Randall Thiel is a financial advisor with Cetera, holding a Series 63 designation and bringing 27 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and is also associated with Mill City Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement diverse investment strategies under different program structures.

Todd Stangeland is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His background includes roles at AmerLife, LLC dba Sterlingbridge Insurance Agency, Small Business Insurance Agency, and Cetera Wealth Services. Outside of advisory work, he serves as a trustee and power of attorney for his mother’s estate. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering various discretionary and non-discretionary investment program options.

Michael Goff is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors and Securities America, Inc. from 2015 to 2024. Goff also operates Goff, Pruitt & Associates, a financial advisory business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and various investment options to construct portfolios managed on discretionary or non-discretionary bases.

Chris Amsden is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop holistic financial plans tailored to their individual needs and preferences. He leverages Fidelity's extensive planning expertise and offers clients a broad range of tools, strategies, and services. Chris has experience in various roles within Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative from 2021 to 2024. Prior to joining Fidelity, he worked in Capital Markets Trading at Ameriprise Financial Services from 2019 to 2021.

Joseph Plank is a financial advisor with Wells Fargo Advisors in Golden Valley, MN, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2025. He also owns and operates WILD BLUE ADVISOR LLC, a financial planning business based in Excelsior, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers broad investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients who meet certain net-worth thresholds with a diverse menu of planning services.

Jonathan Deckenbach is a CFP® professional affiliated with RBC Capital Markets, with 16 years of industry experience. He has been with RBC Capital Markets since 2006 and also works with City National Bank since 2024. Outside of finance, he is the passive owner of a butterfly farm in Costa Rica. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jeremy Bosch is a CFP® professional with 15 years of experience and has been with Mass Mutual Investors Services since 2014. He is also affiliated with Mass Mutual Life Insurance Company and owns Wealth Logic, Inc., a business related to life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing a collaborative and technology-supported approach to help clients with goal-based strategies.

Cade Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the Thiher Johnson Sager Wealth Management team. He works with executives, business owners, and families to guide them through significant financial events such as retirement planning, business sales, and legacy creation. Cade emphasizes trust, collaboration, and discipline in his advisory approach. He supports clients with a variety of services including wealth preservation, investment management, business succession, and estate strategies, utilizing advanced tools to provide clear financial recommendations. Cade holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Minnesota State College & University System. Residing in St. Louis Park, Cade is active in sports such as basketball, pickleball, bowling, football, golf, and volleyball. He is an avid sports fan and a former student-athlete at Minnesota State Mavericks. Additionally, he contributes to community organizations including Neighborhood House.

Mitchell Bebus is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans that align with their financial goals. Mitchell has accumulated professional experience in the financial services industry, including positions as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 through 2023, as well as prior experience as a Financial Advisor at Northwestern Mutual from 2014 to 2019. Outside of his professional career, Mitchell has interests that include comedy, concerts, family activities, golf, military service, and movies.

Madeline Doyle is a financial advisor at LPL Enterprise LLC with one year of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is involved with Day Block Brewing in Minneapolis. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products via its integrated platform.

Chris Beck is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America Inc for ten years. Beck is also an insurance agent involved in insurance sales. OSAIC serves a broad range of clients, including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers and employs various investment tools and third-party platforms to construct diversified portfolios.

Jonathan Hess is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2022, following six years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

David Mohr is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and market-based modeling.

Keith Johnson is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Luke Schmitz is a financial advisor with Primerica Advisors in New Hope, MN, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services. Additionally, he engages in the sale of home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies developed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Brenda De La Riva Carpio is a financial advisor with Wells Fargo Clearing in Saint Louis Park, MN. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Brenda has been with Wells Fargo Clearing Services, LLC since 2018 and has worked with Wells Fargo Bank, NA since 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Amy Edgren is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 63 designation and previously worked at Woodbury Financial Services Inc. for 15 years. Edgren is the sole owner of Woodhill Financial, Inc., an insurance agency offering fixed insurance products. She also serves as a notary public in Hennepin County. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing various tools and third-party solutions to construct and manage diversified portfolios.

Lisa Lauson is a financial advisor at Morgan Stanley in Wayzata, MN, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked for The Waters Senior Living from 2019 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Michelle Sager is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2015, focusing on providing a comprehensive approach to wealth management that prioritizes understanding each client's individual needs and objectives. Her client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, and tax minimization. Michelle holds bachelor's degrees in Business and Spanish, with a minor in Economics, from Bethel University. She has achieved the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Minnetonka, Minnesota, she lives with her husband and son. Michelle is active in the community supporting several non-profit organizations. In her personal time, she enjoys activities such as camping, cooking, hiking, reading, running, and spending time with her family.

Vadim Salov is a financial advisor at Wells Fargo Clearing with 13 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 investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.