Shawn Eilefson is a CFP® with 31 years of industry experience, currently affiliated with OSAIC. He has worked at Osaic Wealth, Inc. since 1995 and was with Financial Dimensions Group, Inc. from 2001 to 2024. Outside of his advisory role, he owns a sole proprietorship focused on term and survivorship life insurance. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach that integrates asset allocation, portfolio optimization, and risk management tools, supporting both discretionary and advisor-managed strategies.

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 financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, and has 33 years of industry experience. He previously worked for Northwestern Mutual and its related entities for over two decades. In addition to his advisory role, he is involved in insurance brokerage and operates a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and various advisory tools across a broad platform.

Paige Hoffman is a financial advisor with LPL Financial holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at Willy Zimmerman, Waddell & Reed, and Kestra Investment Services. She is also the owner and CFO of The Hoffman Group, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational tools and a large network of advisors.

Michael Eggert is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial for 18 years. He also owns Resource Financial Network, a sole proprietorship focused on the sales of life, disability, long-term care, health insurance, and fixed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs and third-party manager selections.

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 at Merrill Lynch Wealth Management with more than 30 years of direct experience. She works closely with individuals, couples, families, and businesses to discern their goals, address their concerns, and help them achieve a secure financial future. Diana specializes in areas such as executive compensation, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. Diana holds a bachelor's degree in Business with an emphasis in Communications from the University of St. Thomas. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a member of Team Women and is committed to continued learning and professional development. Outside of her professional life, Diana is involved in community organizations such as Adopt a Family, Feed our Starving Children, The Sandwich Project, and Valley Outreach. She is married with two children and enjoys traveling, spending time with her family, and listening to music.

Robert Miller is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services for 19 years before joining RBC Capital Markets in 2025. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering tailored investment advisory programs and portfolio management solutions through both in-house and third-party managers.

Chris Mc Clure is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Clear Channel Outdoor, Health Tech Academy, Strategic Education, Inc., and Capella University. 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 under management through a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

John Mueller Jr. is a financial advisor at OSAIC with 51 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation and Diversified Financial Advisory Group. In addition to his advisory role, he operates Mueller Financial Group as an insurance agent, providing life insurance, annuities, and long-term care insurance. OSAIC is a large wealth management firm serving retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and supports a broad range of investment strategies and custodial arrangements.

Thomas Conlin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. His prior roles include positions at City National Bank, RBC Wealth Management, and Saint John's University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing tailored strategies based on clients' risk profiles and offering a variety of investment options and program structures.

Adam Schutte is a financial advisor with Primerica Advisors in Roseville, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he is a partner in Schutte Family Farms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.

Jack Wingerd is a CFP® professional with seven years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Financial Dimensions Group, Inc., Osaic Wealth, Inc., and The Prudential Insurance Company of America. His prior roles include teaching positions at St. John's University. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Andrew Paine is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles in education at Bethel University and Edgewood Middle School, as well as involvement with Cal South Soccer. Primerica Advisors primarily serves individual investors across a range of wealth levels, offering a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers. The firm supports its advisory services through a large network of advisors and employs various portfolio models including strategic, tactical, tax-managed, and income-distribution approaches.

Lexie Ligday is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining RBC in 2025, Lexie worked at Northwestern Mutual in various roles from 2022 to 2024 and gained additional experience at Joshua Willour and Dave Dettmann during 2023-2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a wide range of advisory services to individual and institutional clients, including discretionary and non-discretionary portfolio management and financial planning. The firm offers multiple wrap fee programs and integrates in-house and third-party managers to tailor investment strategies to clients’ risk profiles.

Ryan Selleck is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at COUNTRY Capital Management Company and Lincoln Investment Planning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to registered investment companies, and use of AI and algorithmic methods in portfolio management.

Brock Eckman is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Woodbury Financial Services and GT Financial Advisors. He serves as operations manager at GT Financial Advisors and is the sole member of an administrative LLC. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, retirement plan consulting, and access to third-party money managers. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Ashley Willaert is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Vacinek is a financial professional with 29 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has held roles at multiple firms including Thrivent Financial, Securian Financial Services, and North Star Resource Group. Outside of his advisory role, Vacinek serves as Vice President of the Land O Lakes Hunting & Retriever Club, a nonprofit organization focused on hunting dog activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, ERISA retirement services, and access to multiple program platforms, supporting both discretionary and non-discretionary strategies.