Clayton St George is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Fortis Investors, Inc. and Fortis for over 30 years. Outside of advisory work, he is involved in fixed insurance sales. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a broad network of affiliated advisers and advisory platforms, offering integrated brokerage and advisory services with a focus on asset allocation and portfolio construction using a variety of investment products.

Braden Dodds is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and one year of industry experience. He has prior experience at Wells Fargo Home Mortgage, where he worked for ten years. Dodds operates an investment advisory LLC, Dodds Investment Solutions, using Osaic as the broker-dealer. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions, utilizing asset allocation tools and offering access to third-party money managers and wrap programs.

Matthew Adey is a financial advisor with Morgan Stanley Wealth Management in St. Paul, MN, holding a Series 66 designation and offering 21 years of industry experience. His prior roles include positions at PGIM Investments, LLC, and Prudential Investment Management Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Christopher Pankratz is a CFP® with 38 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Financial Dimensions Group, Inc. for 23 years and has been with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for over 31 years. In addition to his advisory role, he owns a sole proprietorship providing life and long-term care insurance services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage, investment advisory, and financial planning services. The firm uses various tools for portfolio construction and supports multiple advisory platforms and third-party managed account solutions.

Patrick Zastrow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Financial Services since 1999 and with Primerica Advisors since 2018. Outside of advisory roles, he is involved part-time in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, with approximately $15.5 billion in assets under management.

Cali Roane is a financial advisor with LPL Financial in Shoreview, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL, Roane has worked with Preferred Resource Group and Thomson Reuters. Outside of advisory work, Roane is involved in retail sales at Indian Hills Golf Course and serves as a sales associate for ticket sales with Independent School District 622. 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 investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and specialized programs for institutional and individual clients.

Jonathan Behnken is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Thrivent Financial and its investment management subsidiary since 2002. Behnken serves as a board member for Good in the 'Hood, a nonprofit organization focused on meal provision and basic care services for underserved community members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial plans without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing structure.

Thomas Starkey is a financial advisor with Equitable Advisors in Arden Hills, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Starkey is a 50% owner and chief manager of Falcon Properties, LLC, overseeing its monthly operations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Richard Dunn is a CFP® professional with 23 years of industry experience, currently with Cetera. His prior roles include positions at Avantax and Osiac Wealth, and he has been principal financial planner and member of Dunncreek Advisors LLC since 2013. Outside of advisory work, he serves as president of the White Bear Avenue Business Association, a nonprofit supporting community development projects in Saint Paul, MN. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers.

Mark Hargis is a financial advisor with Equitable Advisors in Woodbury, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Hargis serves on the boards of several community organizations, including The Minnesota Network and Woodbury Young Life, and holds leadership roles such as Vice President of the Woodbury Lions Club and Chair of the Woodbury Area Prayer Breakfast. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and offering both advisory and brokerage channels to meet client needs.

Dominique Jones is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, Jones worked at Target Corporation for two years and has a background in education from the University of Cincinnati and Westland High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and proprietary tools.

Laura Feintech is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked for the U.S. Department of State for 14 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates structured discovery discussions and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Timothy Valento is a CFP® professional with 36 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Valento holds a Series 63 license and serves as Vice President of Wealth Management as part of his role with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven solutions.

Michelle Griffin is a CFP® professional with five years of industry experience. She is currently with Ameriprise and previously worked at Northwestern Mutual Wealth Management Company. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning through written reports and ongoing advice. The firm’s approach combines investment research, third-party data, and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options.

Tony Mohawk is a Financial Consultant currently working with Fidelity Investments since 2023. He has more than 30 years of experience in the financial services industry, having previously held roles including Managing Director and Vice President at Fidelity Investments from 2006 to 2023, and Relationship Manager at The Vanguard Group between 1995 and 2006. Tony focuses on helping clients pursue their financial goals by identifying their objectives, risk tolerance, and evaluating appropriate options to create personalized financial plans. His extensive background in the industry equips him with the knowledge to collaborate effectively with clients in developing strategies that align with their financial aspirations. Outside of his professional commitments, Tony enjoys activities such as cooking and baking, golfing, hiking, visiting museums, engaging in outdoor adventures, and traveling.

Bethany Hennen is an advisor with LPL Financial holding a Series 66 license. She has been with LPL Financial since 2021 and also operates North Oaks Cleaning LLC. Her prior work experience includes roles at La Grande BeautySpa & Boutique and Odyssey Resorts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, 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, supported by research and model portfolios.

Jason Dean is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He collaborates with clients to plan, craft, and implement financial strategies aimed at providing peace of mind and progress toward their financial goals. His approach emphasizes trust, collaboration, transparency, and ongoing plan adjustments. Jason has accumulated extensive experience within Fidelity Investments, serving as an Investment Consultant from 2019 to 2021, an Investment Solutions Representative from 2018 to 2019, and a Service Representative Equity Trader from 2017 to 2018. Prior to his tenure at Fidelity, he was a QDRO Specialist at Empower Retirement from 2014 to 2017. Outside of his professional work, Jason enjoys a range of personal interests including food, golf, hiking, outdoor adventures, scuba diving, and traveling.

Daunne Schaller is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63 designation and has been with Merrill since 1987. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Katherine Maki is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual, Wells Fargo Clearing Services, Fidelity Investments, and the Natural Science Academy. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Matthew Brewers is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.