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Thomas D
Series 63, Series 66
New Brighton, MN
OSAIC
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.
Jeffrey S
Series 63
Plymouth, MN
Cetera
Jeffrey Severtson is a financial advisor with Cetera, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with Cetera and affiliated entities since 2013. Outside of his advisory role, Severtson owns Severtson & Associates, a financial services business based in Minneapolis. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.
Theodore E
Series 63, Series 66
Roseville, MN
LPL Financial
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 career includes roles at Raymond James Financial Services, Bremer, Wells Fargo, and Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning, asset management, and institutional services delivered through a large network of investment adviser representatives.
Matthew F
Series 63, Series 65
Ramsey, MN
OSAIC
Matthew Fiske is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Woodbury Financial Services, Questar Asset Management, and Sandvold Financial Group, where he also serves as an insurance agent providing fixed annuities, life, LTC, and employee benefits insurance. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.
Zachary P
Series 66
Coon Rapids, MN
Edward Jones
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.
Lincoln C
Series 66
Plymouth, MN
Ameriprise
Lincoln Cizek is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked three years at LoCorr Funds and has an academic background from Niagara University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement income recommendations and ongoing tax-aware withdrawal planning.
Michael K
Series 63, Series 65
Coon Rapids, MN
Raymond James Financial
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.
Matthew N
Series 66
Maple Grove, MN
LPL Enterprise
Matthew Nelson is a Series 66-licensed financial advisor at LPL Enterprise with two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Fisher Investments. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities by providing investment advisory and brokerage services. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and various affiliated services.
Joshua S
Series 66
New Hope, MN
Fidelity
Joshua Svensson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at Thrivent and Endisys. Outside of his advisory work, he teaches chess to children and adults through the Twin Cities Chess Club and serves as president of a homeowners association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.
Dexter P
Series 63, Series 66
New Brighton, MN
LPL Financial
Dexter Phillips is a financial advisor with LPL Financial in New Brighton, MN, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked for Osaic Wealth, Inc. and Financial Dimensions Group, Inc. for 20 years. Outside of his advisory work, Phillips is involved as a middle school sports coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies and advisor-support tools.
Meg H
Series 63, Series 66
Minneapolis, MN
Cetera
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.
Benjamin L
Series 66
Maple Grove, MN
LPL Financial
Benjamin Long is a financial advisor at LPL Financial in Maple Grove, MN, holding a Series 66 credential with one year of industry experience. He previously worked at Long Range Financial and has experience in education through roles at Maranatha Christian Academy. 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 portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.
Joshua N
Series 63, Series 65
Maple Grove, MN
LPL Financial
Joshua Nelson is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, with prior roles at Securities America Advisors, National Planning Corporation, and Thrivent Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
David E
Series 63, Series 65
New Brighton, MN
Cetera
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 W
Series 66
Shoreview, MN
RBC Capital Markets
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.
Michael J
Series 66
Medina, MN
Raymond James Financial
Michael Jacobs is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jacobs is also the CEO of Jacobs Investment Advisors, a support company used for business accounting and reporting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools including probability modeling to guide client decisions.
Rachel R
Series 63, Series 65
New Brighton, MN
Ameriprise
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 W
Series 66
Minneapolis, MN
Cetera
Anthony Wilson is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms, including Commonwealth Financial Network and Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as Vice President of the Hibbing Curling Club board of directors. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients, utilizing multiple program platforms and affiliated third-party managers.
Brett U
Series 66
Brooklyn Park, MN
Cetera
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 J
CFP®, Series 63
Brooklyn Park, MN
Cetera
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.
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