Thomas Kuykendall is a financial professional with 28 years of industry experience. He is currently with Cetera and holds Series 63 and Series 66 designations. His prior experience includes roles at North Star Resource Group, Minnesota Life Insurance Co, Securian Financial Services Inc, and Thrivent Investment Management. Outside of his advisory work, he is involved in youth sports coaching and serves on several local nonprofit boards related to athletics and community planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Holly Clemence is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Cetera. She has prior experience at Equitable Advisors and New York Life Insurance Company. Clemence holds a board fiduciary position as Secretary for Women Entrepreneurs of Minnesota. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Michael Fischer is a financial advisor with UBS Financial Services in St. Paul, MN, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Eric Werlinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. 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 analyses and allows clients to combine planning with a managed-account program under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Hannah Rasmussen is a financial advisor with Cetera, holding a Series 66 designation. She has one year of industry experience and previously worked at Waypoint Wealth Group and Cetera Wealth Services, LLC. Outside of finance, she has experience in the hospitality sector, having worked at Blackhawk Country Club and The Great Dane Pub and Brewing Company. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Zach Stewart is an Investment Consultant who focuses on educating and empowering clients by utilizing the tools and resources available at Fidelity. He employs a holistic planning approach, collaborating with clients to develop plans tailored to their specific goals and needs both presently and in the future. His professional experience includes positions as a Tax Associate at Olsen Thielen CPA's from 2023 to 2024 and as an Investments Intern at Morgan Stanley from 2021 to 2022. These roles have contributed to his understanding of tax and investment strategies. Outside of his professional work, Zach has interests in fishing, gardening, golf, hiking, pets, and traveling.

Pasquale Frattalone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory role, he operates as an independent insurance agent specializing in health, life, long-term care, and disability insurance, and serves on the supervisory committee of a Minnesota credit union. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Wilfred Wong is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017, with prior roles at Waddell & Reed and various insurance carriers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning across a range of topics without discretionary trading authority. The firm allows clients to integrate planning with managed-account programs while keeping these services separate.

Michael Arnold is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 license and 26 years of industry experience. He has worked at LPL Financial since 2004 and previously at Ameriprise from 2000 to 2004. Outside of his advisory role, Arnold has involvement in farmland investment through an LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Zachary Schlegel is a CFP®-designated financial advisor with eight years of industry experience. He is currently with OSAIC and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to diverse investment products and third-party money managers through a large network of affiliated advisers and platforms.

Derek Blankenship is a CFP® and ChFC® affiliated with Edward Jones, with seven years of industry experience. His prior roles include positions at Wells Fargo Bank NA and SNS Financial Group, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Shawn Gray is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2013 and concurrently at The Northwestern Mutual Life Insurance Company since 1992. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Bradley Ober is a financial advisor at Osaic with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for nine years. His other activities include assisting clients with the use of life insurance within their financial plans and working with bank clients on planning needs. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Brian Bovee is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 66 registrations. Prior to joining LPL Financial in 2025, he spent 20 years at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). 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, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and operational tools.

Thomas Breen is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Affinity Plus Federal Credit Union and CUNA Brokerage Services. Breen has also been involved with Vision Soccer Academy early in his career. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Paige Eddleman is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she held positions at several firms including North Star Resource Group and Moxie Wealth Management. Outside of advising, she has experience coordinating practice operations at both Moxie Wealth Management and North Star Resource Group. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Jeremy Sammons is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 license and is based in Lilydale, MN. Outside of his advisory role, Sammons is involved as a member of an investment club. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joshua Canniff is a CFP® with 20 years of experience in financial advising. He is currently with Cetera and has held roles at Cetera Wealth Services, LLC, AdvisorNet Wealth Partners, and Ameriprise. He is also a financial advisor at Rice Creek Wealth Management, where he provides investment advice, insurance, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of investment and retirement solutions via multi-manager platforms, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Christopher Nelson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. His career includes roles at JP Morgan Chase Bank and J.P. Morgan Securities. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm’s investment approach features a primarily non-discretionary client relationship model supplemented by access to discretionary separately managed accounts, multi-asset model portfolios, and a formal alternative-investment process.

James Schmidt is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill for 20 years before joining Morgan Stanley in 2017, including its Private Bank since 2018. He is based in St. Paul, MN. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its financial planning process.