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.

Michael Taube is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, delivering detailed, non-discretionary Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Ryan Thimjon is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. Prior to joining RBC in 2025, he worked at Korn Ferry for eight years and Feltl and Co for three years. Outside of advisory work, Thimjon serves on the board of directors for the homeowners association of his condominium building. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Caleb Barrett is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2017, previously working at Thrivent Financial and Thrivent Investment Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

William Weyandt is a Senior Financial Advisor specializing in helping individuals, families, and businesses achieve complex financial goals through comprehensive planning. He leads the Bentley|Weyandt Group, which employs robust financial modeling and analytical tools to design thorough plans supporting clients' aspirations and maximizing opportunities. Their focus includes tax-efficient strategies, retirement and income planning, legacy and estate planning, investment management, and financial strategies for families with special-needs children. Bill holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree from the University of Minnesota System. His client services encompass college education planning, executive compensation, legacy planning, managing new wealth, retirement income, and philanthropic planning, among other areas. Born and raised in Minnesota, Bill resides in the south metro area with his wife and three children. Outside of his professional work, he enjoys spending time with family and friends, participating in outdoor activities such as fishing and camping. He is involved with organizations including Delta Waterfowl, Habitat For Humanity, and the Saint Paul Area Chamber's Ambassador Committee.

Lane Gans is a CFP® with 39 years of industry experience, currently an advisor at Ameriprise in Eagan, MN. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he is a limited partner in The Prairie Group LLC. 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 provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Russell Bertsch is a financial advisor with Primerica Advisors in Arden Hills, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he serves as a Ramsey County Election Judge from 2022 to 2025. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary 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, providing portfolio management primarily for individual investors rather than institutional clients.

Andrew Held is a Series 66-registered financial advisor with Thrivent Investment Management, based in South Saint Paul, MN. He has 19 years of industry experience, including 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he serves as Vice President of the Dakota Soccer Club, coordinating youth soccer league activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans without discretionary trading authority, with options to combine planning with managed accounts under a consolidated billing system called WealthPlan.

Rhett Neuman is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2009, following an eight-year tenure at City National Bank. Outside of his advisory work, he assists his son with managing a family LLC involved in investment property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing a combination of in-house and third-party investment managers.

Jeffrey Schlesinger is a financial advisor with RBC Capital Markets in St. Paul, MN, holding a CFP® designation and over 32 years of industry experience. He has worked with RBC Capital Markets since 2008 and also has experience at City National Bank. He serves on the board of the Carl and Holly Jones Family Foundation, a nonprofit that awards scholarships and provides mentoring to students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Mark Rachac is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at VOYA Financial Advisors and Capital Street Financial Services, where he also serves as vice president. Outside of advising, he owns a family farm in Saint Paul, MN. Cetera Investment Advisers LLC provides services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, operating a multi-manager platform with discretionary and non-discretionary program options.

Christine Ansley is a financial advisor with Osaic Wealth, Inc. in Arden Hills, MN, holding a Series 66 credential and six years of industry experience. She has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2020 and has been associated with Financial Dimensions Group Inc. since 2016. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management while maintaining a complex corporate structure involving multiple mergers and private-equity ownership.

David Hitchcock is a CFP® and ChFC® with 35 years of industry experience. He has worked at OSAIC since 2026 and previously spent over two decades at G.A. Repple & Company and Northtown Capital Strategies. Hitchcock has also been self-employed since 1989. OSAIC serves a broad client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and portfolio management, utilizing proprietary tools and third-party platforms to construct diversified investment portfolios.

David Spehar is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2017. He also has a longstanding affiliation with ThinkEquity Partners LLC, beginning in 2003. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored investment solutions.

Mitchell Miller is a financial advisor at Edward Jones in St. Paul, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Target Corporation for eight years, Uponor for one year, and Domino's Pizza for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Jake Anderson is a CFP® with 10 years of industry experience, currently affiliated with OSAIC. He has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2015 and has prior experience with Financial Dimensions Group, Inc. In addition to his advisory role, he is a licensed insurance agent selling life, long-term care, and disability insurance to individuals and businesses. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing, and supports a variety of investment vehicles and third-party managed-account solutions.

Paul Dickman is a financial advisor with Cetera in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Valic Financial Advisors and New York Life, among others. Outside of his advisory work, he serves as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and custodial relationships.

Eric Hoebbel is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and Cetera Wealth Services LLC since 2023, and previously spent six years with Securian Financial Services Inc and Minnesota Life Insurance Co, as well as three years at Ameriprise Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, ERISA retirement services, and offers a multi-manager platform with access to various investment strategies and custodial relationships.

Conner Mars is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015, previously spending six years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers, leveraging its capital-markets capabilities and affiliated asset managers.