David Lindberg is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior firms include Woodbury Financial Services and Questar Asset Management and Capital Corporation. He also operates as a Certified Financial Planner and is appointed with multiple carriers to sell fixed and variable annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Anthony Bushman, CFP®, serves as the Resident Director and Wealth Management Advisor with Merrill. He began his career with Merrill as an intern in the fall of 2004. Following five years of military service, he earned a Bachelor's Degree in Applied Economics and Management from Cornell University. Anthony's expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, and retirement income. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Anthony applies advanced technology to deliver Personal Wealth Analysis, focusing on helping clients meet their personal and financial goals. In addition to his professional commitments, Anthony is involved with Salute MN. His personal interests include boating, cooking, hiking, skiing, and spending time with his family.

John Crandall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Cetera since 2021, following a seven-year tenure at Voya Financial Advisors and over two decades with The Prideaux Company. In addition to his advisory work, he is an independent insurance agent with involvement in fixed insurance and long-term care insurance products through The Prideaux Agency and other ventures. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual clients, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both discretionary and non-discretionary strategies and access to third-party money managers.

Joel Manfred is a financial advisor with Charles Schwab based in Edina, MN. He holds the Series 66 designation and has one year of industry experience. Before joining Charles Schwab and Charles Schwab Bank in 2023, he worked at Life Time Fitness from 2015 to 2023. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Nicholas Kelch is a financial advisor with Edward Jones in Burnsville, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Esri for seven years. Outside of his advisory role, he provides personal care support for his disabled daughter through a local waiver program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor network and broad service capabilities.

Paul Hofslien is a CFP® professional affiliated with Raymond James Financial, with 32 years of industry experience. He has been with Raymond James Financial Services since 2008. Outside of his advisory work, he owns and operates a farming business and serves as treasurer and board member for the Prior Lake Rotary Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation through various advisory programs and technology-driven solutions.

Thomas Barber is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2026, following a 15-year tenure at UBS Financial Services Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, charitable organizations, and municipal entities—offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Dickson is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Wealth Management Company, TransAmerica, US Bancorp, and Ameriprise Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Caleb Thiess is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Archer Daniels Midland Company. Outside of finance, Caleb operates a photography business and owns an online watch retail store. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools, focusing on advisory services rather than individual security recommendations.

Edmund Speck II is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 63 designation and has prior work history at Park Avenue Securities and Guardian Life Insurance. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

Christopher Holthe is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Matthew Davis is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2017 and previously attended the University of North Dakota. Outside of his advisory role, he is involved with Northern Edge Operations LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning advice, supported by a centralized consulting team.

Daniel Springman is a CFP®-designated financial advisor with Edward Jones in St. Paul, MN, and has 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Alec Balzer is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Wells Fargo Auto and Outback Steakhouse. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies and a mix of in-house and third-party investment managers.

Jacob Anderson is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at The Leaders Group Inc, Wealthvest/World Equity Group, Inc., Producers Financial Group/Proequities, Inc., First Income Advisors, and Allianz Life Insurance Company of North America. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alison Doyle is a CFP® and holds a Series 66 license with six years at Ameriprise and a total of five years in the industry. Her prior experience includes roles at the University of Minnesota and The Wilds Golf Club. She has outside employment with Royal Ideas, LLC, supporting the Ameriprise franchise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Richard Wohlwend Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior experience includes 17 years at Lincoln Financial Securities Corporation and ongoing involvement in Sabre Financial, where he operates as an insurance agent specializing in fixed life, health, accident, and disability insurance, as well as fixed annuities and health savings accounts. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, providing integrated brokerage, advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs a range of tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Tyler Morrison is a financial advisor at Ameriprise in Edina, MN, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at IMST Distributors, Riverbridge Partners, and Civic Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Aleksandra Munson is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 63 designation and 25 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she works as a sales associate at a retail store specializing in women's athletic clothing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor client plans.

Charles Athmann is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Thrivent, he worked at RBC Capital Markets for six years and held roles at Sedgwick, Kwik Trip, and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial analyses and planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.