Erica Asada is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and possessing 24 years of industry experience. She has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

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 at OSAIC Wealth Inc with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Sigma Planning Corporation, Parkland Securities LLC, and Thrivent Financial. Fisher is co-owner of North Metro Money Management, a financial advising practice, and serves as an independent licensed insurance agent. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with offerings such as Unified Managed Accounts and third-party money manager programs.

Luke Larson is a financial advisor at Ameriprise with a Series 66 designation and eight years of industry experience. He previously worked at RiverSource Distributors Inc and Viking Meadows Golf Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves detailed recommendation reports and ongoing advice through a centralized service team in collaboration with client advisors.

Alex Sutherland is a financial advisor with LPL Financial in Cambridge, MN, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. Prior to joining LPL Financial in 2022, he worked for a decade at CUNA Brokerage Services, INC, and has been associated with Affinity Plus Federal Credit Union since 2011. Outside of his advisory role, Sutherland is involved in music-related activities under the business name Alex Sutherland Music. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Evan Pinkston is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Prior to his advisory role, he served nine years with the Department of Defense and currently maintains involvement with Unity Bank. Outside of advising, he co-owns CREO Financial Services, which provides payroll and bookkeeping services for local small businesses, and serves on the finance committee of the Tusen Tack organization, assisting with financial policy and budgeting processes. Cetera Investment Advisers LLC operates as an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, with options ranging from automated allocations to customized strategies.

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 with Edward Jones in Isanti, MN, holding a Series 66 designation and eight 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 is involved in managing an agricultural rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Jacob Chesla is a financial advisor at Edward Jones in Isanti, MN, holding a Series 66 designation with nine years of industry experience. He worked at Wells Fargo Home Mortgage from 2005 to 2017 before joining Edward Jones. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Kaden Halverson is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2019. Outside of his advisory role, he serves as Treasurer and is a member of the Board of Directors for Vasaloppet USA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

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.

Anissa Lindahl is a financial advisor with Ameriprise in Isanti, MN, holding a Series 66 designation and bringing 21 years of industry experience. Her previous roles include positions at The Huntington Investment Company, Huntington Bank, and Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s investment approach involves collaborative, non-discretionary recommendations based on internal research, third-party data, and algorithmic tools.

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.

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 with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parkland Securities for 11 years before joining Osaic Wealth Inc. Clem is also a licensed insurance agent, selling life insurance, indexed, and variable annuities. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process includes model-based asset allocation and portfolio optimization, with options for discretionary management, third-party managers, and proprietary models.