Paul Atchison is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ameriprise and Kestra Investment Services during his career. In addition to his advisory role, he manages an advisory business through The Windsor Group, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Bryce Brettingen is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he held various roles including positions at the City of Duluth and University of Minnesota Duluth. Ameriprise Financial Services is a diversified advisory firm that serves individual and institutional clients and offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized team to produce retirement income plans that incorporate investment research, third-party data, and algorithmic tools.

Nicholas Pariseau is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 18 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual Life Insurance Company since 2007. Outside of his advisory role, he is a co-owner of NPF Consulting, LLC, which provides coaching and goal-setting consulting for business owners. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative, annual planning relationships.

Stefen Thielke is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2008 and has worked at City National Bank since 2019. Outside of his advisory role, he serves as a board director for Mission E4, a nonprofit organization serving Haitian communities, and is elected to the church council at Shepherd of the Valley Church in Afton, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers various wrap fee programs and tailors investment strategies through a combination of in-house and third-party managers with options for customization such as tax management and responsible investing.

Jacqueline Mekhail is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following a one-year tenure at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning delivered through its network of Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by proprietary tools and market models.

Chad Zawacki serves as a Senior Resident Director and Wealth Management Advisor at Merrill. Raised in Duluth, Minnesota, he began his career at Merrill while attending Bethel University of St. Thomas, where he earned a Bachelor's degree in Finance. Chad has maintained his professional tenure in the Saint Paul office throughout his career. Chad's experience includes assisting pre-retirees with lifestyle planning, working with business owners on liquidity strategies and company benefit plans, and helping surviving spouses with budgeting. He has worked through multiple economic cycles and significant life events, focusing on helping clients pursue their personal, family, and business goals. Chad is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor (CPFA™) designations. Beyond his professional work, Chad is a past board member of Special Olympics Minnesota and has participated in fundraising events such as The Northland 300. He resides in Linwood Township, Minnesota, with his wife Heidi and enjoys outdoor activities including hunting, boating on Lake Superior, snowmobiling, and driving all-terrain vehicles. Chad is also a life member of Safari Club International and a member of the Madeline Island Yacht Club.

Anthony Cognetta is a Financial Advisor at Merrill Lynch Wealth Management with over 13 years of experience in the financial industry. He focuses on helping individuals and families achieve their financial goals through tailored strategies that address retirement planning, education savings, wealth growth, and tax minimization. Anthony emphasizes building lasting relationships based on trust, transparency, and clear communication to create personalized financial roadmaps. He holds a Bachelor's Degree in Economics from the University of St. Thomas and holds the Personal Investment Advisor (PIA) designation. Fluent in both English and Spanish, Anthony serves on the Board of Directors at United Family Medicine, demonstrating his commitment to community involvement. Originally from Saint Paul, Minnesota, Anthony and his family enjoy outdoor activities including boating, fishing, camping, skiing, and travel throughout the seasons.

Daniel Rickett is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Voya Financial Advisors and Capital Street Financial Services, where he is also president. Rickett serves as a committee member of the Neighborhood Development Center in St. Paul, MN. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Matthew Svendsen is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. He holds the CFP® designation and multiple securities licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc. from 2022 to 2024. Outside of his advisory role, Svendsen is president and CFO of Be Brave Live Free Inc., where he manages business and financial reporting activities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm utilizes a variety of investment strategies and platforms, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions.

Dean Maschka is a CFP®-credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors and Securities America, Inc. Maschka also sells life insurance, long-term care insurance, and fixed annuities on a client-need basis. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple third-party managers and investment platforms.

William Hansen is a financial advisor with Thrivent Investment Management in Lake Elmo, MN. He holds a Series 66 designation and has previous work experience at Jamf spanning 16 years. Hansen joined Thrivent in 2025 and has been associated with the firm and its affiliates since then. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic analyses encompassing a broad range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kyle Heller is a CFP® professional with 17 years of industry experience, currently affiliated with Cetera. His work history includes roles at North Star Resource Group, Minnesota Life Insurance Company, and Securian Financial Services, among others. Heller is also a partner in J&K Acquisitions and involved in several business ventures outside of his advisory work. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Corey Whitcomb is a financial advisor at LPL Financial in Minneapolis, MN, with 13 years of industry experience. He holds Series 66, Series 65, and Series 63 designations and has worked at LPL Financial since 2022. Prior to that, he has been associated with Cuna Brokerage Services, Inc. and Affinity Plus Federal Credit Union since 2013. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment approaches.

Greg Nagel is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering customized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets held in Ameriprise-managed accounts.

Mark Stanger is a ChFC® and Series 66 licensed financial advisor with 29 years of industry experience. He is currently with Cetera and has held advisory roles at Flagship Bank and AdvisorNet Wealth Management. Outside of his advisory work, he is involved in selling fixed insurance products and operates a financial services business under the name Landmark Financial Services. Cetera Investment Advisers LLC is a large nationwide firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Christopher Manning is a Series 63 licensed advisor with Primerica Advisors, where he has worked since 1986, totaling 40 years of industry experience. He has also been affiliated with Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and maintains a tiered wrap-fee structure distinct from fixed-fee billing.

Joseph Byriel is a financial advisor with Edward Jones in Woodbury, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Johan Eriksson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner involved in property management through GyldenKey Partners. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Jackson Plessl is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to define their financial goals and develop tailored portfolio strategies designed to help achieve those goals. Jackson provides ongoing advice and adapts client portfolios as their personal situations evolve. He has expertise in retirement planning, investment management, education planning, family wealth management, tax minimization, and various other areas. Jackson holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree from Kansas State University. Jackson grew up in a military family and has lived around the world, which informs his approach to helping clients create individualized financial strategies. Outside of work, he is involved with community organizations including Feed My Starving Children, Habitat For Humanity, and Second Harvest. Personal interests include boating, hiking, scuba diving, soccer, spending time with his family, and woodworking.

Jessica Madigan is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has worked at Cetera since 2023, following over two decades at Cri Securities, Inc. and Securian Financial Services. Madigan serves as an elected board member of Premier Resource Group, a nonprofit organization. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across various program structures.