James Sampair Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Securities America Advisors and HD Vest Investment Services. He also operates Sampair CPA, a tax and accounting practice. 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 representatives. The firm offers a range of advisory programs and financial planning services, including both discretionary and non-discretionary management, supported by proprietary and third-party research.

Shawn Gray is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2013 and concurrently at The Northwestern Mutual Life Insurance Company since 1992. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Bradley Ober is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for nine years. His additional activities include assisting clients with the integration of life insurance into financial plans. Osaic Wealth, Inc. serves a diverse mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and third-party platforms to tailor portfolios across multiple investment types.

Autumn Folsom is a CFP® certificant with 10 years of industry experience. She currently works at OSAIC and has previously been affiliated with Securities America Advisors and Securities America, Inc. Autumn also serves as an advisor with First Capital Management, Inc. and works as an insurance agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm provides brokerage and investment advisory services, financial planning, retirement consulting, unified managed accounts, and access to third-party money managers, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Jeremy Sammons is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 license and is based in Lilydale, MN. Outside of his advisory role, Sammons is involved as a member of an investment club. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Schmidt is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill for 20 years before joining Morgan Stanley in 2017, including its Private Bank since 2018. He is based in St. Paul, MN. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its financial planning process.

John Steenis is a CFP® and holds a Series 66 designation, currently serving as a financial advisor with Edward Jones in Hudson, WI. He has seven years of industry experience, including time at Phillips-Medisize prior to joining Edward Jones in 2018. Outside of his advisory work, he manages a rental property LLC formed for real estate holdings in Arizona. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices across the United States.

Matthew Simmons is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Bank First National and in the Nutritional Sciences Department at the University of Wisconsin Madison. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Dean Johnson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he has served on the Investment Committee for Ronald McDonald House Charities in the Midwest, overseeing their charitable endowment fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Daniel Getsch is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns and manages FFG Advisors LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Rick Straub is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments for 19 years and has more than three decades of experience in the financial services industry. Rick's professional experience includes positions as Financial Consultant, Planning Consultant, Branch Service Manager, and Financial Representative at Fidelity Investments. Prior to joining Fidelity, he held roles such as Operations Manager - Principal at TCF Investments, Compliance Officer at Northland Securities, and Investments Practice Officer-VP Regional Compliance Principal at Marsh & McLennan Companies. Throughout his career, Rick has focused on helping individuals and families navigate specific financial needs. He emphasizes co-creating financial plans tailored to clients' priorities, such as wealth growth, income generation, preservation of assets, or legacy planning. Rick's extensive experience covers compliance, branch management, and financial consulting, reflecting a comprehensive understanding of the financial services sector. Outside of his professional work, Rick enjoys camping, cooking and baking, and photography.

Dane Solberg is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory role, he is involved in Solberg Benefits LLC, an insurance brokerage business focused on life, health, disability, and long-term care insurance. OSAIC serves a diverse clientele including individual and institutional investors, offering integrated brokerage and advisory services with a wide range of investment solutions and third-party money manager access. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Jeffrey Shoemaker is a financial advisor with Edward Jones based in Cottage Grove, MN. He holds the Series 66 designation and has six years of industry experience. His prior work includes roles at Concordia St. Paul, All-Finish Construction, and Century College. Edward Jones is a full-service wealth management firm serving more than 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, and operates under a fiduciary standard.

Douglas Box is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 31 years of experience in the industry. He has worked with multiple firms, including AdvisorNet Wealth Partners and Box Financial Advisors, which he owns. In addition to his financial advisory activities, Box is involved in life coaching through the Exceptional Life Project and manages a numismatics business focused on Bitcoin server performance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Patrick Haspert is a financial advisor at Ameriprise with 28 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he manages a financial planning practice through The Windsor Group and is a limited partner in The Prairie Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jaime Cooper is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 designation and has worked at Minnesota Life Insurance Co., Securian Financial Services, Inc., and Cri Securities, Inc. prior to joining Cetera in 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and third-party investment strategies.

Ronald Jenkins is a financial advisor with Edward Jones in Hudson, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tyler Henrichs is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012 in various roles including Account Executive and Investments Representative. Prior to joining Fidelity, he gained experience as a Financial Advisor at Edward Jones from 2010 to 2012 and as a Financial Representative at UBS Financial Services from 2008 to 2010. As a CFP® practitioner, Tyler focuses on helping clients comprehensively plan for their financial goals by understanding their unique circumstances and priorities. He develops customized strategies to assist with wealth planning needs, emphasizing experience, dedication, and integrity in his client relationships. Outside of his professional work, Tyler's personal interests include cooking and baking, family activities, fitness, golf, outdoor adventures, and traveling.

Mitchell Pierson is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Osaic Wealth, Inc., Financial Dimensions Group, Inc., and Ecumen. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and technology-driven investment solutions.

Zsolt Papp is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has built his career in financial services with a focus on client-centered planning, emphasizing understanding clients' goals, values, and unique circumstances to develop personalized financial strategies. Prior to his current role, Zsolt held various positions at Ameriprise Financial Services, LLC, including Registered Principal from 2019 to 2025, Annuity Specialist in 2019, Client Relationship Manager from 2017 to 2019, Client Support Associate from 2016 to 2017, and Client Service Coordinator in 2016. His experience encompasses retirement planning, wealth building, and navigating financial transitions. Zsolt holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in cars, comedy, fitness, football, social events with friends, and music.