Tanya Paine is a CFP® and Series 66–licensed financial advisor at Edward Jones with three years of industry experience. She has previous work experience at General Mills and is a co-owner of Revant LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Rebecca Berg is a CFP® with 19 years of industry experience and has been with Edward Jones since 2006. She is based in Saint Croix Falls, WI. Outside of her advisory role, she serves as President of the STAR Education Foundation and sits on its Board Development Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its nationwide network of over 23,700 advisors through a broad range of offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Theresa Ryan is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to entering the financial services industry, she spent eight years with Northern Salt Inc/Interstate Companies. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering various advisory programs and investment solutions through a nationwide network of advisors and branch offices. The firm manages over $1 trillion in assets and operates under a fiduciary standard, providing both discretionary and non-discretionary fee-based strategies.

Chad Kulzer is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services and Questar Asset Management. Kulzer is also involved in several business ventures outside of advising, including ownership in a staffing company and managing a financial advisory practice offering insurance products. OSAIC serves a wide range of clients, including individual investors, institutions, and charitable organizations, providing integrated brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to third-party money managers and unified managed accounts.

Jacob Hutchins is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior work includes positions at Lyft, Uber, River City Air, and MGM Wine & Spirits. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients with a range of investment advisory programs. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Boesel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions with the Forest Lake Police Department, Chisago County Sheriff's Office, and Washington County. 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 and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Pamela Johnstone is a Series 66 credentialed financial advisor with Edward Jones, based in White Bear Lake, MN. She has one year of experience in the financial industry, having joined Edward Jones in 2024 following a 15-year career with the White Bear Lake School District ISD #624. Pamela is also a co-owner of an ice cream and sandwich shop operated by her husband. 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 across a nationwide network of more than 23,700 advisors and offers a range of advisory programs and financial services under a fiduciary standard.

Tyson Lybeck is a CFP® professional based in New Richmond, WI, affiliated with Edward Jones. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 and 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.

Jerilynn Schulz is a financial advisor at Edward Jones in New Richmond, WI, holding the Series 66 designation. She has seven years of experience with Edward Jones and prior roles in the banking and retail sectors, including positions at Maurices, Huntington National Bank, Bank Mutual/Associated Bank, and Cottonwood Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Paul Trobiani is a financial advisor with J.P. Morgan Securities, holding the Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Ameriprise. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Purdy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory work, he plays guitar in a combo band as a hobby and is involved with Uncommon Loon Brewing Company in Chisago City, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and technology tools to support advisors.

Robert Metcalf is a financial advisor at UBS Financial Services in Minneapolis, MN, with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Metcalf serves on the board of directors for People Serving People Charities, an organization providing emergency shelter for homeless children and their families. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Mitchel Rehbine is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at OSAIC since 2023 and was previously affiliated with Sagepoint Financial, Inc. for 18 years. Outside of his advisory role, he is involved as a statutory agent for a corporation marketing insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers a range of integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include various asset classes and supports multiple advisory platforms and third-party managed solutions.

Brian Smith is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2021, previously serving at VOYA Financial Advisors. Outside of his advisory role, he is involved as a replay technician for the Big Ten Athletic Conference and officiates games for the National Football League. He also serves on the alumni board for Saint Thomas Academy. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Phillip Gartner is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and concurrently serves in the Minnesota National Guard. Outside of his advisory role, he is involved as a youth soccer coach and trainer with the St Croix Soccer Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Doran O'Brien is a financial advisor with Edward Jones in Scandia, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as president of O'Brien Management LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Tucker Hazzard is a CFP® professional at Edward Jones with three years of industry experience. He began his financial advising career with Edward Jones in 2023 after prior roles at US Foods and Andersen Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Thomas Becker is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2006 and also works at Data Recognition Corporation. Becker is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Joshua De Bilzan is a CFP® with 24 years of industry experience, currently with Ameriprise in White Bear Lake, MN. He has been with Ameriprise and its predecessor firms since 2001. Outside of his advisory work, he participates as a speaker at local schools and coordinates the Dave Ramsey Financial Peace University at Eagle Brook Church. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines written recommendations and ongoing retirement-income planning, utilizing proprietary research, third-party data, and algorithm-driven tools.

Thomas Mc Carthy is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has been with Thrivent since 2025 and previously worked in education at several Minnesota schools from 1999 to 2025. Outside of finance, he participates as a member of the Forest Lake Nordic Ski Team Booster Club, assisting with organizing equipment and fundraising activities for the team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without portfolio management for institutional clients.