Evan Kvittem is a CFP® with 11 years of industry experience, currently serving at OSAIC since 2023. He previously worked at SagePoint Financial from 2015 to 2023. Kvittem is also involved in insurance sales and servicing through a sole proprietorship and holds a leadership role as Vice President/Treasurer of EKE LLC, which manages business funds for affiliated advisors. OSAIC Wealth, Inc. serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm employs a variety of investment tools and third-party platforms to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

Jennifer Hicks is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. She is based in Wayzata, MN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both discretionary and non-discretionary services tailored to plan objectives and demographics.

Carol Sullivan is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of her advisory role, she operates a sole proprietorship in the advertising specialty and promotions business, servicing existing customers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Andrea Radke is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at City National Bank, Jefferies, and Heritage Partners Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management strategies incorporating both in-house and third-party investment managers.

Crystal Hatteberg is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Royal Alliance Associates, Cetera Advisor Networks, and Stevens Foster Financial Advisors. She also serves as Chief Operating Officer and Director of Operations for Eagle Creek Financial Advisors, a financial planning business. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated advisory and brokerage services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across a range of asset classes.

Anthony Schuster is a CFP®-designated financial advisor with Ameriprise, possessing 23 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he provides financial planning advice and investment management recommendations through his outside employment with WDA, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a retirement income service that provides clients with written recommendations and ongoing planning advice focused on income and tax-aware withdrawal strategies.

Samuel Allen is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has held roles at several Cetera entities as well as AdvisorNet Financial Inc. Outside of advising, he has worked as an operations and billing specialist for AdvisorNet Financial Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to use a range of portfolio management strategies and program structures.

Joseph Falldin is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2020. Prior to that, he had roles at Cameron, A Schlumberger Company, OneSubsea, A Schlumberger Company, Altec Spray Equipment, and the University of Minnesota. 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 annual planning advice focused on retirement income and tax-aware withdrawal strategies.

Connor Reilly is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at KPMG LLP for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Will Gilbert is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Ameriprise and has held various roles across multiple industries, including operations and event services. Gilbert attended Arizona State University from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.

Kyle Beeson is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. His career includes seven years at Morgan Stanley and three years at Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Brent Bunne is a financial advisor with Edward Jones in Maple Grove, MN, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, all of which have been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Madeline Vraa is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014 and 2017, respectively. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Scott Robichaud is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Robichaud is also commissioned as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of representatives. The firm offers a range of advisory and brokerage services, including financial planning and retirement plan consulting, supported by proprietary research, third-party subadvisors, and technology-driven portfolio management.

Laurie Raps is a financial advisor at Fisher Investments with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fisher Investments since 2017, following six years at U.S. Bancorp Investments, Inc. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and uses various risk management techniques including derivatives and tax-loss harvesting.

Ryan Anderson is a CFP® professional with 26 years of experience in the financial services industry. He currently works at Cetera and has held positions at Securian Financial Services, Minnesota Life, and C.R.I. Securities. Anderson also serves as a board member for Bob Allison Ataxin Research and owns RHA Advisory Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Daniel Lichtblau is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at LPL Financial and MassMutual Life Insurance Company. Outside of financial services, he serves on the advisory board of Peaceful Passing for Pets, assisting with marketing and events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements and a range of educational and specialized planning programs.

Matthew Mulville is a Series 66 licensed financial advisor with LPL Financial, based in Maple Grove, MN, and has seven years of industry experience. Prior to joining LPL Financial in 2021, he worked with various insurance carriers and held positions at Waddell & Reed and David Walgreen. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing research from internal and third-party sources alongside discretionary and non-discretionary management options.

Peter Hess is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Hess serves as a track coach for middle-distance runners at Waconia High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and a range of planning topics without portfolio management for institutional clients.

Daniel Ament is a financial advisor with Morgan Stanley Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he frequently appears as a guest commentator on radio shows, providing financial market insights on stations including WCCO Radio and Cities 97. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and a dedicated Financial Advisors and Estate Planning Strategies Group.