Nathan Whited is a financial advisor with Edward Jones in Lilydale, MN, holding CFP® and Series 66 designations and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Camping World / Gander Outdoors and Gander Mountain Company. 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, operating under a fiduciary standard.

Diana Brass is a Wealth Management Advisor at Merrill Lynch Wealth Management with more than 30 years of direct experience. She works closely with individuals, couples, families, and businesses to discern their goals, address their concerns, and help them achieve a secure financial future. Diana specializes in areas such as executive compensation, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. Diana holds a bachelor's degree in Business with an emphasis in Communications from the University of St. Thomas. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a member of Team Women and is committed to continued learning and professional development. Outside of her professional life, Diana is involved in community organizations such as Adopt a Family, Feed our Starving Children, The Sandwich Project, and Valley Outreach. She is married with two children and enjoys traveling, spending time with her family, and listening to music.

Robert Miller is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services for 19 years before joining RBC Capital Markets in 2025. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering tailored investment advisory programs and portfolio management solutions through both in-house and third-party managers.

Chris Mc Clure is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Clear Channel Outdoor, Health Tech Academy, Strategic Education, Inc., and Capella University. 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 under management through a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

John Mueller Jr. is a financial advisor at OSAIC with 51 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation and Diversified Financial Advisory Group. In addition to his advisory role, he operates Mueller Financial Group as an insurance agent, providing life insurance, annuities, and long-term care insurance. OSAIC is a large wealth management firm serving retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and supports a broad range of investment strategies and custodial arrangements.

Thomas Conlin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. His prior roles include positions at City National Bank, RBC Wealth Management, and Saint John's University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing tailored strategies based on clients' risk profiles and offering a variety of investment options and program structures.

Michael Haverkamp is a CFP®-certified financial advisor with LPL Financial in St. Paul, MN, where he has worked since 2003. He has 38 years of industry experience. Outside of his advisory role, he is involved with tax preparation support through Dakota Tax Services and administrative work for Breezy Meadows LLC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a broad suite of non-advisory financial services.

Lexie Ligday is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining RBC in 2025, Lexie worked at Northwestern Mutual in various roles from 2022 to 2024 and gained additional experience at Joshua Willour and Dave Dettmann during 2023-2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a wide range of advisory services to individual and institutional clients, including discretionary and non-discretionary portfolio management and financial planning. The firm offers multiple wrap fee programs and integrates in-house and third-party managers to tailor investment strategies to clients’ risk profiles.

Ryan Selleck is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at COUNTRY Capital Management Company and Lincoln Investment Planning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to registered investment companies, and use of AI and algorithmic methods in portfolio management.

Brock Eckman is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Woodbury Financial Services and GT Financial Advisors. He serves as operations manager at GT Financial Advisors and is the sole member of an administrative LLC. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, retirement plan consulting, and access to third-party money managers. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Ashley Willaert is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. 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 ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Max Moriarty is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Scheels, Keith Ollie Ltd, and various other positions outside the investment industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multiple registered investment companies and delivers model portfolios to intermediary platforms.

Neil Raisanen is a financial advisor with Raymond James Financial in Saint Paul, MN, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2008. Outside of his advisory role, he operates a branch of OK Financial Inc. as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Amy Brinckerhoff is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets since 2008. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Vicky Nelson is a financial advisor with Primerica Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica since 1990. Outside of advisory work, she 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-based strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Brenton Ruebling is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with VOYA Financial Advisors and Capital Street Financial, where he also operates as an independent insurance agent. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Shane Benick is a financial advisor with UBS Financial Services in St. Paul, MN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at RBC Wealth Management and involvement with the Town & Country Club and the University of St. Thomas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services.

Nicole Brunner is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Prudential, Saybrus Partners, and AIG. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, retirement plan sponsors, charities, and corporate entities. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, offering a variety of advisory and brokerage services through a multi-advisor platform.

Nicole Williams is a CFP® with 24 years of experience in the financial services industry. She has been with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2006 and also served at Financial Dimensions Group, Inc. from 2006 to 2024. Williams is President of True Wealth Partners LLC, through which she conducts her investment advisory business. She is also a licensed insurance agent and notary public. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services supported by a model-based investment process incorporating portfolio optimization and risk management tools.

Jessica Sand Peterson is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms including Allianz Life Insurance Company of North America and Securian Financial Services Inc. Outside of her advisory role, she serves as a volunteer board member and treasurer for The Retrievers, an all-volunteer lost dog team. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with various program options and custodial arrangements.