Mark Sunberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held roles at Cetera since 2013 and is the owner of Sunberg Capital Partners, Inc. Outside of his advisory work, Sunberg is a co-owner of Red's Savoy Pizza, a restaurant in St. Paul, MN, and serves as vice president and board member of Discern Capital Inc, a holding company for private investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures and custodial relationships.

Rhys Gailah is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at Wells Fargo and USI Insurance Services and is also involved with Think Financial Planning in Edina, MN. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Angela Krebsbach is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2000, focusing on helping clients realize and achieve their financial goals. Angela works closely with clients to understand their priorities and designs tailored wealth management plans based on their individual needs. Her expertise includes retirement income planning, managing wealth through life transitions such as divorce or the loss of a spouse, building business liquidity, and estate planning. Angela holds multiple professional designations, including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). She earned a Bachelor's degree from the University of St. Thomas and a Master's degree in Business Taxation from the University of Minnesota Carlson School of Management. Prior to joining Merrill, she worked as a Certified Public Accountant for eight years. Angela resides in Lake Elmo, Minnesota. She participates in community activities including Minnesota Veterans Homes, Feed My Starving Children, and the Ryder Cup. Her personal interests include golfing, hiking, reading, spending time with family, traveling, and practicing yoga.

Josie Reichwald is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she is a minority owner and treasurer of PRJR LLC, a business entity established for tax and payroll purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver written, non-discretionary recommendations, often utilizing algorithmic automation reviewed by a dedicated oversight committee.

Jessica Greenig is a financial advisor at Osaic with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at GT Financial Advisors and Woodbury Financial Services, Inc. In addition to her advisory role, she is an insurance producer selling life and traditional insurance products and fixed annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization, supported by various investment programs and third-party manager options.

Pajtsheng Vang is a financial advisor with Primerica Advisors in Saint Paul, MN, holding a Series 63 designation and 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in selling home security and automation products through a co-located affiliate and owns a raw land investment. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Stephen Magistad is a financial advisor with Charles Schwab in Saint Paul, MN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Lenin Ibarra is a financial advisor with Primerica Advisors in Saint Paul, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His previous roles include positions at Transamerica Investors Securities Corporation and Wells Fargo Clearing. Outside the financial sector, he has worked for Metro Transit. Primerica Advisors sponsors and manages a wrap-fee asset management program for individual, corporate, and charitable clients. The firm employs model-driven strategies developed by unaffiliated asset managers and supports trade execution through recognized custodians, serving a broad client base with approximately $15.5 billion in assets under management.

Autumn Schinka is a financial advisor with Thrivent Investment Management in Cottage Grove, MN. She holds the Series 66 designation and has three years of industry experience. Prior to joining Thrivent, she spent 20 years at Best Buy Co., Inc. Outside of advising, she works occasionally as a freelance video producer and director and serves as president of the Stillwater Area High School Girls Golf Booster Club. 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 planning covering a wide range of financial topics, with the option to combine planning with managed-account services under a consolidated billing system.

Kristy De Los Santos is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo and in the abstract and title industry. Prior to her financial career, she spent five years at a veterinary referral and emergency clinic. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Philip Bruneau is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked with Merrill since 1990 and also has been affiliated with Bank of America since 2011. Outside of his advisory role, he is involved as an owner and managing member in family ranching and farming operations in Montana. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lawrence Donna is a financial advisor with LPL Financial in Oakdale, MN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Garret Swenson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at EFS Advisors and Wehner & Associates. Prior to his advisory roles, he was employed at the University of Minnesota, Instacart, and Northfield Public Schools. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, tax analysis, and adaptive withdrawal strategies, delivered through a centralized consulting team in collaboration with the client’s financial advisor.

Christopher Greene is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has been with Charles Schwab since 2025. Prior to his current role, he gained experience in banking and hospitality. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm combines a large client base with integrated brokerage, custody, and advisory services.

Donna Herem is a financial advisor with Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services supported by structured planning tools and a range of investment programs.

Garrett Bassett serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. Prior to joining Fidelity, he worked as a Financial Consultant at Ameriprise Financial from 2012 to 2016. In his current position, he focuses on building long-term relationships with clients by developing personalized financial plans tailored to their goals, concerns, and priorities. As a Certified Financial Planner (CFP®) professional, Bassett provides guidance in areas including retirement planning, investment management, and broader financial planning needs. He is committed to offering ongoing support to clients and is available for in-person, phone, or virtual meetings.

Gregory Pierce is a financial advisor at Osaic with 52 years of industry experience. He holds a Series 63 designation and has previously worked at Fortis Investors, Inc. since 1993. Outside of advisory work, he operates an insurance agency that sells various annuity products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and multiple strategy options.

Erik Grinde is a financial advisor with Thrivent Investment Management in Woodbury, MN, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 planning that covers a range of topics, including retirement and estate planning, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

John Dahlberg is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at CRI Securities, Securian Financial Services, and Minnesota Life Insurance Company. Outside of financial advising, he works as an independent contractor realtor. Cetera Investment Advisers LLC serves a broad range of clients including individual investors, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Courtney Wasowicz is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her prior experience includes roles at Securian Financial Services Inc and Minnesota Life Insurance Co. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored 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 with access to affiliated and third-party investment managers.