Brett Ullen is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and FBL Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services across various program structures.

Charles Jasicki is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Cetera and has prior experience at Avantax Advisory Services and related affiliates, totaling over two decades. Outside of his advisory work, he serves as a board member of the Experimental Aircraft Association Chapter 237, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options.

Tiffany Castor is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2019 and has held various roles in both financial services and other sectors, including positions at Pawn America and Anoka Technical College. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Gideon Ngobi is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding a Series 66 designation and five years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and was previously involved with the Hope Institute of Uganda for 12 years. Outside of his advisory role, he has experience managing rental properties. Thrivent Investment Management offers 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 a range of financial topics, with services that can be combined with managed accounts under a consolidated billing option called “WealthPlan.”