Steven Halvorson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program integrates quantitative and qualitative manager due diligence and incorporates ESG eligibility within its recommended strategies.

Blake Cheeley is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

La Rae Klocksien is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding a Series 66 designation and one year of industry experience. She previously managed WillowBridge, Inc, a wellness service company offering salon, massage, and yoga services, where she assisted with reporting, marketing, and IT. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses and planning across a wide range of financial topics without discretionary trading authority.

Alicia Walsh is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Paul Trobiani is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with a combination of quantitative and qualitative analysis and may incorporate an ESG eligibility framework.

David Purdy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory work, he plays guitar in a combo band as a hobby and is involved with Uncommon Loon Brewing Company in Chisago City, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and technology tools to support advisors.

Shannon Olson is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and Parkland Securities LLC. Olson also serves as an operations manager and registered representative at North Metro Money Management, where she is involved in client meetings, reporting, and process improvements. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various strategies and custodial arrangements.

Mitchel Rehbine is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2023, following a long tenure at Sagepoint Financial, Inc. Mitchel is also involved as a statutory agent for Five Star Financial Resources, which markets insurance services. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

Thomas Mc Carthy is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has been with Thrivent since 2025 and previously worked in education at several Minnesota schools from 1999 to 2025. Outside of finance, he participates as a member of the Forest Lake Nordic Ski Team Booster Club, assisting with organizing equipment and fundraising activities for the team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without portfolio management for institutional clients.

Isak Larson is a financial advisor with Cambridge Investment Research Advisors in Ramsey, MN, holding a Series 66 designation and having seven years of industry experience. He previously worked at Thrivent Financial for five years and has been with Cambridge since 2024. Outside of his advisory role, he is employed as an administrative staff member with Hockey Ministries International in Minnesota. Cambridge Investment Research Advisors serves a diverse client base that includes individual, institutional, pension, and charitable organizations by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies alongside access to unaffiliated third-party advisers.

Doreen Weber is a financial advisor at OSAIC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at several firms, including Sagepoint Financial, Woodbury Financial, and Infinex Investments. She is also involved as a Compliance and Supervision Specialist at Five Star Financial Resources. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide range of programs including financial planning, managed portfolios, and retirement plan consulting.

Jon Jezierski is a financial advisor at Edward Jones in Andover, MN, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Patterson Companies, Inc. and Cargill, Inc. Outside of his advisory role, he manages a rental property. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors, with a broad national network of financial advisors and offices. The firm provides a range of investment strategies and affiliated services under a fiduciary standard.

Jennifer Conneran is a financial advisor with Cetera possessing Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Cetera, she worked at Concourse Financial Group Securities Inc. for five years and has been self-employed since 2020. Outside of her advisory work, she holds a role as Strategic Sourcing Manager at CIRTEC Medical, overseeing vendor management and contract negotiations. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 access to discretionary and non-discretionary portfolio management, financial planning, and third-party money managers.

Patrick Growe is a financial advisor with Edward Jones in Forest Lake, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he manages rental properties in Forest Lake and Circle Pines, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Bradley Beck is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Beck serves on the board of Gentry Academy and is involved in independent insurance sales through his own firm, Five Star Financial Resources. Osaic Wealth provides a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Justin Prescott is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Advisory Services and Avantax Investment Services, and has experience as an independent insurance agent through Advisornet Insurance. Prescott is also president of TruPlan Financial Planners, a financial advisory firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeremy Mandler is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including U.S. Bancorp Investments, Wells Fargo Clearing, and The RiverGroup Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Chad Olson is a financial advisor with LPL Financial in Forest Lake, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial and its predecessor firm since 2001. Outside of his advisory role, Olson is associated with Wealth Management Midwest, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

Elizabeth Staples is a financial advisor with Ameriprise in Stillwater, MN, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, Staples serves on the Board of Directors for Stillwater Area JO Volleyball and works as an apparel and event coordinator. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Martin Rychley is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of advisory work, he serves as a board member for the Forest Lake Hockey Association, overseeing youth teams. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering various investment strategies, supported by over 10,000 advisors and $256 billion in assets under management.