Gregg Anderson is a financial advisor with OSAIC who holds the CFP® designation and has 48 years of industry experience. He has been affiliated with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995 and previously worked at Financial Dimensions Group, Inc. for 23 years. Outside of his advisory work, he is involved in several non-investment activities, including ownership in a Jimmy John's franchise, operating a cattle farm, and preparing tax returns on a volunteer basis. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various third-party programs to manage portfolios across a broad range of investment types.

Thomas Conneran is a CFP® with 25 years of experience in financial advising. He is currently affiliated with Cetera and has prior experience with Concourse Financial Group Securities Inc. He serves as a board member for Pro Life Action Ministries and is involved in finance oversight as a trustee for the Church of Epiphany. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporations, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and custodial relationships.

Brett Manning is a CFP®-designated financial advisor with Ameriprise in Arden Hills, MN, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Manning is involved in business ownership through the Bartel Manning Group and also provides client service support and business leadership for GEM Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mark Stevens is a financial advisor at Merrill in Blaine, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked in the automotive sector with several firms including Superior Ford and Autonation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Larson is a ChFC®-designated financial advisor with 35 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2024 after a 22-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management. Larson serves on the boards of Y Hockey Ministries International and Legacy Christian Academy. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent financial professionals using various portfolio management platforms and proprietary model strategies.

Jordan Redepenning is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017, following a year at the University of Minnesota Duluth. Outside of his advisory role, he works as a football and basketball official. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning and written recommendation reports based on proprietary research and third-party data.

Robert Finnegan is a financial advisor at LPL Financial with 25 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial, he worked at Sagepoint Financial, Inc. and operated Finnegan Financial Services. He is also the owner of Pathwise Wealth Management Inc. and serves as a notary in addition to his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Christopher Pidel is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020, after 34 years with Ameriprise Financial Services, Inc. He is a trustee and treasurer on the board of The For Jake's Sake Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Jonathan Hickox Young is a Series 66-licensed advisor with J.P. Morgan Securities, based in Brooklyn Park, MN, with three years of industry experience. He has prior experience at Ameriprise Financial Services and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with several music organizations, including the Reno Philharmonic Association, Toccata Orchestra, and Reno Chamber Orchestra. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Thomas Middagh is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions with the St. Michael - Albertville School District and multiple public schools. Outside of his advisory work, Middagh is involved in youth sports as a football and baseball coach and serves as a basketball official. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Elizabeth Engle is a financial advisor at Fisher Investments with 11 years of industry experience. She holds a Series 66 designation and has worked at Fisher Investments since 2018, following roles at McAdam LLC and Purshe Kaplan Sterling Investments from 2014 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment policy committee and tax-aware strategies to manage risk and positioning.

Erin Seiler is a financial advisor at Osaic with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Castle Hill Capital Partners, and Fidelity Brokerage Services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, utilizing firm-provided tools and multiple third-party platforms to construct and manage client portfolios.

Pal Yang is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 credential. Prior to joining Fidelity, Yang worked at Merrill for two years and has a background that includes ministry study and teaching. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and registered investment companies.

Erik Lindgren is a CFP® with 28 years of industry experience currently with LPL Financial since 2025. He previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. Outside of his advisory work, he is involved as an artist and musician with Gastown Alley in St. Anthony, MN. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources, including LPL Research and third-party subadvisors.

Rebecca Bratulich is a financial advisor with Edward Jones in Anoka, MN, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Anderson is a CFP® professional with 39 years of industry experience. He is affiliated with OSAIC and has worked previously at Financial Dimensions Group, Inc. for 23 years. Outside of advisory work, Anderson is a shareholder in Peteyfish LLC, which invests in McMurray Medical, a startup developing a patented intubation device for medical professionals. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple advisory platforms to construct portfolios across various asset classes.

Shane Fields is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model‑delivery strategies and separately managed account options. The firm emphasizes an operational model that curates third-party asset managers and uses a tiered wrap-fee structure.

Owenn Buchholz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has previously worked at firms including Pruco Securities LLC and The Bank of Elk River, where he also performs administrative duties such as client greetings and trade entry. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Ryan Strange is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Avantax Investment Services and Avantax Advisory Services for 14 years and is the owner of PierrePonte Planner Solutions LLC, a financial services business he founded in 2009. He also serves as secretary of MFG Financial Advisors, a shared services company for financial advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program options.

John Conlin is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2016. Conlin serves on the Northrop Advisory Board for the University of Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing both in-house and third-party investment managers and providing comprehensive portfolio management and financial planning services.