Jacob Biermaier is a financial advisor with OSAIC in Lakeville, MN, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining OSAIC in 2024, he worked at Balanced Wealth Management and Securities America Advisors. Outside of his advisory role, he serves as an on-ice official for youth and high school hockey and coaches baseball at East Ridge High School. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Donovan Laib is a financial advisor with Wells Fargo Advisors in Eagan, MN, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously worked at Bank of America and Merrill Lynch from 2014 to 2018. He is the sole owner of Sunset Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.

Brandon Navara is a financial advisor with Robert W. Baird & Co. in Mahtomedi, MN, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Robert W. Baird since 2013. He works within The DDK Group, a team in Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Cassidy Burns is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Baird in 2018, he worked at IMST Distributors, LLC, Riverbridge Partners, LLC, and UBS Financial Services. Outside of his advisory role, he chairs the Investment/Finance Committee for Interfaith America and serves on the Investment/Finance Committee for St. Martins by-the-lake Church. Baird’s Private Wealth Management department, including the DDK Group, serves a diverse client base ranging from individuals and high net worth clients to corporate entities and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and specialized account programs, supported by ongoing manager selection, internal research, and a mix of manager-traded and model-traded strategies.

June Kronenberger is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. In addition to her advisory role, she serves as a co-executor for an estate in Decorah, IA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Erik Rosvold is a CFP® professional with 28 years of industry experience, currently advising at Ameriprise in Edina, MN. He has been with Ameriprise and its affiliated entities since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Bradley Brager is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has 14 years of experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning focused on a broad range of topics without discretionary trading authority, emphasizing ongoing client engagement and periodic plan reviews.

Shane Swanke is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years with VOYA Financial Advisors. Swanke also operates Swanke Financial Group, founded in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Leslie Cadle is a CFP® professional with 38 years of industry experience, currently with Ameriprise in Edina, MN. Leslie has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Leslie serves on the board of directors at Benilde-St. Margaret's School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Jacob Damhof is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at KPMG before joining Ameriprise Financial Services in 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning advice based on proprietary research and algorithmic tools.

Scott Dennison is a financial advisor at Edward Jones with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Dennison has been with Edward Jones since 2004, working in the Eagan, MN office. 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 through a nationwide network of financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Matthew Aiken is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. He has worked at Cetera Advisors LLC since 2016 and operates Tonka Financial Services, a financial services DBA. Outside of advising, he has experience in hospitality through his work with ARIA Events. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Michael Gergen is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and having 10 years of industry experience. He has been associated with both City National Bank and RBC Capital Markets since 2016. Outside of his advisory role, he manages family farmland in Hastings, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment resources.

Ann Adams Lilke is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Terry Schaff is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Baseball Factory and Champs Sports. He serves as a board member and basketball coach for the Laker Athletic Booster Club associated with Prior Lake High School, coordinating volunteers and organizing basketball tournaments. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm’s approach includes personalized risk assessment and access to a range of investment programs implemented through third-party managers and in-house advisory platforms.

Dustin Keomysy is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Newman Long Term Care Financial Services. Outside of advisory work, he is involved in real estate brokerage as an agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools to align investment strategies with client goals.

Katheryn Powell Larson is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has previously worked at BMO for nine years and US Bank for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Caroline Emswiler is a CFP® with 33 years of experience in the financial industry. She has worked at Osaic Wealth, Inc. since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. She is also president of Wealth Financial Consultants, Inc., where she provides financial advice and planning. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Julianna Ruark is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at the University of St. Thomas and Barnes and Noble. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

John Stanger is a Series 66-registered financial advisor with Thrivent Investment Management, based in Burnsville, MN, with eight years of industry experience. Prior to his financial career, he served 22 years with the Prior Lake Police Department. He is involved in community activities, serving as a committee member for the Prior Lake Polar Plunge event benefiting Special Olympics and as a board member of Protectors' Peak, a Christian retreat center for law enforcement, military, and clergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning across a range of topics without portfolio management or discretionary trading authority.