Paul Reichwald is a financial advisor with Ameriprise in Prior Lake, MN, holding a Series 66 designation and 21 years of industry experience. He worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 20 years before joining Ameriprise in 2024. Outside of advising, he owns PRJR LLC, a business established for tax and payroll purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brian Sensibaugh is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Allianz Life. In addition to his advisory role, Sensibaugh offers life insurance options and manages insurance sales including fixed annuities, long-term care, and disability insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm uses a model-based investment process with tools for asset allocation, optimization, and discretionary management, supported by an extensive platform of brokerage and advisory services.

Ryan Cox is a CFP® professional with 15 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Ameriprise Financial Services. Outside of his advisory work, Cox serves as a part-time ski racing coach for Team Gilboa, a nonprofit organization that teaches kids to ski race and snowboard. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad array of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

Ethan Berube is a CFP® with five years of industry experience currently affiliated with LPL Financial in Bloomington, MN. He previously worked at Harbour Investments, Inc. and Wicker Financial Services. Berube is also involved in tax preparation and accounting through Vinar Financial Group. 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.

Lisa Tuttle is a CFP®-designated financial advisor with Ameriprise in St Louis Park, MN, where she has worked since 2006. She has 19 years of industry experience and holds a Series 66 license. Outside of her advisory role, she serves as president on the board of directors for Farcical Fertility and co-owns two businesses related to managing Ameriprise operations. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver annual recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Cody Johnson is a financial advisor at Ameriprise in Minneapolis, MN, with 22 years of industry experience. He holds the Series 63 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he serves as a trustee on the board of St. Helena Catholic Church and manages a family LLC that oversees several rental real estate properties. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

Jacob Johnson is a financial advisor at Osaic with Series 63 and Series 66 credentials and one year of industry experience. His prior positions include roles at RiverLink Financial Advisors, Element Squared Private Wealth, and Thrivent Financial. Before entering financial services, he worked at Topgolf and Fun.com. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with various portfolio management options and supports multiple client types, including high-net-worth individuals, retirement plans, charities, and corporate clients.

Christopher Casey is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual/United of Omaha for 18 years. In addition to his advisory role, he operates insurance-related businesses and refers clients for health insurance and Medicare supplement needs through Clarity Financial LLC. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization and provides a range of managed account programs, third-party manager options, and alternative investment opportunities.

Ryan Haddorff is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2018, previously operating The Haddorff Team, and has been involved with the Haddorff Family Foundation for two decades. Outside of his advisory role, Haddorff has coached tennis at Burnsville High School. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Jasen Braun is a CFP® professional with six years of experience at Ameriprise, based in Minneapolis, MN. He has held roles within Ameriprise and Ameriprise Financial Services since 2014. Outside of his advisory work, Braun is the owner of JSB Solutions, which manages his Ameriprise business, and serves as Chief Operating Officer for a franchise consultancy supporting financial advisors within the Ameriprise system. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Phillip Curoe is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at U.S. Bancorp Investments and operating Tailormade Wealth Management, where he serves as owner. He also holds a fixed insurance agent license, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and reported over $256 billion in assets under management.

Payton Miller is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has a varied work history including roles in collegiate athletics and sports media. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through its network of representatives, utilizing both proprietary and third-party asset management programs.

James Payton is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC provides a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors managing more than $256 billion in assets.

Michael Sturgis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 25 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement 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 tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Ryan Antkowiak is a CFP® professional with 21 years of industry experience, currently serving at Robert W. Baird & Company since 2007. He holds the Series 63 designation and is based in St. Paul, MN. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Jeffrey Olson is a financial advisor with Edward Jones in Burnsville, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Development Resources from 2008 to 2017. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Raul Fuentes Diaz is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he has held roles at various organizations including Integrated Training, LLC, where he is also the owner. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party asset managers and proprietary advisory programs.

Kyle Schiffler is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, where he has worked since 2001. He has 24 years of industry experience and previously worked with Axa Advisors, LLC for 19 years. Outside of his advisory role, he serves as Chief Manager of Canopy Financial Group, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models, delivering services through a network of Investment Adviser Representatives.

Lydia Hawley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at Window Nation, MindsetGo, and Impel (Outsell), along with six years of self-employment managing Lydia Hawley, LLC. 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 options, supported by a large network of financial advisors and branch offices nationwide.

William Guthrie is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Wells Fargo Home Mortgage. Raymond James & Associates, Inc. is a large dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutional investors, and municipal entities—and offers financial planning, consulting, and municipal advisory services supported by a nationwide adviser network.