Jason Dekeuster is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 2006. Outside of his advisory role, he is involved in business coaching through a consulting firm he co-owns and participates in a business consulting study group. 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 provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

William Bard is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with RBC Capital Markets since 2016 and previously worked at City National Bank starting in 2017. Outside of his advisory work, Bard is involved in community activities, including serving on the board and as Treasurer of the Jungle Theater, a local arts institution, and participating in fundraising for The Sanneh Foundation, a youth development organization. He is also associated with a family-owned coffee shop, Claddagh Coffee, in St. Paul, MN. RBC Wealth Management serves a broad client base ranging from individual investors to institutional clients and offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies through a combination of in-house and third-party managers, with features including tax management, responsible investing options, and access to alternative investments.

Timothy Hennen is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Before joining LPL Financial in 2021, he worked in various roles at nVent, Open Access International Technology, and Border States Electric. Outside his advisory duties, he operates a website sales business called Champion E-Comm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Samuel Sturgis is a financial advisor with RBC Capital Markets in Medina, MN, holding a Series 63 designation and 23 years of industry experience. He previously worked at LPL Financial for nine years before joining RBC Capital Markets in 2020. Outside of his advisory role, he is a 49% owner with management responsibilities of two European Wax Center locations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm provides tailored investment advisory programs with discretionary and non-discretionary portfolio management through a combination of in-house and third-party managers, supported by its capital-markets capabilities.

Anthony Bumgarner is a financial advisor with LPL Financial in Fridley, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2022, he worked for 15 years at CUNA Brokerage Services Inc. and Cuna Mutual Group. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Nicholas Valento is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth, Gradient Securities, and in roles outside of finance including at Minnesota State University, Mankato and Centennial School District. Outside of his advisory duties, he is involved as a personal care assistant in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary research and third-party resources.

Hillary Bement is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding Series 63 and Series 65 licenses. She has two years of industry experience, including roles at Thrivent Financial and prior service at Financial One Credit Union and Magnifi Financial Credit Union. 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 financial planning covering topics such as retirement, income tax, estate, and special needs planning, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Daniel Chrzanowski is a Series 66–licensed financial advisor with Edward Jones in Forest Lake, MN, and has 13 years of industry experience. He 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 advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kevin Butzen is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has a legal background, having previously worked at Creative Planning Legal, P.A., operated his own legal practice, and been with Johnson Law Group, P.A. prior to joining RBC. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm provides a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment resources.

Andrew Ulland is a financial advisor with J.P. Morgan Securities in Minneapolis, MN. He holds Series 65 and Series 66 credentials and has five years of industry experience. His prior roles include positions at Olympus Ventures LLC and Cornerstone Capital Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Toni Topp is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. Prior to joining Cetera, Topp worked at Wells Fargo Advisors and Wells Fargo Clearing. In addition to advising, Topp serves as an assistant to the dean at Metropolitan State University, conducting research for the College of Business and Management. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm operates a multi-manager platform with a variety of investment strategies and program structures, managing over $256 billion in assets.

Philip Dahlof is a financial advisor with Thrivent Investment Management in Roseville, MN, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2016. 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 planning covering various topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan."

Brian Burnham is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for 12 years. Outside of his advisory role, he serves as the executor of his parents’ will. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Tiernan Patrick Talbot is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs and Endeavr Wealth Management. Outside of his advisory role, Talbot is involved in small business ventures including Reliable RAM, LLC and an online men’s clothing sales business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Charlie Rose is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. He has held positions at Sagepoint Financial, INC., Five Star Financial Resources, Foster Klima, and Hilton Hotels. Rose is also a notary and has served as a financial planner involved in marketing financial services. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management using a wide range of investment products.

Gregory Johnson is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at RBC Capital Markets since 2009, following a seven-year period at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Heidi Johnson is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 20 years of industry experience. She holds a Series 66 credential and has been with RBC Capital Markets since 2008. Outside of her advisory role, she is an active owner of a rental property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through a variety of advisory programs utilizing both in-house and third-party investment managers.

Holden Zinda is a financial advisor at Ameriprise with Series 66 credentials and one year of experience in the industry. Prior to joining Ameriprise, he held positions in various sectors including medical supplies, education, retail, and food service. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored recommendation reports delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Aman is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds the CFP® and ChFC® designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 planning tailored to a wide range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.

Alexander Gabriel is a financial advisor with Ameriprise in Fridley, MN, holding a Series 66 designation and having 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using algorithmic automation and research-driven approaches, while also offering a broad range of advisory, brokerage, and insurance solutions.