David Flora is a Series 66-licensed advisor with Transamerica Retirement Advisors, LLC, based in Blaine, MN, and has 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2011. Outside of his advisory role, Flora owns and operates a photography business, Dave Flora Photography. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with advisory programs that focus on asset allocation, contribution guidance, and retirement age planning. The firm employs Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized, primarily non-discretionary investment advice.

Justin Herzog is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, managed either by its advisors or selected third-party managers.

David Johnson is a financial advisor at J.W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Parkland Securities and Sigma Planning Corp. Outside of his advisory role, he owns and operates Linwood Harvest and Hive, a hobby farm. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment strategies.

James Kalina is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he performs part-time in a musical group and serves as a board member for the Economic Development Authority in Centerville, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services supported by model portfolios, research, and technology solutions.

Leif Erickson is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 credentials and 12 years of industry experience. He has been with Thrivent and its affiliates since 2015. Erickson serves on the Board of Directors for the Forest Lake Area Chamber of Commerce and is a City Councilmember for Forest Lake, MN, where he also presides over the Economic Development Authority. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses on topics such as retirement, estate, and tax planning, without discretionary portfolio management.

Josiah Parker is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2021. Outside of his advisory role, Parker serves on the board of Operation Dignity International, an organization focused on community development and poverty reduction in Ghana. 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 financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Eric Edson is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. In addition to his advisory role, he is involved with VECTOR MARKETING. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Edward Markgraf is a financial advisor with Primerica Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Financial Services since 1983 and Primerica Advisors since 1999. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered percentage-based wrap fee structure rather than fixed fees.

Cassie Smith Challacombe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she has a non-investment related business involving rental property ownership with her spouse. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gregory Paine is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including managed wrap fee strategies, separately managed accounts, and proprietary mutual funds, and operates under a fiduciary standard.

Robert Jackson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2020, he held roles at Under Armour and Total Wine and More. Outside of advising, he works as a Senior Inventory Analyst at Target Corporation, focusing on improving inventory reliability within distribution and delivery operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, emphasizing periodic reviews and a separation between planning and managed-account services.

John Deleeuw is a financial advisor with Primerica Advisors in Lino Lakes, MN, holding a Series 63 designation and 13 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as involvement with Koch bus company and Island View Golf Club. Outside of advising, he has participated in non-investment activities such as working as an Instacart shopper. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm emphasizes a tiered wrap-fee structure and utilizes third-party asset managers alongside BNY Mellon Advisors for portfolio implementation.

Jeremy Weston is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Nathaniel Conery is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Edward Jones and has held previous roles at LPL Financial, U.S. Bank, RBC Capital Markets, and Bank of America/Merrill Lynch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and operates under a fiduciary standard.

Samuel Dehaven is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience at Investment Centers of America and Bank of the West. He is also an insurance agent with Frandsen General Agency. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Bosway is a financial advisor with Raymond James Financial in Coon Rapids, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he worked for 20 years at 3M Company and spent two years at Sunscape Landscaping, LLC. He is also employed as a wealth advisor at MissionBridge Wealth, where he focuses on prospecting for new clients and servicing existing accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports its services with analytical tools and a broad network of affiliated advisors.

Jason Moehring is a CFP® professional with 32 years of industry experience, currently serving at Thrivent Investment Management in Blaine, MN since 2002. He has been involved with Thrivent Financial for Lutherans throughout his career. Outside of his advisory role, Moehring serves on the finance committee and as treasurer for Our Saviour's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm emphasizes written recommendations across various financial topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Tanya Paine is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Chisago City, MN. She has two years of industry experience and previously worked at General Mills from 2006 to 2017. Outside of her advisory role, she is a co-owner of Revant LLC. 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 manages over $1 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Theresa Ryan is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to entering the financial services industry, she spent eight years with Northern Salt Inc/Interstate Companies. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering various advisory programs and investment solutions through a nationwide network of advisors and branch offices. The firm manages over $1 trillion in assets and operates under a fiduciary standard, providing both discretionary and non-discretionary fee-based strategies.

Steven Halvorson is a financial advisor at J.P. Morgan Securities with over 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank before joining J.P. Morgan in 2026. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.