Matthew Showalter is a CFP® certificant with 35 years of experience in the financial services industry. He has been with Merrill since 1990 and also maintains a long tenure at Bank of America, NA starting in 2009. 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. The firm serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jeffrey Angel is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 29 years. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Mark Knudson is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securian Financial Services and CRI Securities. In addition to his role at Cetera, he is involved as a financial professional with North Star Resource Group. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving a diverse client base, offering a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Sheena Prescott is a financial advisor at Cetera with a Series 65 credential and one year of industry experience. She previously worked at Avantax Advisory Services and the Minnesota Department of Revenue, where she spent 13 years. She is also president of Gwizdala & Associates, a tax preparation and accounting firm. 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 with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Jake Ulrich is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked in various roles including managing retail sales at a golf shop. Outside of advising, he is involved with Oak Glen Golf in Stillwater, Minnesota, where he manages golf shop operations and retail sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Daniel Montalbano is a financial advisor with Cetera and holds the Series 66 designation. He has one year of industry experience and previously worked with Avantax Advisory Services, Avantax Investment Services Inc, and MFG Financial Advisors. Outside of advising, he has been involved with MFG Financial Advisors as a Wealth Management Assistant, supporting financial planning and tax services. 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 consulting services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Andrew Bjorklund is a financial advisor at LPL Financial with five years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including OSAIC and SagePoint Financial Inc. Outside of his advisory role, he maintains a personal interest in cryptocurrency holdings. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management and utilizing model portfolios and research from various sources.

Erik Lindgren is a CFP® with 28 years of industry experience currently with LPL Financial since 2025. He previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. Outside of his advisory work, he is involved as an artist and musician with Gastown Alley in St. Anthony, MN. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources, including LPL Research and third-party subadvisors.

Marc Haverkamp is a CFP® professional with eight years of industry experience, currently serving as an advisor at LPL Financial since 2018. Prior to joining LPL, he worked at Ernst & Young LLP for six years. In addition to his advisory role, he is involved in tax preparation and accounting through several related businesses. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Dobby O'Donnell is a financial advisor with Edward Jones in Mendota Heights, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in the hospitality industry at various firms including Great Wolf Lodge, Drury Hotels, and Aimbridge Hospitality. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

James Deutsch is a financial advisor with Cetera based in St. Paul, MN, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Securian Financial Services Inc, CRI Securities LLC, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual clients, employer-sponsored 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, supporting both discretionary and non-discretionary strategies across diverse program structures.

Peter Anderson is a CFP® professional with 39 years of industry experience. He is affiliated with OSAIC and has worked previously at Financial Dimensions Group, Inc. for 23 years. Outside of advisory work, Anderson is a shareholder in Peteyfish LLC, which invests in McMurray Medical, a startup developing a patented intubation device for medical professionals. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple advisory platforms to construct portfolios across various asset classes.

Punnarin Koy is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliates since 1993. Outside of his advisory role, he owns and teaches at the Minnesota Taekwondo Center and serves as Vice President on the board of the Southeast Asian Refugee Community Home. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm operates as a large institution offering a broad range of advisory, brokerage, and insurance solutions.

Brian Farley is a CFP® professional with 30 years of industry experience, currently affiliated with Cetera. He has worked at various firms including Cetera Advisors LLC, First Allied Advisory Services, and has been the owner and CEO of Farley Financial Partners, Inc. since 2012. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Lindsay Rasmussen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. Prior to joining Thrivent in 2021, Rasmussen worked for Medtronic, Inc. from 2006 to 2021. 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 planning covering topics such as retirement, income tax, and estate planning, with options to combine planning and managed-account services under its WealthPlan program.

Frank Leslie is a Series 66-credentialed financial advisor with 20 years of industry experience. He has worked at Wells Fargo Advisors since 2014, with prior roles at Wells Fargo Clearing. Outside of his advisory role, he owns and operates FPL Finance, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. The firm employs Wells Fargo research and planning tools to develop tailored recommendations delivered through discrete engagements.

Austin Rothstein is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at multiple firms including North Star Resource Group and Minnesota Life Insurance Co. Outside of advisory roles, he participates in a local business networking group. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides flexible investment program options including model portfolios, third-party managers, and bespoke strategies.

Peter Tartaro is a CFP®-designated financial advisor with 18 years of industry experience, currently serving at Cetera. He has held positions at several firms including CRI Securities, Securian Financial Services, Minnesota Life Insurance Company, and Ameriprise Financial Services. Outside of his advisory role, Tartaro is a director for the Knights of Columbus and serves as treasurer and vice president of a Toastmasters International club. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning solutions.

John Conlin is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2016. Conlin serves on the Northrop Advisory Board for the University of Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing both in-house and third-party investment managers and providing comprehensive portfolio management and financial planning services.

Ryan Rambacher is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. He works with a select group of families, focusing on personalized wealth management and planning to address their unique needs and aspirations. Ryan's approach prioritizes understanding clients' life goals and values, enabling him to help them navigate complex financial decisions and develop strategies that support multiple generations. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, socially responsible and values-based investing, special needs planning strategies, tax minimization, and retirement income. Ryan and his team leverage Merrill Lynch's extensive investment experience and the banking capabilities of Bank of America to execute tailored financial plans. Ryan holds a Bachelor's Degree in Finance and Economics from the University of Wisconsin System and is a Personal Investment Advisor (PIA). He resides in Stillwater, MN, with his wife Andrea, daughter Zoe, son Carter, and their Alaskan Klee Kai, Scooby Doo.