Eric Peterson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Securian Financial Services Inc, Minnesota Life Insurance Co, and Simplicity Financial Investment Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.

Nicholas Mc Donald is a Series 66 licensed financial advisor with Edward Jones in Elk River, MN, and has five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions in the automotive industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide 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.

Nancy Finn is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Raymond James Financial and its affiliates since 2002. Finn also has experience at First Bank Elk River, where she has been engaged since 2007. In addition to her advisory role, she meets with bank clients to discuss Raymond James investment opportunities. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting within a large advisor network.

Kevin Kuhl is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at LPL Financial and Investment Centers of America, Inc. Outside of advising, he is an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management services and operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

Isaac Radabaugh is a financial advisor with Wells Fargo Advisors based in Coon Rapids, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, his career includes roles in education and service industries. He has also worked at Century College and held various positions at local service and automotive companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing proprietary research and planning tools.

Kyle Laube is a financial advisor at Ameriprise Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of his advisory role, he manages a private wealth advisory business. Ameriprise Financial Services is a large, diversified 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 focused on reliable income sources and tax-aware withdrawal strategies.

Chad Fullington is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Edward Jones since 2011. He also earns income from youth baseball umpiring in Rogers, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Amanda Goers is a financial advisor at Edward Jones in Anoka, MN, holding a Series 66 designation with two years of industry experience. She previously worked at Wells Fargo for 12 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Neil Greenwaldt is a financial advisor with Edward Jones in Rogers, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Luther Brookdale Toyota from 2007 to 2017. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jack Young is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2018. Prior to his advisory role, he worked at White Eagle Golf Club for two years and attended the University of St. Thomas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Daniel Terry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was employed at Teleflex Inc. and Abdo, Eick & Meyers, LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Krisi Helland is a financial advisor at Edward Jones in Otsego, MN, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, she worked for seven years at Twin Cities Orthopedics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

John Comer is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Raymond James Financial Services Advisors and Waddell & Reed. Comer is also the owner of Comer Consulting, through which he delivers presentations on ethics and marketing and instructs CFP education courses. Additionally, he is a co-author and partner in Longevity Revolution Press, where he writes and promotes a book on longevity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers comprehensive financial planning and advisory programs supported by research, model portfolios, and technology-driven strategies.

Thomas Thiher is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Jay Laramy is a CFP® professional with two years of industry experience, currently affiliated with Cetera in Plymouth, MN. He has held roles at multiple firms including Avantax Investment Services and MRK Financial Solutions. Outside of his advisory work, he is involved with MRK Financial Solutions and TruPlan Financial Planners in client service capacities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that supports both discretionary and non-discretionary account management.

Kaylee Isaacson is a Series 66 licensed financial advisor with Edward Jones in St Michael, MN. She has one year of industry experience and has held multiple positions prior to her current role, including work at Edward Jones from 2020 to 2021 and various roles outside the financial industry. 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 and offers a broad range of advisory and investment services through a nationwide network of financial advisors and branch offices.

Ryan Keapproth is a financial advisor with LPL Financial in Brooklyn Center, MN, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity, E*TRADE, Morgan Stanley, and Ameriprise Financial Services. No additional outside activities are noted. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing model portfolios and research from various sources, and offers both discretionary and non-discretionary management options.

Colin Reilly is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citigroup Global Markets and U.S. Bancorp Investments, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and fund advisory services with oversight of affiliated and unaffiliated sub-advisers.

Mary Trembley is a financial advisor with Raymond James Financial in Anoka, MN, holding Series 63 and Series 66 licenses and 33 years of industry experience. She has worked with Raymond James Financial and related entities since 2004 and has also served at First Bank Elk River since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support clients’ financial goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Roberta Gerads is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James and affiliated entities since 2013. In addition to her advisory role, she serves as a Registered Principal at First Bank Elk River and is the Branch Manager of Investment Services at First National Investor Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs in municipal finance and SIMPLE IRA plan consulting.