Matthew Weidinger is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 26 years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked at U.S. Bancorp Investments, Inc. from 2012 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Morgan Truscott is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 65 and Series 66 licenses and with 19 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. Truscott serves as a board member for both the Goodwill-Easter Seals Minnesota and its Foundation, participating on their finance and operations committees. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and integrates ESG considerations when recommending strategies.

Renae Spehn is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities.

Mark Miller is a CFP®-certified financial advisor with LPL Financial who has 43 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he facilitates the establishment of legal documents through North Oaks Legal Services, LLC and delivers occasional motivational speeches at churches, colleges, and businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

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.

Zachary Wick is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has prior work experience in real estate and other business ventures. Outside of his advisory role, he is the owner of Eagles Realty LLC and participates as a contractor with an online proprietary trading firm that offers simulated trading capital to retail traders. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, utilizing a range of in-house and third-party investment managers and strategies.

Jeffrey Filipek is a financial advisor with LPL Financial, holding a Series 63 license and 33 years of industry experience. He has worked at firms including Cetera, VOYA Financial Advisors, 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 an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Eric Osgood is a financial advisor with LPL Financial in Shoreview, MN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 12 years at National Planning Corporation. Osgood also operates Osgood Financial, Inc., a business entity for tax and investment purposes, and serves as a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and nonprofits through a national network of adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by LPL Research, third-party subadvisors, and model portfolios.

Jacob Dittel is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs a variety of tools and third-party resources to construct and manage portfolios across asset classes for diverse client needs.

Joseph Toussaint is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Securities America Advisors and Securities America Inc, as well as operating as an independent agent and running Joseph Toussaint & Associates. Outside of advisory work, he is involved in artisan craftsmanship and works as a sales representative for fixed insurance, annuity, and long-term care products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and multiple investment platforms to construct tailored portfolios.

Mark Hedman is a financial advisor at Cetera with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes positions at Edward Jones and Community Resource Bank. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

Stacey Okan is a financial advisor at Edward Jones with 13 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Christiane Pereira Dolabella Duarte is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. She also operates Dolla-Duarte Investments LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Austin Balm is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at RBC Capital Markets since 2016 and at City National Bank since 2019. Based in Minneapolis, MN, Balm provides advisory services through a well-established institutional firm. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.

Joshua Erickson is a financial advisor with Edward Jones in Wyoming, MN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. 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 and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Gherity is a financial advisor with LPL Financial based in Vadnais Heights, MN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, having previously worked at U.S. Bancorp Investments, Bremer Bank, and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Brooke Warnert is a financial advisor at RBC Capital Markets with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining RBC, Brooke worked at Cahill Financial Advisors and has held positions in various other sectors including retail and education. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored investment strategies through a range of advisory programs and utilizing both in-house and third-party investment managers.

Craig Rudd is a financial advisor with LPL Financial in Golden Valley, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at National Planning Corporation for 14 years before joining LPL Financial in 2017. Rudd is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Danielle Anderson is a financial advisor at Raymond James Financial with six years of industry experience. She holds the Series 66 designation and has been associated with Anderson Financial Services and Raymond James Financial Services since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through a broad advisor network and specialized advisory programs.

Patrick Mastin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Cetera and its related entities since 2013. Outside of his advisory role, he serves as president of Bennett, Mastin, Kosmack, Inc., a financial services firm, and is involved in selling fixed life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment programs supported by a nationwide network of over 10,000 advisors.