Colin Reilly is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citigroup Global Markets and U.S. Bancorp Investments, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and fund advisory services with oversight of affiliated and unaffiliated sub-advisers.

Mary Trembley is a financial advisor with Raymond James Financial in Anoka, MN, holding Series 63 and Series 66 licenses and 33 years of industry experience. She has worked with Raymond James Financial and related entities since 2004 and has also served at First Bank Elk River since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support clients’ financial goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brock Jensen is a financial advisor at Edward Jones in North Oaks, MN, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience including roles at Centennial Public Schools and the Ottawa REDBLACKS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Roberta Gerads is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James and affiliated entities since 2013. In addition to her advisory role, she serves as a Registered Principal at First Bank Elk River and is the Branch Manager of Investment Services at First National Investor Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs in municipal finance and SIMPLE IRA plan consulting.

Thomas Delich is a financial advisor at Osaic with 28 years of industry experience. He previously worked at RBC Capital Markets for 15 years and City National Bank for 9 years. Delich serves as an elder at Constance Evangelical Free Church and is a board member of Beyond Our Door Global, a nonprofit providing resources in Haiti and Africa. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment 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 diversified portfolios and supports multiple advisory platforms and legacy accounts.

Theodore Elliott is a financial advisor with LPL Financial in Roseville, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Bremer Investment Services, Raymond James Financial Services, and Old National Bank. He is involved with Old National Bank Advisor Referral Programs as a financial institution duty role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management tools.

Matthew Fiske is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Woodbury Financial Services, Questar Asset Management, and Sandvold Financial Group, where he also serves as an insurance agent providing fixed annuities, life, LTC, and employee benefits insurance. 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 investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Zachary Polsfuss is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked in the automotive retail sector at Lexus of Wayzata. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lincoln Cizek is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked three years at LoCorr Funds and has an academic background from Niagara University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement income recommendations and ongoing tax-aware withdrawal planning.

Michael Kaiser is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James since 2002 and also serves as a board member and president of the nonprofit Forest Lake Area Good Samaritans. 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, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs and partnerships to address various client needs.

Matthew Nelson is a financial advisor with LPL Enterprise, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Fisher Investments and Prudential Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines model portfolios, third-party asset management, and insurance products.

Joshua Svensson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at Thrivent and Endisys. Outside of his advisory work, he teaches chess to children and adults through the Twin Cities Chess Club and serves as president of a homeowners association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Dexter Phillips is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Prior to joining LPL Financial in 2025, he spent 20 years with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) and Financial Dimensions Group, Inc. Outside of his advisory role, Phillips serves as a middle school coach in St. Michael, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, with offerings supported by in-house and third-party research and technologies such as machine learning.

Benjamin Long is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2024. Prior to this, he was involved with Long Range Financial and has experience outside of advising, including roles at Maranatha Christian Academy and the PGA Tour Superstore. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research.

Joshua Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2021 and previously held positions at Securities America Advisors and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

David Edelman is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliate Cetera Wealth Services since 2013. Outside of his advisory role, he is involved in various financial services activities including selling fixed life and disability insurance products and providing financial services to credit union members through multiple related entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to both affiliated and unaffiliated investment managers.

Jeremy Wytaske is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as treasurer of the East Ridge Face Off Club, overseeing donation collections and payment submissions for the booster club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm uses a mix of in-house and third-party investment managers and offers customizable features such as tax management and responsible investing screens.

Michael Jacobs is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jacobs is also the CEO of Jacobs Investment Advisors, a support company used for business accounting and reporting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools including probability modeling to guide client decisions.

Rachel Repasky is a financial advisor at Ameriprise in Blaine, MN, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2016. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Brett Ullen is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and FBL Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services across various program structures.