Jessica Sand Peterson is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms including Allianz Life Insurance Company of North America and Securian Financial Services Inc. Outside of her advisory role, she serves as a volunteer board member and treasurer for The Retrievers, an all-volunteer lost dog team. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with various program options and custodial arrangements.

Kimberly Osborne is a Series 66 licensed financial advisor with Edward Jones in Apple Valley, MN, where she has worked since 2015. She has two years of industry experience. Outside of her advisory role, she works as a consultant providing skin care and makeup products through direct sales. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and offers a range of investment strategies and affiliated financial services.

Bruce Hill is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. Prior to joining LPL in 2026, he worked at OSAIC for two years and Woodbury Financial Services, Inc. for 19 years. Outside of his advisory role, Hill is involved in coaching high school hockey teams for South Washington County Schools. 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 financial planning and asset management services delivered through a large network of advisors utilizing model portfolios and customized strategies.

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.

Lynnly Damm is a Series 66-licensed financial advisor with seven years of industry experience, currently with Cetera Investment Advisers, LLC. She has previously worked at Securian Financial Services Inc and Minnesota Life Insurance Company. Outside of her advisory role, she is involved with GummiBaron Miniatures. Cetera Investment Advisers is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services.

Katherine Terlinden is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has worked at various Cetera entities since 2023 and previously spent over a decade with Securian Financial Services and Minnesota Life Insurance Company. Terlinden has also been involved with the Animal Humane Society of Minnesota. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party money managers across a multi-manager platform.

Marilyn Miles is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Cetera and its affiliated entities since 2023, following a 25-year tenure at Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a large nationwide network of advisors and multiple program structures.

David Schmitz is a financial advisor at OSAIC with 42 years of industry experience and holds a Series 63 designation. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advising, he serves as treasurer of North 20 Brewing Company, a nano-brewery he co-founded with family members in Rosemount, Minnesota. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager selections.

Jerrod Resseman is a Series 66 credentialed financial advisor with Edward Jones in Eagan, MN, where he has nine years of industry experience. Before joining Edward Jones in 2017, he worked at Red Robin International from 2015 to 2017. 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, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the United States.

Seymour Loving is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of his advisory role, he serves on the Board of Directors and finance committee of Pilgrim Baptist Church and is a Scoutmaster for the Boy Scouts of America. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations delivered through a centralized consulting team.

Molly Sproull is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She worked at RBC Capital Markets Corporation for 10 years before joining Robert W. Baird in 2018. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, supported by both in-house and third-party managers.

Allison Butler is a CFP® with 10 years of industry experience currently serving at Edward Jones since 2016. She also has an academic role at UW-Eau Claire. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Anthony Lerud is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Based in Woodbury, MN, he serves clients through the firm's advisory platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Kelly Leigh is a financial advisor with Edward Jones in Eagan, MN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as a brand ambassador for Gray Duck Spirits, promoting their products at regional events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the country.

Joseph Rathmanner is a financial advisor with Cetera in Saint Paul, MN, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Cetera in 2025, he spent five years with Ameriprise. Outside of his advisory work, he tutors math through an educational service called Mathnasium. Cetera Investment Advisers LLC serves 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 various investment strategies and program structures.

Paul Mc Creight is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 2006. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Peter Miles is a financial advisor at Osaic with 18 years of industry experience and holds a Series 66 designation. His prior roles include positions at Woodbury Financial Services Inc. and U.S. Bancorp Investments, Inc. Outside of his advisory work, he is president of St. Croix Wealth Management LLC, which functions as a paying agent for employees and processes traditional insurance sales. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Dimple Wahi is a financial advisor at LPL Financial with 2 years of industry experience. She holds Series 65 and Series 63 licenses and has been working with LPL Financial since 2023, following a tenure at BMO Bank NA beginning in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by a wide network of advisors and various operational tools.