Justin Feigal is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has previously worked at BMO Harris Financial Advisors, U.S. Bancorp Investments, US Bank, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management.

Richard Shaeffer is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Based in Plymouth, MN, he is part of a large network of financial advisors at the firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mitchel Rehbine is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at OSAIC since 2023 and was previously affiliated with Sagepoint Financial, Inc. for 18 years. Outside of his advisory role, he is involved as a statutory agent for a corporation marketing insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers a range of integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include various asset classes and supports multiple advisory platforms and third-party managed solutions.

Lisa Hanson is a financial advisor with Ameriprise in Oak Grove, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, delivering detailed income and tax strategy recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to provide tailored guidance and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Smith is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2021, previously serving at VOYA Financial Advisors. Outside of his advisory role, he is involved as a replay technician for the Big Ten Athletic Conference and officiates games for the National Football League. He also serves on the alumni board for Saint Thomas Academy. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Craig Twombly is a CFP® with over 31 years of industry experience. He is currently affiliated with Osaic through Financial Dimensions Group, Inc., where he has worked since 2006. Outside of his advisory role, he is a partner in a commercial real estate venture in New Brighton, MN. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and a variety of investment vehicles managed via both discretionary and non-discretionary accounts.

Phillip Gartner is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and concurrently serves in the Minnesota National Guard. Outside of his advisory role, he is involved as a youth soccer coach and trainer with the St Croix Soccer Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Ryan Thimjon is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. Prior to joining RBC in 2025, he worked at Korn Ferry for eight years and Feltl and Co for three years. Outside of advisory work, Thimjon serves on the board of directors for the homeowners association of his condominium building. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Addie Ng is a financial advisor with Equitable Advisors in Maple Grove, MN, holding Series 63 and Series 65 credentials and 44 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of her advisory role, she owns Source One Insurance Agency and provides accounting services through Addie H. Ng & Associates. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through various third-party managers and employs a hybrid referral and implementation model to tailor services to client goals and risk tolerance.

Christine Ansley is a financial advisor with Osaic Wealth, Inc. in Arden Hills, MN, holding a Series 66 credential and six years of industry experience. She has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2020 and has been associated with Financial Dimensions Group Inc. since 2016. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management while maintaining a complex corporate structure involving multiple mergers and private-equity ownership.

Peter Haagenson is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. His prior work includes roles at VMware and Blue Medora. Haagenson holds positions at multiple financial advisory entities, working with clients on investments, estate planning, and financial needs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.

David Hitchcock is a CFP® and ChFC® with 35 years of industry experience. He has worked at OSAIC since 2026 and previously spent over two decades at G.A. Repple & Company and Northtown Capital Strategies. Hitchcock has also been self-employed since 1989. OSAIC serves a broad client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and portfolio management, utilizing proprietary tools and third-party platforms to construct diversified investment portfolios.

Stephen Branham is a financial advisor with Cambridge Investment Research Advisors in Minneapolis, MN, holding a Series 63 credential and 36 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firms since 2004. Outside of his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a variety of portfolio management solutions, including proprietary and third-party models, across multiple platform arrangements with both discretionary and non-discretionary strategies.

Glenn Stewart is a financial advisor with Ameriprise, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on assets managed within Ameriprise accounts.

Robert Harris is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1996 and continues to work with Ameriprise in Stillwater, MN. He holds the Series 63 designation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor input and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Pilar Oppedisano is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2019 and was previously employed at General Mills from 2013 to 2019. Pilar holds Series 65 and Series 63 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Matthew Borchert is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Borchert is a co-owner and managing partner of PASJ LLC, a pass-through entity that supports the management and operations of his financial practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver detailed, non-discretionary recommendation reports that incorporate sophisticated modeling and tax-efficiency analysis. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jake Anderson is a CFP® with 10 years of industry experience, currently affiliated with OSAIC. He has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2015 and has prior experience with Financial Dimensions Group, Inc. In addition to his advisory role, he is a licensed insurance agent selling life, long-term care, and disability insurance to individuals and businesses. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing, and supports a variety of investment vehicles and third-party managed-account solutions.

Jed Lund is a financial advisor with Osaic Wealth, Inc. based in Plymouth, MN, holding a Series 63 designation and with 20 years of industry experience. His career includes roles at Focus Financial, Advisornet Wealth Management, Cetera Advisor Networks, Woodbury Financial Services, Questar Asset Management, and Sandvold Financial Group. Additionally, he is a separately licensed independent insurance agent. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to manage portfolios across a range of investments on both discretionary and non-discretionary bases.

Briana Ardolf is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. She has worked at JPMorgan Chase Bank and Wells Fargo Advisors and has experience with the Brewery Running Series. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting delivered through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.