Charles Sandstrom is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 53 years of industry experience, including over 40 years managing his own firm, Sandstrom & Associates. His prior work includes roles at Summit Financial Group and Cambridge Investment Research. He also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a variety of investment platforms and proprietary strategies.

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.

Jaime Junker is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked with firms including Avantax and 1ST Global Advisors. Outside of his advisory work, Junker serves as Town Chairman in Forest, Wisconsin, overseeing local government functions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Joseph Dokken is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously served in the U.S. Army from 2015 to 2019. 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 an ESG eligibility framework in its recommendations.

David Purdy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory work, he plays guitar in a combo band as a hobby and is involved with Uncommon Loon Brewing Company in Chisago City, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and technology tools to support advisors.

Michelle Letch is a financial advisor with Osaic Wealth, Inc. based in Arden Hills, Minnesota. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her prior work includes positions at Valic Financial Advisors and Financial Dimensions Group, Inc. In addition to advisory services, she provides fixed insurance products to clients. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions. The firm utilizes asset-allocation tools and risk assessment methodologies to build portfolios that incorporate a broad range of investment options.

Aaron Locke is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and over 22 years of industry experience. He has previously worked at Advisornet Wealth Management and has been affiliated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, Locke coaches an 11U club fast pitch softball team. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Metcalf is a financial advisor with UBS Financial Services, holding the Series 66 designation and 24 years of industry experience. He worked at AllianceBernstein L.P. for 10 years before joining UBS in 2012. Metcalf serves on the board of directors and the investment committee 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 advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Mitchel Rehbine is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at OSAIC since 2023 and was previously affiliated with Sagepoint Financial, Inc. for 18 years. Outside of his advisory role, he is involved as a statutory agent for a corporation marketing insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers a range of integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include various asset classes and supports multiple advisory platforms and third-party managed solutions.

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.

Craig Twombly is a CFP® professional with 31 years of industry experience. He has been with Osaic Wealth, Inc., formerly Royal Alliance Associates, Inc., since 2006. Twombly is also a partner in a commercial real estate venture unrelated to investment activities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios that include a wide array of investment products.

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.

Ryan Thimjon is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining RBC in 2025, he worked at Korn Ferry for eight years and Feltl and Co for three years. Outside of his advisory role, he serves on the board of directors for his condominium association. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual and institutional investors. The firm offers customized portfolio management and advisory programs through a blend of in-house and third-party investment managers and provides integrated financial planning, custody, and brokerage services.

Adam Laberda is a CFP® credentialed financial advisor with 12 years of industry experience, currently practicing at Ameriprise in Stillwater, MN. His previous roles include positions at The Huntington Investment Company, Allianz Life Financial Services, and Cetera Advisor Networks. Outside of finance, Laberda operates Life in Place LLC, a carpet cleaning business serving residential and commercial clients. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

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.

Christine Ansley is a financial advisor at OSAIC with six years of industry experience. She holds the Series 66 designation and has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2020 and previously at Financial Dimensions Group Inc. from 2016 to 2024. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing various investment platforms and asset-allocation tools to construct and manage client portfolios.

David Hitchcock is a CFP® and ChFC® with 35 years of industry experience. He has worked at OSAIC since 2026 and previously spent over two decades at G.A. Repple & Company and Northtown Capital Strategies. Hitchcock has also been self-employed since 1989. OSAIC serves a broad client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and portfolio management, utilizing proprietary tools and third-party platforms to construct diversified investment portfolios.

Nuvia Solorzano Zambrano is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at The Huntington Investment Company, LPL Financial LLC, and Wells Fargo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Stephen Branham is a financial advisor with Cambridge Investment Research Advisors in Minneapolis, MN, holding a Series 63 credential and 36 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firms since 2004. Outside of his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a variety of portfolio management solutions, including proprietary and third-party models, across multiple platform arrangements with both discretionary and non-discretionary strategies.