Jonathan Wolfe is a financial advisor with Cambridge Investment Research Advisors in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at PlanMember Securities Corporation and VOYA Financial Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party strategies, tailored to client objectives across multiple platform arrangements.

Erik Siverson is a CFP® with 20 years of industry experience, currently affiliated with Cetera in Minneapolis, MN. His career includes roles at Securian Financial Services, Inc., CRI Securities, LLC, and multiple positions within North Star Consultants and Cetera since 2005. Outside of advising, he serves as an elected board member of a homeowners association in North Oaks, MN. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing both discretionary and non-discretionary program options across multiple custodial relationships.

Darin Pilacinski is a financial advisor with LPL Financial based in Woodbury, MN, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with firms including Gladstone Wealth Partners and Financial Engines Advisors. Pilacinski operates True Vision Financial Advisors, an independent registered investment advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Sean Mc Teague is a financial advisor with Cetera, holding the CFP® designation and over 26 years of industry experience. He has worked extensively with Securian Financial Services and Minnesota Life Insurance Company, among other firms. In addition to his advisory role, he is involved with North Star Resource Group, providing financial services and fixed insurance options. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to implement various investment strategies under discretionary and non-discretionary authorities.

Peter Arneson is a Series 66-licensed financial advisor at Edward Jones in St. Paul, MN, with two years of industry experience. Prior to joining Edward Jones, he worked at the Institute of Chinese Studies and was involved with various nonprofit organizations focused on community support and cultural initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and nondiscretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Kaosheng Messerly is a financial advisor with OSAIC, holding a Series 66 designation and having two years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc and has a background that includes roles with Dakota County and Ramsey County. Outside of his advisory work, he is also a licensed real estate agent assisting clients with residential home transactions. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and managed accounts. The firm operates through a large network of affiliated advisers and employs multiple investment platforms and third-party solutions.

Joshua Campbell is a financial advisor with Edward Jones in Lakeland, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as an ambassador at Afton Alps/Vail Resorts, where he electronically scans lift tickets and season passes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

William Defiel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. He is a board member of a condominium association, where he participates in maintenance and repair decisions. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, investment planning, and access to multiple advisory platforms and third-party managers.

Thomas Salamzadeh is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has worked previously at North Star Resource Group and in tech sales roles. Outside of advisory work, he is also licensed as an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Cole Backstrom is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at Cetera Wealth Services, LLC since 2013 and serves as a financial professional managing the Novation Wealth Management team at Novation Credit Union. Additionally, he is involved in fixed insurance sales and participates in residential real estate analysis through a separate venture. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, with a multi-manager platform that incorporates both affiliated and third-party managers and supports a range of account structures and investment programs.

Joseph Romain is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. He has been with RBC Capital Markets since 2024, following three years of self-employment. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs and portfolio management options tailored to clients’ risk profiles. The firm combines in-house and third-party investment managers and provides integrated capital markets and alternative investment capabilities.

Gregory Krampe is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC). Gregory has been with Merrill Lynch since 1999, bringing extensive experience in total wealth management by providing advice and guidance on multidimensional personal and business finances. His approach involves understanding the specific situations of his clients to establish objectives, develop appropriate strategies, and review progress toward achieving financial goals. As a Portfolio Manager, he manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party strategies. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Gregory earned his undergraduate degree in Economics and Finance from the University of Indianapolis. Outside of his professional work, he lives in Mahtomedi with his wife and two children. He is involved in the community as a youth sports coach and enjoys running marathons, boating, and spending time with his family.

Adam Amys is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has held roles at firms including North Star Resource Group and Securian Financial Services. In addition to his advisory work, he is involved in fixed insurance sales and payroll operations for businesses outside the investment sector. 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 large network of independent advisors, employing a multi-manager platform with various program options and investment authorities.

Gabrielle Belisle is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Northwestern Mutual Investment Services LLC, Royal Bank of Canada Wealth Management, and other firms. She serves as Treasurer for Empower Survivors, a nonprofit organization. RBC Wealth Management serves a broad client base, including individuals, institutions, and charitable organizations, offering a range of advisory and portfolio management programs tailored to clients’ risk profiles and investment goals.

Anna Morrison is currently a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2014, progressing through various positions including Relationship Manager, Financial Representative, and roles focused on fraud prevention and customer response, demonstrating extensive experience within the financial services industry. Anna also worked as a Financial Advisor at Thrivent from 2024 to 2025. Throughout her career, Anna has engaged in client-focused financial planning, emphasizing conversations that help clients build plans aligned with their goals and values. She seeks to educate clients to enhance their understanding of financial options, regardless of their background or experience. Outside of her professional commitments, Anna has interests that include art, camping, family activities, outdoor adventures, softball, and table tennis.

Sean Mulchrone is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Mass Mutual Investors Services, and TD Ameritrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing a range of in-house and third-party investment managers.

Dale Carlson is a financial advisor with LPL Financial in White Bear Lake, MN, holding a Series 63 designation and 32 years of industry experience. He has worked with LPL Financial since 2017 and previously spent time at Investment Centers of America, Inc. and Lake Area Bank. Carlson is also involved in insurance agency activities related to life, disability, and long-term care coverage. LPL Financial is an 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 plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Bradley Timmons is a financial advisor at OSAIC with 26 years of industry experience. He previously worked at Woodbury Financial Services for 15 years and has served as an ice hockey referee and coach since 2009. Outside of his advisory role, he is involved in youth hockey development as the owner and lead instructor of Minnesota Mosquitoes AAA Hockey. OSAIC 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, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios with options for discretionary or non-discretionary management.

Awilda Diaz is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates, Inc for 16 years before joining Financial Dimensions Group where she also serves part-time as an RA-Delegate. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, managed on either a discretionary or non-discretionary basis.

Todd Myers is a financial advisor with Primerica Advisors in Chanhassen, MN, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Primerica Financial Services since 2003, Kensington International from 2014 to 2019, and ACCRA Home Care beginning in 2024. Outside of financial advising, he is the owner and sole proprietor of Midwest Talent Advisors LLC, an HR consulting business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select separately managed account options primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers for its investment models.