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.

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.

Russell Engstrom is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has been with Cetera since 2023, following a longer tenure at Cetera Wealth Services, LLC. Outside of his advisory work, he is involved with Free Bikes 4 Kidz MN, a nonprofit organization that provides bicycles to children in need, where he serves as a quality control trainer and supervisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Sophey Stepanek is a financial advisor with Thrivent Investment Management in Forest Lake, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. She has worked with Thrivent Financial and its investment management division since 2020. Prior to her advisory career, she was employed at the University of Minnesota and Blaine High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

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.

Thomas Conneran is a CFP® with 25 years of experience in financial advising. He is currently affiliated with Cetera and has prior experience with Concourse Financial Group Securities Inc. He serves as a board member for Pro Life Action Ministries and is involved in finance oversight as a trustee for the Church of Epiphany. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporations, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and custodial relationships.

Jack Puder is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Equitable Advisors and has experience in screen printing supply distribution as an assistant at Northwest Graphic Supply Co. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers 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 multiple account management styles, with a complex corporate structure that includes private-equity ownership and multiple merger consolidations.

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.

Ema Hunt is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at several firms, including Securian Financial Services Inc and CRI Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors.

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.

Mark Stevens is a financial advisor at Merrill in Blaine, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked in the automotive sector with several firms including Superior Ford and Autonation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Larson is a ChFC®-designated financial advisor with 35 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2024 after a 22-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management. Larson serves on the boards of Y Hockey Ministries International and Legacy Christian Academy. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent financial professionals using various portfolio management platforms and proprietary model strategies.

Tara Atwood Krebs is a Series 66-licensed financial advisor with Edward Jones in Roseville, MN, bringing three years of industry experience. Prior to joining Edward Jones, she worked for eight years at Living Life Home Care. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Hays is a CFP® with 24 years of industry experience, currently advising at Ameriprise since 2020 following an 18-year tenure at Ameriprise Financial Services, Inc. He serves on the Board of Directors and acts as Treasurer for the Forest Lake Nordic Team Booster Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income offering is supported by a centralized service team and combines proprietary investment research with third-party data and algorithmic tools.

Robert Seymour is a financial advisor at Edward Jones in Golden Valley, MN, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017 after working at Optum for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Finnegan is a financial advisor at LPL Financial with 25 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial, he worked at Sagepoint Financial, Inc. and operated Finnegan Financial Services. He is also the owner of Pathwise Wealth Management Inc. and serves as a notary in addition to his advisory work. 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 offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Christopher Pidel is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020, after 34 years with Ameriprise Financial Services, Inc. He is a trustee and treasurer on the board of The For Jake's Sake Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Christian Gaffy is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. He has held roles at various financial and tax service firms since 2015 and has been involved in coaching and mentoring ice hockey goalies through multiple hockey academies and local associations for over seven years. He also serves on the finance council for a local church and school, advising on budget and facilities management. 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 diverse portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and a variety of program structures.

Jonathan Hickox Young is a Series 66-licensed advisor with J.P. Morgan Securities, based in Brooklyn Park, MN, with three years of industry experience. He has prior experience at Ameriprise Financial Services and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with several music organizations, including the Reno Philharmonic Association, Toccata Orchestra, and Reno Chamber Orchestra. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Jeffrey Angel is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 29 years. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.