Daniel Hocking is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at City National Bank for nine years and RBC Capital Markets for seventeen years. Outside of his advisory role, he contributes to the marketing and communications efforts of Interval Servicing, a timeshare membership company. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Richard T Sachse is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2012. In addition to his advisory role, he provides business strategy and operations assistance to a manufacturing company specializing in die cast metal parts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Benjamin Hoeffler is a CFP® professional affiliated with Charles Schwab, with 17 years of experience in the financial industry. His career includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade, prior to joining Charles Schwab and Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Dennis Dussik is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes 31 years at Fortis Investors, Inc./Woodbury Financial Services, Inc. Dussik also operates Dussik Financial Group, a business entity for tax and investment purposes. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Eby is a financial advisor at Edward Jones with three years of industry experience. He previously worked at New York Life/D55 for four years and served seven years in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Viridiana Mc Murray is an advisor with LPL Financial and holds a Series 66 credential. She has experience working at LPL Financial since 2021 and has also been associated with Schadel Financial Group and Intermark Management. Prior to her advisory roles, she worked with Learning Care Group and the Boys & Girls Clubs of Indian River County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of investment services and platforms.

Chelsea Spande is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated entities since 2023, following nearly a decade at Securian Financial Services Inc and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform offering both discretionary and non-discretionary program options.

Valerie Ralph is a financial advisor with Ameriprise Financial Services in St. Paul, MN. She holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Ameriprise in 2025, she worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2020 to 2025, as well as Edward Jones from 2008 to 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning. The firm’s retirement service relies on proprietary research and algorithmic tools and features enrollment criteria that require a minimum level of investable assets, with a product lineup influenced by its affiliated fund firms.

Keith Vandell is a financial professional with 28 years of industry experience, currently associated with Cetera. He holds a Series 63 designation and has previously worked with Securian Financial Services, Inc. and Minnesota Life. Vandell is also a partner in Waypoint Wealth Group LLC and engages in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Darin Brommer is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 14 years of industry experience. He has been associated with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of his advisory work, he co-owns a catering and fine woodworking business with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing Wells Fargo's research and planning tools to develop tailored recommendations.

Shayna Boyle is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 credentials and two years of industry experience. She has been with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of her advisory role, she is involved with Wings Homeschool, Instacart, Lifetime Fitness, and the YMCA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

William Style is a financial advisor with Morgan Stanley in St. Paul, MN, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market models to support client financial plans.

Emma Monk is a CFP® professional affiliated with OSAIC, with three years of industry experience. Her prior roles include positions at Woodbury Financial Services Inc, GT Financial Advisors LLC, and WMG Waznik Moseler Group LLC. Outside of her advisory work, she serves as a Zamboni driver and facility manager at the Roseville Skating Center. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a platform that supports both discretionary and advisor-managed strategies.

Samantha Pilacinski is a financial advisor at LPL Financial with two years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work history includes roles at QBE North America and True Vision MN LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of investment programs and uses both proprietary and third-party strategies, supporting advisors with research and technology tools.

Andrew Vincelli is a Series 66-licensed financial advisor with UBS Financial Services in St. Paul, MN, where he has worked since 2015, accumulating 11 years of industry experience. He serves on the board of directors for the Rotary Club of St. Paul, a volunteer organization focused on local and international community initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets and financial planning solutions.

Kurt Galenti is a financial advisor at Ameriprise with 43 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 22 years. Outside of his advisory role, he is a co-owner of Sequence Biomechanics Performance Lab, a sports motion capture and analytics business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott De Graff is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and six years of industry experience. Prior to his current role at Thrivent, he worked for AEGIS Therapies for 16 years. Outside of financial advising, he works as a physical therapist on an as-needed basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of advisors, focusing on holistic, goal-based analyses that include retirement, tax, estate, and special needs planning. The firm offers a consolidated billing option called “WealthPlan” that integrates planning with managed accounts while keeping the services separate.

Jackson Woolems is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Thrivent Financial and ISD 917. Woolems also engages in independent contractor work under trade names and maintains involvement in insurance, benefits, and human resources activities. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Maxwell Schermerhorn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Natixis Advisors, Natixis Distribution, Blue Line Financial, and New York Life. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Nathan Johnson is a Series 66-licensed financial advisor with LPL Financial, based in Woodbury, MN, and has two years of industry experience. He previously worked with North Oaks Financial Group and has held a tax preparer role at Law Tax and Financial Services. Nathan's background also includes diverse roles outside finance, such as positions in education and retail. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a broad network, offering access to financial planning, model portfolios, third-party asset management, and institutional platforms.