Brady Josewski is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Carlson School of Management and Anoka Ramsey Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Jordan Komendowski is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Blake Gleason is a financial advisor at OSAIC Wealth Inc with five years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and MassMutual Life Insurance Company. Outside of his advisory role, he is a partner in an investment club focused on market trends and securities investing. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios comprising various securities and alternative investments.

Donald Hutson is a financial advisor with Merrill in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill since 1985 and also has a 15-year tenure with Bank of America, N.A. There are no other business activities reported. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Mc Conachie is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. His other business activities include ownership and leadership roles in private wealth management and insurance-related entities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools.

Kory Steil is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1996, bringing decades of market experience to his role. Kory specializes in developing personalized wealth management strategies that reflect his clients’ unique financial situations and long-term goals. His expertise includes managing investment opportunities and navigating market challenges, drawing on his experience through events such as the 2008 financial crisis and the 2020 pandemic. Kory earned his Bachelor's degree in business administration from the University of Arizona, graduating Summa Cum Laude with Honors. He further advanced his professional credentials by obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and becoming qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. He maintains professional designations including CFP and Personal Investment Advisor (PIA). Outside of his professional career, Kory participates in community volunteering activities. He and his wife are parents of two sons and enjoy spending their free time playing pickleball.

Ryan Montgomery is a Series 66 licensed financial advisor with three years of industry experience, currently with Cetera. He has previously worked at Avantax Advisory Services and Avantax Investment Services Inc. in advisory roles. Montgomery is also involved with Midwest Financial Group LLC and MFG Financial Advisors, where he assists financial advisors and manages client accounts, and he prepares basic tax returns for individual clients through MFG Tax Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating a multi-manager platform that supports various investment strategies across discretionary and non-discretionary authorities.

Jackson Truax is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial in various roles from 2020 to 2023. Outside of finance, he owns and manages Independent Sleepers, a virtual sleep coaching service for parents of young children. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers.

Cinda Collins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She worked at RBC Capital Markets for 21 years before joining Wells Fargo Clearing in 2019. Collins serves as co-trustee for her spouse's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Cody Pollock is a financial advisor with OSAIC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at SagePoint Financial, Thrivent Financial, and Principal Financial Group. In addition to his advisory work, he operates a sole proprietorship offering fixed insurance products. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of advisers, providing integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs.

Abby Dority is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley from 2014 to 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement-income advice through a centralized consulting team.

Kathleen Leistikow is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has worked at Royal Alliance Associates since 2017. In addition to her advisory role, she is involved with Brokerage Resources as a licensing specialist, assisting advisors with insurance carrier licensing. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to various managed account solutions. The firm utilizes asset-allocation tools, risk assessments, and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Chad Shilson is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at City National Bank since 2016 and RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to clients’ risk profiles.

Stephanie Novacek is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016 and has been involved with Wright Lumber & Millwork, a retail building materials and contracting business, since 1992. Novacek holds a role as secretary at Wright Lumber & Millwork and is co-trustee of a family trust managing a cabin property. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Hein is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years. Outside of his advisory role, Hein is involved in life insurance and indexed annuity sales through his business, M. G. HEIN LTD. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals and organizations, offering integrated brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and third-party platforms to provide diversified portfolio management on both discretionary and non-discretionary bases.

Brent Voeller is a financial advisor with LPL Financial, holding the CFP® designation and securities licenses Series 63, 65, and 66. He has 14 years of industry experience, including prior roles at Edward Jones and Manage Infinity. Outside of finance, he provides on-ice hockey training for youth players and offers consulting services for hockey tryouts, along with assisting individuals in job transitions through networking support. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by research and model portfolio options.

Erik Engebretson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Based in Wayzata, MN, he serves clients through a well-established national securities firm. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, 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 supported by research and analytics from Wells Fargo Investment Institute.

Perry Long is a CFP® professional with 35 years of experience in the financial services industry. He currently works with LPL Financial and has previously held roles at Arbor Point Advisors, Securities America Advisors, and Questar Capital Corporation. Outside of his advisory role, Long is involved in divorce mediation services and works part-time as a photographer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and corporations. The firm offers a wide range of advisory programs and consulting services, combining model portfolios and research with discretionary and non-discretionary management options.

Jeffrey Thielen is a CFP® with 25 years of experience in the financial industry. He currently serves as an advisor at Osaic, having joined the firm in 2024, and previously worked at Securities America Advisors, City National Bank, and RBC Capital Markets Corporation. In addition to his advisory role, he operates a separate advisory business, Stonebridge Advisors, providing services to new and existing clients. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services along with access to third-party money managers and employs asset-allocation tools and automated rebalancing to construct diversified portfolios.

Laurie Knutson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 38 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad array of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools.