Logan Gacke is a CFP® professional with five years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked with firms including Minnesota Life Insurance Company and Securian Financial Services. Outside of his advisory work, he has experience in fixed insurance sales and has held roles in various other businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with services ranging from portfolio management to retirement plan consulting. The firm operates a multi-manager platform, offering clients access to a variety of investment strategies and program options under discretionary and non-discretionary authorities.

Dana Sandborgh is a financial advisor with UBS Financial Services in Cottage Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 investment plans to clients' goals and risk tolerances.

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.

Monica Magnuson is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2019. Outside of her advisory role, Monica works annually as a baker at Sweet Martha's Cookie Jar during the Minnesota State Fair. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers advisory programs tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers, along with various portfolio management and financial planning services.

Gregg Burrell is a financial advisor with LPL Financial in Apple Valley, MN, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in a direct sales business related to nutrition products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, with access to model portfolios, third-party research, and technology-driven investment solutions.

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.

Anne Kersten is a financial advisor with Thrivent Investment Management in Mendota Heights, MN, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2012 and 2013, respectively. Outside of her advisory role, she serves as treasurer for CGTA Research Group, a nonprofit organization focused on Huntington’s research. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and written recommendations across multiple planning areas. The firm’s approach separates planning from implementation and managed-account services, maintaining a focus on advisory relationships without discretionary trading authority.

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.

Jessica Schulberg is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Irish Group Inc, Business Networking International, various insurance carriers with W & R Insurance Agencies, and Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Engberg is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016 and is involved with the Bloomington Youth Soccer Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of advisors and branch offices.

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.

Lane Gans is a CFP® with 39 years of industry experience, currently an advisor at Ameriprise in Eagan, MN. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he is a limited partner in The Prairie Group LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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.

Andrew Held is a Series 66-registered financial advisor with Thrivent Investment Management, based in South Saint Paul, MN. He has 19 years of industry experience, including 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he serves as Vice President of the Dakota Soccer Club, coordinating youth soccer league activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans without discretionary trading authority, with options to combine planning with managed accounts under a consolidated billing system called WealthPlan.

Erik Sutcliffe is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and nine years of industry experience. His previous roles include positions at Securities America Advisors and the US Air Force-GSA. Outside of advising, he owns a tax preparation business and is involved in insurance services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides a range of investment solutions across multiple custody platforms, incorporating both proprietary and third-party strategies.

Jeffrey Schlesinger is a financial advisor with RBC Capital Markets in St. Paul, MN, holding a CFP® designation and over 32 years of industry experience. He has worked with RBC Capital Markets since 2008 and also has experience at City National Bank. He serves on the board of the Carl and Holly Jones Family Foundation, a nonprofit that awards scholarships and provides mentoring to students. 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 portfolio management services tailored to clients' risk profiles, utilizing both 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.

Michelle Muthiani is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her prior roles include positions at North Star Resources Group, Securian Financial Services, and CRI Securities. She serves on the finance committee of Sanctuary Covenant Church, focusing on budgeting, internal controls, and investment oversight. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a variety of investment program structures.

Paul Reichwald is a financial advisor with Ameriprise in Prior Lake, MN, holding a Series 66 designation and 21 years of industry experience. He worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 20 years before joining Ameriprise in 2024. Outside of advising, he owns PRJR LLC, a business established for tax and payroll purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.