Jenelle Langer is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for 13 years before joining OSAIC. Outside of her advisory role, she serves as her father's medical power of attorney. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Mark Josephs is a financial advisor with LPL Financial in Vadnais Heights, MN, holding a Series 66 designation and 17 years of industry experience. Before joining LPL Financial in 2021, he worked at Ameriprise Financial Services, Inc. for nine years. In addition to his advisory role, he teaches FINRA-approved retirement planning courses in the community. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting through a network of investment adviser representatives, providing both discretionary and non-discretionary management supported by research and various investment strategies.

Trevor Paradise is an Investment Consultant at Fidelity Investments. He is dedicated to providing customer service and assisting clients in exploring the tools, resources, and strategies available through Fidelity. He focuses on connecting with clients personally to help identify strategies for improving their financial plans. Trevor has worked at Fidelity Investments since 2022, beginning as a Financial Representative, then serving as a Relationship Manager from 2023 to 2025 before becoming an Investment Consultant in 2025. His experience covers various roles within the firm, contributing to his expertise in client relationship management and investment consulting. Outside of his professional work, Trevor engages in activities such as fitness, golf, outdoor adventures, and running. He also participates in volunteering.

Keith Stein is a financial advisor with UBS Financial Services in St. Paul, MN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at UBS Financial Services since 2006 and has a prior affiliation with Piper Jaffray Inc. dating back to 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering a range of services such as underwriting, principal trading, and proprietary research to support client investment decisions.

Jacob Donlan is a Financial Consultant at Fidelity Investments. He focuses on helping clients progress towards their financial goals by building relationships centered around trust, transparency, and education. Jacob works with clients to co-create financial plans tailored to their personal objectives, aiming to provide both peace of mind and confidence throughout the process. Jacob's experience includes roles as an Investment Consultant, Relationship Manager, and Investment Solutions Representative at Fidelity Investments, spanning from 2021 to the present. Prior to that, he worked as a Senior Customer Service Associate at Ameriprise Financial from 2019 to 2021. Outside of his professional role, Jacob has personal interests that include cooking and baking, fishing, hiking, outdoor adventures, and spending time with pets.

Christopher Shuck is a financial advisor with MassMutual Investors Services in Woodbury, MN, holding CFP® and ChFC® designations and 18 years of industry experience. He has been with MML Investor Services, LLC and MassMutual Life Insurance Company since 2014. Shuck is also the owner of Shuck Wealth Management, LLC. MassMutual Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars through a structured, collaborative planning process that typically involves recommending investment categories and strategies.

Craig Bartlett is a CFP® professional with 26 years of industry experience. He is currently with Cetera Investment Advisers and has held prior roles at U.S. Bancorp Investments, Creative Planning, and other firms. Bartlett is based in Saint Paul, MN. Cetera Investment Advisers is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a national network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using multiple program platforms and third-party manager options.

Joan Nowicki is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds the Series 63 designation and has worked within various Wells Fargo entities since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Emily Enriquez is Vice President and Financial Consultant at Fidelity Investments, where she has been serving clients since 2013. In her current role, she helps clients develop comprehensive financial plans tailored to their specific investment goals, with a specialization in retirement planning utilizing robust planning tools. She emphasizes providing clients with confidence and peace of mind as they navigate their personal financial plans through varying market conditions. Emily's professional experience spans over a decade in the financial services industry, including roles as Financial Advisor at Merrill Lynch and Morgan Stanley Smith Barney. Her career progression at Fidelity Investments includes positions as Account Executive, Financial Consultant, and now Vice President, Financial Consultant. Outside of her professional work, Emily engages in family activities, golf, outdoor adventures, traveling, and volunteering. She also enjoys spending time with her pets.

Neil Bonneson Bruce is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Old National Bank, Associated Investment Services, Inc., CUNA Brokerage Services, Inc., CUNA Mutual Group, and Dougherty & Company LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 and research to support both discretionary and non-discretionary management approaches.

Christian Utecht is a financial advisor at RBC Capital Markets in Stillwater, MN, holding a Series 66 designation with four years of industry experience. His prior roles include positions at The Hartford Financial Services Group and Keyot LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and planning services, leveraging both in-house and third-party investment resources.

Bradley Miller is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, Minnesota Life Insurance Company, and Securain Financial Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures.

Kotchi Prosper is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2022 and also maintains a long-term affiliation with Cuna Brokerage Services, Inc. since 2008. Prosper serves as a director at Affinity Plus Federal Credit Union. 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, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Robert Pakkala is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Service, Inc. for 20 years. In addition to his advisory work, he owns PAK'S TAX AND ACCOUNTING SERVICE, INC., providing tax preparation and accounting services to individuals and businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Aquib Khan is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.

Roger Anderson is a financial advisor with LPL Financial in Woodbury, MN, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at Bremer Investments and Raymond James Financial Services, with a long tenure at Bremer Bank. Anderson is also involved with Old National Bank advisor referral programs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

John Felton is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 13 years of industry experience. His career includes positions at MetLife Securities Inc. from 2015 to 2017 and with Massachusetts Mutual Life Insurance Company since 2016. He also works as an independent insurance agent selling dental and group disability income products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with an emphasis on collaborative, annual planning relationships.

Robert Korluka is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Axa Advisors, LLC, River Valley Athletic Club, Midwest Fitness Co., and Courage Kenny Rehabilitation Institute. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Austin Vandell is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. He also serves as Practice Coordinator at Waypoint Wealth Group, a financial services team name under which he supports insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser operating a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and employs a multi-manager platform with discretionary and non-discretionary program options.

Rachel Putratz is a financial advisor with UBS Financial Services in St. Paul, MN, holding a Series 66 designation and 17 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and delivers advisory services using proprietary research and model-based asset allocations.