Bruce Kirking is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. He has worked at Primerica Advisors since 1999 and has prior experience at Mills Fleet Farm. Outside of his advisory role, he serves as vice-managing member of Pine Knoll Partners, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Bo Chwala is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and N.I.S. Financial Services, Inc. He has held various positions in sectors including finance and retail. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Nelson is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for nine years. In addition to his advisory role, Nelson is an insurance producer specializing in life, disability, long-term care, and annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple investment program options delivered through an extensive affiliate network.

Marcus Hubers is a CFP® professional with 24 years of experience in financial advising. He has been with Ameriprise since 2002, serving in various capacities over that time. Hubers is a managing partner of The Windsor Group, an LLC related to his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Davis Klund is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Solutions Advisor at Merrill Lynch in 2023 and as a Financial Advisor at Equitable Advisors from 2021 to 2023. His professional experience encompasses a range of financial advisory and planning services. Davis holds a California Insurance License, supporting his work in financial and insurance planning. He is motivated by personal experiences with family financial challenges and is committed to assisting clients in pursuing their financial goals through tailored support and connections. Outside of his professional life, Davis enjoys fitness, football, social events with friends, movies, and snowboarding.

Christopher Muller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 26 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2007. His credentials include Series 63 and Series 65 licenses. 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 across various topics and allows clients to integrate planning with managed-account programs while keeping these services separate.

Ann Kirchner is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management. She has been with Thrivent Financial and its investment management division since 2016, following a year at Financial Designs, Inc. Outside of her advisory role, Kirchner manages a rental property leased to family members. 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, tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing arrangement.

Melvin Evans Jr is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has three years of industry experience. He has worked at several firms including The Prudential Insurance Company of America and Bankers Life, and currently owns Melvin Evans Insurance LLC, which offers Medicare Advantage and Medicare supplement plans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, using model-driven investment strategies and offering access to third-party asset managers, with additional services in insurance and trust custody.

Jeffrey Bergerson is a financial advisor with Cetera, holding a Series 66 designation and bringing 18 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and owns Bergerson Tax Services, Inc., a tax preparation and planning business. Additionally, he co-produces content for The Fantasy Golf Insider, an informational website on professional and fantasy golf. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.

Blake Sandvold is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Sandvold serves on the board of the Wayzata Lake Effect Conservancy, where he chairs the fundraising committee. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by various analytical tools and offers advisors flexibility in strategy implementation.

Alex Vanden Boogaard is a financial advisor at OSAIC Wealth Inc with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Commonwealth Financial Network, Gallagher Financial Services, Inc., and U.S. Bank Private Wealth Management. He is also involved with Gallagher Financial Services, where he offers and sells fixed insurance products. OSAIC Wealth serves a broad range of retail and institutional clients, providing advisory and brokerage services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting various managed portfolio strategies and third-party manager programs.

Gregory Blaeser is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously served at VOYA Financial Advisors for seven years. Blaeser is also president and owner of MoneyGeeks Financial Network, Inc., and serves as president of a local homeowners association board. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and custodial relationships for its network of over 10,000 advisors.

Fred Lee is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with 21 years of industry experience. His career includes roles at U.S. Bancorp Investments, Wells Fargo Clearing Services, J.P. Morgan Securities, Morgan Stanley, and Banc of America Investment Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering detailed, goal-based planning across a broad range of financial topics without discretionary trading authority.

Taylor Bacchus is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he held positions at Isaacson & Associates American Family and NorthStar Ford. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions and uses research and analytics to guide investment decisions.

Madison Thor Uy is a financial advisor with Ameriprise Financial Services in New Brighton, MN, holding Series 65 and Series 63 licenses. He has eight years of industry experience, including roles at Ameriprise and prior work at Concordia College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Kyes is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he co-owns Candid First Impressions, a photo digitization business, and owns Sycamore Trailers LLC, which rents trailers to the public. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in delivering its services, with an emphasis on assets held in Ameriprise-managed accounts.

Bryce Wergeland is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2010 and previously worked at NRP Advisors, Principal Financial Services, and Johnston Lemon Asset Management. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Harrison Weems is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2018, he worked at St Michael Car Care Center from 2016 to 2018. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative annual planning engagements that utilize firm-approved analytical tools.

Michael Pieper is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at several firms, including Securian Financial Services and Northwestern Mutual. Outside of advising, he coaches a hockey team for Osseo Area Schools. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.

Michael Roberts is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Ameriprise Financial Services, RBC Capital Markets, U.S. Bank, and U.S. Bancorp Investments. 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 analyses and planning across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”