Matthew Svendsen is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. He holds the CFP® designation and multiple securities licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc. from 2022 to 2024. Outside of his advisory role, Svendsen is president and CFO of Be Brave Live Free Inc., where he manages business and financial reporting activities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm utilizes a variety of investment strategies and platforms, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions.

William Hansen is a financial advisor with Thrivent Investment Management in Lake Elmo, MN. He holds a Series 66 designation and has previous work experience at Jamf spanning 16 years. Hansen joined Thrivent in 2025 and has been associated with the firm and its affiliates since then. 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 analyses encompassing a broad range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kyle Heller is a CFP® professional with 17 years of industry experience, currently affiliated with Cetera. His work history includes roles at North Star Resource Group, Minnesota Life Insurance Company, and Securian Financial Services, among others. Heller is also a partner in J&K Acquisitions and involved in several business ventures outside of his advisory work. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Mark Stanger is a ChFC® and Series 66 licensed financial advisor with 29 years of industry experience. He is currently with Cetera and has held advisory roles at Flagship Bank and AdvisorNet Wealth Management. Outside of his advisory work, he is involved in selling fixed insurance products and operates a financial services business under the name Landmark Financial Services. Cetera Investment Advisers LLC is a large nationwide firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Christopher Manning is a Series 63 licensed advisor with Primerica Advisors, where he has worked since 1986, totaling 40 years of industry experience. He has also been affiliated with Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and maintains a tiered wrap-fee structure distinct from fixed-fee billing.

Joseph Byriel is a financial advisor with Edward Jones in Woodbury, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Johan Eriksson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner involved in property management through GyldenKey Partners. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Jackson Plessl is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to define their financial goals and develop tailored portfolio strategies designed to help achieve those goals. Jackson provides ongoing advice and adapts client portfolios as their personal situations evolve. He has expertise in retirement planning, investment management, education planning, family wealth management, tax minimization, and various other areas. Jackson holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree from Kansas State University. Jackson grew up in a military family and has lived around the world, which informs his approach to helping clients create individualized financial strategies. Outside of work, he is involved with community organizations including Feed My Starving Children, Habitat For Humanity, and Second Harvest. Personal interests include boating, hiking, scuba diving, soccer, spending time with his family, and woodworking.

Jessica Madigan is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has worked at Cetera since 2023, following over two decades at Cri Securities, Inc. and Securian Financial Services. Madigan serves as an elected board member of Premier Resource Group, a nonprofit organization. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across various program structures.

Anthony Vang is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He has worked at Merrill since 2021 and previously held positions at CBRE, Robert Half, and other employers. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Miller is a CFP®-certified financial advisor with LPL Financial who has 43 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he facilitates the establishment of legal documents through North Oaks Legal Services, LLC and delivers occasional motivational speeches at churches, colleges, and businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Kenath Harris is a financial advisor at Thrivent Investment Management in Saint Paul, MN, holding a Series 66 designation with eight years of industry experience. Prior to joining Thrivent in 2017, he worked at Burnsville Toyota and served eleven years in the Army. Harris also serves as a chaplain in the U.S. Army Reserve, providing spiritual resiliency and ethics guidance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without discretionary trading authority.

Jeffrey Filipek is a financial advisor with LPL Financial, holding a Series 63 license and 33 years of industry experience. He has worked at firms including Cetera, VOYA Financial Advisors, and Jackson National Life. Outside of his advisory role, Filipek is involved in coaching soccer and serves on the board of the Minnesota Soccer Referee Program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Charles Porter is a Senior Financial Advisor with The Porter Group, a role he has held since 2009. He focuses on implementing comprehensive wealth management strategies and services that include analyzing funds and products, comparing performance results, and aligning asset allocation with each client's investment objectives. Charles provides traditional advice and guidance while maintaining communication on investment opportunities, market trends, and cash flow management to help clients achieve their financial goals. Born and raised in St. Paul, Minnesota, Charles attended Totino Grace High School and earned a Bachelor of Business Management degree from Saint Louis University in 2009. He holds FINRA Series 7 and 66 registrations, NMLS certification (ID: 1483122), Life & Health Insurance licenses, and the Personal Investment Advisor (PIA) designation. Charles resides in Vadnais Heights, MN. Outside of his professional work, Charles enjoys a variety of personal interests including boating, cooking, gardening, golfing, music, scuba diving, spending time with his family, tennis, traveling, and woodworking.

Daniel Hovland is a CFP® and CFA® with 26 years of experience in the financial industry. He has worked at Cambridge Investment Research Advisors since 2012 and is also associated with Gruba, Hovland, & Co. Since 2008, he has operated a business called Tailored Wealth Strategies and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both proprietary and third-party strategies across multiple custody and platform arrangements.

Shane Meldahl is a financial advisor at Morgan Stanley with Series 66 credentials and less than one year of industry experience. Prior to joining Morgan Stanley, he worked briefly at MD Financial Advisors and has held various roles outside the financial sector, including positions in education and food service. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a range of investment services.

Jason Perkins is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. His prior work includes roles at Securian Financial Services, Minnesota Life Insurance, and Thrivent Financial. In addition to his advisory career, Perkins serves as an independent contractor and referee for the Minnesota State High School League, NCAA, and Minnesota Vikings. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, featuring both affiliated and third-party investment options.

Jessica Cripps is a Financial Consultant currently working at Fidelity Investments, where she has been since 2022. In her role, she collaborates with clients to provide a holistic experience and helps to simplify complex financial concepts. Jessica partners and aligns with clients to empower them to make well thought out decisions based on their unique, individual needs. Her professional experience includes positions as an Investment Consultant and Planning Consultant at Fidelity Investments, an Associate Client Account Manager at Stevens Foster Financial Advisors, a Wealth Advisor at Ovation Wealth Advisors, and a Senior Registered Client Associate at UBS Financial Services. This range of experience has contributed to her expertise in financial consulting. Outside of her professional work, Jessica has interests in board games, gardening, movies, music, pets, and singing.

Patrick Gherity is a financial advisor with LPL Financial based in Vadnais Heights, MN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, having previously worked at U.S. Bancorp Investments, Bremer Bank, and Raymond James Financial Services. 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, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Matthew Veldman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to design and implement customized financial strategies aligned with their goals and long-term aspirations. He holds the roles of Senior Financial Advisor and Senior Portfolio Advisor within Merrill, managing discretionary investment strategies and offering tailored advice to diverse clientele including business owners, professional athletes, and families. Prior to joining Merrill in 2015, Matthew was a professional football player in the NFL from 2012 to 2014, playing as a tight end for several teams. He earned a Bachelor's degree from North Dakota State University and holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Certified Plan Fiduciary Advisor (CPFA). His expertise covers wealth transition, retirement strategies, cash-flow analysis, income generation, and defined contribution plan design and administration. Matthew is involved in community initiatives such as Twin Cities R!se, where he contributes to financial literacy and supports individuals transitioning back into the workforce. He resides in Hugo, Minnesota, with his wife Sarah and their two sons. His personal interests include fishing, football, reading, and spending time with his family.