Aleasha Browen is a financial advisor at EFS Advisors with eight years of industry experience. She holds the Series 66 designation and has previously worked at Thrivent Financial and Wintergreens. Browen is also an owner of Olive Tree Financial LLC, a pass-through entity established for tax purposes to facilitate compensation related to her advisory services. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process to recommend model portfolios and integrates technology tools, including proprietary household-aggregation software and AI, to support investment decisions.

Todd Opdahl is a financial advisor with Advanced Advisor Group, LLC, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked at Advanced Advisor Group since 2006 and has been affiliated with EFS Advisors since 2001. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to align clients with model portfolios and conducts regular reviews of investment options through an internal Advisory Committee.

Allene Johnson is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and has prior experience working with Newton Financial Solutions, LLC. Outside of financial advising, Johnson works as a bartender and waitress at Splitrocks. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a variety of managed-account programs, third-party asset manager access, and custody services while supporting customized portfolio implementation through both internal and external managers.

John Newton is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He is a Series 63 license holder and has operated Newton Financial Solutions, LLC since 2007. Outside of his advisory work, he coaches soccer at Cambridge Christian School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Peter Newton is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2010. He is also co-owner of Newton Financial Solutions, LLC, which provides securities, advisory, insurance, and accounting services. Outside of his advisory work, Newton is involved in youth sports as an assistant soccer coach at Cambridge Christian School and as a soccer official for MSHSL Soccer in Cambridge, MN. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including custom portfolio solutions, wealth management, and retirement plan consulting. The firm offers operational, compliance, and investment management support while allowing advisors discretion in constructing client portfolios.

Daniel Johnson is a financial advisor with Commonwealth Financial Network in Cambridge, MN, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Commonwealth and Newton Financial Solutions, LLC since 2013. Johnson also engages in fixed insurance sales as a secondary business activity. 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 services, including model portfolios and personalized indexing options, supported by operations, technology, and compliance infrastructure.

Timothy Newton is a financial advisor with Commonwealth Financial Network in Cambridge, MN, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has operated Newton Financial Solutions, LLC since 2007. Outside of his advisory work, he teaches insurance continuing education courses for Kaplan Professional Schools in the Twin Cities region. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, third-party asset manager access, and back-office services.

Kelby Jennissen is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and previously worked at Frandsen Bank & Trust for nine years. Jennissen also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jane Vander Schaaf is a financial advisor with Edward Jones in North Branch, MN, holding a Series 66 designation and having one year of industry experience. She previously worked at Edward Jones from 2018 to 2025 and Wells Fargo from 2015 to 2018. Outside of her advisory role, she is a brand ambassador for Purium, sharing information about health and wellness products. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Adam Cabrera is a CFP® with 13 years of industry experience and has been with Edward Jones since 2012. He is based in North Branch, MN, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions under a fiduciary standard.

La Rae Klocksien is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding a Series 66 designation and one year of industry experience. She previously managed WillowBridge, Inc, a wellness service company offering salon, massage, and yoga services, where she assisted with reporting, marketing, and IT. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses and planning across a wide range of financial topics without discretionary trading authority.

Alicia Walsh is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Gregory Zuspann is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 license and previously worked at Thrivent Financial and Woodbury Financial Services. Outside of his advisory work, he serves as a volunteer firefighter for the City of Prior Lake Fire Department. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct managed portfolios tailored to client risk tolerance and investment preferences.

Erica Asada is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and possessing 24 years of industry experience. She has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Arron Walburg is a financial advisor at Edward Jones in Isanti, MN, with two years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Bank NA for 12 years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over four million accounts and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Alex Sutherland is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes ten years at CUNA Brokerage Services, Inc., and he has been associated with Affinity Plus Federal Credit Union for 15 years. Outside of finance, he has a music-related business activity. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Evan Pinkston is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Prior to his advisory role, he served nine years with the Department of Defense and currently maintains involvement with Unity Bank. Outside of advising, he co-owns CREO Financial Services, which provides payroll and bookkeeping services for local small businesses, and serves on the finance committee of the Tusen Tack organization, assisting with financial policy and budgeting processes. Cetera Investment Advisers LLC operates as an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, with options ranging from automated allocations to customized strategies.

Steven Schwarzbauer is a financial advisor at Edward Jones in Cambridge, MN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as chief manager for a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a variety of advisory programs and investment solutions under a fiduciary standard.

Jeremiah Sedler is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding a Series 66 designation and having 10 years of industry experience. He has been with Thrivent Financial since 2015. Outside of his advisory role, Sedler serves on the Isanti County Planning Commission and is a board member of Reckless Abandon Ministries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Keith Lantta is a financial advisor with Edward Jones in Isanti, MN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for 25 years at Sysco Minnesota. Outside of his advisory role, he is involved in managing an agricultural rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.