Elizabeth Engle is a financial advisor at Fisher Investments with 11 years of industry experience. She holds a Series 66 designation and has worked at Fisher Investments since 2018, following roles at McAdam LLC and Purshe Kaplan Sterling Investments from 2014 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment policy committee and tax-aware strategies to manage risk and positioning.

Erin Seiler is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, Castle Hill Capital Partners, Fidelity Brokerage Services, LoCorr Distributors, and Wells Fargo Clearing. Erin is also involved with Bridger Financial, LLC, where she provides administrative services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors and participants, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a complex affiliate network.

Andrew Bjorklund is a financial advisor with LPL Financial in Roseville, MN, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at OSAIC, SagePoint Financial Inc., and Five Star Financial Resources. Outside of his advisory practice, he maintains a personal cryptocurrency account but does not engage in active trading. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Erik Lindgren is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. He previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. Outside of his advisory role, Lindgren is involved as an artist and musician with Gastown Alley in St. Anthony, MN. 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 through a large network of representatives, utilizing model portfolios, third-party management, and customized strategies.

Rebecca Bratulich is a financial advisor with Edward Jones in Anoka, MN, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Anderson is a CFP® professional affiliated with OSAIC, with 40 years of industry experience. He has worked at Financial Dimensions Group, Inc. for 23 years and has been with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for over three decades. Outside of his advisory work, he holds a significant ownership interest in Peteyfish LLC, which has invested in a medical device startup, McMurray Medical, focused on a patented intubation device. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services, model-based asset allocation, and access to proprietary and third-party investment strategies. The firm is notable for its scale, complex affiliate structure, and private-equity ownership.

Shane Fields is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model‑delivery strategies and separately managed account options. The firm emphasizes an operational model that curates third-party asset managers and uses a tiered wrap-fee structure.

Harold Kim is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior experience at The Huntington Investment Company, The Huntington National Bank, and BMO Financial Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized service team that collaborates with advisors.

Owenn Buchholz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has previously worked at firms including Pruco Securities LLC and The Bank of Elk River, where he also performs administrative duties such as client greetings and trade entry. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Ryan Strange is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Avantax Investment Services and Avantax Advisory Services for 14 years and is the owner of PierrePonte Planner Solutions LLC, a financial services business he founded in 2009. He also serves as secretary of MFG Financial Advisors, a shared services company for financial advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program options.

Brendan Sheehan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His work history includes roles at Bank of America, Lululemon, and Pruco Securities LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cody De Groot is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 designations and nine years of industry experience. His prior work includes roles at Wells Fargo Bank, N.A., and Wells Fargo Clearing, as well as LPL Financial LLC and Connexus Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients 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 research and incorporates an ESG eligibility framework in its recommendations.

Jennifer Haas is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera and AdvisorNet Financial Inc. Outside of her advisory role, Haas serves as Chief Operating Officer and board member for a multimedia affiliate that provides video and audio podcasting support for advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and features specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jonathan Benge is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 12 years with National Planning Corporation. Benge is also the owner of PRG Financial, a business entity for tax and investment purposes. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and operational tools.

Matthew Lewis is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at RBC Capital Markets and Ameriprise Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a wide range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Samuel Glenz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Fives Intralogistics, Boardwalk Subs, Mill Steel, and Whole Foods, among others. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of investment strategies and affiliated capabilities under a fiduciary standard.

Isaac Wales is a CFP® professional with 26 years of experience in the financial services industry. He has been with Ameriprise since 1999, including six years at Ameriprise’s current institutional structure. Outside of his role at Ameriprise, he owns and manages an advisory business, IW Associates, based in Delano, MN. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to support income planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kathryn Iverson is a financial advisor at Cetera with four years of industry experience. She holds a Series 66 designation and has worked at Cetera and affiliated entities since 2021. Outside of her advisory role, she is employed as a food server at Grandview Lodge. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of independent advisors and a multi-manager platform.

Ryan Steele is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He has been with Ameriprise since 2008, currently based in Plymouth, MN. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm delivers written Recommendation Reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team using research, modeling, and algorithmic tools.

Jacob Fuller is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a large network of advisors and branch offices across the United States.