Aaron Lindeman is a financial advisor with Wells Fargo Clearing in Columbus, MN, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Lindeman has been affiliated with Wells Fargo Bank NA since 2003. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and discretionary plan-level investment management, with a broader range of financial product offerings than typical for large institutional advisers.

Adam Schutte is a financial advisor with Primerica Advisors in Roseville, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he is a partner in Schutte Family Farms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.

Ericka Schaefer Hanley is a financial advisor at LPL Financial with 14 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at firms including Cetera and North Star Resource Group. Hanley is also involved as an agent/broker with Augustine + Johnson and North Star Consultants, focusing on fixed insurance sales. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and nonprofits. The firm offers a range of advisory programs and services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a broad network of investment adviser representatives.

Matthew Germscheid is a financial advisor at OSAIC with 21 years of industry experience. He previously worked at Woodbury Financial Services Inc. for 15 years before joining OSAIC in 2024. Germscheid holds a Series 66 designation and is also the owner of Solid Ground Wealth Management, a partnership formed through a recent business name change. Outside of his advisory work, he serves as treasurer for the Northwest Alpine Ski Team, a club his children participate in. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated financial services and employs various portfolio construction and management tools, providing access to diverse investment options and third-party managed account solutions.

Jack Wingerd is a CFP®-designated financial advisor with seven years of industry experience, currently with LPL Financial. He previously worked at Financial Dimensions Group, Inc., Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.), and The Prudential Insurance Company of America. Wingerd is also involved in a business entity named Wingerd Financial Group affiliated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by in-house and third-party research and portfolio management options.

Barbara Mcfee Peisert is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. She has previously worked with Voya Financial Advisors and serves as Chief Compliance Officer at McFee Financial Group. In addition to her advisory roles, she is the Treasurer of the Financial Planning Association of Minnesota and holds a volunteer finance director position with the Alpha Omicron Pi fraternity. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform combining model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary programs.

Andrew Paine is a financial advisor with Primerica Advisors in Roseville, MN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles in education at Bethel University and Edgewood Middle School, as well as involvement in youth sports through Cal South Soccer. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on a range of investment models implemented via BNY Mellon Advisors.

Taylor Ripka is a CFP® professional with 16 years of experience in the financial industry. He is currently with LPL Financial and previously worked for over a decade at Berthel Fisher & Company Planning, Inc. In addition to advisory work, he is involved in non-variable life insurance sales through Taylor Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions, offering a range of financial planning and investment advisory services through a national network of representatives.

Bradley Shrader is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Royal Alliance since 2012. Outside of advisory work, he operates a sole proprietorship focused on the sales and maintenance of individual life insurance products and small group health insurance. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jason Bauerly is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2003, including his current role since 2020. Bauerly serves as Treasurer on the Board of Directors for the District 279 Foundation. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized retirement-income consulting team and utilizes algorithmic automation alongside research and modeling to generate tailored recommendations.

Peter Fox is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo from 2014 to 2017. Peter has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Vicky Nelson is a financial advisor with Primerica Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica since 1990. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Nicole Williams is a CFP® professional with 24 years of experience in the financial services industry. She has been affiliated with Osaic Wealth, Inc. since 2006 and also serves as president of True Wealth Partners LLC, an investment advisory business she operates independently. Williams is licensed as an insurance agent and also holds notary public credentials for client convenience. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory, and financial planning services through a large network of advisers and employs a range of portfolio construction tools and managed account solutions.

Nathaniel Loge is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously owned an Amazon sales business called Road Trip. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large nationwide network of advisors and branches.

Jill Gutzmer is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at multiple firms including Ameriprise Financial Services, Minnesota Life Insurance Company, and U.S. Bancorp Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial recommendations across a broad range of topics without implementation. The firm emphasizes holistic, goal-based planning and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Casey Reif is a financial advisor with Edward Jones in Champlin, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he was self-employed through Skulldini LLC and has held positions at TE Connectivity and the University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jacob Murphy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at OSAIC since 2026. Prior to joining OSAIC, he worked at Northwestern Mutual in various roles from 2020 to 2026 and held positions at Tennant Company and Tenere Inc earlier in his career. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors and platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing to serve individual, corporate, and charitable investors.

Charles Limberis is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2004. Outside of advising, he manages leasing and tax preparation activities for investment-related entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Brandon Dylan Apostol is a financial advisor with Wells Fargo Clearing in Champlin, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm implements research-driven investment strategies and offers both brokerage and advisory solutions across a broad range of financial products.

Aaron Elkins is a CFP® certified financial advisor with 25 years of industry experience, currently with Ameriprise in Plymouth, MN. He previously worked at LPL Financial and BMO Bank NA. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies.