Dale Carlson is a financial advisor with LPL Financial who holds the Series 63 designation and has 32 years of industry experience. He previously worked at Investment Centers of America, Inc. and Lake Area Bank. Carlson also operates insurance agencies offering life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad network of over 22,800 advisors.

Bradley Timmons is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. His prior roles include positions at Woodbury Financial Services and OSAIC. Outside of his advisory work, he is involved in youth hockey as a coach, referee, and instructor, and owns a hockey development sole proprietorship focused on teaching life skills through the sport. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a broad investment platform, including financial planning, model portfolios, and institutional programs.

Awilda Diaz is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Financial Dimensions Group since 2021 and Royal Alliance Associates, Inc. from 2005 to 2021. In addition to her advisory role, she serves part-time as an RA-Delegate for Gregg Anderson, overseeing account supervision and related tasks. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

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.

Ryan Kaiser is a financial advisor with LPL Financial in Oakdale, MN, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Inc and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

John Walsh is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 designations. He has 32 years of industry experience and has been with RBC Capital Markets since 2010. He also has a concurrent role at City National Bank beginning in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various fee-based advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Fred Lawless II is a CFP® and ChFC® with 33 years of industry experience, currently advising at Ameriprise in Shoreview, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is an owner of LCBO, LLC, a business that manages aspects of his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research, algorithmic tools, and collaboration between a centralized service team and individual advisors.

Russell Lewis III is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at RBC Capital Markets since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lewis serves on the board of the IDTS Medical Foundation, a nonprofit organization supporting patients who cannot afford respiratory care. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and employs tailored investment strategies using both in-house and third-party managers.

Clayton St George is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Fortis Investors, Inc. and Fortis for over 30 years. Outside of advisory work, he is involved in fixed insurance sales. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a broad network of affiliated advisers and advisory platforms, offering integrated brokerage and advisory services with a focus on asset allocation and portfolio construction using a variety of investment products.

Braden Dodds is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and one year of industry experience. He has prior experience at Wells Fargo Home Mortgage, where he worked for ten years. Dodds operates an investment advisory LLC, Dodds Investment Solutions, using Osaic as the broker-dealer. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions, utilizing asset allocation tools and offering access to third-party money managers and wrap programs.

Ryan Carroll is a financial advisor with Ameriprise in Mendota Heights, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2013, including Riversource Distributors Inc. and Ameriprise Financial Services Inc. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Matthew Adey is a financial advisor with Morgan Stanley Wealth Management in St. Paul, MN, holding a Series 66 designation and offering 21 years of industry experience. His prior roles include positions at PGIM Investments, LLC, and Prudential Investment Management Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Christopher Pankratz is a CFP® with 38 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Financial Dimensions Group, Inc. for 23 years and has been with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for over 31 years. In addition to his advisory role, he owns a sole proprietorship providing life and long-term care insurance services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage, investment advisory, and financial planning services. The firm uses various tools for portfolio construction and supports multiple advisory platforms and third-party managed account solutions.

Patrick Zastrow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Financial Services since 1999 and with Primerica Advisors since 2018. Outside of advisory roles, he is involved part-time in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, with approximately $15.5 billion in assets under management.

Cali Roane is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has held roles at several organizations including Thomson Reuters and Preferred Resource Group, alongside her current positions with LPL Financial and Independent School District 622. Outside of advisory work, she is involved in retail sales at Indian Hills Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advisory services through a large network of investment adviser representatives.

Jonathan Behnken is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Thrivent Financial and its investment management subsidiary since 2002. Behnken serves as a board member for Good in the 'Hood, a nonprofit organization focused on meal provision and basic care services for underserved community members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial plans without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing structure.

Thomas Starkey is a financial advisor with Equitable Advisors in Arden Hills, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside his advisory role, he is a 50% owner and managing partner of Falcon Financial Group LLC and also serves as chief manager and 50% owner of Falcon Properties, LLC, which owns his office space. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a range of proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Daniel Adams is a financial advisor with Cetera in Blaine, MN. He holds the CFP® and ChFC® designations, along with the Series 66 license, and has five years of industry experience. His career includes roles at Box Financial Advisors and AdvisorNet Financial Inc., among others. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of program structures with access to third-party money managers.

Richard Dunn is a CFP® professional with 23 years of industry experience, currently with Cetera. His prior roles include positions at Avantax and Osiac Wealth, and he has been principal financial planner and member of Dunncreek Advisors LLC since 2013. Outside of advisory work, he serves as president of the White Bear Avenue Business Association, a nonprofit supporting community development projects in Saint Paul, MN. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers.

Joseph Fox is a financial advisor at Cetera with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has held positions at firms including Tradition Mortgage, North Star Consultants, CRI Securities, and Securian Financial Services. Outside of his advisory work, Fox serves as a director of a local pool and yacht club, is on the advisory board of the Scott Richards North Star Charitable Foundation, and is an elected board member of Risen Christ Catholic School. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.