple AdvisorNet Financial entities. Outside of advisory work, he owns and operates a woodworking business where he designs and sells custom gifts, signs, and furniture. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across a variety of asset classes.

Paul Kieser is a financial advisor with OSAIC in Maple Grove, MN, holding a Series 66 designation and over 25 years of industry experience. He has been with OSAIC since 2012 and has worked at John Hancock Financial since 2000. Kieser is also the owner of True North Advisory Group, a marketing entity. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of advisory and brokerage services supported by advanced portfolio construction tools and multiple third-party platforms.