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 with LPL Financial in Minneapolis, MN, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His prior work includes roles at CUNA Brokerage Services and Edward Jones, alongside a longstanding affiliation with Affinity Plus Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing diverse investment approaches and technology tools, while supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

Christian Zepeda is a CFP®-designated financial advisor with 23 years of industry experience, currently affiliated with Charles Schwab in Woodbury, MN. His career includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2019, as well as prior experience at Wells Fargo Clearing and Merrill. He is the managing member of CJAM Family Ventures LLC, which holds a passive investment in Trevls, Inc., a Tesla rental car company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services, offering a combination of non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach.

Anthony Vang is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He has worked at Merrill since 2021 and previously held positions at CBRE, Robert Half, and other employers. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Miller is a CFP® with 43 years of industry experience, currently serving at LPL Financial since 2010. His background includes business activities such as facilitating legal document establishment through North Oaks Legal Services and occasional motivational speaking at churches, colleges, and businesses. He is also a licensed notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kenath Harris is a financial advisor at Thrivent Investment Management in Saint Paul, MN, holding a Series 66 designation with eight years of industry experience. Prior to joining Thrivent in 2017, he worked at Burnsville Toyota and served eleven years in the Army. Harris also serves as a chaplain in the U.S. Army Reserve, providing spiritual resiliency and ethics guidance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without discretionary trading authority.

Luke Duffney is a financial advisor with Edward Jones in Roseville, MN, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Rize Realty - Covenant Partners for one year and spent 13 years at Gillette Children’s Specialty Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Belt is a Series 66-registered financial advisor with six years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at firms including Thrivent Investment Management, Cetera Investment Advisers, and Securian Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, proprietary and third-party model strategies, and maintains compliance and supervisory processes that support its scale and service delivery.

Jeffrey Filipek is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with firms including VOYA Financial Advisors, Cetera, 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 a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, supported by advanced operational tools and a large network of advisors.