Jacob Radabaugh is a financial advisor at Wells Fargo Advisors with one year of industry experience. He previously worked at Green Mill and Bank Cherokee and has held roles in education and other sectors, including Century College and Complete Custom Painting Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored client recommendations.

Eric Mullins is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Cetera and has held positions at Mullins Financial, LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, and Stein Financial Group, LLC. Outside of his advisory work, Mullins is an insurance agent specializing in fixed insurance products and owns a firm focused on expense management. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to both affiliated and third-party investment strategies.

Nathan Kerkow is a CFP® professional with 31 years of experience in the financial industry. He has worked with Ameriprise and its affiliates since 1995 and is currently based in Forest Lake, MN. Outside of his advisory work, he serves on the Board of Directors and as Secretary for the Wildcat Pride Scoreboard Fund, and he is an assistant coach for the boys lacrosse team at Chisago Lakes High School. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Dean Maschka is a CFP®-credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors and Securities America, Inc. Maschka also sells life insurance, long-term care insurance, and fixed annuities on a client-need basis. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple third-party managers and investment platforms.

Ivan Ayala is a Series 66-licensed financial advisor with Edward Jones in Blaine, MN, with one year of industry experience. His background includes roles in psychotherapy and counseling, including work with MinneApple Psychotherapy and BetterHelp. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of assets, offering advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and access to proprietary mutual funds and separately managed accounts.

Greg Nagel is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering customized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets held in Ameriprise-managed accounts.

Mark Stanger is a ChFC® and Series 66 licensed financial advisor with 29 years of industry experience. He is currently with Cetera and has held advisory roles at Flagship Bank and AdvisorNet Wealth Management. Outside of his advisory work, he is involved in selling fixed insurance products and operates a financial services business under the name Landmark Financial Services. Cetera Investment Advisers LLC is a large nationwide firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Christopher Manning is a Series 63 licensed advisor with Primerica Advisors, where he has worked since 1986, totaling 40 years of industry experience. He has also been affiliated with Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and maintains a tiered wrap-fee structure distinct from fixed-fee billing.

James Renn Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, as well as City National Bank since 2017. He serves on the board of the SHJON Podein Children's Foundation, a nonprofit organization involved in fundraising and charitable gifting. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm customizes investment strategies based on client risk profiles and employs a mix of in-house and third-party managers, including options for tax management and responsible investing.

Mark Miller is a CFP®-certified financial advisor with LPL Financial who has 43 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he facilitates the establishment of legal documents through North Oaks Legal Services, LLC and delivers occasional motivational speeches at churches, colleges, and businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Luke Duffney is a financial advisor with Edward Jones in Roseville, MN, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Rize Realty - Covenant Partners for one year and spent 13 years at Gillette Children’s Specialty Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Daniel Guibert is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with LPL Financial in Coon Rapids, MN, and has prior experience at CUNA Mutual Group, Kestra Financial Services, and other firms. Guibert also operates TruStone Financial Advisors, which is related to his work with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Jeffrey Filipek is a financial advisor with LPL Financial, holding a Series 63 license and 33 years of industry experience. He has worked at firms including Cetera, VOYA Financial Advisors, and Jackson National Life. Outside of his advisory role, Filipek is involved in coaching soccer and serves on the board of the Minnesota Soccer Referee Program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Eric Osgood is a financial advisor with LPL Financial in Shoreview, MN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 12 years at National Planning Corporation. Osgood also operates Osgood Financial, Inc., a business entity for tax and investment purposes, and serves as a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and nonprofits through a national network of adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by LPL Research, third-party subadvisors, and model portfolios.

Shaylah Anwar is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services Inc. from 2018 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

Jacob Dittel is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs a variety of tools and third-party resources to construct and manage portfolios across asset classes for diverse client needs.

Joseph Toussaint is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Securities America Advisors and Securities America Inc, as well as operating as an independent agent and running Joseph Toussaint & Associates. Outside of advisory work, he is involved in artisan craftsmanship and works as a sales representative for fixed insurance, annuity, and long-term care products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and multiple investment platforms to construct tailored portfolios.

Mark Hedman is a financial advisor at Cetera with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes positions at Edward Jones and Community Resource Bank. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

Stacey Okan is a financial advisor at Edward Jones with 13 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Joshua Osborne is a financial advisor with Edward Jones in Anoka, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in mortgage finance and education roles and has been a band member for a local cover band, The Low Down, since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.