Janice Achmann is a financial advisor with Primerica Advisors in Avon, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of her advisory role, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Luke Cardenas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, NA since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a wide range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Chad Middendorf is a financial advisor at Cetera with over 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors and Wealthcare Financial Services. Outside of his advisory work, he owns and operates a tanning salon and serves on the board of a nonprofit organization in the Upper Midwest. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform that includes affiliated and third-party managers.

Christina Van Slooten is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of her advisory role, she serves on the board of directors and audit committee for Terebinth Refuge, a faith-based nonprofit supporting survivors of sexual exploitation. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services through a network of financial advisors using proprietary research and model-based asset allocations.

Jeffrey Benda is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Wells Fargo Advisors and Granite Community Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

David Dolan is a financial advisor with OSAIC in St. Cloud, MN, holding a Series 63 designation and bringing 26 years of industry experience. Prior to joining OSAIC in 2024, he has been associated with State Farm since 1991. He serves on the board of directors and finance committee of the Catholic Community Schools, a group of ten private Catholic schools. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to manage portfolios that include various securities and alternative investments.

Aaron Green is a financial advisor with Cetera in St Cloud, MN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Cetera since 2018 and previously spent two years with Thrivent Financial. Outside of his advisory role, he serves as a board member for the Cathedral High School Education Foundation and is a notary public for the state of Minnesota. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of over 10,000 advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, including access to third-party money managers and multiple program structures, managing over $256 billion in assets.

Matthew Boenish is a financial advisor with Edward Jones in Sartell, MN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Brandon Finnegan is a financial advisor with Equitable Advisors, holding a Series 66 designation and possessing two years of industry experience. His prior work includes roles at Northwestern Mutual and UPS, among others. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

Brian Lutzke is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Vision Cents Optical for five years. 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 and operates under a fiduciary standard.

Robert Deters is a financial advisor at Osaic with 23 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc for 11 years. Outside of his advisory role, Deters is active in insurance sales, including life, health, and Medicare-related insurance products. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors by offering integrated brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes for both discretionary and non-discretionary accounts.

Samuel Jenson is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked at Griffin Capital Securities and has held various roles including involvement with golf clubs and university positions. Jenson serves on the board of a Christian non-profit organization that hosts an annual event for professional golfers and baseball players to share their faith. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending programs.

Jeffrey Botz is a Certified Financial Planner® with 28 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2019. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is the proprietor of JB Capital LLC, a company engaged in owning and maintaining a commercial real estate building. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Matthew Nikodym is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to deliver tailored investment solutions.

Troy Molitor is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2002. Earlier in his career, he built a multi-level marketing business with Amway from 1991 to 1995. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Tracy Meyer is a financial advisor at UBS Financial Services with seven years of industry experience, including ten years with her current firm. She holds the Series 66 designation. Outside of her advisory role, she serves as a Notary Public for the State of Minnesota, providing notary services without charge. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Janessa Sobania is a financial advisor with LPL Financial holding a Series 66 credential and eight years of industry experience. Her work history includes roles at CUNA Brokerage Services, Magnifi Financial Credit Union, and she has been affiliated with Saint Cloud Technical and Community College since 2014. Outside of financial services, she serves as a brand ambassador for Andar, a retail leather goods company, and as a brand partner for Bellame Beauty Inc, a cosmetics retailer. 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 investment management solutions through a large network of advisors, utilizing various portfolio strategies and advanced operational tools.

Diane Smieja is a financial advisor at Edward Jones in Albany, MN, with five years of industry experience. She holds the Series 66 designation and previously worked at Rahn's Oil & Propane for five years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Michael Trnka is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Focus Financial, Royal Alliance, and Invest Financial Corporation. He is also involved with Trnka Financial LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, including model portfolio programs and participant-level retirement advice, supported by extensive technology and a broad network of over 22,800 advisors.

Veronica Villeneuve is a Series 66-licensed financial advisor with UBS Financial Services in St. Cloud, MN. She has nine years of industry experience, including a prior role at Delaware Data Solutions. Since 2017, she has been with UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.