Peter Moeschler is a financial advisor with Mariner, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He worked at Honkamp Krueger Financial Services for six years before joining Mariner Wealth Advisors in 2021. He serves as a board member of the Rochester Golf and Country Club. Mariner provides a broad range of investment management and financial planning services to individuals, institutions, and organizations, combining in-house research with third-party management and offering integrated tax and CFO services alongside traditional portfolio management.

Morgan Krakowski is a financial advisor with Primerica Advisors and holds a Series 66 designation. Morgan has experience working with Park Avenue Securities and Guardian Life Insurance Company. Prior to his current roles, he was associated with Hegland Mainz Financial and has an educational background connected to Gustavus Adolphus College. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Dennis Mcmillin is a financial advisor at Osaic Advisory Services, LLC with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at American Portfolios for 17 years. Outside of his advisory work, he performs as a trombonist with Rochester Civic Music. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services delivered through multiple program models utilizing proprietary guidance and third-party platforms.

Perry Diede is a CFP® with 35 years of industry experience, currently associated with United Planners' Financial Services of America as a Limited Partner. His career includes roles at IFC National Marketing and Proequities, Inc., alongside operating his own advisory business under Catalyst Financial Strategies, LLC. United Planners serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Benjamin Trenary is a Series 66 credentialed advisor at United Planners Financial Services of America, with one year of industry experience. His prior work includes roles at the City of Duluth, Oak Summit Golf Course, Full Circle Financial, and Marcus Theatres. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, and institutional clients. The firm supports its independent advisors through a mix of custodians, third-party managers, and platform programs, with a distinctive limited-partnership ownership structure.

Szablis Klee is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds the Series 66 designation. He has 25 years of industry experience and has worked with firms including ProEquities, Inc and ID/Legal Shield. Outside of his advisory role, he is a partner and instructor at Southeast Scuba Escape, a retail scuba diving center in Rochester, MN. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through a network of independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers both advisory and brokerage services with a range of custodians and third-party money managers.

Tami Fields is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 17 years of industry experience and has worked at firms including Catalyst Financial Strategies, Diede Financial Planning, Full Circle Financial, and Proequities Inc. In addition to her advisory role, she is a notary public in Kasson, MN. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based options through its network of independent advisors.

Michael Steward is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and one year of industry experience. He has held leadership roles outside of finance, including serving as president of Capalton Corporation, a consulting firm, and general manager of DCL Technologies Inc., an LCD display manufacturer. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, and institutional clients. The firm operates through independent Investment Adviser Representatives and delivers advisory and brokerage services using multiple custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Colin Duncan is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 65 designation and has experience working at Carlson Capital Management, Minnesota State - Mankato, Mayo Clinic, and the Mandell Family. His experience in the industry began in 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Christopher Anderson is a CFP® professional with 18 years of industry experience. He is currently affiliated with Commonwealth Financial Network and NorthStar Financial Partners. His prior experience includes roles at Raymond James Financial Services and Think Financial Planning. Anderson is the owner of PCM Financial Services, LLC, a private entity engaged in securities, advisory, and insurance business. 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 wealth management and retirement plan consulting, along with operational, trading, technology, compliance, and practice-management support to affiliated advisors.

James Hegland is a financial advisor with Primerica Advisors in Rochester, MN, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company since 2014. Outside of his advisory work, he holds the title of Knight Grand Cross in the Equestrian Order of the Holy Sepulchre of Jerusalem. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and fee-based advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level solutions such as securities-based lending and donor-advised funds.

Richard Decker is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at Commonwealth since 2008, with prior experience at Raymond James Financial Services and NorthStar Financial Partners. Decker is also a co-owner of Northstar Financial Partners, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, technology, investment management, compliance, and practice-management resources.

Dana Grimsrud is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 designations. He has 25 years of industry experience, including prior roles at ProEquities, Inc. and operating under the name Full Circle Financial Corporation. Grimsrud is also a licensed agent for fixed insurance in Rochester, MN. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering an open-architecture platform with various custodians and money managers, and emphasizes a largely non-discretionary asset management approach.

Anna Maxon is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she has been affiliated with Guardian Life since 2011. Outside of her advisory work, she volunteers as a communications coordinator for Little Flowers and is involved with Maxon Family Cremation and Life Celebrations, LLC. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and leverages both in-house and third-party investment models.

Paige Van Dusseldorp is a CFP® professional at Sequoia Financial Group, L.L.C. with one year of industry experience. Prior to joining Sequoia, she held positions at First Citizens Bank, Waldorf University, Mercy One North Iowa, and Farmers State Bank. She serves as a board member of United Way, North Central Iowa. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by regular oversight from an Investment Policy Committee.

Jeffrey Lohmeyer is a financial advisor at Thrivent Investment Management with four years of industry experience. Prior to his current role, he worked at Mayo Clinic for 33 years. He is a board member of Pine Island Area Home Services, where he assists with fundraising projects and general board decision-making. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Paula Welch is a financial advisor with Ameriprise in Rochester, MN, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MetLife, and MassMutual Life Insurance Co. Outside of her advisory work, she is involved with Ikigai Operations LLC. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Linda McGuire is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves on the Board of Directors and acts as Education Coordinator and President of the Olmsted County Chapter of Minnesota Citizens Concerned for Life. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Pikkarainen is a financial advisor with LPL Financial in Rochester, MN, holding Series 66 and Series 63 licenses and 14 years of industry experience. His work history includes roles at Merrill, BRP Capital LLC, Cetera, and Alerus Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Wayne Trahms is a financial advisor with LPL Financial in Rochester, MN, holding a Series 63 designation and over 53 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Packerland Brokerage Services, Inc. for 18 years and Associated Financial Planners for 32 years. Outside of his advisory role, he is involved in several farming-related business activities. 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, utilizing a combination of proprietary research and third-party strategies.