Isaac Vanloon is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2002. Outside of advisory work, he owns Isaac VanLoon and Associates, which operates investment-related services primarily for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party managers and custodians.

Samuel Anyamele is a Series 66 licensed financial advisor with 17 years of industry experience. He currently works at J.P. Morgan Securities and has held prior roles at Wells Fargo Bank, US Bank, and Employbridge. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence and incorporates both quantitative and qualitative research.

Eric Lleva is a financial advisor with Ameriprise in Saint Paul, MN, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Ameriprise and its related entities since 1990. Outside of his advisory role, he serves on the Board of Directors for the Fil-Minnesotan Association and is President of the Philippine Center of Minnesota. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering detailed written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to provide tailored advice, with a focus on assets held in Ameriprise-managed accounts.

Nduba Namoonde is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Cetera Wealth Services, LLC since 2013. Prior to that, he was with AdvisorNet Financial for 26 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various program options including model portfolios and direct indexing.

Robert Miller is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services for 19 years before joining RBC Capital Markets in 2025. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering tailored investment advisory programs and portfolio management solutions through both in-house and third-party managers.

William Bartlett is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Blaine, MN. He has three years of industry experience, including roles at Renaissance Financial and Medicare Medicaid Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Thomas Conlin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. His prior roles include positions at City National Bank, RBC Wealth Management, and Saint John's University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing tailored strategies based on clients' risk profiles and offering a variety of investment options and program structures.

Aaron Lindeman is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Bank NA since 2003 and Wells Fargo Clearing since 2016. He is based in Columbus, Minnesota. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm serves a broad range of clients with both brokerage and advisory solutions and manages approximately $671 billion in assets.

Matthew Germscheid is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services INC for 15 years. Outside of his advisory role, he serves as treasurer for the Northwest Alpine Ski Team, assisting with budget and tax matters. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization using various strategies and third-party managers.

Barbara Mcfee Peisert is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. She has previously worked with Voya Financial Advisors and serves as Chief Compliance Officer at McFee Financial Group. In addition to her advisory roles, she is the Treasurer of the Financial Planning Association of Minnesota and holds a volunteer finance director position with the Alpha Omicron Pi fraternity. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform combining model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary programs.

Taylor Ripka is a financial advisor with LPL Financial, holding the CFP® designation and a Series 63 license, with 16 years of industry experience. He previously worked at Berthel Fisher & Company Planning, Inc. and Ameriprise, accumulating over a decade of experience before joining LPL Financial. Outside of his advisory role, he is involved with Taylor Insurance, focusing on life insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Bradley Shrader is a financial advisor with OSAIC in Maple Grove, MN, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Royal Alliance since 2012 and also operates Shrader and Associates, a sole proprietorship focused on the sales and maintenance of individual life insurance products and small group health insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money managers.

Jason Bauerly is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2003, including his current role since 2020. Bauerly serves as Treasurer on the Board of Directors for the District 279 Foundation. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized retirement-income consulting team and utilizes algorithmic automation alongside research and modeling to generate tailored recommendations.

Peter Fox is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo from 2014 to 2017. Peter has been with Edward Jones since 2017. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Vicky Nelson is a financial advisor with Primerica Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica since 1990. Outside of advisory work, she is involved in sales 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-based strategies and 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 for its services.

Nicole Williams is a CFP® with 24 years of experience in the financial services industry. She has been with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2006 and also served at Financial Dimensions Group, Inc. from 2006 to 2024. Williams is President of True Wealth Partners LLC, through which she conducts her investment advisory business. She is also a licensed insurance agent and notary public. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services supported by a model-based investment process incorporating portfolio optimization and risk management tools.

Nathaniel Loge is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously owned an Amazon sales business called Road Trip. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large nationwide network of advisors and branches.

Jill Gutzmer is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at multiple firms including Ameriprise Financial Services, Minnesota Life Insurance Company, and U.S. Bancorp Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial recommendations across a broad range of topics without implementation. The firm emphasizes holistic, goal-based planning and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Casey Reif is a financial advisor with Edward Jones in Champlin, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he was self-employed through Skulldini LLC and has held positions at TE Connectivity and the University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Reed Pawelk is a financial advisor with Ameriprise in Elk River, MN, holding the Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and operates Luce Line Orchard LLC, an apple orchard, and serves as CEO of ER Green Operational Services, focusing on business development and operational strategy. 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 written recommendations and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.