Eric Mullins is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Cetera and has held positions at Mullins Financial, LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, and Stein Financial Group, LLC. Outside of his advisory work, Mullins is an insurance agent specializing in fixed insurance products and owns a firm focused on expense management. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to both affiliated and third-party investment strategies.

Bradley Harder is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Hanover, MN. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated committee.

Nathan Kerkow is a CFP® professional with 31 years of experience in the financial industry. He has worked with Ameriprise and its affiliates since 1995 and is currently based in Forest Lake, MN. Outside of his advisory work, he serves on the Board of Directors and as Secretary for the Wildcat Pride Scoreboard Fund, and he is an assistant coach for the boys lacrosse team at Chisago Lakes High School. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Dean Maschka is a financial advisor at Osaic with 30 years of industry experience. He holds the CFP® designation, as well as Series 63 and Series 66 licenses. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Securities America, Inc. for nine years. Outside of advisory work, he is involved in life insurance and fixed annuity sales on a client-need basis. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across various client types.

Ivan Ayala is a Series 66-licensed financial advisor with Edward Jones in Blaine, MN, with one year of industry experience. His background includes roles in psychotherapy and counseling, including work with MinneApple Psychotherapy and BetterHelp. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of assets, offering advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and access to proprietary mutual funds and separately managed accounts.

Greg Nagel is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering customized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets held in Ameriprise-managed accounts.

Mark Stanger is a ChFC® and Series 66 licensed financial advisor with 29 years of industry experience. He is currently with Cetera and has held advisory roles at Flagship Bank and AdvisorNet Wealth Management. Outside of his advisory work, he is involved in selling fixed insurance products and operates a financial services business under the name Landmark Financial Services. Cetera Investment Advisers LLC is a large nationwide firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Andrea Schwieger is a financial advisor at Edward Jones in New Hope, MN, holding a Series 66 designation. She has one year of experience in financial advising, having joined Edward Jones in 2026. Prior to her current role, Schwieger worked in healthcare and service industries, including positions at Aspen RxHealth and Genoa Healthcare. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Manning is a Series 63 licensed advisor with Primerica Advisors, where he has worked since 1986, totaling 40 years of industry experience. He has also been affiliated with Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and maintains a tiered wrap-fee structure distinct from fixed-fee billing.

William Tollerud is a Series 66 licensed financial advisor with Edward Jones in Maple Grove, MN, where he has worked since 2007, totaling 19 years of industry experience. Outside of his advisory role, he manages Riverside Farms Partnership, working with renters of farm land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Nicholas Christoff is a financial advisor with Thrivent Investment Management in Maple Grove, MN, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2016. Outside of his advisory role, he serves as a board member of the I-94 West Chamber of Commerce, providing business-owner feedback to support membership growth and program development. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separation between the two services.

James Renn Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, as well as City National Bank since 2017. He serves on the board of the SHJON Podein Children's Foundation, a nonprofit organization involved in fundraising and charitable gifting. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm customizes investment strategies based on client risk profiles and employs a mix of in-house and third-party managers, including options for tax management and responsible investing.

Dan Pias is a financial advisor with LPL Financial, holding a Series 63 license and bringing 33 years of industry experience. He previously worked at Financial Dimensions Group and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 19 years. Outside of his advisory role, he is a co-owner of Schuler, Matheson, Pias and Associates, a business entity 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Miller is a CFP® with 43 years of industry experience, currently serving at LPL Financial since 2010. His background includes business activities such as facilitating legal document establishment through North Oaks Legal Services and occasional motivational speaking at churches, colleges, and businesses. He is also a licensed notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Luke Duffney is a financial advisor with Edward Jones in Roseville, MN, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Rize Realty - Covenant Partners for one year and spent 13 years at Gillette Children’s Specialty Healthcare. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Guibert is a financial advisor with LPL Financial in Coon Rapids, MN, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Truestone Financial Credit Union and CUNA Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Filipek is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with firms including VOYA Financial Advisors, Cetera, and Jackson National Life. Outside of his advisory role, Filipek is involved in coaching soccer and serves on the board of the Minnesota Soccer Referee Program. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, supported by advanced operational tools and a large network of advisors.

Eric Osgood is a financial advisor with LPL Financial in Shoreview, MN, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation for 12 years. Osgood also owns Osgood Financial, Inc. and is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with a platform that supports both discretionary and non-discretionary strategies.

Ashleigh Scheidweiler is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation. Prior to joining OSAIC, she was a full-time student for nine years. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers a range of advisory and brokerage services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Shaylah Anwar is a financial advisor with Fidelity Investments holding Series 63 and Series 66 licenses and has six years of industry experience. Her prior experience includes four years at Ameriprise Financial Services Inc and roles at the University of Minnesota and Kohl’s. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios used by intermediary platforms.