Carrie Anton is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Focus Financial Network Inc and Royal Alliance Associates. Outside of her advisory work, she owns a sole proprietorship focused on blogging about ways to alleviate trauma response and illnesses related to long-term stress. OSAIC is a wealth management firm that serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. Its investment approach emphasizes model-based asset allocation and portfolio optimization supported by a range of tools and strategies, including discretionary management and third-party managers.

Robert Gebhard is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995 and was previously involved with Storycraft from 1990 to 2021. Outside of advisory work, he participates in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors is a large-scale firm serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm utilizes model-delivery strategies created by unaffiliated asset managers and offers discretionary separately managed accounts, with trade execution and custody supported by BNY Mellon Advisors and Pershing.

Austin Boniface is a CFP® with nine years of industry experience, currently affiliated with LPL Financial. He has previously worked at Magnetic North Advisors and Augsburg College and has been associated with Legacy Capital since 2016. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Heikki Rouvinen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 15 years with Deco Catering and Green Mill Restaurants. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Mark Gallagher is a CFP® with 42 years of industry experience, currently serving as a financial advisor at OSAIC Wealth Inc since 2025. Prior to this, he worked for Commonwealth Financial Network for 30 years and has operated Gallagher Financial Services since 1984. Outside of advisory work, he owns and operates income tax preparation and health insurance businesses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party manager options.

Adri Mehra is a financial advisor at Cetera with 13 years of industry experience. Mehra holds the Series 63 designation and previously worked at Ameriprise Financial Services, Inc. for eight years before joining Cetera in 2023. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options including third-party managers, model portfolios, and bespoke strategies.

Jordan Fowler is a Financial Consultant at Fidelity Investments, bringing a focus on simplifying complex financial matters. In this role, Jordan collaborates with clients to organize their financial situations and develop customized financial plans utilizing Fidelity's tools and resources. Jordan has accumulated experience in various financial advisory positions including roles as an Investment Consultant, Planning Consultant, and Investments Solutions Representative at Fidelity Investments, as well as an Investment Counselor at Fisher Investments. This progression reflects a deepening expertise in financial planning and investment strategies. Outside of professional responsibilities, Jordan enjoys activities such as camping, fitness, spending time at the lake, outdoor adventures, skiing, and caring for pets.

Brian Mc Quade is a financial advisor at Edward Jones in River Falls, WI, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a past president of the River Falls Rotary and has officiated youth hockey for more than 30 years. 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 under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Christopher Kuechenmeister is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. He has previously served in the Wisconsin Army National Guard and held roles at Ciranda and Home Pro America. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm’s approach combines holistic analysis with optional managed-account programs under a consolidated billing option.

Gero Feaman is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Securian Financial Services Inc. and CRI Securities LLC. He is currently based in St. Paul, MN. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Benjamin Lewis is a financial advisor with RBC Capital Markets who holds a Series 66 designation and has four years of industry experience. He previously worked at Tenet Corp and API Inc before joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Kurt Kobes is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Robert W. Baird & Co. since 2016, following roles at Wells Fargo Clearing and Edward Jones. Outside of finance, he operates a small photography business specializing in one event per year. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through various financial planning and portfolio management services.

Kenton Dotas is a financial advisor with Edward Jones in Oakdale, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, ranging from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Schulte is a financial advisor at Edward Jones with 21 years of experience in the industry. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, he was with UVest Financial Services Group, Inc. and TCF National Bank/TCF Insurance. 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 strategies, separately managed accounts, and affiliated mutual funds.

Christopher Schwartz is a financial advisor at UBS Financial Services with 13 years of industry experience. He has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to clients.

Alexander Farley is a financial advisor with Cetera in Eagan, MN, holding a Series 66 designation. He has recent experience with Farley Financial Partners and Infor, and has been with Cetera since 2025. His background includes roles at educational institutions and retail prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment options and oversight, supporting over 10,000 advisors and managing more than $256 billion in assets.

Rebecca Bown is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and offers access to various investment products and strategies, managing approximately $2.74 trillion in client assets.

Sor Her is a financial advisor at J.P. Morgan Securities with 15 years of experience. He holds Series 63 and Series 65 designations and has worked previously at Bank of America and Merrill. He is based in Woodbury, MN. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Eric Wenzel is a financial advisor with LPL Financial in Oakdale, MN, holding a Series 63 designation and over 31 years of industry experience. He has previously worked with OSAIC and SagePoint Financial, and he has operated Wenzel Financial Services since 1992. 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, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and advanced research tools.

Amy Wild is a financial advisor with Edward Jones in Mahtomedi, MN, holding a Series 66 designation and ten years of industry experience. She has been with Edward Jones since 2016 and also operates Wild Staging & Organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.