Lisa Middagh is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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 under management and offers a broad range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branches.

Thomas Berlin is a financial advisor with Edward Jones in Roseville, MN, holding the CFP® and ChFC® designations and the Series 66 license. He has six years of industry experience, including prior roles at K12 Transportation Management Services and founding Berlin Creative LLC. Outside of finance, he performs as a bassist with local music groups. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Matthew Marjama is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with LPL Financial since 2015 and was previously with Ameriprise from 2012 to 2015. Outside of his advisory work, he is involved with Laguna Pool Plastering in a laborer role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Matthew Bosway is a financial advisor with Raymond James Financial in Coon Rapids, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he worked for 20 years at 3M Company and spent two years at Sunscape Landscaping, LLC. He is also employed as a wealth advisor at MissionBridge Wealth, where he focuses on prospecting for new clients and servicing existing accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports its services with analytical tools and a broad network of affiliated advisors.

Peyton Schuler is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, Schuler worked at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). Outside of advising, Schuler has held various roles including positions at LifeTime Fitness, Amazon, and University of St. Thomas. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cole Dahl is a Series 66-licensed financial advisor with Edward Jones, based in Otsego, MN, and has three years of industry experience. Prior to joining Edward Jones, he worked at The Bank of Elk River, Marshall County State Bank, and Northwestern Mutual. Outside of his advisory work, he serves as a part-time assistant basketball coach at Elk River High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Dean Ravenscroft is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and service with the Department of the Army. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Megan Reichel is a financial advisor at Edward Jones with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Edward Jones, she held positions in the hospitality and event management sectors, including roles at Bison Creek Bar & Dining, Huikko's Bowling Center Inc, and Classic Hall Event Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Thomas Jenson is a financial advisor at Ameriprise Financial Services with 30 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Ameriprise in 2014, he worked at Focus Financial. Outside of advising, he is involved in tax preparation and serves as treasurer on a nonprofit board. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement-income planning through a centralized team and proprietary analysis tools.

Austin Bock is a CFP® professional with nine years of industry experience, currently serving with LPL Financial. His prior roles include positions at Ameriprise Financial Services, CTB Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves on the Board of Directors for the Alpha Delta Phi MN Alumni Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment approaches including model portfolios, third-party asset management, and customized strategies, supported by technology tools for operational and research purposes.

Gerald Asplund Jr. is a CFP® professional affiliated with LPL Financial, with 32 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with a variety of investment strategies and technology tools.

Jason Moehring is a CFP® professional with 33 years of experience, currently serving at Thrivent Investment Management in Blaine, MN. He has been with Thrivent Financial for Lutherans and its affiliate since 2002. Outside of his advisory role, he participates in his church finance committee and will serve as treasurer for Our Saviour's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers these services through a network of financial advisors and allows clients to integrate planning with managed accounts under a consolidated billing arrangement.

Daniel Bartel is a CFP® professional with 24 years of experience in financial advising, currently with Ameriprise in New Brighton, MN. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in business management and operations leadership through his partnership in the Bartel Manning Group and as president of GEM Operations, supporting the strategic and financial management of his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service for clients nearing or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and automated recommendations with advisor collaboration, primarily serving clients with substantial investable assets and Ameriprise-managed accounts.

Lisa Skordahl is a financial advisor at OSAIC with 11 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with OSAIC since 2016. Outside of her advisory role, she operates a sole proprietorship involved in sales through platforms like eBay and Craigslist and works as a fixed insurance agent. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, portfolio management, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and multiple program options.

Garrett Freitag is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2017, following a 12-year tenure at National Planning Corporation. Outside of his advisory role, he serves as a health care agent for his spouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of investment adviser representatives.

Derek Ready is a financial advisor with OSAIC based in Maple Grove, MN, holding a Series 63 designation and 18 years of industry experience. Prior to joining OSAIC in 2024, he worked for Securities America Advisors and Ameriprise. Outside of his advisory role, he provides financial education presentations to local businesses and owns Wealth-Ready, LLC, a registered investment advisory firm. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Connor Fabio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior roles at Wells Fargo and other firms. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Kathryn Austin is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and previously worked at Benjamin F. Edwards for three years. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach supported by tools such as risk-tolerance questionnaires and portfolio optimization, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Warren Ludford is a CFP®-credentialed financial advisor with 29 years of industry experience. He has been with LPL Financial since 2008, working at the firm for 18 years. Ludford is based in Roseville, MN, and holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research tools.

Deborah Thompson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. She has been affiliated with Raymond James since 2015 and also works with Pfk Management and Scholz. Outside of her advisory role, she is involved in financial planning through PFK Financial Services, Inc. and serves as a future executor for a family estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm delivers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional specialties in municipal advisory services and SIMPLE IRA employer consulting.