Greg Nagel is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering customized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets held in Ameriprise-managed accounts.

Mark Stanger is a ChFC® and Series 66 licensed financial advisor with 29 years of industry experience. He is currently with Cetera and has held advisory roles at Flagship Bank and AdvisorNet Wealth Management. Outside of his advisory work, he is involved in selling fixed insurance products and operates a financial services business under the name Landmark Financial Services. Cetera Investment Advisers LLC is a large nationwide firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Tove Lichty is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Manning is a Series 63 licensed advisor with Primerica Advisors, where he has worked since 1986, totaling 40 years of industry experience. He has also been affiliated with Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and maintains a tiered wrap-fee structure distinct from fixed-fee billing.

William Tollerud is a Series 66 licensed financial advisor with Edward Jones in Maple Grove, MN, where he has worked since 2007, totaling 19 years of industry experience. Outside of his advisory role, he manages Riverside Farms Partnership, working with renters of farm land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Lindsay Dockter Holub is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her career includes roles at Cetera Wealth Services, Cetera Investment Services, Cetera Advisors, B. C. Ziegler and Company, and Securities America Advisors. She has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Nicholas Christoff is a financial advisor with Thrivent Investment Management in Maple Grove, MN, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2016. Outside of his advisory role, he serves as a board member of the I-94 West Chamber of Commerce, providing business-owner feedback to support membership growth and program development. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separation between the two services.

James Renn Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, as well as City National Bank since 2017. He serves on the board of the SHJON Podein Children's Foundation, a nonprofit organization involved in fundraising and charitable gifting. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm customizes investment strategies based on client risk profiles and employs a mix of in-house and third-party managers, including options for tax management and responsible investing.

Dan Pias is a financial advisor with LPL Financial, holding a Series 63 license and bringing 33 years of industry experience. He previously worked at Financial Dimensions Group and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 19 years. Outside of his advisory role, he is a co-owner of Schuler, Matheson, Pias and Associates, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Guibert is a financial advisor with LPL Financial in Coon Rapids, MN, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Truestone Financial Credit Union and CUNA Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Filipek is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with firms including VOYA Financial Advisors, Cetera, and Jackson National Life. Outside of his advisory role, Filipek is involved in coaching soccer and serves on the board of the Minnesota Soccer Referee Program. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, supported by advanced operational tools and a large network of advisors.

Eric Osgood is a financial advisor with LPL Financial in Shoreview, MN, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation for 12 years. Osgood also owns Osgood Financial, Inc. and is a notary public. 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 and access to model portfolios, with a platform that supports both discretionary and non-discretionary strategies.

Shaylah Anwar is a financial advisor with Fidelity Investments holding Series 63 and Series 66 licenses and has six years of industry experience. Her prior experience includes four years at Ameriprise Financial Services Inc and roles at the University of Minnesota and Kohl’s. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios used by intermediary platforms.

Richard Vande Vegte is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at LPL Financial LLC, Thrivent Investment Management Inc., THRIVENT Financial, Edward Jones, and PRUCO Securities, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by ongoing manager selection and advanced research tools.

Joseph Toussaint is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and Securities America Inc. Outside of financial advising, he is also a craftsman, designer, and artisan. 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 model-based asset allocation and portfolio optimization supported by a variety of tools and programs, and is notable for its scale, affiliate network, and recent consolidation activity.

Andrew Schelitzche is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at firms including Waddell & Reed, Schelitzche Group Inc., Manifest Wealth Management, and ZZ Properties LLC. Schelitzche has also owned and operated Schelitzche Group Inc. since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and asset management solutions through a broad network of investment adviser representatives.

Jayme Kruse is a financial advisor at Edward Jones in Osseo, Minnesota, holding CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, Jayme worked at Kruse Law Firm, PLLC for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a network of approximately 23,701 advisors nationwide. The firm manages about $1.01 trillion in assets and provides a variety of affiliated offerings including mutual funds, tax-efficient services, and securities-based lending.

Brian Kujawa is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. His prior work includes roles at Northland Securities, Inc. and Cetera Investment Services LLC. Kujawa is associated with Generations Investment Services, LLC, an entity linked to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced tools and a large network of advisors.

Joshua Osborne is a financial advisor with Edward Jones in Anoka, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in mortgage finance and education roles and has been a band member for a local cover band, The Low Down, since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Aaron Barber is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network since 2009. Barber is also a principal and trustee of Barber Financial Inc., where he maintains a significant ownership interest and manages investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through client meetings and written summaries.