Todd Songstad is a financial advisor with LPL Financial based in St Michael, MN. He holds a Series 63 designation and has 26 years of industry experience, including over 21 years with LPL Financial. Outside of his advisory work, he is employed as a package handler at FedEx. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a national network of representatives, offering both discretionary and non-discretionary management supported by research and model portfolios.

Andrew Schelitzche is a financial advisor with LPL Financial in Maple Grove, MN, holding the CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Waddell & Reed, Manifest Wealth Management, and his own firm, Schelitzche Group Inc. Schelitzche has also been involved in investment-related business activities through Schelitzche Group, Inc. and formerly with ZZ Properties LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Jayme Kruse is a financial advisor at Edward Jones in Osseo, Minnesota, holding CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, Jayme worked at Kruse Law Firm, PLLC for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a network of approximately 23,701 advisors nationwide. The firm manages about $1.01 trillion in assets and provides a variety of affiliated offerings including mutual funds, tax-efficient services, and securities-based lending.

Brian Kujawa is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Northland Securities and Cetera Investment Services. 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 a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Joshua Osborne is a financial advisor with Edward Jones in Anoka, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in mortgage finance and education roles and has been a band member for a local cover band, The Low Down, since 2016. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Aaron Barber is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network since 2009. Barber is also a principal and trustee of Barber Financial Inc., where he maintains a significant ownership interest and manages investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through client meetings and written summaries.

Danielle Anderson is a financial advisor at Raymond James Financial with six years of industry experience. She holds the Series 66 designation and has been associated with Anderson Financial Services and Raymond James Financial Services since 2016. 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, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through a broad advisor network and specialized advisory programs.

Marcus Schaller is a CFP®-credentialed financial advisor with 10 years of industry experience, currently working at Ameriprise in Plymouth, MN. His prior roles include positions at Integrated Equity Management and Commonwealth Financial Network. 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 retirement-income planning with written Recommendation Reports and ongoing advice based on detailed investment research and proprietary analysis tools.

Nicholas Chihak is a financial advisor at Edward Jones in Monticello, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Abbott Laboratories from 2021 to 2024 and Boston Scientific Corporation from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

William Folkes is a financial advisor with Primerica Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and over 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Krystine Berens is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Guardian Resources for seven years. Outside of her advisory role, she creates training videos related to fixed indexed annuities and asset management applications. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a range of investment vehicles, with both discretionary and non-discretionary account management options.

David Mendelsohn is a financial advisor with Ameriprise in Medina, MN, holding Series 66 and Series 63 designations and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. 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 a written Recommendation Report and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Mark Wood is a financial advisor at Edward Jones with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Edward Jones, he operated a small business, Max's Mowing and More, for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Tyler Armstrong is a CFP® professional with 17 years of experience in the financial industry. He is currently affiliated with OSAIC and has previously worked at firms including Royal Alliance and AdvisorNet Financial Partners. Outside of his advisory role, he is a partner in a wood decor business that sells products on Etsy. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including access to third-party money managers and managed-account solutions.

John Crosland is a CFP®-designated financial advisor with Ameriprise in Hanover, MN, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory role, he serves as the head coach for the Buffalo High School Boys Swim and Dive team and is a scoutmaster for Scout Troop 563. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Farniok is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Ameriprise since 2005, serving in his current role since 2020. Farniok is co-owner of MDFF LLC, through which he manages his Ameriprise advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations within a structured, algorithm-supported framework.

Robert Porter is a financial advisor with Ameriprise Financial Services in Plymouth, MN, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at IBM and St. Cloud State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service providing tailored retirement planning and advice focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Gabriel is a financial advisor with Ameriprise in Fridley, MN, holding a Series 66 designation and having 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using algorithmic automation and research-driven approaches, while also offering a broad range of advisory, brokerage, and insurance solutions.

David Keniston is a financial advisor at Edward Jones in Champlin, MN, holding the ChFC® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. 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.

Cassandra Corbin is a financial advisor with Wells Fargo Advisors in Coon Rapids, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been affiliated with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2016. Corbin has ownership interests in two investment advisory firms, Freedom Wealth Management LLC and Cassandra Corbin LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm integrates advisory services with banking and other financial products, offering tailored recommendations supported by proprietary research and planning tools.