Jesse Krongard is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2021, previously serving as a Financial Representative and then as a Relationship Manager. Jesse works closely with clients to develop personalized financial plans that manage risk and align with their priorities. His professional experience at Fidelity Investments spans several roles, allowing him to build expertise in client relationship management and financial planning. Jesse's approach involves partnering with clients to pursue their financial goals and striving to find strategies aimed at financial success. Outside of his professional work, Jesse's personal interests include bowling, fitness, golf, and snowboarding.

Jennica Hasbargen is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, Hasbargen serves as president of the Baudette Curling Club and is the owner and property manager of H&A Properties, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Mark Sobiech is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Blaine, MN. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset thresholds, providing detailed written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported retirement planning through a centralized consulting team.

Annette Conley is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. She has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2007. 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 services including financial planning, model portfolio programs, and institutional platforms, combining extensive resources with advanced operational tools.

Lisa Nesser is a CFP® with 39 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. She has worked at Cambridge since 2016 and previously spent three years with Transamerica Financial Advisors. Outside of her advisory role, she operates an independent insurance agency focused on fixed annuity and life insurance products. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Isaac Vanloon is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2002. Outside of advisory work, he owns Isaac VanLoon and Associates, which operates investment-related services primarily for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party managers and custodians.

Samuel Anyamele is a Series 66 licensed financial advisor with 17 years of industry experience. He currently works at J.P. Morgan Securities and has held prior roles at Wells Fargo Bank, US Bank, and Employbridge. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence and incorporates both quantitative and qualitative research.

Shawn Eilefson is a CFP® with 31 years of industry experience, currently affiliated with OSAIC. He has worked at Osaic Wealth, Inc. since 1995 and was with Financial Dimensions Group, Inc. from 2001 to 2024. Outside of his advisory role, he owns a sole proprietorship focused on term and survivorship life insurance. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach that integrates asset allocation, portfolio optimization, and risk management tools, supporting both discretionary and advisor-managed strategies.

Eric Froistad is a financial advisor with Robert Baird & Co. in White Bear Lake, MN, holding a Series 66 designation and having 15 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Michael Eggert is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial for 18 years. He also owns Resource Financial Network, a sole proprietorship focused on the sales of life, disability, long-term care, health insurance, and fixed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs and third-party manager selections.

Eric Lleva is a financial advisor with Ameriprise in Saint Paul, MN, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Ameriprise and its related entities since 1990. Outside of his advisory role, he serves on the Board of Directors for the Fil-Minnesotan Association and is President of the Philippine Center of Minnesota. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering detailed written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to provide tailored advice, with a focus on assets held in Ameriprise-managed accounts.

Nduba Namoonde is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Cetera Wealth Services, LLC since 2013. Prior to that, he was with AdvisorNet Financial for 26 years. 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, financial planning, and various program options including model portfolios and direct indexing.

Robert Miller is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services for 19 years before joining RBC Capital Markets in 2025. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering tailored investment advisory programs and portfolio management solutions through both in-house and third-party managers.

William Bartlett is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Blaine, MN. He has three years of industry experience, including roles at Renaissance Financial and Medicare Medicaid Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Thomas Conlin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. His prior roles include positions at City National Bank, RBC Wealth Management, and Saint John's University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing tailored strategies based on clients' risk profiles and offering a variety of investment options and program structures.

Aaron Lindeman is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Bank NA since 2003 and Wells Fargo Clearing since 2016. He is based in Columbus, Minnesota. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm serves a broad range of clients with both brokerage and advisory solutions and manages approximately $671 billion in assets.

Adam Schutte is a financial advisor with Primerica Advisors in Roseville, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he is a partner in Schutte Family Farms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.

Ericka Schaefer Hanley is a financial advisor with LPL Financial in Minneapolis, MN, holding ChFC® and Series 66 credentials and bringing 15 years of industry experience. Her career includes prior roles at Cetera, North Star Resource Group, and Securian Financial Services, among others. She is also involved as an agent/broker with Augustine + Johnson and North Star Consultants. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Jack Wingerd is a CFP® professional with seven years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Financial Dimensions Group, Inc., Osaic Wealth, Inc., and The Prudential Insurance Company of America. His prior roles include teaching positions at St. John's University. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Barbara Mcfee Peisert is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. She has previously worked with Voya Financial Advisors and serves as Chief Compliance Officer at McFee Financial Group. In addition to her advisory roles, she is the Treasurer of the Financial Planning Association of Minnesota and holds a volunteer finance director position with the Alpha Omicron Pi fraternity. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform combining model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary programs.