Holly Clemence is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Cetera. She has prior experience at Equitable Advisors and New York Life Insurance Company. Clemence holds a board fiduciary position as Secretary for Women Entrepreneurs of Minnesota. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, 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 includes affiliated and third-party model portfolios.

Eric Werlinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with a managed-account program under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Anthony Gleason is a financial advisor at MassMutual Investors Services with 32 years of industry experience. He holds the Series 63 designation and has worked at MML Investors Services, Inc. since 1994 and Mass Mutual Life Insurance Company since 1991. Outside of advising, he is involved in life and health insurance sales and owns a property management business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-focused planning without discretionary investment authority.

Hope Burns is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. Outside of her advisory role, she owns and operates several small businesses, including InstaGlam LLC, an online retailer of clothing and jewelry, and HB Holding Ventures LLC, which manages bookings; she also works as a fashion stylist for the Cabi clothing line. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Rogneby is a financial advisor at RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Minneapolis, MN. He holds the Series 66 designation and has eight years of industry experience, having worked at RBC Wealth Management since 2015. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Wilfred Wong is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017, with prior roles at Waddell & Reed and various insurance carriers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning across a range of topics without discretionary trading authority. The firm allows clients to integrate planning with managed-account programs while keeping these services separate.

Dawn Barrett is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with RBC Wealth Management since 1995. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Charles Nesser is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge Investment Research since 2016. Outside of his advisory role, he is an independent insurance agent and a notary public through his firm, Nesser & Nesser Financial Group. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services delivered through a network of independent Financial Professionals utilizing various portfolio management and model-based solutions.

Zachary Schlegel is a CFP® with eight years of industry experience. He is currently with OSAIC and previously worked at Northwestern Mutual Wealth Management Company and related entities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Derek Blankenship is a CFP® and ChFC® affiliated with Edward Jones, with seven years of industry experience. His prior roles include positions at Wells Fargo Bank NA and SNS Financial Group, LLC. 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, supported by a large network of financial advisors and branch offices nationwide.

Tobin Hempel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Cetera since 2007 and owns Hempel Tax and Financial, a tax preparation and financial services business. Additionally, he serves as vice president and tax preparer at Hempel Income Tax Service, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

Brian Bovee is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by LPL Research and third-party subadvisors.

Daniel Kolander is a financial advisor with Primerica Advisors in St. Michael, MN, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1986. Outside of his advisory role, he is involved in business activities related to investment products and home services referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and utilizes a due-diligence consultant and BNY Mellon Advisors for portfolio implementation.

Thomas Breen is a financial advisor with LPL Financial in Roseville, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at Affinity Plus Federal Credit Union, CUNA Brokerage Services, Inc., IFS Financial Services, and Voya. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Alec Adelman is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Wells Fargo Clearing since 2025 and was previously with Ameriprise Financial Services LLC for five years. 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, using research and analytics grounded in diversification principles and modern portfolio theory.

Jerron Mc Donald is a financial advisor with Thrivent Investment Management in Otsego, MN, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Thrivent in 2021, he worked for Luther Automotive Group from 2014 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Sirius Harrison is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and its related entities since 2025 and has a background that includes work at MFG Financial Advisors and a long-term involvement with Red Bench Bakery. Outside of finance, he has experience with Eden Prairie Schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, 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, supporting a variety of program structures and custodial relationships.

Daniel Erdmann is a Series 66 licensed financial advisor with 12 years of industry experience, currently with OSAIC since 2021. He previously worked at several firms including AdvisorNet Financial Inc. and Cetera Advisor Networks. Outside of his advisory role, Erdmann is a CPA providing tax preparation and planning through Erdmann Financial Planning LLC and also engages in fixed insurance sales. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and unified managed account solutions.

Michael Callanan is a CFP® professional affiliated with Cetera in Plymouth, MN, with 10 years of industry experience. He has held roles at Avantax Advisory Services and its related entities since 2016, and currently serves as a financial advisor at MRK Financial Solutions and Truplan Financial Advisors. His other business activities include providing financial planning through MRK Financial Solutions and Truplan Financial Planners. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services, utilizing a multi-manager platform with multiple program structures and custodial relationships.

Laura Smith is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Prior to joining RBC in 2022, she worked at MidwestOne Bank for one year. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients' risk profiles and utilizing both in-house and third-party investment managers.