Rhett Neuman is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2009, following an eight-year tenure at City National Bank. Outside of his advisory work, he assists his son with managing a family LLC involved in investment property. 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 multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing a combination of in-house and third-party investment managers.

Conner Mars is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015, previously spending six years at City National Bank. 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 a range of advisory programs and customizes investment strategies using both in-house and third-party managers, leveraging its capital-markets capabilities and affiliated asset managers.

Doran O'Brien is a financial advisor with Edward Jones in Scandia, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as president of O'Brien Management LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Tucker Hazzard is a CFP® professional at Edward Jones with three years of industry experience. He began his financial advising career with Edward Jones in 2023 after prior roles at US Foods and Andersen Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Jeffrey Hagen is a CFP®-designated financial advisor with LPL Financial, where he has worked since 2005. He has 35 years of industry experience and holds a Series 63 license. Outside of his advisory role, he serves as Treasurer and board member of St Johns Home Corp in Stillwater, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Thomas Mc Carthy is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has been with Thrivent since 2025 and previously worked in education at several Minnesota schools from 1999 to 2025. Outside of finance, he participates as a member of the Forest Lake Nordic Ski Team Booster Club, assisting with organizing equipment and fundraising activities for the team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without portfolio management for institutional clients.

Daren Powers is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ credential along with Series 63 and Series 65 licenses. He has 28 years of industry experience and a background that includes long-term roles with Avantax Advisory Services and Avantax Investment Services. Powers is also a CPA and operates a tax preparation and accounting business, Daren J. Powers, CPA S.C. He is an investor in a software development company focused on fishing data logging and participates in managing a shared services company supporting financial advisors. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that supports a variety of investment strategies and program structures.

Jennifer Olson is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and 23 years of industry experience. She has worked with Morgan Stanley Private Bank since 2016 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models as part of its financial planning process.

Jonathan Timm is a Series 66-registered financial advisor at Edward Jones with nine years at the firm and eight years of industry experience. Prior to joining Edward Jones in 2017, he was involved in the hospitality industry for over a decade. He serves on the board of the Somerset Memorial Scholarship Fund, assisting with scholarship applications and volunteering at school events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and provides discretionary and non-discretionary strategies along with affiliated investment products.

Sean Bryant is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc., Avantax Investment Services, American Century Investment Services, and First Command Financial Planning. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with a focus on tailored, non-discretionary consulting supported by extensive research, portfolio management options, and municipal advisory services.

Richard Johnston is a CFP® with 45 years of industry experience and has been with LPL Financial since 1992. He holds the Series 63 designation and operates out of Grant, MN. Johnston has an accounting-related business entity named Johnston Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Shannon Mehls is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Cambridge Investment Research Advisors and its affiliate since 2016 and has a longer tenure at J A Counter & Associates dating back to 2005. Outside of advising, she serves as a board member of Prairie Bar, Inc. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolios and proprietary and third-party strategies tailored to client objectives.

Anthony Larson is a financial advisor with Ameriprise in New Richmond, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendations delivered through a centralized consulting team.

Derek Shoden is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. He holds the Series 66 designation and is based in White Bear Lake, MN. Outside of his advisory role, he owns a collectibles business selling items on eBay. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines proprietary research and modeling with advisory, brokerage, and insurance solutions through affiliated companies.

Doreen Weber is a financial advisor at OSAIC with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Sagepoint Financial, Woodbury Financial, and Infinex Investments. Weber also operates Weber Consulting and serves as a Compliance and Supervision Specialist for Five Star Financial Resources. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm integrates brokerage and advisory services through multiple platforms, using asset-allocation tools and risk-assessment processes to manage portfolios that include a range of investment securities with discretionary or non-discretionary account options.

John Ehlers serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies tailored to the changing market conditions, integrating investment insights from Merrill with banking and lending solutions from Bank of America. He emphasizes creating a flexible strategy based on clients' individual priorities to help them pursue their long-term financial goals. Throughout his career, John has dedicated himself to fostering trust-based relationships and providing advice on multifaceted personal and business finances. He works closely with clients to develop financial approaches that address their unique objectives. His professional designations include Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA), credentials that reflect his commitment to ongoing education and expertise in the field. John holds a Bachelor's Degree from the University of Iowa. In alignment with the Merrill tradition, he is actively involved in community volunteer activities, demonstrating a commitment to the communities he serves.

John Leonard is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Bradley Vick and Northwestern Mutual Wealth Management Company. Leonard also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and research to support both discretionary and non-discretionary management.

Patrick Growe is a financial advisor with Edward Jones in Forest Lake, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he manages rental properties in Forest Lake and Circle Pines, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Bradley Beck is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Beck is a board member of Gentry Academy, contributing to school operations. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party solutions.

Scott Rains is a financial advisor at LPL Financial in Roseville, MN, holding Series 63 and Series 65 licenses. He began his advisory career in 2026 and has prior experience at BMO Harris Bank and AT&T. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolios supported by internal and third-party research.