David Murdock is a financial advisor with Cetera, holding a Series 63 designation and 32 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is involved in insurance sales and holds positions with related financial services businesses including The Servion Group and Mill City Investments. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary services, providing access to model portfolios, third-party managers, and custom strategies.

Michael Braddy is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Cetera Wealth Services, Strategic Investment Partners, and Networth Asset Management, among others. Braddy co-hosts a weekly financial radio show and serves as a trustee for an irrevocable life insurance trust. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Bradley Kahley is a financial advisor at Cetera with 36 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He holds the Series 63 designation. Outside of his advisory work, he owns Bridge Investment Group, a financial and insurance services business. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to various program structures and third-party managers.

Brian Domagalski is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2003 and also works with the City of Savage. In addition to his advisory role, he sells loan products, home security and automation products, and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Douglas Beck is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside his advisory role, Beck is owner of an automotive service business operated by his son and serves as a board member for an office building management association. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, corporate pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various asset types on discretionary or non-discretionary bases.

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 prior work history includes roles at MassMutual, Alerus Financial, Northwestern Mutual, and Cetera Advisor Networks. Outside of advising, he is involved in Blanchard Realty LLC, a mortgage and real estate services business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nico Sacchetti is a financial advisor with RBC Capital Markets in Shoreview, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with RBC Capital Markets since 2016 and previously worked at City National Bank from 2016 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

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.

Islam Elseweissy is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to identify their financial goals and develop tailored strategies to pursue these objectives across various time horizons. He provides ongoing advice and portfolio management, adapting plans as clients’ needs evolve. His expertise includes managing complex financial priorities such as home ownership, education funding, elder care, and healthcare planning. Islam holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Islamic Azad University. He communicates fluently in English, Armenian, and Farsi.

William Kohn is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has a role at City National Bank since 2019. Outside of his advisory work, he serves on the board of the Stillwater Area Foundation and is an assistant hockey coach for a local youth team. 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, combining in-house and third-party managers and providing various portfolio management and financial planning services.

Mark Kinney is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked previously at Fortis Investors, Inc. / Woodbury Financial for 26 years and OSAIC for one year. Outside of his advisory role, he is involved with Anoka Health & Life Services, a non-variable insurance business he has maintained since 1986. 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 broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

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 CFP® and ChFC® with 38 years of industry experience. He is currently with Cetera and previously worked at LPL Financial LLC for 23 years. Niemann is the founder and president of Wealth Management Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Solange Kolie is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Primerica Financial Services since 2006 and has been with Primerica Advisors since 2017. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies from unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

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.