Jordan Olson is a CFP® professional with 10 years of industry experience, currently affiliated with Principal Financial Services. His background includes roles at Edward Jones, Wells Fargo, J.P. Morgan Securities, and TD Ameritrade. He also directs investment services for a credit union, providing financial and retirement planning guidance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals and institutions, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Robert Brooks is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and six years of industry experience. He has worked at Wheeler DeGraaf Financial and DeGraaf Financial, and has prior experience at Mille Lacs County Community and Veteran Services. Outside of his advisory work, he also participates in labor at Brooks Farm & Greenhouse in Princeton, MN. Commonwealth Financial Network is a nationally registered investment adviser and broker/dealer supporting a network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides managed account programs, access to third-party asset managers, retirement consulting, and custody services, offering a range of investment options and back-office support.

Mark Reimer is a financial advisor with SPC in Sartell, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and at Sigma Planning Corp since 2002. He serves as a board member of the Rice Area Sportsman Club in Rice, MN. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary management and working with third-party investment managers in co-advisor roles.

Michael Degolier is a financial advisor with Commonwealth Financial Network based in St. Cloud, MN. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Since 2009, he has been associated with Evergreen Wealth Management Inc. and Commonwealth Financial Network. 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 comprehensive back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Joshua Sheets is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been associated with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Outside of his advisory role, Sheets is involved in a storage shed business near Lake Traverse, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education through various programs. The firm relies on Morningstar Investment Management for portfolio construction and oversight, focusing primarily on non-discretionary assets for a large client base.

Glen Tautges is a financial advisor with Commonwealth Financial Network in Saint Cloud, MN, holding a Series 66 designation and 12 years of industry experience. He has worked at Wheeler DeGraaf Financial and DeGraaf Financial, in addition to his tenure with Commonwealth Financial Network. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, compliance, and practice-management support. The firm offers discretionary model portfolios and various program structures, including customized solutions and personalized indexing options.

Hudson Park is a financial advisor with UBS Financial Services and holds the Series 66 designation. He began his advisory career in 2026 and has prior experience at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life Casualty. His background also includes roles outside the financial industry, such as working with CharterUP and involvement in educational pursuits at Boston College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Ronald Kosel is a financial advisor with LPL Financial in St. Cloud, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with LPL Financial and its predecessor firms for 25 years. He is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research, with management options ranging from discretionary to non-discretionary strategies.

Stacy Anderson is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with multiple firms including Avantax and Midwest Financial Group. Anderson is actively involved in nonprofit organizations, serving in financial roles for groups such as the Minnesota Girls Hockey Coaches Association and Sartell-St. Stephen Dollars for Scholars. Cetera Investment Advisers LLC is an SEC-registered adviser offering a wide range of services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides access to various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by a nationwide network of independent advisors.

Joshua Nelson is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in St Cloud Financial Planning Services, which provides secretarial and office administration support to financial planning practices. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Eric Loberg is a financial advisor at Cetera with 15 years of industry experience and holds the Series 66 designation. He has worked at various Cetera entities since 2007. Outside of his advisory role, Loberg volunteers as a youth hockey coach and serves as a USA Hockey official. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with extensive program options and oversight.

Eric Frieler is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 designation and has prior work experience at Edward Jones and Scheels. Frieler’s background also includes roles at the University of North Dakota. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various program structures and investment strategies.

Shane Keledy is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior roles include positions at various Cetera entities since 2022 and work with Jersey Real Estate Group and Papa's Tomato Pies. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and planning services and operates a multi-manager platform with access to both affiliated and third-party investment managers.

Juliet Beack is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2002. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Alexander Tomczik is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial and US Bank. 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 discretionary and non-discretionary investment strategies under a fiduciary standard.

Paul Wenner is a financial advisor with Edward Jones, holding a Series 66 license and three years of industry experience. Prior to joining Edward Jones, he held positions at the Carlson School of Management and various organizations including Deneen Pottery and Alta's Rustler Lodge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Windschitl is a financial advisor with UBS Financial Services in St. Cloud, MN, holding a Series 66 designation and 10 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved with Lyft in a private capacity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a range of capital markets and custody services.

Ashley Dooner is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2015, accumulating 13 years of industry experience. She is based in Waite Park, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 financial advisors.

Jeffrey Dorfsman is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Medtronic, Lyft Inc, and a 22-year tenure with the City of Plymouth. Outside of his advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Christopher Van Tassell is a financial advisor at LPL Financial in St. Cloud, MN, with nine years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisors LLC and Girard Securities, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.