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.

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.

Jeffrey Erpelding is a financial advisor with LPL Financial in Coon Rapids, Minnesota. He holds the CFA®, PFS™, and Series 66 designations and has 25 years of industry experience. His career includes 15 years at both Trustone Financial Credit Union and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining a broad product offering with advanced operational and research tools.

Paul Trobiani is a financial advisor with J.P. Morgan Securities, holding the Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Ameriprise. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Richard Mussell is a financial advisor at Cetera with Series 63 and Series 65 licenses and over 56 years of industry experience. His career includes roles at VOYA Financial Advisors and longstanding involvement with Northwestern National Life Insurance Co. and his own Dick Mussell Agency. He is also active as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with various investment program options.

Brian Tutland is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Advisors Asset Management, Inc and Navian Capital Securities, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including tax-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered funds and model portfolio platforms.

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.

Shannon Olson is a Series 66-licensed financial advisor at Osaic Wealth Inc with nine years of industry experience. She previously worked at Thrivent Financial and Parkland Securities LLC. Olson also serves as Operations Manager and Registered Representative at North Metro Money Management, where she is involved in client meetings, application preparation, and process streamlining. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a variety of investment types.

Mitchel Rehbine is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at OSAIC since 2023 and was previously affiliated with Sagepoint Financial, Inc. for 18 years. Outside of his advisory role, he is involved as a statutory agent for a corporation marketing insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers a range of integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include various asset classes and supports multiple advisory platforms and third-party managed solutions.

Lisa Hanson is a financial advisor with Ameriprise in Oak Grove, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, delivering detailed income and tax strategy recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to provide tailored guidance and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Harris is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1996 and continues to work with Ameriprise in Stillwater, MN. He holds the Series 63 designation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor input and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Andres Herrera is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 credential and has worked previously in automotive and logistics sectors, including roles at Walser Automotive, Reynolds Logistics, Morries Automotive, and CBRE. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Omotayo Famodu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining Wells Fargo, Omotayo's background includes roles at Scope Solutions, Estelle, and Wells Fargo Bank, NA, as well as experience in the restaurant industry and education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Isak Larson is a financial advisor with Cambridge Investment Research Advisors in Ramsey, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge in 2024, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2019 to 2024. Outside of his advisory role, Larson is an administrative employee with Hockey Ministries International in Minnesota. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm delivers solutions through a network of independent financial professionals, employing a range of portfolio management approaches and maintaining proprietary and third-party model strategies.

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.

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.