Virgil Brenny is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services Inc. and National Planning Corporation. Brenny also operates ST CROIX WEALTH MANAGEMENT, an LLC providing securities services. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a wide range of advisory and brokerage services through a large network of affiliated advisors and multiple platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Scott Rains is a financial advisor at LPL Financial in Roseville, MN, holding Series 63 and Series 65 licenses. He began his advisory career in 2026 and has prior experience at BMO Harris Bank and AT&T. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolios supported by internal and third-party research.

Mark Nohrenberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Pontem Financial, LLC and Waddell & Reed Inc. He has also served on parent advisory boards and was involved with Moldboard Farms for a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and technology-driven portfolio management solutions.

Daniel Babbitt is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Candido Palomarez III is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial for 20 years. Outside of his advisory role, he manages a family financial affairs power of attorney and owns a DBA, Candido, Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that can include a range of investment products managed on discretionary or non-discretionary bases.

Michael Schumacher is a financial advisor with Ameriprise in Arden Hills, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Ameriprise since 2018 and previously worked at Solidity Financial LLC and Medtronic. Schumacher serves on the Board of Directors for the Minneapolis School of Anesthesia. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual planning focused on income sources and tax-aware withdrawal strategies.

Holly Clemence is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Cetera. She has prior experience at Equitable Advisors and New York Life Insurance Company. Clemence holds a board fiduciary position as Secretary for Women Entrepreneurs of Minnesota. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Eric Werlinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. 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 analyses and allows clients to combine planning with a managed-account program under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Anthony Gleason is a financial advisor at MassMutual Investors Services with 32 years of industry experience. He holds the Series 63 designation and has worked at MML Investors Services, Inc. since 1994 and Mass Mutual Life Insurance Company since 1991. Outside of advising, he is involved in life and health insurance sales and owns a property management business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-focused planning without discretionary investment authority.

Hope Burns is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. Outside of her advisory role, she owns and operates several small businesses, including InstaGlam LLC, an online retailer of clothing and jewelry, and HB Holding Ventures LLC, which manages bookings; she also works as a fashion stylist for the Cabi clothing line. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wilfred Wong is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017, with prior roles at Waddell & Reed and various insurance carriers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning across a range of topics without discretionary trading authority. The firm allows clients to integrate planning with managed-account programs while keeping these services separate.

Charles Nesser is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge Investment Research since 2016. Outside of his advisory role, he is an independent insurance agent and a notary public through his firm, Nesser & Nesser Financial Group. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services delivered through a network of independent Financial Professionals utilizing various portfolio management and model-based solutions.

Jeremy Mandler is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes positions at Wells Fargo Advisors and a six-year tenure at Lyft. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Zachary Schlegel is a CFP® with eight years of industry experience. He is currently with OSAIC and previously worked at Northwestern Mutual Wealth Management Company and related entities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Derek Blankenship is a CFP® and ChFC® affiliated with Edward Jones, with seven years of industry experience. His prior roles include positions at Wells Fargo Bank NA and SNS Financial Group, 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Brian Bovee is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by LPL Research and third-party subadvisors.

Daniel Kolander is a financial advisor with Primerica Advisors in St. Michael, MN, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1986. Outside of his advisory role, he is involved in business activities related to investment products and home services referrals 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 under a tiered wrap-fee structure. The firm curates third-party asset managers and utilizes a due-diligence consultant and BNY Mellon Advisors for portfolio implementation.

Thomas Breen is a financial advisor with LPL Financial in Roseville, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at Affinity Plus Federal Credit Union, CUNA Brokerage Services, Inc., IFS Financial Services, and Voya. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Sirius Harrison is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and its related entities since 2025 and has a background that includes work at MFG Financial Advisors and a long-term involvement with Red Bench Bakery. Outside of finance, he has experience with Eden Prairie Schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting a variety of program structures and custodial relationships.

Daniel Erdmann is a Series 66 licensed financial advisor with 12 years of industry experience, currently with OSAIC since 2021. He previously worked at several firms including AdvisorNet Financial Inc. and Cetera Advisor Networks. Outside of his advisory role, Erdmann is a CPA providing tax preparation and planning through Erdmann Financial Planning LLC and also engages in fixed insurance sales. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and unified managed account solutions.