Renee Miller is a Series 63 licensed financial advisor with Primerica Advisors and has 16 years of industry experience. She has worked with PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 1997. Outside of her advisory role, Miller hosts group travel events for women through Beatrice Bradley Travel. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and oversees third-party asset managers with due diligence and ongoing oversight.

Colleen Olson is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. Her career includes roles at Cetera Wealth Services, Securian Financial Services, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Brock Jensen is a financial advisor at Edward Jones in North Oaks, MN, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience including roles at Centennial Public Schools and the Ottawa REDBLACKS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Mary Mc Dougall is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1982, also working at Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Courtney Myers is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2014. Outside of her advisory role, Myers serves as chair of Secondhand Hounds, a nonprofit animal rescue organization in Minnesota. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service delivery.

Paul Wessel is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation. He has one year of industry experience, including prior roles at Equitable Advisors, LLC and various positions outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Melissa Korman is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling, managing approximately $2.74 trillion in client assets.

Jett Lakari is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and previously was employed at Green Bay Exposition Services and the University of Wisconsin-Eau Claire. Outside of his advisory role, he manages an advisory business through Northern Edge Operations LLC. Ameriprise serves clients primarily through retirement-income planning for individuals with significant investable assets, offering written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored retirement-income advice.

William Mc Donald is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including U.S. Bancorp Investments, LPL Financial, and Ameriprise Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, using analytical tools and risk profiling to support client goals, and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Kevin Schwartz is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with Thrivent since 2007. Outside of his advisory role, he serves as the finance committee chair for King of King’s Lutheran Church in Woodbury, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics while keeping planning and managed-account services distinct.

Joel Holden is a financial advisor with LPL Financial and holds the Series 66 designation. He has been with LPL Financial and Wenzel Financial since 2025, following an 18-year career at Imedia Brands. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by advisor-facing tools and multiple institutional platforms.

Jeffrey Janechek is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 designations and has 35 years of industry experience. His prior work includes roles at Merrill and several Cetera entities, as well as Girard Securities and Summit Brokerage Services. He is a 50% owner of 2ELEVATE, LLC, a retirement plan consulting firm that provides research and education on government filings. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account management with access to various third-party managers and program options.

Aaron Mader is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. He has worked with multiple firms, including RPC Advisor Group and FCG Wealth Management, and operates Mader Wealth, where he is also a life insurance producer. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to multiple platforms, custodians, and proprietary model strategies through thousands of financial professionals.

Ryan Naatjes is a financial advisor with RBC Capital Markets based in Stillwater, MN. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at Wells Fargo Clearing from 2016 to 2023 and Wells Fargo Investments, LLC from 2005 to 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party investment managers.

Jennifer White is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 66 designation and has a background that includes roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

Jeremy Wytaske is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as treasurer of the East Ridge Face Off Club, overseeing donation collections and payment submissions for the booster club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm uses a mix of in-house and third-party investment managers and offers customizable features such as tax management and responsible investing screens.

Sam Rutherford is a Financial Consultant at Fidelity Investments, where he began working in 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments in the same year and was the Director of Financial Planning at Northwestern Mutual from 2012 to 2022. His professional experience includes retirement planning, investment strategies, tax-efficient investing, and income generation. His approach involves understanding clients, co-creating plans, educating clients on their options, and assisting with implementation. Outside of his professional work, Sam enjoys boating, bowling, golf, spending time at the lake, parenthood, and solving puzzles.

Thomas Baumgartner is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He has been associated with Cetera Wealth Services, LLC since 2013 and operates his own insurance agency in St. Paul, MN. Outside of financial advising, he is involved in an online banking referral business and performs comedy. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Tiffany Castor is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2019 and has held various roles in both financial services and other sectors, including positions at Pawn America and Anoka Technical College. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Rebekah Stavne is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, she was involved with Substance Church and operated Stavne Media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory and investment strategies under a fiduciary standard, alongside affiliated capabilities such as a trust company and proprietary mutual funds.