Aaron Ackerson is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. He holds the Series 66 license and is based in Roseville, MN. 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, offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Hogan is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and Rivercrest Financial. Outside of advisory roles, Hogan operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Elizabeth Clendenin is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, wealth-transfer, and specialized services including business-owner transition and special-needs analysis.

Andrew Wingerd is a CFP® professional with four years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also has experience outside finance, including work with KNO Wood Works. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and research-supported investment strategies through a national network of investment adviser representatives.

Eliot Searls is a financial advisor at Ameriprise in Plymouth, MN, with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including Cetera Wealth Services, North Star Resource Group, and Equitable Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with recommendations based on proprietary research, third-party data, and internal committee oversight.

Leland Gonzales is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has six years of industry experience, including prior roles at Ameriprise, Commonwealth Financial Network, and Allianz Life Financial Services. Outside of his advisory work, he is employed in hospitality roles at several local establishments, including a distillery and restaurants. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers, supported by RBC’s capital-markets capabilities.

Mark Mc Kinney is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and 34 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. In addition to his advisory role, Mc Kinney serves as an independent contractor participating on FINRA arbitration boards. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Patrick Leary is a financial advisor with Edward Jones in Andover, MN, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked at 3M/Neogen for three years and Aerotek for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Craig Bingen is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Abby Moberg is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked for seven years at Procter & Gamble. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Shaun Jensen is a financial advisor at OSAIC with 10 years of industry experience. He has previously worked at Edward Jones and Ameriprise Financial Services, Inc. Jensen holds Series 63 and Series 65 licenses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.

David Murdock is a financial advisor with Cetera, holding a Series 63 designation and 32 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is involved in insurance sales and holds positions with related financial services businesses including The Servion Group and Mill City Investments. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary services, providing access to model portfolios, third-party managers, and custom strategies.

Michael Braddy is a financial advisor with Cetera based in Minneapolis, MN, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked with Cetera and affiliated entities since 2016 and previously at Berthel Fisher & Company Financial Services, Inc. He co-hosts a weekly financial radio show titled "Money Matters with Al and Mike." Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Nikolou is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the board of directors for the Roseville Ice Arena, providing guidance to advance player development within the hockey association. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Bradley Kahley is a financial advisor at Cetera with 36 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He holds the Series 63 designation. Outside of his advisory work, he owns Bridge Investment Group, a financial and insurance services business. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to various program structures and third-party managers.

Brian Domagalski is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2003 and also works with the City of Savage. In addition to his advisory role, he sells loan products, home security and automation products, and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Taylor Johnson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Royal Bank of Canada since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and providing a range of portfolio management, financial planning, custody, and brokerage services.

Thomas Riester is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at OnTrac Financial since 1990 and Cetera Wealth Services, LLC since 2013. In addition to his advisory work, he owns and operates a fixed insurance business covering life, health, disability, annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Isaac Bumgardner is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. He has held multiple roles since 2017 across firms including Avantax, Infinex Investments, and Alerus. He serves as Director of Wealth Management at HK Wealth Management, LLC, and is involved as a director at Harvest Valley Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or customized strategies.

Matthew Tonsager is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 16 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2011. Outside of his advisory role, he is a co-owner of Gullton, LLC, a carpentry and woodworking business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, and charitable investors. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for personalized portfolio management and financial planning.