Michael Eggert is a financial advisor at OSAIC with 36 years of industry experience. He previously worked at Woodbury Financial for 18 years before joining OSAIC in 2024. Eggert holds Series 63 and Series 65 licenses and owns Resource Financial Network, a sole proprietorship involved in the sale of life, disability, long-term care, and health insurance as well as fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of affiliated advisers and employs a variety of portfolio construction tools and third-party solutions.

Anne Nelson is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VOYA Financial Advisors and Cetera Wealth Services prior to her current role. Nelson is also an independent insurance agent involved in the sale of fixed insurance products through her own firm, Adams Consulting Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management solutions and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Nathan Whited is a financial advisor with Edward Jones in Lilydale, MN, holding CFP® and Series 66 designations and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Camping World / Gander Outdoors and Gander Mountain Company. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diana Brass is a Wealth Management Advisor with BSK Wealth Management at Merrill Lynch Wealth Management. She specializes in working closely with individuals, couples, families, and businesses to address their financial goals and concerns, helping them work toward a secure financial future. Diana focuses on developing customized financial strategies that encompass wealth management, retirement planning, portfolio management, tax minimization, and estate services. Her client engagements often involve assisting with executive compensation, family wealth management strategies, managing new wealth, and retirement income planning. With over 28 years of experience at Merrill, Diana brings extensive expertise gained from guiding clients through significant financial transitions, such as retirement, business sales, and personal life changes. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). Diana earned her bachelor's degree in Business with an emphasis in Communications from the University of St. Thomas. Diana is involved in several community programs, including Adopt a Family, Feed our Starving Children, The Sandwich Project, and Valley Outreach. She enjoys spending time with her family, traveling, and has particular interests in music and supporting her children's endeavors.

Chris Mc Clure is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Clear Channel Outdoor, Health Tech Academy, Strategic Education, Inc., and Capella University. 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 under management through a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

John Mueller Jr. is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and over 51 years of industry experience. His prior work includes long tenures at FSC Securities Corporation and Diversified Financial Advisory Group. In addition to his advisory role, he operates Mueller Financial Group, focusing on life, annuity, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Michael Haverkamp is a CFP®-certified financial advisor with 38 years of industry experience, currently registered with LPL Financial since 2003. He is based in St. Paul, MN, and has been involved with Bridge & Branch Wealth Partners and Dakota Tax Services, providing tax preparation support and investment-related services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, featuring both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Adam Collins is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He previously worked at American Portfolios for 17 years and has been affiliated with United Securities Alliance, Inc. for 19 years. Outside of his advisory role, Collins is also an agent involved in fixed, life, and health insurance sales. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a broad range of services such as brokerage, financial planning, retirement consulting, and managed portfolios, utilizing various asset-allocation tools and third-party platforms to support client investment needs.

Ryan Selleck is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at COUNTRY Capital Management Company and Lincoln Investment Planning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to registered investment companies, and use of AI and algorithmic methods in portfolio management.

Ashley Willaert is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Neil Raisanen is a financial advisor with Raymond James Financial in Saint Paul, MN, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2008. Outside of his advisory role, he operates a branch of OK Financial Inc. as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brenton Ruebling is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with VOYA Financial Advisors and Capital Street Financial, where he also operates as an independent insurance agent. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Shane Benick is a financial advisor with UBS Financial Services in St. Paul, MN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at RBC Wealth Management and involvement with the Town & Country Club and the University of St. Thomas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services.

Lucas Blesener is a financial advisor with Edward Jones in Eagan, MN, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a board member of the Mendakota Country Club in Mendota Heights, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Jessica Sand Peterson is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. She has worked at several firms including Allianz Life Insurance Company of North America and Securian Financial Services. Outside of her advisory work, she serves as treasurer and board member of The Retrievers, a volunteer lost dog team that provides community education and humane trapping services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, access to third-party money managers, and a range of program structures and custodial relationships.

Kimberly Osborne is a financial advisor with Edward Jones in Apple Valley, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a consultant for Beauty Counter, providing skin care and makeup products to her personal network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Bruce Hill is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and previously worked for Woodbury Financial Services, Inc. for 19 years. Outside of his advisory role, he serves as a high school hockey coach for both girls and boys teams in the South Washington County Schools. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools and multiple platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brant Gustafson is currently a Planning Consultant at Fidelity, where he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. His role involves working closely with clients to tailor strategies that align with their individual objectives. Before his current position, Brant served as a Relationship Manager at Fidelity from 2024 to 2025 and worked as a Financial Advisor at Magnifi Financial from 2023 to 2024. These roles have provided him with experience in client relationship management and financial advisory services. Outside of his professional activities, Brant has personal interests that include beach activities, camping, football, and traveling.

Kathryn Stark is a financial advisor with Ameriprise in Stillwater, MN, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 22 years. Outside of finance, she co-owns Sequence Biomechanics Performance Lab, a sports motion capture and analysis business. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Katherine Seitz is a financial advisor with Morgan Stanley in St. Paul, MN, holding a Series 63 designation and 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets through a variety of advisory programs.