Bruce Hill is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. Prior to joining LPL in 2026, he worked at OSAIC for two years and Woodbury Financial Services, Inc. for 19 years. Outside of his advisory role, Hill is involved in coaching high school hockey teams for South Washington County Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services delivered through a large network of advisors utilizing model portfolios and customized strategies.

Kathryn Stark is a financial advisor with Ameriprise in Stillwater, MN, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 22 years. Outside of finance, she co-owns Sequence Biomechanics Performance Lab, a sports motion capture and analysis business. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Schmitz is a financial advisor at OSAIC with 42 years of industry experience and holds a Series 63 designation. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advising, he serves as treasurer of North 20 Brewing Company, a nano-brewery he co-founded with family members in Rosemount, Minnesota. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager selections.

Vincent Seidling is a Series 66-credentialed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns a farm in Beldenville, WI, and serves as a trustee on the River Falls Area Hospital Board of Trustees. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Michael Woods is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes roles at Wipfli Financial Advisors, The Leaders Group, Allianz Life Financial Services, and GBS Insurance and Financial Services. Woods also works as an Associate Financial Advisor with Paragon Operations, LLC, providing client service and administrative support within the Ameriprise franchise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm delivers non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation.

Cecelia Miller is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked in various roles including education and community center positions, as well as puzzle room operations. Miller also serves as an associate advisor at Paragon Operations, LLC, providing client service and administrative support. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Brunner is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2020. Prior to his financial services career, he was involved with Finnegans Brew Co. and Grandmas Restaurants Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account options under consolidated billing while maintaining separate service structures.

Connor Hassing is a financial advisor at Edward Jones in Inver Grove Heights, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked as a camera operator for the University of Minnesota Duluth Athletics Department. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,701 advisors.

Joshua Grossman is a CFP® professional with 20 years of industry experience, all spent at Edward Jones since 2006. He holds a Series 63 license and is based in Hastings, MN. Outside of his advisory role, he is involved as an owner and partner in a real estate business, Jellen LLC, located in Rosemount, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Snow is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial since 2024. He has held positions at several firms including Sagepoint Financial, Third Street Advisors, and OSAIC. Outside of his advisory role, he has employment ties to SB Nation, VOX, and Alpha Dog Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advisor-facing technology.

Eric Swanson is a CFP® with 21 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Lakeville, MN. Outside of his advisory role, Swanson serves as Treasurer on the Board of Directors for the Eagan Kick-Start Rotary Foundation. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicole Daleiden is a financial advisor with Ameriprise in Hugo, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Her other business activities include fiduciary services. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider delivering a broad range of advisory, brokerage, and insurance solutions.

Josie Reichwald is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she is a minority owner and treasurer of PRJR LLC, a business entity established for tax and payroll purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver written, non-discretionary recommendations, often utilizing algorithmic automation reviewed by a dedicated oversight committee.

Autumn Schinka is a financial advisor with Thrivent Investment Management in Cottage Grove, MN. She holds the Series 66 designation and has three years of industry experience. Prior to joining Thrivent, she spent 20 years at Best Buy Co., Inc. Outside of advising, she works occasionally as a freelance video producer and director and serves as president of the Stillwater Area High School Girls Golf Booster Club. 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 planning covering a wide range of financial topics, with the option to combine planning with managed-account services under a consolidated billing system.

Kristy De Los Santos is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo and in the abstract and title industry. Prior to her financial career, she spent five years at a veterinary referral and emergency clinic. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Garret Swenson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at EFS Advisors and Wehner & Associates. Prior to his advisory roles, he was employed at the University of Minnesota, Instacart, and Northfield Public Schools. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, tax analysis, and adaptive withdrawal strategies, delivered through a centralized consulting team in collaboration with the client’s financial advisor.

James Biermaier Jr. is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior firms include Securities America Advisors, First Allied Advisory Services, and Wells Fargo Investments. Outside of his advisory work, he is involved in operating a coffee and wine bar alongside his wife and serves as president of a homeowners association at his vacation property. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through multiple programs including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process that incorporates asset allocation, portfolio optimization, and risk assessment tools, supported by a complex affiliate network and private-equity ownership.

Viridiana Mc Murray is an advisor with LPL Financial and holds a Series 66 credential. She has experience working at LPL Financial since 2021 and has also been associated with Schadel Financial Group and Intermark Management. Prior to her advisory roles, she worked with Learning Care Group and the Boys & Girls Clubs of Indian River County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of investment services and platforms.

Melanie Whitcomb is a financial advisor with Edward Jones in River Falls, WI, holding a Series 66 designation. She has been with Edward Jones since 2008. Outside of her advisory role, she has performed occasional office cleaning services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive network of advisors and branches and for maintaining affiliated financial capabilities beyond advisory services.

Richard Douglas is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cambridge since 2005. Outside of his advisory work, he operates an independent insurance agency, Retirement Solutions, in Red Wing, MN. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through various platforms and proprietary strategies.