Renee Miller is a Series 63 licensed financial advisor with Primerica Advisors and has 16 years of industry experience. She has worked with PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 1997. Outside of her advisory role, Miller hosts group travel events for women through Beatrice Bradley Travel. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and oversees third-party asset managers with due diligence and ongoing oversight.

Kyle Rashad is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and BMO Wealth Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ryan Keapproth is a financial advisor with LPL Financial in Brooklyn Center, MN, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity, E*TRADE, Morgan Stanley, and Ameriprise Financial Services. No additional outside activities are noted. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing model portfolios and research from various sources, and offers both discretionary and non-discretionary management options.

Brock Jensen is a financial advisor at Edward Jones in North Oaks, MN, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience including roles at Centennial Public Schools and the Ottawa REDBLACKS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Thomas Delich is a financial advisor at Osaic with 28 years of industry experience. He previously worked at RBC Capital Markets for 15 years and City National Bank for 9 years. Delich serves as an elder at Constance Evangelical Free Church and is a board member of Beyond Our Door Global, a nonprofit providing resources in Haiti and Africa. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy accounts.

Theodore Elliott is a financial advisor with LPL Financial in Roseville, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Bremer Investment Services, Raymond James Financial Services, and Old National Bank. He is involved with Old National Bank Advisor Referral Programs as a financial institution duty role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management tools.

Joseph Holden is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Investments and U.S. Bank. He has been with RBC Capital Markets since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs and employs a tailored investment approach using a mix of in-house and third-party managers, with features such as tax management and responsible-investing options.

Zachary Polsfuss is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked in the automotive retail sector at Lexus of Wayzata. 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 investment solutions supported by a large network of financial advisors and branch offices nationwide.

Paul Wessel is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation. He has one year of industry experience, including prior roles at Equitable Advisors, LLC and various positions outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Michael Kaiser is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James since 2002 and also serves as a board member and president of the nonprofit Forest Lake Area Good Samaritans. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs and partnerships to address various client needs.

Olivia Moore is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Voyage Wealth Architects and UnitedHealth Group. Moore has also been involved with the University of Minnesota's Carlson School of Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Daniel Alkhoury is a financial advisor at RBC Capital Markets with Series 66 credentials and one year of industry experience. Prior to joining RBC in 2022, he held roles at the University of Minnesota, Robert Half, H&R Block, and worked in education at institutions including William Carey University and Notre Dame University - Louaize Lebanon. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management, financial planning, and brokerage services through a variety of advisory programs.

Dexter Phillips is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Prior to joining LPL Financial in 2025, he spent 20 years with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) and Financial Dimensions Group, Inc. Outside of his advisory role, Phillips serves as a middle school coach in St. Michael, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, with offerings supported by in-house and third-party research and technologies such as machine learning.

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.

David Edelman is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliate Cetera Wealth Services since 2013. Outside of his advisory role, he is involved in various financial services activities including selling fixed life and disability insurance products and providing financial services to credit union members through multiple related entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to both affiliated and unaffiliated investment managers.

Jeremy Wytaske is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as treasurer of the East Ridge Face Off Club, overseeing donation collections and payment submissions for the booster club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm uses a mix of in-house and third-party investment managers and offers customizable features such as tax management and responsible investing screens.

Rachel Repasky is a financial advisor at Ameriprise in Blaine, MN, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2016. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Anthony Wilson is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. His career includes roles at Commonwealth Financial Network, Lincoln Financial Advisors Corporation, and Ryan Financial Group, where he continues to work as a financial planner. Outside of advisory work, he serves as Vice President of the Hibbing Curling Club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, including access to third-party money managers and various program structures.

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.