Greg Nagel is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering customized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets held in Ameriprise-managed accounts.

Mark Stanger is a ChFC® and Series 66 licensed financial advisor with 29 years of industry experience. He is currently with Cetera and has held advisory roles at Flagship Bank and AdvisorNet Wealth Management. Outside of his advisory work, he is involved in selling fixed insurance products and operates a financial services business under the name Landmark Financial Services. Cetera Investment Advisers LLC is a large nationwide firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Tove Lichty is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has 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 manages approximately $1.01 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, operating under a fiduciary standard.

Ian Welsh is a financial advisor with Cetera holding a Series 66 designation. He has been with Cetera and related entities since 2025 and previously worked at Ultimus Leverpoint Fund Solutions and in various roles outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, supporting a range of investment programs and custodial arrangements.

Christopher Manning is a Series 63 licensed advisor with Primerica Advisors, where he has worked since 1986, totaling 40 years of industry experience. He has also been affiliated with Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and maintains a tiered wrap-fee structure distinct from fixed-fee billing.

William Tollerud is a Series 66 licensed financial advisor with Edward Jones in Maple Grove, MN, where he has worked since 2007, totaling 19 years of industry experience. Outside of his advisory role, he manages Riverside Farms Partnership, working with renters of farm land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Lindsay Dockter Holub is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with LPL Financial since 2014. 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 both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Nicholas Christoff is a financial advisor with Thrivent Investment Management in Maple Grove, MN, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2016. Outside of his advisory role, he serves as a board member of the I-94 West Chamber of Commerce, providing business-owner feedback to support membership growth and program development. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separation between the two services.

James Renn Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, as well as City National Bank since 2017. He serves on the board of the SHJON Podein Children's Foundation, a nonprofit organization involved in fundraising and charitable gifting. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm customizes investment strategies based on client risk profiles and employs a mix of in-house and third-party managers, including options for tax management and responsible investing.

Dan Pias is a financial advisor at LPL Financial with 33 years of industry experience. He previously worked at Financial Dimensions Group and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 19 years. Outside of his advisory role, he is a co-owner of Schuler, Matheson, Pias and Associates, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Daniel Guibert is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with LPL Financial in Coon Rapids, MN, and has prior experience at CUNA Mutual Group, Kestra Financial Services, and other firms. Guibert also operates TruStone Financial Advisors, which is related to his work with LPL. 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, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Jeffrey Filipek is a financial advisor with LPL Financial, holding a Series 63 license and 33 years of industry experience. He has worked at firms including Cetera, VOYA Financial Advisors, and Jackson National Life. Outside of his advisory role, Filipek is involved in coaching soccer and serves on the board of the Minnesota Soccer Referee Program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Eric Osgood is a financial advisor with LPL Financial in Shoreview, MN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 12 years at National Planning Corporation. Osgood also operates Osgood Financial, Inc., a business entity for tax and investment purposes, and serves as a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and nonprofits through a national network of adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by LPL Research, third-party subadvisors, and model portfolios.

Ashleigh Scheidweiler is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and was previously a full-time student for nine years before joining OSAIC. OSAIC Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, institutional plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Shaylah Anwar is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services Inc. from 2018 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

Richard Vande Vegte is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Thrivent Investment Management. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with customized consulting and portfolio services. The group employs a range of investment strategies, including traditional and non-traditional approaches, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerances.

Jacob Dittel is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs a variety of tools and third-party resources to construct and manage portfolios across asset classes for diverse client needs.

Ryan Mead is a CFP® with three years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Avantax Advisory Services and Northwestern Mutual, as well as involvement with MRK Financial Solutions. Outside of his advisory work, he has tax preparation experience and held a position with Rustic Roots Winery, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports over 10,000 advisors managing more than $256 billion in assets across various program structures and strategies.

Joseph Toussaint is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Securities America Advisors and Securities America Inc, as well as operating as an independent agent and running Joseph Toussaint & Associates. Outside of advisory work, he is involved in artisan craftsmanship and works as a sales representative for fixed insurance, annuity, and long-term care products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and multiple investment platforms to construct tailored portfolios.

Volha Siamionava is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience and holds a Series 66 designation. She has previously worked at PFK Financial Services Inc. and TCF Bank, among other firms. Outside of her advisory role, she serves as a financial advisor at PFK Financial Services, providing client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goal-setting, with specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.