David Lenahan is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has 22 years of industry experience, including 27 years at Merrill prior to joining UBS in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities with wealth management services.

Charla Turch is a CFP® professional with over 42 years of experience in the financial industry. She is affiliated with OSAIC and has worked with Financial Dimensions Group, Inc. since 2001 and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1997. In addition to her advisory work, she serves as a volunteer finance committee member for St. Charles Borromeo Catholic Church. 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, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct tailored portfolios.

Cody Uhrhammer is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army National Guard and Army Reserve. Prior to joining Edward Jones in 2018, he worked at Hufcor Inc. for three years. 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 solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Jesse Krongard is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2021, previously serving as a Financial Representative and then as a Relationship Manager. Jesse works closely with clients to develop personalized financial plans that manage risk and align with their priorities. His professional experience at Fidelity Investments spans several roles, allowing him to build expertise in client relationship management and financial planning. Jesse's approach involves partnering with clients to pursue their financial goals and striving to find strategies aimed at financial success. Outside of his professional work, Jesse's personal interests include bowling, fitness, golf, and snowboarding.

Jennica Hasbargen is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, Hasbargen serves as president of the Baudette Curling Club and is the owner and property manager of H&A Properties, LLC. 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 focuses on dependable income sources and tax-aware withdrawal strategies.

Christopher Koppelman is a CFA® charterholder and securities professional with 26 years of industry experience. He is currently with Cetera and has previously worked at firms including RBC Capital Markets and Minnesota Life Insurance Co. Koppelman is also involved with North Star Resource Group as a fixed insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jen Pietka is a Financial Consultant at Fidelity Investments. She has held multiple roles within the firm, including Investment Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Prior to joining Fidelity, she worked as an Agent Account Representative at State Farm from 2020 to 2023. Throughout her career, Jen has focused on partnering with clients to plan holistically and support them at various stages of their financial journeys. She aims to be a resource for education and to assist clients in achieving their unique financial goals through appropriate tools, strategies, and relationships. Outside of her professional work, Jen enjoys camping, exploring food, outdoor adventures, skiing, practicing yoga, and spending time with her pets.

Anthony Hill is a financial advisor with Cetera based in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His background includes roles at U.S. Bancorp Investments, Packerland Brokerage Services, and multiple tenures with Cetera. In addition to his advisory work, he is an independent realtor with Weichert, Realtors. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and planning services, employing multi-manager platforms and a variety of program structures with discretionary and non-discretionary authorities.

Mark Sobiech is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Blaine, MN. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset thresholds, providing detailed written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported retirement planning through a centralized consulting team.

Annette Conley is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 2007, continuing her tenure through its affiliation with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Isaac Vanloon is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2002. Outside of advisory work, he owns Isaac VanLoon and Associates, which operates investment-related services primarily for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party managers and custodians.

Shawn Eilefson is a financial advisor with Osaic Wealth, Inc., holding the CFP® designation and Series 63 license, and has 31 years of industry experience. He has been affiliated with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995 and has worked with Financial Dimensions Group, Inc. since 2001. Outside of advisory services, he owns a sole proprietorship offering term life and survivorship life insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers, providing integrated brokerage and advisory services with access to multiple third-party money managers. The firm employs various asset allocation tools and supports multiple investment platforms, including discretionary and non-discretionary account management.

Eric Froistad is a financial advisor with Robert Baird & Co. in White Bear Lake, MN, holding a Series 66 designation and having 15 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Bradley Vick is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial, having joined in 2024 after 22 years with Northwestern Mutual in various roles including wealth management and investment management. He is also involved in insurance brokerage activities focusing on life, health, Medicare, annuity, disability, and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Paige Hoffman is a financial advisor with LPL Financial and holds a Series 66 designation. She has eight years of industry experience, including roles at Willy Zimmerman, Waddell & Reed, and Kestra Investment Services. Hoffman is also the owner and CFO of The Hoffman Group, a business entity she established in 2023. 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 with both discretionary and non-discretionary management options.

Michael Eggert is a financial advisor at OSAIC with 36 years of industry experience. He previously worked at Woodbury Financial for 18 years before joining OSAIC in 2024. Eggert holds Series 63 and Series 65 licenses and owns Resource Financial Network, a sole proprietorship involved in the sale of life, disability, long-term care, and health insurance as well as fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of affiliated advisers and employs a variety of portfolio construction tools and third-party solutions.

Eric Lleva is a financial advisor with Ameriprise in Saint Paul, MN, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Ameriprise and its related entities since 1990. Outside of his advisory role, he serves on the Board of Directors for the Fil-Minnesotan Association and is President of the Philippine Center of Minnesota. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering detailed written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to provide tailored advice, with a focus on assets held in Ameriprise-managed accounts.

Nathan Whited is a financial advisor with Edward Jones in Lilydale, MN, holding CFP® and Series 66 designations and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Camping World / Gander Outdoors and Gander Mountain Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Diana Brass is a Wealth Management Advisor with BSK Wealth Management at Merrill Lynch Wealth Management. She specializes in working closely with individuals, couples, families, and businesses to address their financial goals and concerns, helping them work toward a secure financial future. Diana focuses on developing customized financial strategies that encompass wealth management, retirement planning, portfolio management, tax minimization, and estate services. Her client engagements often involve assisting with executive compensation, family wealth management strategies, managing new wealth, and retirement income planning. With over 28 years of experience at Merrill, Diana brings extensive expertise gained from guiding clients through significant financial transitions, such as retirement, business sales, and personal life changes. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). Diana earned her bachelor's degree in Business with an emphasis in Communications from the University of St. Thomas. Diana is involved in several community programs, including Adopt a Family, Feed our Starving Children, The Sandwich Project, and Valley Outreach. She enjoys spending time with her family, traveling, and has particular interests in music and supporting her children's endeavors.

Robert Miller is a financial advisor at RBC Capital Markets with 25 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining RBC in 2025. Miller holds Series 63 and Series 65 licenses. 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 variety of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and investment preferences.