Lawrence Tate is a financial advisor at Cetera with 26 years of industry experience. He holds the ChFC® and Series 66 credentials and has worked with firms including Cri Securities and Midwest Wealth Advisors. Outside of advisory roles, he serves on the board of a homeowners association in Clearwater, Florida. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to both affiliated and unaffiliated managers.

Arron Walburg is a financial advisor at Edward Jones in Isanti, MN, with two years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Bank NA for 12 years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over four million accounts and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Travis Fisher is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Parkland Securities LLC, and Thrivent Financial. Outside of his advisory work, he is co-owner of North Metro Money Management, which provides holistic financial advice, and he serves as president of Fisher Financial Advising Inc. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management options, employing asset-allocation tools and third-party platforms to tailor investment strategies.

Alex Sutherland is a financial advisor with LPL Financial in Cambridge, MN, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He previously worked at CUNA Brokerage Services, INC for 10 years and has been affiliated with Affinity Plus Federal Credit Union for 15 years. Outside of his advisory role, he is involved in music through a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Steven Schwarzbauer is a financial advisor at Edward Jones in Cambridge, MN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as chief manager for a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a variety of advisory programs and investment solutions under a fiduciary standard.

Jeremiah Sedler is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding a Series 66 designation and having 10 years of industry experience. He has been with Thrivent Financial since 2015. Outside of his advisory role, Sedler serves on the Isanti County Planning Commission and is a board member of Reckless Abandon Ministries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Keith Lantta is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for 25 years at Sysco Minnesota. Outside of his advisory role, he manages agricultural land rental in Vance Creek, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Jacob Chesla is a financial advisor at Edward Jones in Isanti, MN, with eight years of industry experience. He has held his current position since 2017 and previously worked at Wells Fargo Home Mortgage from 2005 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

David Nordmeier is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms including Midwest Wealth Advisors and Minnesota Life Insurance Company. Nordmeier is the owner of Nordmeier Financial, Inc., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party money managers.

Kaden Halverson is a financial advisor with Ameriprise in Cambridge, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, he worked at the University of Minnesota Duluth, AdventureKeen, Kwik Trip, and Mora High School. He serves on the Board of Directors for Vasaloppet USA as Treasurer. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gregory Peichel is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Renn Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, as well as City National Bank since 2017. He serves on the board of the SHJON Podein Children's Foundation, a nonprofit organization involved in fundraising and charitable gifting. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm customizes investment strategies based on client risk profiles and employs a mix of in-house and third-party managers, including options for tax management and responsible investing.

Brody Halverson is a financial advisor with Ameriprise in Cambridge, MN, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides ongoing retirement-income planning advice and written Recommendation Reports focused on dependable income sources and tax-aware withdrawal strategies.

Jessica Andersen is a financial advisor at Edward Jones in Cambridge, MN, holding a Series 66 designation and starting her industry experience in 2023. Prior to joining Edward Jones in 2025, she worked at Jesse Johnson State Farm, Voila Real Estate, Serene Oaks Dental, and Acqua Wine Bar. She has experience across insurance, real estate, dental services, and hospitality sectors. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and offices.

Barry Springborn is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding the CFP® designation and Series 63 and 66 licenses. He has 26 years of industry experience and has been with Thrivent and its predecessor organizations since 2002. Outside of his advisory role, he manages a family farm growing corn and feeding beef steers, and serves as chairman of the council and board member for Christ Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial plans across a wide range of topics. The firm emphasizes planning delivered by financial advisors without discretionary trading authority and offers combined planning and managed-account services under a consolidated billing option.

Cody Clem is a financial advisor at Osaic Wealth Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parkland Securities. Clem is also a licensed insurance agent, selling life insurance and annuities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options, utilizing asset-allocation tools and risk-tolerance assessments to construct tailored portfolios.