Paige Kunkel is a financial advisor at J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Piper Sandler, Lexidy Law, and Kunkel & Associates, along with employment at Target. 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 an ESG eligibility framework in its investment recommendations.

Eric Erickson is a financial advisor at Primerica Advisors in St. Paul, MN, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Revolutionary Science for 23 years. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Louis Oswalt is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with RBC Capital Markets Corporation since 1998. Outside of his advisory role, he serves as an usher for the Minnesota Twins Baseball Club and is President of the New Hope Lions Club. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs featuring discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Jacob Geiermann is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Baker & Hostetler LLP and JD Legal Planning PLLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with tailored portfolio management solutions utilizing both in-house and third-party investment managers.

Roger Strege is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as president of Autism Allies, a nonprofit organization, and leads Special Needs Planners, which assists families with disabilities in maintaining eligibility for social services and establishing guardianship and trusts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Gregg Anderson is a financial advisor with OSAIC who holds the CFP® designation and has 48 years of industry experience. He has been affiliated with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995 and previously worked at Financial Dimensions Group, Inc. for 23 years. Outside of his advisory work, he is involved in several non-investment activities, including ownership in a Jimmy John's franchise, operating a cattle farm, and preparing tax returns on a volunteer basis. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various third-party programs to manage portfolios across a broad range of investment types.

Russell Engstrom is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has been with Cetera since 2023, following a longer tenure at Cetera Wealth Services, LLC. Outside of his advisory work, he is involved with Free Bikes 4 Kidz MN, a nonprofit organization that provides bicycles to children in need, where he serves as a quality control trainer and supervisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Mark Halstensgard is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has 13 years of industry experience, including over a decade at Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Dale Anderson is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customized portfolio management and financial planning services, leveraging a mix of in-house and third-party investment managers and a broad range of investment options.

Sean Naughton is a CFA® charterholder with 18 years of industry experience. He is currently with RBC Capital Markets in Minneapolis, where he has worked since 2017. Prior to that, he spent ten years at Piper Jaffray & Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory and brokerage services to individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers customized investment strategies through various advisory programs, utilizing both in-house and third-party managers.

Thomas Conneran is a CFP® with 25 years of experience in financial advising. He is currently affiliated with Cetera and has prior experience with Concourse Financial Group Securities Inc. He serves as a board member for Pro Life Action Ministries and is involved in finance oversight as a trustee for the Church of Epiphany. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporations, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and custodial relationships.

Brett Manning is a CFP®-designated financial advisor with Ameriprise in Arden Hills, MN, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Manning is involved in business ownership through the Bartel Manning Group and also provides client service support and business leadership for GEM Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Erik Gorsuch is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, including time at AMERIPRISE FINANCIAL SERVICES INC and LPL Financial. He serves on the Board of Directors for the Boys & Girls Club of the Twin Cities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.

Mark Stevens is a financial advisor at Merrill in Blaine, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked in the automotive sector with several firms including Superior Ford and Autonation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Larson is a ChFC®-designated financial advisor with 35 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2024 after a 22-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management. Larson serves on the boards of Y Hockey Ministries International and Legacy Christian Academy. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent financial professionals using various portfolio management platforms and proprietary model strategies.

Tara Atwood Krebs is a Series 66-licensed financial advisor with Edward Jones in Roseville, MN, bringing three years of industry experience. Prior to joining Edward Jones, she worked for eight years at Living Life Home Care. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jordan Redepenning is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017, following a year at the University of Minnesota Duluth. Outside of his advisory role, he works as a football and basketball official. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning and written recommendation reports based on proprietary research and third-party data.

Alec Wahlin is a CFP® certified financial advisor with RBC Capital Markets based in Minneapolis, MN. He has two years of industry experience and previously worked at Generation Group, Target, and Maplewood Toyota. Alec also has a background in education and the food service industry. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Robert Seymour is a financial advisor at Edward Jones in Golden Valley, MN, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017 after working at Optum for one year. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Finnegan is a financial advisor at LPL Financial with 25 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial, he worked at Sagepoint Financial, Inc. and operated Finnegan Financial Services. He is also the owner of Pathwise Wealth Management Inc. and serves as a notary in addition to his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research from internal and third-party sources.