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.

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.

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.

David Drolson is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in community activities including serving as a Recreation Gym Supervisor for Forest Lake Area Schools Community Education, volunteering on the finance committee for Forest Hills Golf Club, and fundraising through the Drolson Family Foundation to support local educational scholarships and youth services. He also owns a business selling sports cards and memorabilia. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team.

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.

Stephen Schmidt is a financial advisor with Primerica Advisors in Lino Lakes, MN, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of advising, he 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-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Julienne Entinger is a financial advisor at Thrivent Investment Management with two years of experience in the industry. She holds the Series 66 designation and previously worked at Thrivent Financial and Housing First Minnesota. Outside of her advisory role, she coordinates the track and field program for the Andover Athletic Association and serves on its board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers integrated planning and managed-account options under its WealthPlan program.

Justin Wolf is a Series 66-credentialed financial advisor with six years of industry experience, currently with Thrivent Investment Management. His prior experience includes roles at State Farm Investment Management Corp and Securian Financial Services Inc. Outside of his advisory work, Wolf coaches track and football at Forest Lake High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and comprehensive written recommendations across a variety of financial planning topics. The firm offers an option to combine planning with managed-account services while keeping the two separate, and does not accept discretionary trading authority for its Dedicated Planning Service.

Abby Moberg is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked for seven years at Procter & Gamble. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Douglas Beck is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside his advisory role, Beck is owner of an automotive service business operated by his son and serves as a board member for an office building management association. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, corporate pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various asset types on discretionary or non-discretionary bases.

Isaac Bumgardner is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. He has held multiple roles since 2017 across firms including Avantax, Infinex Investments, and Alerus. He serves as Director of Wealth Management at HK Wealth Management, LLC, and is involved as a director at Harvest Valley Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or customized strategies.

Ryan Blanchard is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His prior work history includes roles at MassMutual, Alerus Financial, Northwestern Mutual, and Cetera Advisor Networks. Outside of advising, he is involved in Blanchard Realty LLC, a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Islam Elseweissy is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to identify their financial goals and develop tailored strategies to pursue these objectives across various time horizons. He provides ongoing advice and portfolio management, adapting plans as clients’ needs evolve. His expertise includes managing complex financial priorities such as home ownership, education funding, elder care, and healthcare planning. Islam holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Islamic Azad University. He communicates fluently in English, Armenian, and Farsi.

Joseph Neumann is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bank, Northwestern Mutual, and North Shore Bank. 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 programs and investment solutions through a nationwide network of financial advisors.

Britton Peterson is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously worked at AMG Prime and Continua Interiors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without discretionary trading authority or institutional portfolio management.

Brandon Neumann is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 license. Neumann was previously the owner of a marketing business called Twin Cities SuddenValues, which he sold and from which he receives monthly compensation. 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 options supported by a large network of financial advisors and branch offices nationwide.

Matthew Lemay is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including 1834 Investment Advisors and Old National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sandra Ganske is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. She has worked at Fidelity Investments since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2011 to 2022. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a broad range of portfolios.