Derek Sobota is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2023, he worked at Bank of America and Merrill. He is also a partner and associate financial advisor at Ikigai Operations LLC, a firm that supports the operations and management of his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and operates within a defined investment universe influenced by its affiliated product offerings.

Cole Gagnon is a financial advisor at Ameriprise with one year of industry experience. Before joining Ameriprise, he worked in education-related roles across various school districts and universities. He holds a Series 66 designation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with recommendations based on proprietary research and third-party data.

Matthew Feuling is a financial advisor at Edward Jones in Monticello, MN, holding the CFP® designation and Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018, following a brief tenure at Country Financial. Outside of his advisory role, he is the owner of K&M Pallet LLC, a sales business he has held since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, managing over $1 trillion in assets through a widespread network of advisors and branch offices.

Desiree Campbell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Bank, nA since 2021 and joined Wells Fargo Clearing in 2025. Prior to her financial services career, she held various roles in retail and food service industries. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jordan Kretsch is a financial advisor with OSAIC in Buffalo, MN, holding CFP®, Series 65, and Series 63 credentials and eight years of industry experience. His prior roles include positions at Securities America Advisors and AIS Planning. He operates a business under the name Riverstone Financial Group & Insurance Services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and risk management tools.

Lynn Gilbertson is a Series 63-registered advisor with Primerica Advisors in Saint Michael, MN, with 39 years of industry experience. She has been associated with Primerica Advisors since 1986 and Primerica Financial Services since 1984. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies and owns LCG, Inc., an entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Deveshwar Persaud is a financial advisor at Wells Fargo Clearing with 15 years of industry experience and a Series 63 designation. He has worked with Wells Fargo since 2011, including 10 years at Wells Fargo Clearing. Outside of his advisory role, he owns and operates a handyman services business in Monticello, MN. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Justin Bettinger is a financial advisor with Thrivent Investment Management in Albertville, MN. He holds Series 63 and Series 65 designations and has 12 years of industry experience, all spent with Thrivent Financial and Thrivent Investment Management since 2014. 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 financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Leo Schlangen is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at Investment Centers of America and Ameriprise, where he worked from 2003 to 2016. Outside of advising, he owns H&R Block franchises and Common Cents Tax services. 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, utilizing various investment strategies and technologies, and supports a large network of over 22,900 advisors.

Todd Songstad is a financial advisor with LPL Financial who holds a Series 63 designation and has 27 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he has employment as a package handler with FedEx. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad array of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Nicholas Chihak is a financial advisor at Edward Jones in Monticello, MN, with 2 years of industry experience. He holds a Series 66 designation and previously worked at Abbott Laboratories and Boston Scientific Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Michael Cich is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Kenneth Basten is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. He is also the owner and manager of Kenneth J Basten LLC, a business unrelated to investment activities. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, combining research and modeling with tax-efficient strategies to deliver tailored retirement income recommendations.

Kaylee Isaacson is a financial advisor at Edward Jones in St Michael, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Kaylee held various positions outside the financial sector, including roles at Gordon Trombley Care Taker and R. Social on Main. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment services supported by a large network of financial advisors and branch offices nationwide.