Jacob Fleming is a financial advisor at OSAIC with three years of industry experience. He previously worked at Focus Financial Network Inc and Strong Tower Wealth Management. Outside of financial services, he coaches youth hockey with the Elk River Youth Hockey Association. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to build portfolios across multiple asset classes for both discretionary and non-discretionary management.

William Gudorf is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, he held positions at Thomson Reuters and Talent Net Inc. 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. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Bradley Melby is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 30 years. Outside of his advisory role, Melby is involved in consulting and organizational support for several business entities and holds the original story rights for an independent film production company. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with its financial advisors.

Grant Gilmore is a Series 66-licensed financial advisor with LPL Financial, based in New Brighton, MN. He has two years of industry experience, including prior roles at OSAIC Wealth, Inc and Financial Dimensions Group. Gilmore’s background also includes work in education and contracting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Gavin Burns is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Hallett Financial, Bremer Bank, and Raymond James Financial Services Advisors Inc. Outside of his advisory role, he has advised clients at Bremer Bank. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations, offering various wrap fee advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles. The firm combines in-house and third-party investment managers and provides access to alternative investments and integrated lending solutions.

Thomas Becker is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2006 and also works at Data Recognition Corporation. Becker is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kevin Huseth is a financial advisor with LPL Financial in Roseville, MN, holding a Series 63 designation and 42 years of industry experience. He has been with LPL Financial since 2009. 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. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, and provides access to model portfolios, research, and various investment programs.

Mason Schuler is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 66 licenses. He has one year of industry experience and has previously worked at several firms, including elk Marketing and Quad Logic. Outside of his advisory role, Mason is a business owner of Schuler LLC, a non-investment-related venture. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and advanced technologies across its discretionary and non-discretionary management services.

Joshua De Bilzan is a CFP® professional with 23 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2001 to 2020. He is based in White Bear Lake, MN, and holds a Series 66 license. Outside of his advisory role, he participates as a speaker at local schools and helps facilitate the Dave Ramsey Financial Peace University classes at Eagle Brook Church. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, leveraging algorithmic automation overseen by a dedicated team, while emphasizing funds from affiliated firms.

Brian Mickelson is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is Chief Financial Officer and financial advisor for TC Family LLC, where he manages company financials. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate modeling, tax strategies, and income planning. The firm delivers these services through a centralized consulting team and combines algorithmic tools with advisor oversight.

Scott Jarnot is a financial advisor with LPL Financial in New Brighton, MN, holding a Series 63 designation and 30 years of industry experience. He previously spent 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). Outside of advising, he is a notary in Brooklyn Park, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management and utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Thomas Mc Carthy is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has been with Thrivent since 2025 and previously worked in education at several Minnesota schools from 1999 to 2025. Outside of finance, he participates as a member of the Forest Lake Nordic Ski Team Booster Club, assisting with organizing equipment and fundraising activities for the team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without portfolio management for institutional clients.

Andres Herrera is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 credential and has worked previously in automotive and logistics sectors, including roles at Walser Automotive, Reynolds Logistics, Morries Automotive, and CBRE. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Omotayo Famodu is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Wells Fargo Clearing, Famodu’s work history includes roles at Wells Fargo Bank and several other firms, as well as experience in the restaurant industry and education. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Crystal Hatteberg is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Royal Alliance Associates, Cetera Advisor Networks, and Stevens Foster Financial Advisors. She also serves as Chief Operating Officer and Director of Operations for Eagle Creek Financial Advisors, a financial planning business. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated advisory and brokerage services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across a range of asset classes.

Daniel Enright is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Beth Wills is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving clients at their Arden Hills, MN office. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by dedicated committees and emphasizes the use of affiliated funds within its product-selection process.

Isak Larson is a financial advisor with Cambridge Investment Research Advisors in Ramsey, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge in 2024, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2019 to 2024. Outside of his advisory role, Larson is an administrative employee with Hockey Ministries International in Minnesota. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm delivers solutions through a network of independent financial professionals, employing a range of portfolio management approaches and maintaining proprietary and third-party model strategies.

Connor Reilly is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at KPMG LLP for seven years. 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, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brent Bunne is a financial advisor with Edward Jones in Maple Grove, MN, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, all of which have been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.