Kelsey Kocon is a financial advisor at LPL Financial with 13 years of industry experience. She previously worked at Commonwealth Financial Network and Jack Buckley Financial, with a notable role maintaining an ownership interest in Jack Buckley Financial. Kocon holds a Series 66 designation and is also commissioned as a notary public. LPL Financial is an SEC-registered adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing diversified investment strategies supported by in-house and third-party research.

Bruce Hill is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and previously worked for Woodbury Financial Services, Inc. for 19 years. Outside of his advisory role, he serves as a high school hockey coach for both girls and boys teams in the South Washington County Schools. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools and multiple platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brant Gustafson is currently a Planning Consultant at Fidelity, where he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. His role involves working closely with clients to tailor strategies that align with their individual objectives. Before his current position, Brant served as a Relationship Manager at Fidelity from 2024 to 2025 and worked as a Financial Advisor at Magnifi Financial from 2023 to 2024. These roles have provided him with experience in client relationship management and financial advisory services. Outside of his professional activities, Brant has personal interests that include beach activities, camping, football, and traveling.

Kathryn Stark is a financial advisor with Ameriprise in Stillwater, MN, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 22 years. Outside of finance, she co-owns Sequence Biomechanics Performance Lab, a sports motion capture and analysis business. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Klos is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2018 and previously worked at American Family Insurance and the University of Wisconsin. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research and uses tax-aware processes and defensive tactics to manage risk.

Seymour Loving is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of his advisory role, he serves on the Board of Directors and finance committee of Pilgrim Baptist Church and is a Scoutmaster for the Boy Scouts of America. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations delivered through a centralized consulting team.

Nicholas Karbon is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney llc since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as Council Chairman and on the Building Committee for Christ the Lord Lutheran Church in Cottage Grove, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers investment planning tools that incorporate various modeling techniques, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.

Allison Butler is a CFP® with 10 years of industry experience currently serving at Edward Jones since 2016. She also has an academic role at UW-Eau Claire. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Anthony Lerud is a financial advisor with Edward Jones in Woodbury, MN. He holds the Series 66 designation and has 11 years of industry experience, including 12 years with Edward Jones. 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 solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Ryan Johnson is a financial advisor at Ameriprise with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Your Legacy Partners and Prudential Financial. Outside of finance, he has experience working in local government and at Minnesota State University, Mankato. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Abigail Fettinger is a financial advisor with Mass Mutual Investors Services in White Bear Lake, MN. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and M Health Fairview. Outside of finance, she has worked in education and at a golf course. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships using firm-approved analytical tools.

Peter Miles is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services INC and U.S. Bancorp Investments, Inc. He is also president of St. Croix Wealth Management LLC, a paying agent for employees and insurance sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Paul Archambeau is a financial professional with 27 years of industry experience. He is currently affiliated with Cetera and North Star Resource Group, and holds Series 63 and 65 credentials. Archambeau has previous experience at Securian Financial Services, Inc. and Minnesota Life. He serves as a board member of the SG3 Foundation. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors.

William Pelto is a financial advisor with Fidelity Investments based in Oakdale, MN. He holds a Series 66 designation and began his career at Fidelity in 2025. His prior work experience includes roles at Hy-Vee, Gustavus Adolphus College, and Running Aces Casino, Hotel & Racetrack. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including those constructed from mutual funds, ETFs, and ETPs.

Vincent Seidling is a Series 66-credentialed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns a farm in Beldenville, WI, and serves as a trustee on the River Falls Area Hospital Board of Trustees. 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 programs and investment options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Matthew Svendsen is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. He holds the CFP® designation and multiple securities licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc. from 2022 to 2024. Outside of his advisory role, Svendsen is president and CFO of Be Brave Live Free Inc., where he manages business and financial reporting activities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm utilizes a variety of investment strategies and platforms, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions.

William Hansen is a financial advisor with Thrivent Investment Management in Lake Elmo, MN. He holds a Series 66 designation and has previous work experience at Jamf spanning 16 years. Hansen joined Thrivent in 2025 and has been associated with the firm and its affiliates since then. 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 analyses encompassing a broad range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kyle Heller is a CFP® professional with 17 years of industry experience, currently affiliated with Cetera. His work history includes roles at North Star Resource Group, Minnesota Life Insurance Company, and Securian Financial Services, among others. Heller is also a partner in J&K Acquisitions and involved in several business ventures outside of his advisory work. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Mark Stanger is a ChFC® and Series 66 licensed financial advisor with 29 years of industry experience. He is currently with Cetera and has held advisory roles at Flagship Bank and AdvisorNet Wealth Management. Outside of his advisory work, he is involved in selling fixed insurance products and operates a financial services business under the name Landmark Financial Services. Cetera Investment Advisers LLC is a large nationwide firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Joseph Byriel is a financial advisor with Edward Jones in Woodbury, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.