Sheena Prescott is a financial advisor at Cetera with two years of industry experience. She holds a Series 65 designation and previously worked at Avantax Advisory Services and the Minnesota Department of Revenue. She is also president of Gwizdala & Associates, Inc, a tax preparation and accounting firm providing services such as tax return preparation, bookkeeping, and small business tax advice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Erin Seiler is a financial advisor at Osaic with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Castle Hill Capital Partners, and Fidelity Brokerage Services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, utilizing firm-provided tools and multiple third-party platforms to construct and manage client portfolios.

Kyle Bancke is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he manages an advisory business through Spielman, LLC. Ameriprise offers a retirement-income planning service aimed at 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 tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Pal Yang is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 credential. Prior to joining Fidelity, Yang worked at Merrill for two years and has a background that includes ministry study and teaching. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and registered investment companies.

Andrew Bjorklund is a financial advisor at LPL Financial with five years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including OSAIC and SagePoint Financial Inc. Outside of his advisory role, he maintains a personal interest in cryptocurrency holdings. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management and utilizing model portfolios and research from various sources.

Tyler Cooper is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and is based in Minneapolis, MN. His prior work experience includes roles at JPMorgan Chase Bank, Saint Olaf College, and Tanzenwald Brewing Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Erik Lindgren is a CFP® with 28 years of industry experience currently with LPL Financial since 2025. He previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. Outside of his advisory work, he is involved as an artist and musician with Gastown Alley in St. Anthony, MN. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources, including LPL Research and third-party subadvisors.

Rebecca Bratulich is a financial advisor with Edward Jones in Anoka, MN, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Anderson is a CFP® professional with 39 years of industry experience. He is affiliated with OSAIC and has worked previously at Financial Dimensions Group, Inc. for 23 years. Outside of advisory work, Anderson is a shareholder in Peteyfish LLC, which invests in McMurray Medical, a startup developing a patented intubation device for medical professionals. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple advisory platforms to construct portfolios across various asset classes.

Shane Fields is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model‑delivery strategies and separately managed account options. The firm emphasizes an operational model that curates third-party asset managers and uses a tiered wrap-fee structure.

Ryan Strange is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Avantax Investment Services and Avantax Advisory Services for 14 years and is the owner of PierrePonte Planner Solutions LLC, a financial services business he founded in 2009. He also serves as secretary of MFG Financial Advisors, a shared services company for financial advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program options.

John Conlin is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2016. Conlin serves on the Northrop Advisory Board for the University of Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing both in-house and third-party investment managers and providing comprehensive portfolio management and financial planning services.

Brendan Sheehan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His work history includes roles at Bank of America, Lululemon, and Pruco Securities LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Haas is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera and AdvisorNet Financial Inc. Outside of her advisory role, Haas serves as Chief Operating Officer and board member for a multimedia affiliate that provides video and audio podcasting support for advisors. 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, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and features specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jonathan Benge is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for 12 years and has been affiliated with PRG Financial since 2002. Outside of his advisory role, he is a co-owner of Forestview Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Matthew Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at RBC Capital Markets and Ameriprise Financial Services, where he worked for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research from in-house and third-party sources.

Hannah Notebaart is a Series 66 licensed financial advisor with Edward Jones, based in Wyoming, MN. She has one year of industry experience and has worked at Edward Jones since 2023. Her background includes roles in home care and food service, as well as academic experience at Hamline University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets and operates a broad network of advisors and branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products.

Walter Dobgima is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2019 and is also involved with Kingdom Pathways Laboratory and M Health Fairview. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm primarily uses model-driven investment strategies supported by third-party managers and platforms, focusing on individual rather than institutional clients.

Isaac Wales is a CFP® professional with 26 years of experience in the financial services industry. He has been with Ameriprise since 1999, including six years at Ameriprise’s current institutional structure. Outside of his role at Ameriprise, he owns and manages an advisory business, IW Associates, based in Delano, MN. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to support income planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kathryn Iverson is a financial advisor at Cetera with four years of industry experience. She holds a Series 66 designation and has worked at Cetera and affiliated entities since 2021. Outside of her advisory role, she is employed as a food server at Grandview Lodge. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of independent advisors and a multi-manager platform.