Mark Meyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His prior work includes roles at Cambridge Investment Research, Cyber Insurance Company of America, and Wells Fargo Clearing. He also has a long-standing involvement with Tenx Capital, LLC. 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 model portfolio programs, supported by both proprietary and third-party investment strategies.

Joseph Zandlo is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 15 years with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. He was also involved with University of Minnesota Athletics for 18 years. Outside of his advisory role, Mr. Zandlo owns Finding Who Consulting, where he provides personal coaching and leadership development, and he is the author of a book based on his doctoral dissertation about how people recreate purpose after retirement. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as collaborative, goal-focused relationships using firm-approved analytical tools.

Kurt Nelson is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. His prior career includes long tenures at UBS Financial Services and Piper Jaffray Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark Hoge is a financial advisor with LPL Financial based in Brainerd, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera and Ascensus. Outside of his advisory work, he is involved in basketball training and coaching through personal and team activities. 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 other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Peterson is a CFP®-certified financial advisor with 23 years of industry experience. He has worked at Edward Jones for 20 years before joining Ameriprise in 2022. Peterson serves on the Board of Directors for the GLAR Foundation in Baxter, MN. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered through a centralized consulting team in partnership with client advisors.

Thomas Paulbeck is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 19 years of industry experience. He previously worked at Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC from 2007 to 2017. In addition to his advisory role, he is licensed to sell life, health, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Ruzynski is a financial advisor with Primerica Advisors in Baxter, MN, holding a Series 63 designation and 36 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1984. His other business activities include part-time involvement in sales of non-investment home security and automation products through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services largely through model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Atesha Barnes Nelson is a financial advisor with Osaic Wealth, Inc. based in Brainerd, MN, holding a Series 66 credential and 18 years of industry experience. She previously worked at SagePoint Financial, Inc. for eight years before joining Osaic in 2023. Nelson is involved in multiple roles related to financial advising and operations management within the Central Choice Insurance Group and Central Choice Financial, including customer service, plan reviews, and compliance duties. She also serves as Vice President of a local networking group. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and private-equity ownership.

Mason Fischer is a financial advisor at Edward Jones in Baxter, MN, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Flagstaff MV LLC, MV Mankato LLC, Target Corporation, and Caribou Coffee Company. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Anderson is a financial advisor at Edward Jones in Brainerd, MN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for 15 years with Brainerd Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of advisory programs and investment options under a fiduciary standard.

David Johnson is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2000. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.