Hope Burns is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. Outside of her advisory role, she owns and operates several small businesses, including InstaGlam LLC, an online retailer of clothing and jewelry, and HB Holding Ventures LLC, which manages bookings; she also works as a fashion stylist for the Cabi clothing line. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both 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 at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge Investment Research since 2016. Outside of his advisory role, he is an independent insurance agent and a notary public through his firm, Nesser & Nesser Financial Group. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services delivered through a network of independent Financial Professionals utilizing various portfolio management and model-based solutions.

Zachary Schlegel is a CFP® with eight years of industry experience. He is currently with OSAIC and previously worked at Northwestern Mutual Wealth Management Company and related entities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

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 with LPL Financial in Roseville, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Affinity Plus Federal Credit Union, CUNA Brokerage Services, Inc., IFS Financial Services, Voya, and other firms. He also worked 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a broad platform of affiliated financial services.

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 Series 66 licensed financial advisor with 12 years of industry experience, currently with OSAIC since 2021. He previously worked at several firms including AdvisorNet Financial Inc. and Cetera Advisor Networks. Outside of his advisory role, Erdmann is a CPA providing tax preparation and planning through Erdmann Financial Planning LLC and also engages in fixed insurance sales. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and unified managed account solutions.

Michael Callanan is a CFP® professional affiliated with Cetera in Plymouth, MN, with 10 years of industry experience. He has held roles at Avantax Advisory Services and its related entities since 2016, and currently serves as a financial advisor at MRK Financial Solutions and Truplan Financial Advisors. His other business activities include providing financial planning through MRK Financial Solutions and Truplan Financial Planners. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services, utilizing a multi-manager platform with multiple program structures and custodial relationships.

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.

Patrick Kelly is a CFP®-designated financial advisor with Raymond James Financial, based in Plymouth, MN, with 41 years of industry experience. He has been with Raymond James since 2007 and leads Patrick F. Kelly & Associates. Outside of his advisory work, he operates a storage rental business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional accounts. The firm offers tailored, non-discretionary planning and supports a range of advisory programs within a large advisor network.

Benjamin Tollander is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Wealth Enhancement Brokerage Services, Wealth Enhancement Advisory Services LLC, Wealth Enhancement Group, and LPL Financial, among other firms. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Steven Haagenson is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Cambridge Investment Research Advisors and Accord Financial Strategies. Haagenson is also president of Accord Benefit Resources, a company focused on health insurance sales, and he has experience as an insurance agent selling life, health, disability, annuities, and long-term care products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services with an emphasis on portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Travis Peterson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo, Sniezek Group Agency, and US Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Pierson is a Series 66-registered financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for seven years and Financial Dimensions Group, Inc. for six years. He also has experience with Ecumen. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.