Daniel Perry is a financial advisor at Edward Jones with Series 66 credentials and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Cintas Corporation from 2003 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Riester is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at OnTrac Financial since 1990 and Cetera Wealth Services, LLC since 2013. In addition to his advisory work, he owns and operates a fixed insurance business covering life, health, disability, annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Isaac Bumgardner is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. He has held multiple roles since 2017 across firms including Avantax, Infinex Investments, and Alerus. He serves as Director of Wealth Management at HK Wealth Management, LLC, and is involved as a director at Harvest Valley Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or customized strategies.

Ryan Blanchard is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His work history includes roles at MassMutual, Alerus Financial, Northwestern Mutual, and Cetera Advisor Networks. Outside of advisory work, he is involved with Blanchard Realty LLC in mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 management, and supports diverse strategies with research and technology solutions.

Nico Sacchetti is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at RBC Capital Markets since 2016 and previously at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and using a mix of in-house and third-party investment managers.

Thomas Clement is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked with Primerica Financial Services since 2003 and PFS Investments, Inc. since 2004. His outside activities include part-time sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select separately managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than serving institutional pension or profit-sharing plans.

William Kohn is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 licenses. He has 25 years of industry experience and has worked with RBC Capital Markets since 2008 and City National Bank since 2019. Kohn serves on the board of the Stillwater Area Foundation and is an assistant hockey coach for the Stillwater Bantam AA Team. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers multiple advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Mark Kinney is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He previously worked at Fortis Investors, Inc. / Woodbury Financial for 26 years and was with OSAIC for one year. In addition to his advisory role, Kinney has been involved with Anoka Health & Life since 1986. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technology-enhanced investment approaches.

Joel Bierbach is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ic System Inc from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services. The firm manages approximately $1.01 trillion in assets and supports its advisory services with a nationwide network of over 23,700 financial advisors.

Ryan Heroff is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has been with RBC since 2013. Outside of his advisory role, he serves on the Board of Directors for Youth Advantage and participates on the Board of Education for Salem Lutheran School. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a range of in-house and third-party managers and offers integrated capital markets capabilities.

Brian Niemann is a financial advisor with Cetera who holds the CFP® and ChFC® designations and has 37 years of industry experience. He is the founder and president of Wealth Management Group, LLC, a business he has operated since 2002. Niemann has previously worked at LPL Financial for 23 years before joining Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual, corporate, employer-sponsored retirement plan, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers across multiple program structures and custodial relationships.

Solange Kolie is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has been with Primerica Advisors since 2017 and previously worked at Metro Dentalcare. In addition to her advisory role, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Randon Dauman is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, he founded and serves as president of Next of Can, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and access to in-house and third-party managers.

Tanner Gosda is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, Tanner served as a Community of Missions Coordinator for the Fellowship of Catholic University Students (FOCUS), a nonprofit focused on Evangelical outreach on college campuses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to support its advisory process while offering a broad range of financial solutions.

Kyle Nielsen is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds CFP® and Series 66 designations. Prior to joining RBC in 2017, he worked at Bank of America and Merrill Lynch. Nielsen is involved with the Angel Foundation, providing financial planning support to families dealing with cancer. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through a variety of advisory programs.

Joseph Neumann is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bank, Northwestern Mutual, and North Shore Bank. 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 programs and investment solutions through a nationwide network of financial advisors.

Britton Peterson is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously worked at AMG Prime and Continua Interiors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without discretionary trading authority or institutional portfolio management.

Daniel Niemeyer is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Gallagher Financial Services, Commonwealth Financial Network, Johnson and Stern Tax Solutions, and LendSmart Mortgage. Outside of advising, he also works as a tax preparer and a loan officer assisting clients with home financing. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and a broad range of investment options.

Keith Richardson is a Series 63 licensed financial advisor with 28 years of industry experience. He has worked with Primerica Financial Services since 1999 and PFS Investments Inc. since 1991. In addition to his advisory role, he is involved in sales of loan products and home security and automation 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 account options structured as wrap-fee solutions. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Scott Counihan is a CFP® with 35 years of industry experience and is currently affiliated with Ameriprise in Shoreview, MN. He has been with Ameriprise and its predecessor entities since 1990. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial 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 analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.