Christina Kruse is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 credential and eight years of industry experience. She previously worked at Novitex and Phoenix Entertainment. Outside of advisory work, she participates in plasma donation through Octapharma. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary and discretionary investment management with a focus on multi-asset model portfolios and alternative investments.

Eric Stmartin is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as an officer and board member for the Stillwater Area High School Hockey Boosters - Girls, where he manages budgeting and financial records. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofit organizations. The firm offers customizable advisory programs that integrate discretionary and non-discretionary portfolio management with access to both in-house and third-party investment managers.

Eric Erickson is a financial advisor at Primerica Advisors in St. Paul, MN, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Revolutionary Science for 23 years. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Stephen Porter is a financial advisor with Merrill in Saint Paul, MN, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Merrill since 1977 and also with Bank of America since 2009. Outside of his advisory role, he serves as trustee for an irrevocable life insurance trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gregg Anderson is a financial advisor with OSAIC who holds the CFP® designation and has 48 years of industry experience. He has been affiliated with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995 and previously worked at Financial Dimensions Group, Inc. for 23 years. Outside of his advisory work, he is involved in several non-investment activities, including ownership in a Jimmy John's franchise, operating a cattle farm, and preparing tax returns on a volunteer basis. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various third-party programs to manage portfolios across a broad range of investment types.

Harrison Grandgenett is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and the University of St Thomas. He serves as a board member on the Investment/Finance Committee for St John the Baptist Catholic Church. He is part of the DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate clients, and charitable organizations. The firm utilizes a variety of managed account strategies and internal resources, managing approximately $394 billion in assets as of December 31, 2025.

Russell Engstrom is a financial advisor with Cetera, holding a Series 63 designation and 39 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory work, he is involved with Free Bikes 4 Kidz MN, a nonprofit organization that donates bicycles to children in need, where he serves as a quality control trainer and supervisor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Erik Griep is a financial advisor at Ameriprise Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Kvasnik is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent nine years with Securities America Advisors and has held a dual employee role at Cherokee State Bank since 2003. Outside of finance, he is involved in beekeeping and honey sales and participates as a guest host and officer in a comedy podcasting network. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mark Halstensgard is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has 13 years of industry experience, including over a decade at Thrivent Financial for Lutherans and Thrivent Investment Management. 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 and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

John Burlager is a financial advisor with RBC Capital Markets holding a Series 66 designation and has two years of industry experience. His prior experience includes positions at Wells Fargo Bank NA and Robert Half. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Jeffrey Mars is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at City National Bank from 2019 to 2025. Outside of his advisory work, he has served as an assistant high school hockey coach. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Jennifer Winge is a Series 66–licensed financial advisor with seven years of industry experience. She has worked at UBS Financial Services since 2021 and previously held roles at U.S. Bancorp Investments and U.S. Bank. Prior to her financial career, she worked at Olive Garden for twelve years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates proprietary research and capital market assumptions to tailor client plans and combines institutional trading capabilities with wealth management services.

Brett Manning is a CFP®-designated financial advisor with Ameriprise in Arden Hills, MN, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Manning is involved in business ownership through the Bartel Manning Group and also provides client service support and business leadership for GEM Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joseph Mccullough is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Ema Hunt is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2020, with prior roles at Securian Financial Services Inc and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and manager options, supported by over $256 billion in assets under management.

Greg Hanson is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at Woodbury Financial Services for 24 years. Hanson also owns a sole proprietorship focused on life and chronic care insurance coverage. OSAIC serves a diverse client base including retail and institutional investors, offering a range of advisory services and investment management solutions through a large network of affiliated advisers and multiple platforms.

Erik Gorsuch is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, including time at AMERIPRISE FINANCIAL SERVICES INC and LPL Financial. He serves on the Board of Directors for the Boys & Girls Club of the Twin Cities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.

Tina Swanson is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Morgan Stanley in St. Paul, MN. Her prior work includes roles at Bank of America, Merrill, Purshe Kaplan Sterling Investments, and Thrivent Financial. She is a board member and Club Service Chair of the Stillwater Sunrise Rotary. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Erik Swenson is a financial advisor with Ameriprise in W St Paul, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports, supported by a centralized consulting team and algorithmic tools.