Daniel Erdmann is a Series 66 licensed financial advisor with 12 years of industry experience, currently with OSAIC since 2021. He previously worked at several firms including AdvisorNet Financial Inc. and Cetera Advisor Networks. Outside of his advisory role, Erdmann is a CPA providing tax preparation and planning through Erdmann Financial Planning LLC and also engages in fixed insurance sales. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and unified managed account solutions.

Michael Callanan is a CFP® professional affiliated with Cetera in Plymouth, MN, with 10 years of industry experience. He has held roles at Avantax Advisory Services and its related entities since 2016, and currently serves as a financial advisor at MRK Financial Solutions and Truplan Financial Advisors. His other business activities include providing financial planning through MRK Financial Solutions and Truplan Financial Planners. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services, utilizing a multi-manager platform with multiple program structures and custodial relationships.

Dane Solberg is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory role, he is involved in Solberg Benefits LLC, an insurance brokerage business focused on life, health, disability, and long-term care insurance. OSAIC serves a diverse clientele including individual and institutional investors, offering integrated brokerage and advisory services with a wide range of investment solutions and third-party money manager access. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Douglas Box is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 31 years of experience in the industry. He has worked with multiple firms, including AdvisorNet Wealth Partners and Box Financial Advisors, which he owns. In addition to his financial advisory activities, Box is involved in life coaching through the Exceptional Life Project and manages a numismatics business focused on Bitcoin server performance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Patrick Haspert is a financial advisor at Ameriprise with 28 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he manages a financial planning practice through The Windsor Group and is a limited partner in The Prairie Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Patrick Kelly is a CFP®-designated financial advisor with Raymond James Financial, based in Plymouth, MN, with 41 years of industry experience. He has been with Raymond James since 2007 and leads Patrick F. Kelly & Associates. Outside of his advisory work, he operates a storage rental business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional accounts. The firm offers tailored, non-discretionary planning and supports a range of advisory programs within a large advisor network.

Benjamin Tollander is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Wealth Enhancement Group and LPL Financial. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Haagenson is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Cambridge Investment Research Advisors and Accord Financial Strategies. Haagenson is also president of Accord Benefit Resources, a company focused on health insurance sales, and he has experience as an insurance agent selling life, health, disability, annuities, and long-term care products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services with an emphasis on portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Travis Peterson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo, Sniezek Group Agency, and US Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Pierson is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Osaic Wealth, Inc., Financial Dimensions Group, Inc., and Ecumen. LPL Financial is a national 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 consulting, supported by research and technology-driven investment solutions.

Maikou Vu is a financial advisor with Edward Jones in Roseville, MN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Primerica Advisors and Primerica Financial Services, among other positions in healthcare and related fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Daniel Larson is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under a consolidated billing program called "WealthPlan."

Patti Powell is a financial advisor with Thrivent Investment Management in New Hope, MN, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with Thrivent Financial and its affiliated entities since 2016. Powell serves as a board member of Quorum: The Twin Cities LGBTQ+ and Allied Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based financial planning without discretionary portfolio management.

Gregory Josewski is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 23 years. He is also the owner and CEO of PASJ LLC, a business established to manage his practice and related activities. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to generate tailored recommendations.

Bradley Kustermann is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2013. He is also involved in private financial advising services through Bradley Kustermann LLC and holds ownership in Freedom Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Carrie Anton is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2023, she worked for Focus Financial Network Inc and Royal Alliance Associates. Outside of her advisory work, she operates a blog called The No Trauma Zone, which focuses on alleviating trauma response and stress-related illnesses. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes.

Robert Gebhard is a financial advisor at Primerica Advisors with 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Gebhard has also been involved with Storycraft since 1990. In addition to advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Danielle Faison is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She has worked at Royal Alliance Associates, LPL Financial, and CUNA Mutual Group, including Cuna Brokerage Services. In addition to her advisory role, she is involved in insurance sales and service through Benestar Financial. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Austin Boniface is a CFP® professional with nine years of experience in the financial industry, currently affiliated with LPL Financial. He has prior work experience at Magnetic North Advisors and Augsburg College. In addition to his advisory roles, he is involved with Legacy Capital, a business entity connected to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and access to proprietary and third-party research.

Heikki Rouvinen is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2019. Prior to advising, he spent 15 years in the hospitality industry with Deco Catering and Green Mill Restaurants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.