Cali Roane is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has held roles at several organizations including Thomson Reuters and Preferred Resource Group, alongside her current positions with LPL Financial and Independent School District 622. Outside of advisory work, she is involved in retail sales at Indian Hills Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advisory services through a large network of investment adviser representatives.

Thomas Starkey is a financial advisor with Equitable Advisors in Arden Hills, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside his advisory role, he is a 50% owner and managing partner of Falcon Financial Group LLC and also serves as chief manager and 50% owner of Falcon Properties, LLC, which owns his office space. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a range of proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Daniel Adams is a financial advisor with Cetera in Blaine, MN. He holds the CFP® and ChFC® designations, along with the Series 66 license, and has five years of industry experience. His career includes roles at Box Financial Advisors and AdvisorNet Financial Inc., among others. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of program structures with access to third-party money managers.

Nathan Dwyer is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Voya Financial Advisors, Inc., LPL Financial, and Level Four Advisory Services LLC. He also serves as a non-producing registered representative at McFee Financial Group, where he focuses on financial planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management solutions and operates a multi-manager platform that allows advisors to use affiliated and third-party managers or create customized strategies.

Bridget Blankenship is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation. She has been with Edward Jones since 2026 and has 20 years of prior experience at Target Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Hollway is a CFP® with 42 years of experience in the financial services industry. He is currently affiliated with OSAIC and has previously worked at Royal Alliance, Signator Investors, Inc., and Wells Fargo Investments. Outside of his advisory role, he manages a sole proprietorship involved in securities marketing and also solicits health and life insurance business as an agent. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate clients, through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various discretionary and third-party management options.

Brooks Staples is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Arnoldy is a Certified Financial Planner® with 29 years of industry experience. He has worked at Ameriprise Financial Services since 2017, following a one-year tenure at JP Morgan Securities and JP Morgan Chase Bank. 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 written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Steven Russek is a financial advisor with Fidelity Investments in New Brighton, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked with Equitable Advisors and has experience in various roles outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Matthew Brewers is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Isenberg is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work history includes roles at Insight Enterprises, Inc., Polaris, and Seven Interruptions, Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and written recommendations on a broad range of planning topics, delivered as either one-time or ongoing engagements.

Thomas Lee is a CFP®-credentialed financial advisor with Ameriprise in Brooklyn Park, MN, bringing 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he manages Sage Squared, LLC, a legal entity handling non-investment-related business expenses and administrative functions. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a Premier Retirement Income service that provides tailored retirement income planning through written reports and ongoing advice, focusing on income sources and tax-aware withdrawal strategies.

Stephen Schmidt is a financial advisor with Primerica Advisors in Lino Lakes, MN, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

James Woytcke is a financial advisor at LPL Financial with 44 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2024, following 25 years at Crown Capital Securities, L.P. He also operates Financial Success, Ltd, a tax preparation and accounting business. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. Its platform offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and retirement advice, supported by a large network of investment adviser representatives and advanced operational tools.

Joseph Lang is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2012. He is based in New Hope, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lang serves on the board of CROSS Food Shelf, assisting with the organization’s financial operations and budgeting to support community resource efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive goal-based financial analyses across various planning areas without managing client portfolios directly. The firm offers flexible engagement options and integrates planning with managed accounts under a consolidated billing arrangement known as “WealthPlan.”

Ethan Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Royal Credit Union and Heartland Credit Union. He is also a licensed notary in Wisconsin and Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Julienne Entinger is a Series 66 licensed financial advisor with Thrivent Investment Management and has two years of industry experience. She has previously worked with Thrivent Financial and held a position at Housing First Minnesota. Outside of her advisory role, she serves as Track & Field Director and Board Member for the Andover Athletic Association and is actively involved in various volunteer roles at Andover Christian Church, including directing the Children's Christmas Pageant. 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, holistic planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Kat Link is a Financial Consultant currently serving at Fidelity Investments since 2024. She has previously held positions at Ameriprise Financial, including Director of Experienced Advisor Recruiting from 2020 to 2024, Manager of the Ameriprise Advisor Center from 2015 to 2020, and Financial Advisor from 2012 to 2015. Kat specializes in working with individuals and families to develop financial plans tailored to their unique circumstances and goals. Her approach focuses on collaboration and informed decision-making to help clients grow and protect their wealth over time while navigating life's transitions. Kat holds insurance licenses in Arkansas and California. Outside of her professional activities, Kat enjoys cooking and baking, participating in family activities, running, traveling, and volunteering.

Amanda Emery is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and four years of industry experience. She has been with Ameriprise since 2017 and previously worked at Xcel Energy Inc. from 2015 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Daren Halvorson is a financial advisor with Raymond James Financial, holding the Series 66 designation and bringing five years of industry experience. He has worked at several firms, including Moxie Wealth Management and Northwestern Mutual. Outside of his advisory role, he is involved as an associate with MissionBridge Wealth, supporting investment and financial planning activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm employs a tailored, non-discretionary approach using analytical tools to align strategies with client goals and is notable for its municipal advisory affiliation and specialized plan-level consulting services.