Todd Opdahl is a financial advisor with Advanced Advisor Group, LLC, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked at Advanced Advisor Group since 2006 and has been affiliated with EFS Advisors since 2001. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to align clients with model portfolios and conducts regular reviews of investment options through an internal Advisory Committee.

Allene Johnson is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and has prior experience working with Newton Financial Solutions, LLC. Outside of financial advising, Johnson works as a bartender and waitress at Splitrocks. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a variety of managed-account programs, third-party asset manager access, and custody services while supporting customized portfolio implementation through both internal and external managers.

John Newton is a financial advisor with Commonwealth Financial Network in Cambridge, Minnesota. He holds a Series 63 designation and has 23 years of industry experience. Newton is co-owner and Vice President of Newton Financial Solutions, LLC, and serves as a soccer coach at Cambridge Christian School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers an adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Peter Newton is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network since 2010. He is also co-owner of Newton Financial Solutions, LLC, which provides securities, advisory, insurance, and accounting services. Outside of his advisory work, Newton serves as an assistant soccer coach at Cambridge Christian School and as a soccer official for MSHSL Soccer in Cambridge, MN. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Daniel Johnson is a financial advisor with Commonwealth Financial Network in Cambridge, MN, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Commonwealth and Newton Financial Solutions, LLC since 2013. Johnson also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including model portfolios and personalized indexing options, supported by operations, technology, and compliance infrastructure.

Timothy Newton is a financial advisor with Commonwealth Financial Network in Cambridge, MN, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has operated Newton Financial Solutions, LLC since 2007. Outside of his advisory work, he teaches insurance continuing education courses for Kaplan Professional Schools in the Twin Cities region. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, third-party asset manager access, and back-office services.

Kelby Jennissen is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and previously worked at Frandsen Bank & Trust for nine years. Jennissen also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Sara Smith is a financial advisor with LPL Financial in Pine City, MN, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at Investment Centers of America and has been associated with Frandsen Bank & Trust for over two decades, where she serves as Vice President and Retail Manager. 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 financial planning and asset management solutions, supported by technology tools, and oversees over $819 billion in discretionary assets across a large network of advisors.

Joshua Lartch is a financial advisor with LPL Financial in Pine City, Minnesota, holding a Series 66 credential and four years of industry experience. He has worked with Frandsen Bank & Trust since 2018 and previously was involved with Innovative Egress Windows, Inc. Since 2018, Lartch has served as a director on the board of the Pine County Agricultural Society, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies and institutional platforms.

Alicia Walsh is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Ashley Hartman is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2007. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Gregory Zuspann is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. and Thrivent Financial. Outside of his advisory role, Zuspann serves as a volunteer firefighter for the Prior Lake Fire Department. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment approach and supports a multi-advisor platform with various managed portfolio options and third-party manager programs.

Erica Asada is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and possessing 24 years of industry experience. She has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Luke Larson is a financial advisor at Ameriprise with a Series 66 designation and eight years of industry experience. He previously worked at RiverSource Distributors Inc and Viking Meadows Golf Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves detailed recommendation reports and ongoing advice through a centralized service team in collaboration with client advisors.

Alex Sutherland is a financial advisor with LPL Financial in Cambridge, MN, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. Prior to joining LPL Financial in 2022, he worked for a decade at CUNA Brokerage Services, INC, and has been associated with Affinity Plus Federal Credit Union since 2011. Outside of his advisory role, Sutherland is involved in music-related activities under the business name Alex Sutherland Music. 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 technology and a broad network of over 22,800 advisors.

Evan Pinkston is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Prior to his advisory role, he served nine years with the Department of Defense and currently maintains involvement with Unity Bank. Outside of advising, he co-owns CREO Financial Services, which provides payroll and bookkeeping services for local small businesses, and serves on the finance committee of the Tusen Tack organization, assisting with financial policy and budgeting processes. Cetera Investment Advisers LLC operates as an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, with options ranging from automated allocations to customized strategies.

Steven Schwarzbauer is a financial advisor at Edward Jones in Cambridge, MN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as chief manager for a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a variety of advisory programs and investment solutions under a fiduciary standard.

Jeremiah Sedler is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding a Series 66 designation and having 10 years of industry experience. He has been with Thrivent Financial since 2015. Outside of his advisory role, Sedler serves on the Isanti County Planning Commission and is a board member of Reckless Abandon Ministries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Kaden Halverson is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2019. Outside of his advisory role, he serves as Treasurer and is a member of the Board of Directors for Vasaloppet USA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Gregory Peichel is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.