Wesley Sharp is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked at Cetera since 2023 and previously spent ten years with Securian Financial Services and Minnesota Life Insurance Company. In addition to his advisory roles, Sharp has worked as an independent author and maintains business activities in financial services through his firms North Star Resource Group and WS Consulting LLC. 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 that supports both discretionary and non-discretionary strategies across various program structures.

Ryan Blanchard is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His work history includes roles at MassMutual, Alerus Financial, Northwestern Mutual, and Cetera Advisor Networks. Outside of advisory work, he is involved with Blanchard Realty LLC in mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, and supports diverse strategies with research and technology solutions.

Nico Sacchetti is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at RBC Capital Markets since 2016 and previously at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and using a mix of in-house and third-party investment managers.

Thomas Clement is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked with Primerica Financial Services since 2003 and PFS Investments, Inc. since 2004. His outside activities include part-time sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select separately managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than serving institutional pension or profit-sharing plans.

Mark Paolucci is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and Schwab Private Client Investment Advisory, Inc. He is based in Woodbury, MN. Charles Schwab & Co., Inc. serves a large client base focused primarily on high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside a structured alternative-investment offering.

Logan Rowe is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions including welding and automotive sectors. Outside of advising, he is involved as a financial advisor for North Star Resource Group and has experience in fixed insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets.

Clayton Harrison is a financial advisor with Ameriprise in Saint Paul, MN, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is a co-owner of Harrison Cycle LLC, a bicycle rental business. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through its institutional platform.

Aaron Titze is a CFP® with 29 years of industry experience, currently affiliated with OSAIC since 2024. He has spent much of his career at Fortis Investors, Inc. since 1997. Outside of his advisory work, he is a co-owner of GT Financial Advisors, LLC, which provides fixed annuities and life insurance. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment types.

William Kohn is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 licenses. He has 25 years of industry experience and has worked with RBC Capital Markets since 2008 and City National Bank since 2019. Kohn serves on the board of the Stillwater Area Foundation and is an assistant hockey coach for the Stillwater Bantam AA Team. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers multiple advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Jessica Douglass is a financial advisor with Merrill in Saint Paul, MN, holding Series 63 and Series 65 licenses and having six years of industry experience. She has worked at Merrill Lynch since 2021 and previously worked at U.S. Bancorp Investments and U.S. Bank. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.

Daniel Timmerman is a CFP®-credentialed financial advisor with Edward Jones in Hudson, WI, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he holds a non-voting ownership share in the Hudson Food Co-op, a local grocery cooperative. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is distinguished by its extensive network of advisors and branch offices, as well as affiliated trust and lending services.

Jeff Landt is a financial advisor with Cetera based in Minneapolis, MN, holding CFP® and CFA® designations and over 30 years of industry experience. Prior to joining Cetera, he worked for North Star Consultants, Securian Financial Services, Minnesota Life, and CRI Securities. Outside of his advisory roles, he serves on advisory boards for a private K-8 Christian school and a lake management district, and he is a co-owner of a software company that develops tools for financial advisors. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.

Joel Bierbach is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ic System Inc from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services. The firm manages approximately $1.01 trillion in assets and supports its advisory services with a nationwide network of over 23,700 financial advisors.

Travis Jacobs is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, where he focuses on helping clients build comprehensive retirement plans. Travis's expertise includes income planning, tax-efficient investing, healthcare, equity compensation considerations, and estate planning considerations. Prior to joining Fidelity, he worked as a Financial Advisor at Transamerica Investor Securities Corporation from 2014 to 2015 and at Transamerica Financial Advisors, Inc from 2009 to 2013.

Ryan Heroff is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has been with RBC since 2013. Outside of his advisory role, he serves on the Board of Directors for Youth Advantage and participates on the Board of Education for Salem Lutheran School. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a range of in-house and third-party managers and offers integrated capital markets capabilities.

Brian Niemann is a financial advisor with Cetera who holds the CFP® and ChFC® designations and has 37 years of industry experience. He is the founder and president of Wealth Management Group, LLC, a business he has operated since 2002. Niemann has previously worked at LPL Financial for 23 years before joining Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual, corporate, employer-sponsored retirement plan, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers across multiple program structures and custodial relationships.

Randon Dauman is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, he founded and serves as president of Next of Can, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and access to in-house and third-party managers.

Tanner Gosda is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, Tanner served as a Community of Missions Coordinator for the Fellowship of Catholic University Students (FOCUS), a nonprofit focused on Evangelical outreach on college campuses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to support its advisory process while offering a broad range of financial solutions.

Kyle Nielsen is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds CFP® and Series 66 designations. Prior to joining RBC in 2017, he worked at Bank of America and Merrill Lynch. Nielsen is involved with the Angel Foundation, providing financial planning support to families dealing with cancer. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through a variety of advisory programs.

Tu Lu is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role held since 2020. She has been with Fidelity for over 18 years, progressing through various positions including Financial Consultant, Investment Consultant, Manager, Operations Analyst, and Financial Representative. Prior to joining Fidelity, she worked as a Financial Representative at SunTrust Bank from 2005 to 2007. As a CERTIFIED FINANCIAL PLANNER™ professional, Tu Lu specializes in developing, implementing, and maintaining financial plans tailored to clients' personal goals. She emphasizes integrity, honest communication, and consideration of each client's unique circumstances in her approach. Outside of her professional commitments, Tu Lu engages in activities such as family activities, fitness, enjoying food, golf, caring for pets, and reading.