Robert Foss is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Prior to joining LPL Financial in 2022, he worked for nine years at Cetera Advisor Networks LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, 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 both discretionary and non-discretionary management supported by model portfolios and research.

Colin Kemmis is a financial advisor with Edward Jones in Maple Grove, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he spent 15 years in education with Osseo Area Schools and six years with Wayzata Public Schools. Outside of his advisory role, he coaches youth soccer with Fusion MN Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing over $1 trillion in assets under management.

Amanda Ahles is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Wellington Management, Brown Brothers Harriman, and State Farm Insurance. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Merry Ellen Bryers is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and its affiliates since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on a broad range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Stephen Lewis is a financial advisor with Cetera holding a Series 66 credential and 12 years of industry experience. He has been associated with Cetera in various capacities since 2020 and operates multiple financial services entities. Outside of finance, he is involved in music performance and education through his ownership of Stephen Wayne Enterprises, LLC, and serves as a church council member at the Lutheran Church of the Resurrection. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement various model portfolios and bespoke strategies.

Karif Roberts is a financial advisor with Edward Jones in Blaine, MN, holding CFP® and Series 66 credentials and 16 years of industry experience. He has been with Edward Jones since 2009. Roberts was a minority shareholder in BEVPOST LLC, a company involved in marketing product discounts, during its early stages. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Andrew Fish is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation. Outside of his advisory role, he manages rental property as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 advisors.

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.

Loren Law is a financial advisor with Robert W. Baird & Co. in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Robert W. Baird since 2008. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services. Baird utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research, managing approximately $394 billion in regulatory assets under management as of December 2025.

Marie Henrichs is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial. Her prior experience includes roles at Financial Dimensions Group, Osaic Wealth (formerly Royal Alliance Associates), and Sagepoint Financial Advisors. 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, offering a range of advisory programs, financial planning, and brokerage services.

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.

Michael Litch is a financial advisor with Cetera and holds a Series 66 designation, bringing 28 years of industry experience. He has worked with firms including Voya Financial Advisors and National Planning Corporation and has operated his own accounting and financial services businesses since 1994. He also provides accounting, consulting, and tax-related services through his CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to affiliated and third-party managers, and oversees roughly $256 billion in assets through a network of over 10,000 advisors.

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.

Lisa Nesser is a CFP® with 39 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. She also operates Nesser & Nesser Financial Group and works as an independent insurance agent focusing on fixed annuity and life insurance products. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies through multiple platforms, combining proprietary models and third-party managers tailored to client objectives.

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.

Samuel Anyamele is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, US Bank, FedEx, and Employbridge. He also managed a family business, Samuel & Nkechi Anyamele, for 12 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying ESG criteria in its recommendations.

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.

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.