Bert Nijssen is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. His work history includes roles at Cetera and its related entities, as well as experience with AT&T and as an independent contractor. Outside of his financial advisory work, he coaches youth soccer for the Maplebrook Soccer Association. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary options.

Colleen Olson is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. Her career includes roles at Cetera Wealth Services, Securian Financial Services, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Kelli Reitzel is a financial advisor with Edward Jones in Hastings, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of around 23,701 advisors. The firm offers a range of investment strategies and affiliated financial products under a fiduciary standard.

Jeffrey Petronack is a financial advisor at LPL Financial with 19 years of industry experience. He holds the CFP® certification and multiple securities licenses including Series 63, 65, and 66. Prior to joining LPL Financial in 2022, he worked at Wings Financial Credit Union and CUNA Brokerage Services, with earlier experience at Morgan Stanley. 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 services including financial planning, model portfolios, and access to third-party asset managers, supporting advice and account management through a large network of investment adviser representatives.

Mary Mc Dougall is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1982, also working at Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Courtney Myers is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2014. Outside of her advisory role, Myers serves as chair of Secondhand Hounds, a nonprofit animal rescue organization in Minnesota. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service delivery.

Carissa Palm is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at Allianz Life Financial Services LLC and Wings Financial Credit Union. She also operates Prepare + Prosper, a tax preparation and accounting service. 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, model portfolio programs, and institutional platforms.

Jett Lakari is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and previously was employed at Green Bay Exposition Services and the University of Wisconsin-Eau Claire. Outside of his advisory role, he manages an advisory business through Northern Edge Operations LLC. Ameriprise serves clients primarily through retirement-income planning for individuals with significant investable assets, offering written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored retirement-income advice.

William Mc Donald is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at U.S. Bancorp Investments, LPL Financial, Ameriprise Financial Services, and TekSystems. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public finance through a unique affiliation with a municipal advisor.

Shane Irons is a financial advisor at LPL Financial with 26 years of industry experience. His career includes roles at Wings Financial Credit Union, CUNA Brokerage Services, Cetera, MidCountry Bank, and TD Ameritrade. He holds Series 63, 65, and 66 licenses. 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, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Schwartz is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with Thrivent since 2007. Outside of his advisory role, he serves as the finance committee chair for King of King’s Lutheran Church in Woodbury, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics while keeping planning and managed-account services distinct.

Joel Holden is a financial advisor with LPL Financial and holds the Series 66 designation. He has been with LPL Financial and Wenzel Financial since 2025, following an 18-year career at Imedia Brands. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by advisor-facing tools and multiple institutional platforms.

Meg Hastings is a financial advisor with Cetera in Minneapolis, MN, holding Series 63 and Series 66 licenses and 20 years of industry experience. She previously worked at UBS Financial Services Inc. for 14 years before joining Cetera and its affiliated entities in 2026. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse 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, supporting both discretionary and non-discretionary strategies across various program structures.

Jeffrey Janechek is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and over 35 years of industry experience. He has worked at multiple Cetera entities since 2013 and is also co-owner of 2ELEVATE, LLC, a retirement plan consulting firm. Additionally, he serves as the personal representative of his mother's estate. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform with diverse program structures and access to third-party money managers.

Aaron Mader is a financial advisor with Cambridge Investment Research Advisors in Lake Elmo, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at RPC Advisor Group and FCG Wealth Management. He is also involved with Mader Wealth Inc., where he serves as a life insurance producer. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing both proprietary and third-party model strategies across multiple platform arrangements.

Jennifer White is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 66 designation and has a background that includes roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

Sam Rutherford is a Financial Consultant at Fidelity Investments, where he began working in 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments in the same year and was the Director of Financial Planning at Northwestern Mutual from 2012 to 2022. His professional experience includes retirement planning, investment strategies, tax-efficient investing, and income generation. His approach involves understanding clients, co-creating plans, educating clients on their options, and assisting with implementation. Outside of his professional work, Sam enjoys boating, bowling, golf, spending time at the lake, parenthood, and solving puzzles.

Thomas Baumgartner is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He has been associated with Cetera Wealth Services, LLC since 2013 and operates his own insurance agency in St. Paul, MN. Outside of financial advising, he is involved in an online banking referral business and performs comedy. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Anthony Wilson is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms, including Commonwealth Financial Network and Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as Vice President of the Hibbing Curling Club board of directors. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients, utilizing multiple program platforms and affiliated third-party managers.

Rebekah Stavne is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, she was involved with Substance Church and operated Stavne Media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory and investment strategies under a fiduciary standard, alongside affiliated capabilities such as a trust company and proprietary mutual funds.