Dean Peterson is a financial advisor with Cetera in Plymouth, MN, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked with several firms, including Avantax Insurance Agency and TruPlan Financial Advisors, where he specializes in qualified retirement plans. Outside of advising, Peterson is a member of Coming In Hot Racing LLC, which involves managing communications and administrative tasks related to horse racing. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, employer-sponsored plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to implement various investment strategies under discretionary and non-discretionary authorities.

Matthew Guyer is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He is also a partner at CarlsonSV, LLP, where he manages the Golden Valley, Minnesota office and supervises tax planning, preparation, and consulting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Samuel Johnson is a financial advisor with Ameriprise in Coon Rapids, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2023, he worked at U.S. Bank and Applebees, and he has been involved with Bricks Kitchen and Pub since 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports through a centralized consulting team.

Alexander Pruitt is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors and Goff, Pruitt & Associates. Outside of his advisory role, he is a consultant for Allcat and Alacrity Claims and part owner of Goal Kick Sporting Goods. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization.

Doreen Schmidt is a CFP® with 21 years of industry experience, currently advising at OSAIC since 2024. Her previous roles include positions at Woodbury Financial Services, Inc. and Questar Capital Corporation. Outside of her advisory work, she owns and operates a sole proprietorship selling original artwork on Etsy. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with an emphasis on model-based asset allocation and portfolio optimization.

Stephen Papineau is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial since 2024. His prior experience includes roles at OSAIC and Focus Financial Network, Inc. from 2017 to 2024, as well as Securian Financial Services and Minnesota Life Insurance Company from 2004 to 2017. 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, utilizing model portfolios and third-party subadvisors with both discretionary and non-discretionary strategies.

Brian Macho is a CFP® professional with 35 years of industry experience, currently serving at Thrivent Investment Management since 2002. Based in Minneapolis, MN, he has worked with Thrivent Financial for Lutherans and its investment management division for 24 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm combines goal-based planning with managed-account programs through a consolidated billing option, while maintaining separation between planning and portfolio management services.

Aaron De Long is a financial advisor with LPL Financial based in Coon Rapids, MN, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Thrivent Financial and AMG Prime. In addition to his advisory work, he serves as a business manager at Trinity Lutheran Church and School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of investment programs and utilizes both proprietary research and third-party strategies to meet client needs.

Craig Jergenson is a CFP®-designated financial advisor with over 42 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp. for nine years. Additionally, he has operated Coach Craig Jergenson as a separate business since 1994. 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, and institutional platforms, supported by both proprietary research and third-party strategies.

Jenny Karst is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked at Target for 13 years. Outside of her advisory role, she holds a power of attorney position involving medical decision making and bill paying. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers standalone planning or combined planning and managed-account services under its WealthPlan billing option.

Katherine Zobro is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones in 2025, she worked for eight years at Mounds View Public Schools and four years at Roseville Area Public Schools. Outside of her advisory role, she is involved with BioLife Plasma Services as a plasma donor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network as well as affiliated capabilities beyond traditional advisory services.

Brenda Roux is a financial advisor with Thrivent Investment Management in Elk River, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, Roux is an Independent Sales Consultant for Norwex cleaning products and serves on the boards of the Elk River Area Chamber of Commerce and NAIFA-Minnesota. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining the separation of these services.

Todd Utecht is a CFP® and CFA® with 24 years of industry experience. He is currently with LPL Financial and has previously worked at CUNA Brokerage Services, Inc. and Affinity Plus Federal Credit Union, where he continues to serve as an advisor. Outside of his advisory roles, he owns a non-investment related business, Peiper Properties, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational tools and a broad platform of non-advisory financial activities.

Ashlie Kaess is a financial advisor with Ameriprise in Dayton, MN, holding a Series 63 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. She owns a single-member LLC established to manage her Ameriprise franchise business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported retirement-income recommendations.

Mark Tollander is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm location in Shoreview, MN. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, non-discretionary recommendations.

Juan Preciado is a financial professional at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, Equitable Advisors, and Arvest Wealth Management. Outside of his advisory role, he is president of Precious Legacy LLC, an entity used for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Bruce Wells is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory role, he serves as a trustee of his parents' trusts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles and implements portfolios through a combination of in-house and third-party managers with various options for rebalancing, tax management, and responsible investing.

Timothy Fink is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Prime Therapeutics LLC. He is involved in sales of loan products and home-related service referrals through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based portfolio strategies managed by unaffiliated asset managers.

John Wolkerstorfer is a CFP® and holds a Series 66 designation, with 24 years of industry experience. He has been with Ameriprise since 2005, currently serving in their Maple Grove, MN office. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Matthew Wingerd is a Series 66-licensed advisor with LPL Financial based in New Brighton, MN. He has been with LPL Financial since 2022 and has no prior industry experience. Outside of his advisory role, he has been involved with Highland Park Little League for several years. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools that assist advisors in research and operations.