Tara Atwood Krebs is a Series 66-registered financial advisor with Edward Jones in Roseville, MN, with four years of industry experience. Prior to joining Edward Jones in 2022, she spent eight years at Living Life Home Care. 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, supported by a large network of financial advisors and branch offices across the country.

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 the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Sagepoint Financial, Inc. and operating Finnegan Financial Services. He is also involved as a notary public and owner of a wealth management business under Pathwise Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial products.

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 financial advisor with J.P. Morgan Securities, based in Brooklyn Park, MN, and has three years of industry experience. He has worked previously with 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 and Toccata Orchestra. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Jeffrey Angel is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has been associated with Ameriprise since 1991 and currently works at their White Bear Lake, MN office. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

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 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, Castle Hill Capital Partners, Fidelity Brokerage Services, LoCorr Distributors, and Wells Fargo Clearing. Erin is also involved with Bridger Financial, LLC, where she provides administrative services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors and participants, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a complex affiliate network.

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.

Andrew Bjorklund is a financial advisor with LPL Financial in Roseville, MN, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at OSAIC, SagePoint Financial Inc., and Five Star Financial Resources. Outside of his advisory practice, he maintains a personal cryptocurrency account but does not engage in active trading. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Tyler Cooper is a Series 66-registered financial advisor with J.P. Morgan Securities in Minneapolis, MN. He has one year of industry experience and has held roles both at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. His prior work includes positions at Saint Olaf College and Tanzenwald Brewing Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Erik Lindgren is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. He previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. Outside of his advisory role, Lindgren is involved as an artist and musician with Gastown Alley in St. Anthony, MN. 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 through a large network of representatives, utilizing model portfolios, third-party management, and customized strategies.

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 affiliated with OSAIC, with 40 years of industry experience. He has worked at Financial Dimensions Group, Inc. for 23 years and has been with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for over three decades. Outside of his advisory work, he holds a significant ownership interest in Peteyfish LLC, which has invested in a medical device startup, McMurray Medical, focused on a patented intubation device. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services, model-based asset allocation, and access to proprietary and third-party investment strategies. The firm is notable for its scale, complex affiliate structure, and private-equity ownership.

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.

Harold Kim is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior experience at The Huntington Investment Company, The Huntington National Bank, and BMO Financial Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized service team that collaborates with advisors.

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.

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.