Jeffrey Filipek is a financial advisor with LPL Financial, holding a Series 63 license and 33 years of industry experience. He has worked at firms including Cetera, VOYA Financial Advisors, and Jackson National Life. Outside of his advisory role, Filipek is involved in coaching soccer and serves on the board of the Minnesota Soccer Referee Program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Eric Osgood is a financial advisor with LPL Financial in Shoreview, MN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 12 years at National Planning Corporation. Osgood also operates Osgood Financial, Inc., a business entity for tax and investment purposes, and serves as a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and nonprofits through a national network of adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by LPL Research, third-party subadvisors, and model portfolios.

Charles Porter is a Senior Financial Advisor with The Porter Group, a role he has held since 2009. He focuses on implementing comprehensive wealth management strategies and services that include analyzing funds and products, comparing performance results, and aligning asset allocation with each client's investment objectives. Charles provides traditional advice and guidance while maintaining communication on investment opportunities, market trends, and cash flow management to help clients achieve their financial goals. Born and raised in St. Paul, Minnesota, Charles attended Totino Grace High School and earned a Bachelor of Business Management degree from Saint Louis University in 2009. He holds FINRA Series 7 and 66 registrations, NMLS certification (ID: 1483122), Life & Health Insurance licenses, and the Personal Investment Advisor (PIA) designation. Charles resides in Vadnais Heights, MN. Outside of his professional work, Charles enjoys a variety of personal interests including boating, cooking, gardening, golfing, music, scuba diving, spending time with his family, tennis, traveling, and woodworking.

Nicholas Snow is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Sagepoint Financial, and Third Street Advisors, among others. In addition to his advisory work, he has outside employment with SB Nation, VOX, and Alpha Dog Advisors. 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 financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Jacob Dittel is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs a variety of tools and third-party resources to construct and manage portfolios across asset classes for diverse client needs.

Joseph Toussaint is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Securities America Advisors and Securities America Inc, as well as operating as an independent agent and running Joseph Toussaint & Associates. Outside of advisory work, he is involved in artisan craftsmanship and works as a sales representative for fixed insurance, annuity, and long-term care products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and multiple investment platforms to construct tailored portfolios.

Daniel Hovland is a CFP® and CFA® with 26 years of experience in the financial industry. He has worked at Cambridge Investment Research Advisors since 2012 and is also associated with Gruba, Hovland, & Co. Since 2008, he has operated a business called Tailored Wealth Strategies and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both proprietary and third-party strategies across multiple custody and platform arrangements.

Mark Hedman is a financial advisor at Cetera with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes positions at Edward Jones and Community Resource Bank. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

Shane Meldahl is a financial advisor at Morgan Stanley with Series 66 credentials and less than one year of industry experience. Prior to joining Morgan Stanley, he worked briefly at MD Financial Advisors and has held various roles outside the financial sector, including positions in education and food service. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a range of investment services.

Daniel Schlesinger is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2013 and City National Bank since 2019. Outside of advising, he has served on the finance committee of Forecast Public Art, a nonprofit connecting artists with community needs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs and employs both in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Jason Perkins is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. His prior work includes roles at Securian Financial Services, Minnesota Life Insurance, and Thrivent Financial. In addition to his advisory career, Perkins serves as an independent contractor and referee for the Minnesota State High School League, NCAA, and Minnesota Vikings. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, featuring both affiliated and third-party investment options.

Jessica Cripps is a Financial Consultant currently working at Fidelity Investments, where she has been since 2022. In her role, she collaborates with clients to provide a holistic experience and helps to simplify complex financial concepts. Jessica partners and aligns with clients to empower them to make well thought out decisions based on their unique, individual needs. Her professional experience includes positions as an Investment Consultant and Planning Consultant at Fidelity Investments, an Associate Client Account Manager at Stevens Foster Financial Advisors, a Wealth Advisor at Ovation Wealth Advisors, and a Senior Registered Client Associate at UBS Financial Services. This range of experience has contributed to her expertise in financial consulting. Outside of her professional work, Jessica has interests in board games, gardening, movies, music, pets, and singing.

Stacey Okan is a financial advisor at Edward Jones with 13 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Patrick Gherity is a financial advisor with LPL Financial based in Vadnais Heights, MN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, having previously worked at U.S. Bancorp Investments, Bremer Bank, and Raymond James Financial Services. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Eric Swanson is a CFP® with 21 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Lakeville, MN. Outside of his advisory role, Swanson serves as Treasurer on the Board of Directors for the Eagan Kick-Start Rotary Foundation. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicole Daleiden is a financial advisor with Ameriprise in Hugo, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Her other business activities include fiduciary services. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider delivering a broad range of advisory, brokerage, and insurance solutions.

Matthew Veldman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to design and implement customized financial strategies aligned with their goals and long-term aspirations. He holds the roles of Senior Financial Advisor and Senior Portfolio Advisor within Merrill, managing discretionary investment strategies and offering tailored advice to diverse clientele including business owners, professional athletes, and families. Prior to joining Merrill in 2015, Matthew was a professional football player in the NFL from 2012 to 2014, playing as a tight end for several teams. He earned a Bachelor's degree from North Dakota State University and holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Certified Plan Fiduciary Advisor (CPFA). His expertise covers wealth transition, retirement strategies, cash-flow analysis, income generation, and defined contribution plan design and administration. Matthew is involved in community initiatives such as Twin Cities R!se, where he contributes to financial literacy and supports individuals transitioning back into the workforce. He resides in Hugo, Minnesota, with his wife Sarah and their two sons. His personal interests include fishing, football, reading, and spending time with his family.

Cassandra Dowd is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Alysha Parotti is Vice President, Wealth Planner at Fidelity, a role she has held since 2025. In this position, she leads a team focused on guiding individuals and families in making informed decisions involving wealth growth, protection, enjoyment, and transfer. Prior to this, Alysha held various roles at Fidelity including Financial Consultant from 2022 to 2025 and Investment Consultant from 2021 to 2022. She also has experience as an Adjunct Professor of Business at the University of Northwestern - St. Paul in 2021 and worked with Thrivent as an Associate Producer 1 from 2020 to 2021, and as an Associate Representative in 2020. Alysha holds a California Insurance License, supporting her work in financial planning and consulting.

Derek Iverson is a financial advisor with LPL Financial in Eagan, MN, holding Series 65 and Series 66 credentials and 28 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the Irish Group, Inc. Outside of advising, he is associated with Irish Group, Inc., a business entity unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by research and model portfolios.