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Cole N

Series 66

Lake Shore, MN

LPL Financial

Cole Nicholson is a Series 66-licensed advisor at LPL Financial with three years of industry experience. He previously worked at Woodbury Financial Services Inc for one year and was a student for ten years prior to entering the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael R

Series 63

Baxter, MN

Primerica Advisors

Michael Ruzynski is a financial advisor with Primerica Advisors in Baxter, MN, holding a Series 63 designation and 36 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1984. His other business activities include part-time involvement in sales of non-investment home security and automation products through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services largely through model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Atesha B

Series 66

Brainerd, MN

OSAIC

Atesha Barnes Nelson is a financial advisor with Osaic Wealth, Inc. based in Brainerd, MN, holding a Series 66 credential and 18 years of industry experience. She previously worked at SagePoint Financial, Inc. for eight years before joining Osaic in 2023. Nelson is involved in multiple roles related to financial advising and operations management within the Central Choice Insurance Group and Central Choice Financial, including customer service, plan reviews, and compliance duties. She also serves as Vice President of a local networking group. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and private-equity ownership.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mason F

Series 66

Baxter, MN

Edward Jones

Mason Fischer is a financial advisor at Edward Jones in Baxter, MN, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Flagstaff MV LLC, MV Mankato LLC, Target Corporation, and Caribou Coffee Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jonathan A

Series 66

Brainerd, MN

Edward Jones

Jonathan Anderson is a financial advisor at Edward Jones in Brainerd, MN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for 15 years with Brainerd Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of advisory programs and investment options under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Scott N

Series 63, Series 66

Lake Shore, MN

LPL Financial

Scott Nicholson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Prior to joining LPL in 2023, he worked at Woodbury Financial Services for ten years and spent one year at Thrivent Investment Management. Outside of his advisory role, he owns TOP SPLASH SWIM & TRI, LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, managed portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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David J

Series 63, Series 65

Brainerd, MN

LPL Enterprise

David Johnson is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2000. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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