Sarah Kyles is a CFP®-certified financial advisor with 10 years of industry experience. She is currently affiliated with Cetera and has worked at firms including Wells Fargo Clearing and Avantax Investment Services. Her experience includes roles at MRK Financial Solutions and TruPlan Financial Advisors, where she provides financial planning and investment advice to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Amy Rosivach is a financial advisor with Ameriprise in New Brighton, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Ameriprise in 2022, she worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

James Powers is a CFP® professional affiliated with Cambridge Investment Research Advisors, Inc., with 39 years of industry experience. He has worked with Cambridge since 2020 and has previous experience at Wealth Management Group of KC, Inc., Geneos Wealth Management, Inc., and Osaic FA, Inc. Powers is also a volunteer with the Association of Financial Educators, a nonprofit focused on financial education. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates across multiple platforms and custodians and offers both discretionary and non-discretionary management, along with proprietary model strategies under the Founders Gate Capital brand.

Nouachi Vang is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior roles include positions at Kestra Advisory Services, The Vanguard Group, and TIAA-CREF. In addition to his advisory work, Vang is an author and conducts financial literacy workshops with the Association of Financial Educators. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plans. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Jessica Bailey is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has worked at UBS since 2016. Prior to her financial services career, she was involved with Majerles Sports Grill and attended Arizona State University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm also operates with institutional trading capabilities and offers a broad range of capital markets and wealth management services.

Jeffrey Siegle is a financial advisor with Ameriprise in Vadnais Heights, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021, following prior roles at Andersen Windows and Sleep Number Inc. Ameriprise provides retirement-income planning services for individuals typically holding at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Gary Haworth is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. His career includes roles at INVEST Financial Corp. and running his own firm, Gary Haworth & Co Ltd, which he has operated since 1989. He is also involved in non-investment-related business activities through two additional companies he manages. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Roger Strege is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of his advisory role, he serves as president of Autism Allies, a nonprofit organization, and Special Needs Planners, which assists families with disabilities in maintaining social security disability and medical assistance eligibility. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance tools and offers both discretionary and advisor-managed strategies.

Gregg Anderson is a financial advisor with Osaic Wealth, Inc., holding CFP®, Series 63, and Series 65 credentials and bringing 48 years of industry experience. He has worked at Osaic Wealth since 1995 and previously spent 23 years with Financial Dimensions Group, Inc. Outside of advisory work, Anderson owns a franchise restaurant, raises cattle on a farm in Minnesota, and volunteers by preparing tax returns without compensation. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization strategies and is noted for its scale, complex affiliate network, and recent consolidation activity.

Mark Halstensgard is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has 13 years of industry experience, including over a decade at Thrivent Financial for Lutherans and Thrivent Investment Management. 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 financial planning and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Thomas Conneran is a CFP® with 25 years of experience in financial advising. He is currently affiliated with Cetera and has prior experience with Concourse Financial Group Securities Inc. He serves as a board member for Pro Life Action Ministries and is involved in finance oversight as a trustee for the Church of Epiphany. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporations, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and custodial relationships.

Brett Manning is a CFP®-designated financial advisor with Ameriprise in Arden Hills, MN, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Manning is involved in business ownership through the Bartel Manning Group and also provides client service support and business leadership for GEM Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mark Stevens is a financial advisor at Merrill in Blaine, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked in the automotive sector with several firms including Superior Ford and Autonation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Larson is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cambridge in 2024, he worked for over two decades at Thrivent Financial for Lutherans and Thrivent Investment Management. Larson serves on the boards of Y Hockey Ministries International and Legacy Christian Academy. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Tara Atwood Krebs is a Series 66-registered financial advisor with Edward Jones in Roseville, MN, with four years of industry experience. Prior to joining Edward Jones in 2022, she spent eight years at Living Life Home Care. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Jordan Redepenning is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017, following a year at the University of Minnesota Duluth. Outside of his advisory role, he works as a football and basketball official. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning and written recommendation reports based on proprietary research and third-party data.

Robert Finnegan is a financial advisor at LPL Financial with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Sagepoint Financial, Inc. and operating Finnegan Financial Services. He is also involved as a notary public and owner of a wealth management business under Pathwise Financial Services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial products.

Christopher Pidel is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020, after 34 years with Ameriprise Financial Services, Inc. He is a trustee and treasurer on the board of The For Jake's Sake Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Jonathan Hickox Young is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Brooklyn Park, MN, and has three years of industry experience. He has worked previously with Ameriprise Financial Services and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with several music organizations, including the Reno Philharmonic Association and Toccata Orchestra. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Thomas Middagh is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions with the St. Michael - Albertville School District and multiple public schools. Outside of his advisory work, Middagh is involved in youth sports as a football and baseball coach and serves as a basketball official. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.