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.

Paul Wessel is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation. He has one year of industry experience, including prior roles at Equitable Advisors, LLC and various positions outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Melissa Korman is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling, managing approximately $2.74 trillion in client assets.

Olivia Moore is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Voyage Wealth Architects and UnitedHealth Group. Moore has also been involved with the University of Minnesota's Carlson School of Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

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.

Meg Hastings is a financial advisor with Cetera in Minneapolis, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at UBS Financial Services Inc. for 14 years before joining Cetera and affiliated firms in 2026. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various program structures and custodial relationships.

Ryan Naatjes is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles. The firm integrates in-house and third-party investment resources and provides access to alternative investments and specialized capital-markets capabilities.

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.

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.

Anthony Wilson is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. His career includes roles at Commonwealth Financial Network, Lincoln Financial Advisors Corporation, and Ryan Financial Group, where he continues to work as a financial planner. Outside of advisory work, he serves as Vice President of the Hibbing Curling Club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, including access to third-party money managers and various program structures.

Tiffany Castor is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2019 and has held various roles in both financial services and other sectors, including positions at Pawn America and Anoka Technical College. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Timothy Hansen is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2008 and also serves at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile and implemented through a mix of in-house and third-party managers.

Gideon Ngobi is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding a Series 66 designation and five years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and was previously involved with the Hope Institute of Uganda for 12 years. Outside of his advisory role, he has experience managing rental properties. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of financial topics, with services that can be combined with managed accounts under a consolidated billing option called “WealthPlan.”

Patrick Schulte is a financial advisor at XYPN Sapphire with a Series 65 credential and one year of industry experience. He previously worked at Wanderer Financial LLC for nine years and joined Rudder Financial a year ago. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm follows a long-term, risk-based investment approach informed by Modern Portfolio Theory and offers services including discretionary portfolio management, integrated financial planning, and a pilot digital-asset management program.