Daniel Babbitt is a financial advisor at Edward Jones with 13 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 over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Candido Palomarez III is a financial advisor with OSAIC in Plymouth, MN, holding a Series 63 designation and 32 years of industry experience. He previously spent 20 years at Woodbury Financial before joining OSAIC in 2024. Outside of his advisory role, he manages investment-related activities through his own DBA, Candido, Inc., and is involved in general insurance sales including life, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting a wide range of programs and third-party money manager strategies.

Michael Schumacher is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise since 2018, following a five-year tenure at Medtronic. He serves on the board of directors for the Minneapolis School of Anesthesia. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Heidi Droel is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked with multiple firms including CSP & Associates Inc and Principal Securities Inc. Outside of her advisory roles, she serves as an accountant for Dragon Door Publications, a fitness-related publishing company. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a diverse clientele ranging from individuals to institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

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 the Series 63 and Series 66 designations and has worked at Merrill since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of her advisory work, she owns and markets retail products through InstaGlam LLC and serves as a fashion stylist for the Cabi clothing line. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering 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 with Cambridge Investment Research Advisors in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including 10 years with Cambridge Investment Research, Inc. Outside of his advisory role, he operates Nesser & Nesser Financial Group as an independent insurance agent and serves as a notary public. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and offers both discretionary and non-discretionary management services.

Zachary Schlegel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2026. He previously worked for Northwestern Mutual Wealth Management Company and related entities from 2017 through 2026. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers a range of advisory and brokerage services through a large multi-advisor platform.

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.

Tobin Hempel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Cetera since 2007 and owns Hempel Tax and Financial, a tax preparation and financial services business. Additionally, he serves as vice president and tax preparer at Hempel Income Tax Service, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

Brian Bovee is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 66 registrations. Prior to joining LPL Financial in 2025, he spent 20 years at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and operational tools.

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 at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Affinity Plus Federal Credit Union and CUNA Brokerage Services. Breen has also been involved with Vision Soccer Academy early in his career. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Joshua Canniff is a CFP® with 20 years of experience in financial advising. He is currently with Cetera and has held roles at Cetera Wealth Services, LLC, AdvisorNet Wealth Partners, and Ameriprise. He is also a financial advisor at Rice Creek Wealth Management, where he provides investment advice, insurance, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of investment and retirement solutions via multi-manager platforms, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Jerron Mc Donald is a financial advisor with Thrivent Investment Management in Otsego, MN, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Thrivent in 2021, he worked for Luther Automotive Group from 2014 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

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 financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 credential and has worked at several firms, including AdvisorNet Financial Partners and Cetera Advisor Networks. Erdmann is also a CPA and provides tax preparation and planning services through his own firm, Erdmann Financial Planning LLC. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supporting various client restrictions and third-party manager selections.