Amanda Demaine is a financial advisor at Cetera Planning Partners with 15 years of industry experience. She holds a Series 63 designation and has been associated with multiple Cetera entities and affiliated firms since 2013. Her career history includes roles at Avantax Planning Partners and First Allied Securities. Cetera Planning Partners serves individual and high-net-worth clients, focusing particularly on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider. Their investment approach relies on diversified mutual fund and ETF allocations aligned with clients’ objectives and risk tolerance, supported by formal planning processes and access to a broad Cetera network.

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, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with LPL Financial and its predecessor since 2001. Outside of advising, he serves as a notary public. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supporting advisors with research and operational tools.

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 with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been affiliated with various Cetera entities since 2007 and is currently based in St. Cloud, MN. Outside of his advisory role, he volunteers as an assistant youth hockey coach and serves as a USA Hockey official. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers, covering discretionary and non-discretionary account structures.

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 four years of industry experience and holds the Series 66 designation. His work history includes roles at multiple Cetera entities since 2022, as well as prior experience at Jersey Real Estate Group and Papa's Tomato Pies. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform and a range of program options under discretionary and non-discretionary authorities.

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.

Andrew Windschitl is a financial advisor with UBS Financial Services in St. Cloud, MN, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he has a business involvement related to Lyft. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of products and research resources.

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.

Connor Thorsten is a Series 66-credentialed advisor at LPL Financial with one year of industry experience. His prior work includes roles at DJ Tax Service LLC and Divine Swine Catering, as well as service on the Falcon Bank Advisory Board. 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 institutional platforms, supported by a large network of investment adviser representatives.

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 with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior firms include Cetera Investment Advisors LLC and Girard Securities, Inc. He is based in St. Cloud, MN. 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 portfolios, and institutional platforms, supported by both proprietary and third-party strategies.

Janice Uberecken is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, she spent 31 years with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities through a large network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Drew Lechner is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Northwestern Mutual, AXA Equitable, and Dicks Sporting Goods. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning, access to third-party asset managers, and insurance product facilitation.

Joseph Tetrault III is a Series 66-licensed financial advisor with Edward Jones in St Cloud, MN, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.