Bradley Sygulla is a financial advisor with Primerica Advisors in New Hope, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1988. In addition to his advisory role, he is involved in selling loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading and execution responsibilities to BNY Mellon Advisors.

Fred Lawless II is a CFP® and ChFC® with 33 years of industry experience, currently advising at Ameriprise in Shoreview, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is an owner of LCBO, LLC, a business that manages aspects of his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research, algorithmic tools, and collaboration between a centralized service team and individual advisors.

Christopher Pankratz is a CFP® with 38 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 1995 and previously with Financial Dimensions Group, Inc. from 2001 to 2024. He also owns a sole proprietorship providing life and long-term care insurance. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization.

Michael Hoffman is a CFP®-designated financial advisor with Ameriprise in Plymouth, MN, and has 36 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1989 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved as Chief Manager of Migadeza Partners LLC, a real estate investment and leasing business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James O'Halloran is a CFP® professional with 27 years of industry experience, currently advising at Cetera. He has held positions at Avantax Advisory Services and Avantax Insurance Agency and operates his own tax and financial services firm. Additionally, he teaches accounting and tax courses at St. Paul College. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a nationwide network of independent advisors.

Benjamin Goodrich is a CFP® with 10 years of experience in the financial services industry. He is currently with Fidelity Investments and has previously worked at Prudential-related entities and Northwestern Mutual. His background includes roles at multiple firms spanning advisory and investment services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Cali Roane is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has held roles at several organizations including Thomson Reuters and Preferred Resource Group, alongside her current positions with LPL Financial and Independent School District 622. Outside of advisory work, she is involved in retail sales at Indian Hills Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advisory services through a large network of investment adviser representatives.

Thomas Starkey is a financial advisor with Equitable Advisors in Arden Hills, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside his advisory role, he is a 50% owner and managing partner of Falcon Financial Group LLC and also serves as chief manager and 50% owner of Falcon Properties, LLC, which owns his office space. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a range of proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Daniel Adams is a financial advisor with Cetera in Blaine, MN. He holds the CFP® and ChFC® designations, along with the Series 66 license, and has five years of industry experience. His career includes roles at Box Financial Advisors and AdvisorNet Financial Inc., among others. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of program structures with access to third-party money managers.

Shannon Johnshoy is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2014 and is a co-owner of Constellation Holdings LLC, an investment-related business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team that supports its financial advisors.

Nathan Dwyer is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Voya Financial Advisors, Inc., LPL Financial, and Level Four Advisory Services LLC. He also serves as a non-producing registered representative at McFee Financial Group, where he focuses on financial planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management solutions and operates a multi-manager platform that allows advisors to use affiliated and third-party managers or create customized strategies.

Jessica Johnson is a financial advisor with Raymond James Financial Services, Inc., holding a Series 66 credential and seven years of industry experience. She has also worked with PFK Financial Services Inc. and EXECUTIVE Public Accountants, where she provides clerical and client service support. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports various advisory programs and public finance services.

Nicolas Hartlage is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., FSC Securities Corporation, and Financial Concepts. He is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Bridget Blankenship is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation. She has been with Edward Jones since 2026 and has 20 years of prior experience at Target Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Hollway is a CFP® with 42 years of experience in the financial services industry. He is currently affiliated with OSAIC and has previously worked at Royal Alliance, Signator Investors, Inc., and Wells Fargo Investments. Outside of his advisory role, he manages a sole proprietorship involved in securities marketing and also solicits health and life insurance business as an agent. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate clients, through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various discretionary and third-party management options.

Brooks Staples is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Tiffany Hammer is a financial advisor with Morgan Stanley in Plymouth, MN, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and operates a rental cabin in Crosslake, California. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and approved planning tools, serving clients through both direct and corporate agreements.

Diane Lang is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2005. Outside of her advisory role, she is involved with TC Trailmarkers LLC in a paraplanner and administrative capacity. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Benjamin Freeby is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior roles include positions at RBC Capital Markets and involvement with YMCA and Bethel University. Outside of his primary advisory work, he is active as an insurance agent, focusing on fixed and variable annuities as well as life and long-term care insurance, and he manages a wealth management LLC involved in client portfolio management and financial planning. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization and supports various managed account programs and third-party money manager strategies.

Robert Arnoldy is a Certified Financial Planner® with 29 years of industry experience. He has worked at Ameriprise Financial Services since 2017, following a one-year tenure at JP Morgan Securities and JP Morgan Chase Bank. 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, focusing on dependable income sources and tax-aware withdrawal strategies.