Nicole Olson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Her prior experience includes roles at Deluxe Corporation, Restaurant Technologies Inc., and the University of Minnesota Athletics Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Zachary Boesel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions with the Forest Lake Police Department, Chisago County Sheriff's Office, and Washington County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Angela Stone is a financial advisor at Cetera with 25 years of industry experience. She holds a Series 63 designation and has held positions at multiple firms, including AdvisorNet Financial Inc. and Cetera Wealth Services, LLC. Outside of her advisory work, she serves as co-vice chair on the board of Shamineau Ministries, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party strategies under various program structures.

Andrew Ramsey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Wells Fargo in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

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.

Aaron Locke is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and over 22 years of industry experience. He has previously worked at Advisornet Wealth Management and has been affiliated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, Locke coaches an 11U club fast pitch softball team. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Metcalf is a financial advisor with UBS Financial Services, holding the Series 66 designation and 24 years of industry experience. He worked at AllianceBernstein L.P. for 10 years before joining UBS in 2012. Metcalf serves on the board of directors and the investment committee for People Serving People Charities, an organization providing emergency shelter for homeless children and their families. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

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.

Nuvia Solorzano Zambrano is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at The Huntington Investment Company, LPL Financial LLC, and Wells Fargo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Stephen Branham is a financial advisor with Cambridge Investment Research Advisors in Minneapolis, MN. He holds a Series 63 designation and has 36 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entity since 2004. Outside his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Doran O'Brien is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2001. Outside of his advisory role, he serves as president of O'Brien Management LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

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.

Bradley Hunt is a financial advisor with Thrivent Investment Management in Blaine, MN, holding a Series 66 designation and six years of industry experience. He has been with Thrivent since 2020 and previously worked with Eagle Brook Church for five years. Outside of his advisory role, he serves as Brand and Marketing Director for the Spring Lake Park Softball Association, supporting youth softball development through marketing and branding efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning combined with managed-account services through a consolidated billing program called “WealthPlan.”

Amy Maurer is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She has been with Robert W. Baird since 2008. Outside of her advisory role, she works as a Store Tasting Ambassador for Utepils Brewing Co., where she offers samples and information about the brewery's products. Amy is part of the DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Kyle Anderson is a financial advisor with Edward Jones in Blaine, MN, holding a Series 66 designation and three years of industry experience. He previously worked at Dick Hannah Motor Company and has experience in the marine sector with Sundance Yachts and Reed's Marine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Shannon Taggart is a financial advisor with LPL Financial based in Blaine, MN, holding a Series 63 designation and 26 years of industry experience. Prior to joining LPL Financial in 2024, Taggart spent 20 years at Commonwealth Financial Network. Outside of advisory work, Taggart is associated with Float Club, LLC, a home-based business entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Sean Bryant is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc., Avantax Investment Services, American Century Investment Services, and First Command Financial Planning. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with a focus on tailored, non-discretionary consulting supported by extensive research, portfolio management options, and municipal advisory services.

Kelcie Benjamin is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. Prior to joining Cetera, Benjamin worked at Strategic Investment Partners and Pine River Capital Management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various investment program options.

James Hershey is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including over two decades at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research teams and third-party strategists.