Anthony Vang is a Series 66-licensed financial advisor with Merrill in Saint Paul, MN, and has three years of industry experience. His prior work includes roles at CBRE and Robert Half, as well as a period of unemployment. Merrill offers managed account services through the Select Portfolio Solutions program to a broad range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations, utilizing model-based and discretionary investment strategies integrated with Bank of America’s platform.

Mark Miller is a CFP®-certified financial advisor with LPL Financial who has 43 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he facilitates the establishment of legal documents through North Oaks Legal Services, LLC and delivers occasional motivational speeches at churches, colleges, and businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

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 at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his current role, he was employed at Rize Realty - Covenant Partners and 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 programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Filipek is a financial advisor with LPL Financial, holding a Series 63 license and 33 years of industry experience. He has worked at firms including Cetera, VOYA Financial Advisors, 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 an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Eric Osgood is a financial advisor with LPL Financial in Shoreview, MN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 12 years at National Planning Corporation. Osgood also operates Osgood Financial, Inc., a business entity for tax and investment purposes, and serves as a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and nonprofits through a national network of adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by LPL Research, third-party subadvisors, and model portfolios.

Charles Porter is a Senior Financial Advisor with The Porter Group, a role he has held since 2009. He focuses on implementing comprehensive wealth management strategies and services that include analyzing funds and products, comparing performance results, and aligning asset allocation with each client's investment objectives. Charles provides traditional advice and guidance while maintaining communication on investment opportunities, market trends, and cash flow management to help clients achieve their financial goals. Born and raised in St. Paul, Minnesota, Charles attended Totino Grace High School and earned a Bachelor of Business Management degree from Saint Louis University in 2009. He holds FINRA Series 7 and 66 registrations, NMLS certification (ID: 1483122), Life & Health Insurance licenses, and the Personal Investment Advisor (PIA) designation. Charles resides in Vadnais Heights, MN. Outside of his professional work, Charles enjoys a variety of personal interests including boating, cooking, gardening, golfing, music, scuba diving, spending time with his family, tennis, traveling, and woodworking.

Zachary Landt is a financial professional with Cetera who holds a Series 66 designation and has five years of industry experience. His background includes roles at Minnesota Life Insurance, Securian Financial Services, and North Star Resource Group. He is also involved in fixed insurance sales through North Star Fixed Insurance. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform supported by a nationwide network of advisors.

Jacob Dittel is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs a variety of tools and third-party resources to construct and manage portfolios across asset classes for diverse client needs.

Joseph Toussaint is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Securities America Advisors and Securities America Inc, as well as operating as an independent agent and running Joseph Toussaint & Associates. Outside of advisory work, he is involved in artisan craftsmanship and works as a sales representative for fixed insurance, annuity, and long-term care products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and multiple investment platforms to construct tailored portfolios.

Daniel Hovland is a CFP® and CFA® with 26 years of experience in the financial industry. He has worked at Cambridge Investment Research Advisors since 2012 and is also associated with Gruba, Hovland, & Co. Since 2008, he has operated a business called Tailored Wealth Strategies and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both proprietary and third-party strategies across multiple custody and platform arrangements.

Mark Hedman is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license, with 10 years of industry experience. His career includes roles at Edward Jones from 2015 to 2017 and at Community Resource Bank alongside Cetera since 2017. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Shane Meldahl is a financial advisor at Morgan Stanley with Series 66 credentials and less than one year of industry experience. Prior to joining Morgan Stanley, he worked briefly at MD Financial Advisors and has held various roles outside the financial sector, including positions in education and food service. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a range of investment services.

Daniel Schlesinger is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2013 and City National Bank since 2019. Outside of advising, he has served on the finance committee of Forecast Public Art, a nonprofit connecting artists with community needs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs and employs both in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Jason Perkins is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. His prior work includes roles at Securian Financial Services, Minnesota Life Insurance, and Thrivent Financial. In addition to his advisory career, Perkins serves as an independent contractor and referee for the Minnesota State High School League, NCAA, and Minnesota Vikings. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, featuring both affiliated and third-party investment options.

Jessica Cripps is a Financial Consultant currently working at Fidelity Investments, where she has been since 2022. In her role, she collaborates with clients to provide a holistic experience and helps to simplify complex financial concepts. Jessica partners and aligns with clients to empower them to make well thought out decisions based on their unique, individual needs. Her professional experience includes positions as an Investment Consultant and Planning Consultant at Fidelity Investments, an Associate Client Account Manager at Stevens Foster Financial Advisors, a Wealth Advisor at Ovation Wealth Advisors, and a Senior Registered Client Associate at UBS Financial Services. This range of experience has contributed to her expertise in financial consulting. Outside of her professional work, Jessica has interests in board games, gardening, movies, music, pets, and singing.

Stacey Okan is a financial advisor at Edward Jones with 13 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Patrick Gherity is a financial advisor with LPL Financial based in Vadnais Heights, MN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, having previously worked at U.S. Bancorp Investments, Bremer Bank, and Raymond James Financial Services. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Matthew Veldman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to design and implement customized financial strategies aligned with their goals and long-term aspirations. He holds the roles of Senior Financial Advisor and Senior Portfolio Advisor within Merrill, managing discretionary investment strategies and offering tailored advice to diverse clientele including business owners, professional athletes, and families. Prior to joining Merrill in 2015, Matthew was a professional football player in the NFL from 2012 to 2014, playing as a tight end for several teams. He earned a Bachelor's degree from North Dakota State University and holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Certified Plan Fiduciary Advisor (CPFA). His expertise covers wealth transition, retirement strategies, cash-flow analysis, income generation, and defined contribution plan design and administration. Matthew is involved in community initiatives such as Twin Cities R!se, where he contributes to financial literacy and supports individuals transitioning back into the workforce. He resides in Hugo, Minnesota, with his wife Sarah and their two sons. His personal interests include fishing, football, reading, and spending time with his family.

Cassandra Dowd is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.