Jeffrey Nelson is a financial advisor with OSAIC in Roseville, MN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at OSAIC since 2024 and previously operated Nelson Financial Services since 1988, in addition to a 41-year tenure at AMEV Investors/Fortis Investors, Inc./Woodbury Financial Service. Outside of his advisory role, he owns an insurance agency providing life, long-term care, and fixed annuity sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third‑party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, and supports a complex platform that includes multiple mergers and private-equity involvement.

Amy Wild is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. In addition to her advisory role, she operates Wild Staging & Organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial services through a large network of advisors and branch offices nationwide.

Barry Oxton is a Series 66-licensed financial advisor with Ameriprise in Saint Paul, MN, and has 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support clients' retirement planning.

Michael Bail is a financial advisor with Primerica Advisors in Oakdale, MN, holding a Series 63 designation and over 31 years of industry experience. He has worked at PFS Investments Inc. since 1994 and Primerica Financial Services since 1993. Outside of his advisory role, he is a band member with Tombstone Chapel, an activity he dedicates time to monthly. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while offering multiple investment models tailored to different client needs.

Sarah Berg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at H&R Block for one year and spent twenty years at Starbucks. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Raymond Ramirez is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Ramirez is co-owner of Exeter Operational Support, LLC. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Katarzyna Nienaltowska is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliates since 2011. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Alexandra Herrera is a financial advisor at Merrill with a Series 66 credential and approximately three years of industry experience. Her prior roles include positions at Bank of America, ADP, and University of Antwerp. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries.

Nathaniel Klauser is a CFP® and ChFC® with 11 years of experience in the financial industry, all of which have been spent at Edward Jones. He is based in New Brighton, MN. Outside of his advisory role, he is the owner of a rental property in Andover, MN. 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 investment strategies and advisory services through a large network of financial advisors and branch offices nationwide.

Roan O Leary is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he held various roles including positions at K Capital Partners LLC and the Preservation Society of Newport County. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients, including individuals, high-net-worth clients, and institutional fiduciaries.

Jonathan Wolfe is a financial advisor with Cambridge Investment Research Advisors in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at PlanMember Securities Corporation and VOYA Financial Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party strategies, tailored to client objectives across multiple platform arrangements.

Erik Siverson is a CFP® with 20 years of industry experience, currently affiliated with Cetera in Minneapolis, MN. His career includes roles at Securian Financial Services, Inc., CRI Securities, LLC, and multiple positions within North Star Consultants and Cetera since 2005. Outside of advising, he serves as an elected board member of a homeowners association in North Oaks, MN. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing both discretionary and non-discretionary program options across multiple custodial relationships.

Darin Pilacinski is a financial advisor with LPL Financial based in Woodbury, MN, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with firms including Gladstone Wealth Partners and Financial Engines Advisors. Pilacinski operates True Vision Financial Advisors, an independent registered investment advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Gregory Strunk is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked with Thrivent Financial and has experience providing paraplanner support through Paragon Operations, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which offers retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sean Mc Teague is a financial advisor with Cetera who holds the CFP® designation and has 25 years of industry experience. He has worked with firms including Securian Financial Services and North Star Resource Group. Mc Teague is also involved in offering group and employee benefits through his role at North Star Consultants & North Star Brokerage Group. Cetera Investment Advisers LLC operates a multi-manager platform serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and retirement services through a large network of independent advisors and offers access to both affiliated and third-party money managers.

Peter Arneson is a financial advisor at Edward Jones in St. Paul, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked with the Institute of Chinese Studies and engaged with community organizations such as the Hospitality Center for Chinese and the Children's Shelter of Cebu. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Kaosheng Messerly is a financial advisor with OSAIC, holding a Series 66 designation and having two years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc and has a background that includes roles with Dakota County and Ramsey County. Outside of his advisory work, he is also a licensed real estate agent assisting clients with residential home transactions. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and managed accounts. The firm operates through a large network of affiliated advisers and employs multiple investment platforms and third-party solutions.

Joshua Campbell is a financial advisor with Edward Jones in Lakeland, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as an ambassador at Afton Alps/Vail Resorts, where he electronically scans lift tickets and season passes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

William Defiel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. He is a board member of a condominium association, where he participates in maintenance and repair decisions. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, investment planning, and access to multiple advisory platforms and third-party managers.

Thomas Salamzadeh is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has worked previously at North Star Resource Group and in tech sales roles. Outside of advisory work, he is also licensed as an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.