Nicholas Leist is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. Prior to joining Thrivent, he was involved with North Central University in various roles over several years. He serves as secretary on the board of Aasha Dei, a nonprofit organization that supports at-risk women and children in Southeast Asia through fundraising and community partnerships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and addressing a range of financial planning topics without including implementation of recommendations.

Thomas Tracy is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He collaborates with clients to develop comprehensive financial plans that align with their unique goals, circumstances, and values. His approach involves constructing wealth strategies designed to meet the needs of clients and their families, emphasizing a focused and customized course of action toward financial security. Prior to his current position, Thomas served as an Investment Consultant at Fidelity Investments from 2018 to 2019 and as a Financial Representative at the same firm from 2016 to 2018. Before joining Fidelity Investments, he worked at TCF National Bank, where he was Retail Lending Manager from 2010 to 2016 and Consumer Lender from 2008 to 2010.

Susan Crane is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her career includes roles at Cetera Wealth Services, Securian Financial Services, Minnesota Life Insurance Co, Advisor Group, Equitable Advisors, AXA Advisors, and VOYA Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers across multiple program structures.

Alexandria Pearson is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to joining OSAIC, she worked at True Wealth Partners and Financial Dimensions Group, Inc. Outside of financial services, she has experience working in the retail and beverage industries, including at Starbucks and Caribou Coffee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes various tools and platforms to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

Thomas Dircks Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at LPL Financial, The Investment Center, Inc., and SII Investments, Inc. He is also the owner of Prairie Wealth Strategies, a financial planning and securities sales business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Paul Knooihuizen is a financial advisor with Ameriprise in West Lakeland, MN, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic support overseen by specialized committees.

Bridget Gray is a financial advisor at RBC Capital Markets in Shoreview, MN, holding a Series 66 designation with 21 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations with tailored investment strategies and a variety of wrap fee advisory programs. The firm integrates in-house and third-party managers to provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Collin Mead is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions including work with the Wisconsin Bicycle Federation and service in the Wisconsin State Assembly and State Senate. 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 and investment strategies, supported by a large nationwide network of advisors and offices.

Eric Fouquette is a Series 66-licensed financial advisor with Cetera in Oakdale, MN. He has been with Cetera and its affiliated entities since 2025 and has prior work experience in various roles including wellness operations and educational positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mariann Rutter is a financial professional with 16 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has worked at Cetera since 2023, with prior experience at Securian Financial Services, Inc. and CRI Securities, LLC. Additionally, she serves as a notary public and operates North Star Resource Group, a financial services DBA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with multiple program structures and access to third-party managers.

Gregory Murphy is a CFP® with 26 years of industry experience, currently with Merrill in Saint Paul, MN. He has worked at Merrill since 2000 and also with Bank of America since 2009. Outside of his advisory role, he is the sole owner of a rental property business in Kihei, Hawaii. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Katherine Iacarella is a financial advisor at Cetera with nine years of industry experience. She holds the Series 66 designation and has previously worked at Securian Financial Services, Inc. and Minnesota Life Insurance Co. She is also a registered staff member at Renaissance Financial, where she offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and approximately $256 billion in assets under management.

Anna Lomnicki is a financial advisor at RBC Capital Markets in St. Paul, MN, holding a Series 66 designation. She joined RBC Capital Markets in 2023 and has experience across various roles prior to her current position. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Laura Buu is a financial professional at Cetera with a Series 66 credential and four years of industry experience. She currently supports advisory and planning services at North Star Resource Group and is also affiliated with Lalonde Wealth Advisor Group. Previously, she has worked with Thrivent Financial and other firms, and has experience operating a sole proprietorship. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with access to affiliated and third-party investment strategies.

Edward Sachs is a Financial Advisor at Thrivent Investment Management with seven years of industry experience. He previously worked at Wayzata Research Group, LLC for twelve years, where he served as President. Sachs is also a board member of YMCA Camp Warren, a nonprofit organization offering resident summer camping through the Twin Cities YMCA. 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 financial planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing program.

Ryan Weinzierl is the Vice President and Branch Leader at the Oakdale Investor Center. In this role, he leads a team of associates dedicated to serving clients by collaborating with planning and investment professionals to co-create and implement financial plans aimed at helping clients achieve their financial goals. He has been with Fidelity Investments since 2020, serving as Vice President and Branch Leader. Prior to this, Ryan held several positions at Ameriprise Financial, including Senior Director of Advisor Business Development from 2015 to 2020, Sales Manager from 2011 to 2015, and Financial Advisor from 2009 to 2011.

Gloria Pozzini is a financial advisor with OSAIC who holds a Series 63 designation and has 40 years of industry experience. She has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995 and spent 23 years at Financial Dimensions Group, Inc. Pozzini also sells life, disability, fixed annuity, and long-term care insurance, and provides assessments of existing insurance coverage to clients. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios that incorporate stocks, bonds, options, mutual funds, ETFs, and alternative investments using firm-provided asset-allocation tools and third-party money management solutions.

William Feiler is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has been affiliated with several firms, including Sage Point Financial, Royal Alliance Associates, FSC Securities Corporation, and Woodbury Financial Services. Outside of advising, he owns a cattle business where he raises and sells beef cattle. OSAIC serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations, through various advisory platforms. The firm provides integrated brokerage and investment advisory services, using tools such as asset-allocation models and automated rebalancing to manage portfolios that include diverse asset classes.

Jeffrey Cirullo is a financial advisor with Merrill, holding Series 63 and Series 66 registrations and 27 years of industry experience. He has been with Merrill and Merrill Lynch since 1998. In addition to his advisory role, he serves as a power of attorney for family members in fiduciary capacities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individual, high-net-worth, corporate, and charitable clients. The firm combines internal and third-party management with trading, custody, and administrative support within the Bank of America group.

Bruce Kirking is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. He has worked at Primerica Advisors since 1999 and has prior experience at Mills Fleet Farm. Outside of his advisory role, he serves as vice-managing member of Pine Knoll Partners, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options 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.