Bradley Beck is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Beck serves on the board of Gentry Academy and is involved in independent insurance sales through his own firm, Five Star Financial Resources. Osaic Wealth provides a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Justin Prescott is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Advisory Services and Avantax Investment Services, and has experience as an independent insurance agent through Advisornet Insurance. Prescott is also president of TruPlan Financial Planners, a financial advisory firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Virgil Brenny is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services and National Planning Corporation. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary and advisor-managed strategies as well as third-party managers and proprietary models.

Holly Clemence is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Cetera. She has prior experience at Equitable Advisors and New York Life Insurance Company. Clemence holds a board fiduciary position as Secretary for Women Entrepreneurs of Minnesota. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Pasquale Frattalone is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets. Outside of his advisory role, he operates as an independent insurance agent, selling and servicing health, life, long-term care, and disability insurance, and serves on the supervisory committee of a Minnesota credit union. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Jeremy Mandler is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including U.S. Bancorp Investments, Wells Fargo Clearing, and The RiverGroup Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Douglas Box is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 31 years of experience in the industry. He has worked with multiple firms, including AdvisorNet Wealth Partners and Box Financial Advisors, which he owns. In addition to his financial advisory activities, Box is involved in life coaching through the Exceptional Life Project and manages a numismatics business focused on Bitcoin server performance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Carrie Anton is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Focus Financial Network Inc and Royal Alliance Associates. Outside of her advisory work, she owns a sole proprietorship focused on blogging about ways to alleviate trauma response and illnesses related to long-term stress. OSAIC is a wealth management firm that serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. Its investment approach emphasizes model-based asset allocation and portfolio optimization supported by a range of tools and strategies, including discretionary management and third-party managers.

Chad Olson is a financial advisor with LPL Financial in Forest Lake, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial and its predecessor firm since 2001. Outside of his advisory role, Olson is associated with Wealth Management Midwest, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

Elizabeth Staples is a financial advisor with Ameriprise in Stillwater, MN, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, Staples serves on the Board of Directors for Stillwater Area JO Volleyball and works as an apparel and event coordinator. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Martin Rychley is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of advisory work, he serves as a board member for the Forest Lake Hockey Association, overseeing youth teams. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering various investment strategies, supported by over 10,000 advisors and $256 billion in assets under management.

Braden Dodds is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Home Mortgage for ten years. Dodds also operates an investment advisory LLC, Dodds Investment Solutions. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

David Drolson is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in community activities including serving as a Recreation Gym Supervisor for Forest Lake Area Schools Community Education, volunteering on the finance committee for Forest Hills Golf Club, and fundraising through the Drolson Family Foundation to support local educational scholarships and youth services. He also owns a business selling sports cards and memorabilia. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team.

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.

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.

Stephen Schmidt is a financial advisor with Primerica Advisors in Lino Lakes, MN, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Julienne Entinger is a Series 66 licensed financial advisor with Thrivent Investment Management and has two years of industry experience. She has previously worked with Thrivent Financial and held a position at Housing First Minnesota. Outside of her advisory role, she serves as Track & Field Director and Board Member for the Andover Athletic Association and is actively involved in various volunteer roles at Andover Christian Church, including directing the Children's Christmas Pageant. 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, holistic planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Justin Wolf is a Series 66-credentialed financial advisor with six years of industry experience, currently with Thrivent Investment Management. His prior experience includes roles at State Farm Investment Management Corp and Securian Financial Services Inc. Outside of his advisory work, Wolf coaches track and football at Forest Lake High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and comprehensive written recommendations across a variety of financial planning topics. The firm offers an option to combine planning with managed-account services while keeping the two separate, and does not accept discretionary trading authority for its Dedicated Planning Service.

Abby Moberg is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked for seven years at Procter & Gamble. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Douglas Beck is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, Beck is involved in non-investment activities including serving as trustee of the Beck Family Trust and owning an automotive service and repair business operated by his son. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting discretionary and non-discretionary strategies delivered through a multi-advisor platform.