Patrick Haspert is a financial advisor at Ameriprise with 28 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he manages a financial planning practice through The Windsor Group and is a limited partner in The Prairie Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Benjamin Tollander is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Wealth Enhancement Group and LPL Financial. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jaime Cooper is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 designation and has worked at Minnesota Life Insurance Co., Securian Financial Services, Inc., and Cri Securities, Inc. prior to joining Cetera in 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and third-party investment strategies.

Ronald Jenkins is a financial advisor with Edward Jones in Hudson, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tyler Henrichs is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012 in various roles including Account Executive and Investments Representative. Prior to joining Fidelity, he gained experience as a Financial Advisor at Edward Jones from 2010 to 2012 and as a Financial Representative at UBS Financial Services from 2008 to 2010. As a CFP® practitioner, Tyler focuses on helping clients comprehensively plan for their financial goals by understanding their unique circumstances and priorities. He develops customized strategies to assist with wealth planning needs, emphasizing experience, dedication, and integrity in his client relationships. Outside of his professional work, Tyler's personal interests include cooking and baking, family activities, fitness, golf, outdoor adventures, and traveling.

Mitchell Pierson is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Osaic Wealth, Inc., Financial Dimensions Group, Inc., and Ecumen. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and technology-driven investment solutions.

Maikou Vu is a financial advisor with Edward Jones in Roseville, MN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Primerica Advisors and Primerica Financial Services, among other positions in healthcare and related fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Zsolt Papp is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has built his career in financial services with a focus on client-centered planning, emphasizing understanding clients' goals, values, and unique circumstances to develop personalized financial strategies. Prior to his current role, Zsolt held various positions at Ameriprise Financial Services, LLC, including Registered Principal from 2019 to 2025, Annuity Specialist in 2019, Client Relationship Manager from 2017 to 2019, Client Support Associate from 2016 to 2017, and Client Service Coordinator in 2016. His experience encompasses retirement planning, wealth building, and navigating financial transitions. Zsolt holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in cars, comedy, fitness, football, social events with friends, and music.

Michael Droddy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and business owners, particularly those in their prime working years, focusing on areas such as divorce transition planning, institutional and corporate benefit services, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Michael holds a Bachelor's degree in finance and marketing from Iowa State University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill in 2015, he worked for MML Investor Services. Based in Saint Paul, MN, Michael enjoys spending time with his wife, Emily, and their son. His personal interests include baseball, basketball, cooking, football, gardening, golfing, music, singing, traveling, and spending time with his family. Michael believes in developing financial strategies tailored to each client's vision and goals, drawing on the resources of Merrill and Bank of America to address a wide range of financial needs.

Carrie Anton is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2023, she worked for Focus Financial Network Inc and Royal Alliance Associates. Outside of her advisory work, she operates a blog called The No Trauma Zone, which focuses on alleviating trauma response and stress-related illnesses. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes.

Robert Gebhard is a financial advisor at Primerica Advisors with 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Gebhard has also been involved with Storycraft since 1990. In addition to advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Danielle Faison is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She has worked at Royal Alliance Associates, LPL Financial, and CUNA Mutual Group, including Cuna Brokerage Services. In addition to her advisory role, she is involved in insurance sales and service through Benestar Financial. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Austin Boniface is a CFP® professional with nine years of experience in the financial industry, currently affiliated with LPL Financial. He has prior work experience at Magnetic North Advisors and Augsburg College. In addition to his advisory roles, he is involved with Legacy Capital, a business entity connected to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and access to proprietary and third-party research.

Heikki Rouvinen is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2019. Prior to advising, he spent 15 years in the hospitality industry with Deco Catering and Green Mill Restaurants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Mark Gallagher is a CFP® with 42 years of experience in the financial services industry. He is currently with OSAIC Wealth Inc and spent 30 years at Commonwealth Financial Network. In addition to his advisory work, he owns and operates income tax preparation and health insurance businesses, including Medicare-related plans. OSAIC Wealth Inc serves a broad range of clients from individual investors to institutions, offering integrated brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs various tools and third-party solutions to manage diversified portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ralph Dougherty is a financial advisor with Primerica Advisors, holding a Series 63 designation and 43 years of industry experience. He has worked with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he operates Ralph & Harriet Dougherty, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Shannon McGinty is a financial professional with 17 years of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and has worked at firms including Ameriprise Financial Services and Securian Financial Services. McGinty is also involved with North Star Resource Group, a financial services DBA. Cetera Investment Advisers LLC serves a broad client base including 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, supporting both discretionary and non-discretionary account structures.

Adri Mehra is a financial advisor at Cetera with 13 years of industry experience. Mehra holds the Series 63 designation and previously worked at Ameriprise Financial Services, Inc. for eight years before joining Cetera in 2023. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options including third-party managers, model portfolios, and bespoke strategies.

Jordan Fowler is a Financial Consultant at Fidelity Investments, bringing a focus on simplifying complex financial matters. In this role, Jordan collaborates with clients to organize their financial situations and develop customized financial plans utilizing Fidelity's tools and resources. Jordan has accumulated experience in various financial advisory positions including roles as an Investment Consultant, Planning Consultant, and Investments Solutions Representative at Fidelity Investments, as well as an Investment Counselor at Fisher Investments. This progression reflects a deepening expertise in financial planning and investment strategies. Outside of professional responsibilities, Jordan enjoys activities such as camping, fitness, spending time at the lake, outdoor adventures, skiing, and caring for pets.

Gero Feaman is a financial advisor at Cetera with 20 years of industry experience. He holds the Series 66 designation and has worked at several Cetera entities since 2023, as well as at CRI Securities LLC and Securian Financial Services Inc. from 2005 to 2023. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and unaffiliated third-party managers and various program structures.