Lincoln Cizek is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked three years at LoCorr Funds and has an academic background from Niagara University. 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 retirement income recommendations and ongoing tax-aware withdrawal planning.

Michael Kaiser is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James since 2002 and also serves as a board member and president of the nonprofit Forest Lake Area Good Samaritans. 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, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs and partnerships to address various client needs.

Matthew Nelson is a Series 66-licensed financial advisor at LPL Enterprise with two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Fisher Investments. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities by providing investment advisory and brokerage services. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and various affiliated services.

Joshua Svensson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at Thrivent and Endisys. Outside of his advisory work, he teaches chess to children and adults through the Twin Cities Chess Club and serves as president of a homeowners association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Benjamin Long is a financial advisor at LPL Financial in Maple Grove, MN, holding a Series 66 credential with one year of industry experience. He previously worked at Long Range Financial and has experience in education through roles at Maranatha Christian Academy. 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 third-party asset management, supported by a large network of investment adviser representatives.

Joshua Nelson is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, with prior roles at Securities America Advisors, National Planning Corporation, and Thrivent Investment Management. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Jacobs is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jacobs is also the CEO of Jacobs Investment Advisors, a support company used for business accounting and reporting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools including probability modeling to guide client decisions.

Brett Ullen is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and FBL Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services across various program structures.

Charles Jasicki is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Cetera and has prior experience at Avantax Advisory Services and related affiliates, totaling over two decades. Outside of his advisory work, he serves as a board member of the Experimental Aircraft Association Chapter 237, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options.