Jonathan Ehresmann is a financial advisor with Ameriprise in Stillwater, MN, holding a Series 66 credential and bringing 10 years of industry experience. Before joining Ameriprise in 2024, he worked at Thrivent Financial and Thrivent Investment Management from 2015 through 2024. Outside of his advisory role, Ehresmann performs live music with two bands and provides private guitar lessons. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Lenin Ibarra is a financial advisor with Primerica Advisors in Saint Paul, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His previous roles include positions at Transamerica Investors Securities Corporation and Wells Fargo Clearing. Outside the financial sector, he has worked for Metro Transit. Primerica Advisors sponsors and manages a wrap-fee asset management program for individual, corporate, and charitable clients. The firm employs model-driven strategies developed by unaffiliated asset managers and supports trade execution through recognized custodians, serving a broad client base with approximately $15.5 billion in assets under management.

Robert Dustin IV is a Series 66-licensed advisor with Cetera Wealth Services, LLC in Minneapolis, MN, having started his financial services career in 2026. Prior to joining Cetera, he held positions at Northwestern Mutual and has experience in various other industries including retail and painting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad spectrum of clients, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and significant assets under management.

Philip Bruneau is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked with Merrill since 1990 and also has been affiliated with Bank of America since 2011. Outside of his advisory role, he is involved as an owner and managing member in family ranching and farming operations in Montana. Merrill, along 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.

Bailey Berg is a financial advisor with Cetera in Minneapolis, MN. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, Bailey worked in various positions including at North Star Resource Group, where he also serves as a Financial Planning Administrative Coordinator providing guidance and support for advisors. Bailey's background includes experience in hospitality and retail. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program options and custodial relationships.

Daniel De St. Aubin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2013. Outside of his advisory role, he is involved in coaching youth athletes with the St. Croix Soccer Club. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides its services through structured planning processes supported by firm-approved tools and investment modeling.

Jason Dekeuster is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 2006. Outside of his advisory role, he is involved in business coaching through a consulting firm he co-owns and participates in a business consulting study group. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Lawrence Donna is a financial advisor with LPL Financial in Oakdale, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management, supported by proprietary and third-party research.

Timothy Hennen is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Before joining LPL Financial in 2021, he worked in various roles at nVent, Open Access International Technology, and Border States Electric. Outside his advisory duties, he operates a website sales business called Champion E-Comm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Nicholas Valento is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth, Gradient Securities, and in roles outside of finance including at Minnesota State University, Mankato and Centennial School District. Outside of his advisory duties, he is involved as a personal care assistant in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary research and third-party resources.

Christopher Greene is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has been with Charles Schwab since 2025. Prior to his current role, he gained experience in banking and hospitality. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm combines a large client base with integrated brokerage, custody, and advisory services.

Hillary Bement is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding Series 63 and Series 65 licenses. She has two years of industry experience, including roles at Thrivent Financial and prior service at Financial One Credit Union and Magnifi Financial Credit Union. 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 financial planning covering topics such as retirement, income tax, estate, and special needs planning, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Donna Herem is a financial advisor with Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services supported by structured planning tools and a range of investment programs.

Garrett Bassett serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. Prior to joining Fidelity, he worked as a Financial Consultant at Ameriprise Financial from 2012 to 2016. In his current position, he focuses on building long-term relationships with clients by developing personalized financial plans tailored to their goals, concerns, and priorities. As a Certified Financial Planner (CFP®) professional, Bassett provides guidance in areas including retirement planning, investment management, and broader financial planning needs. He is committed to offering ongoing support to clients and is available for in-person, phone, or virtual meetings.

Gregory Pierce is a financial advisor at OSAIC with 51 years of industry experience. He previously worked at Fortis Investors, Inc. for over three decades. In addition to his advisory role, he operates an insurance agency where he sells universal life, term life, and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers and utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios.

Erik Grinde is a financial advisor with Thrivent Investment Management in Woodbury, MN, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 that covers a range of topics, including retirement and estate planning, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Robert Evans Jr. is a CFP®-designated financial advisor with 23 years of industry experience, currently associated with Cetera in Minneapolis, MN. His prior experience includes roles at Minnesota Life Insurance Company, Securian Financial Services Inc, and Transamerica Investors Securities Corporation. He serves on the St. Anthony Athletics and Activities Advisory Committee as a parent representative. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, providing services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

John Dahlberg is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at CRI Securities, Securian Financial Services, and Minnesota Life Insurance Company. Outside of financial advising, he works as an independent contractor realtor. Cetera Investment Advisers LLC serves a broad range of clients including individual investors, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Courtney Wasowicz is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her prior experience includes roles at Securian Financial Services Inc and Minnesota Life Insurance Co. 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 a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

Karen Myers is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2009. Based in St. Paul, MN, her career spans extensive service within a major global financial institution. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate agreements.