Derek Larson is a financial advisor at Edward Jones in Buffalo, MN, with seven years of industry experience. He has held his current role since 2018 and previously worked for Suburban Manufacturing Group from 2013 to 2018. Larson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a large network of financial advisors and branch offices.

Makayla Everson is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior experience working at Domino's and the University of Minnesota-Duluth. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lisa Middagh is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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 under management and offers a broad range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branches.

Troy Bigalke is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. He has been with Ameriprise since 2005, currently serving as an advisor at their Saint Michael, MN office. Outside of his advisory role, he is involved in a separate business venture under Bigalke Inc. 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 tailored retirement planning advice focused on income reliability and tax-efficient withdrawal strategies.

Matthew Marjama is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with LPL Financial since 2015 and was previously with Ameriprise from 2012 to 2015. Outside of his advisory work, he is involved with Laguna Pool Plastering in a laborer role. 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, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Peyton Schuler is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, Schuler worked at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). Outside of advising, Schuler has held various roles including positions at LifeTime Fitness, Amazon, and University of St. Thomas. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cole Dahl is a Series 66-licensed financial advisor with Edward Jones, based in Otsego, MN, and has three years of industry experience. Prior to joining Edward Jones, he worked at The Bank of Elk River, Marshall County State Bank, and Northwestern Mutual. Outside of his advisory work, he serves as a part-time assistant basketball coach at Elk River High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Thomas Jenson is a financial advisor at Ameriprise Financial Services with 30 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Ameriprise in 2014, he worked at Focus Financial. Outside of advising, he is involved in tax preparation and serves as treasurer on a nonprofit board. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement-income planning through a centralized team and proprietary analysis tools.

Garrett Freitag is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2017, following a 12-year tenure at National Planning Corporation. Outside of his advisory role, he serves as a health care agent for his spouse. 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 a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of investment adviser representatives.

Derek Ready is a financial advisor with OSAIC based in Maple Grove, MN, holding a Series 63 designation and 18 years of industry experience. Prior to joining OSAIC in 2024, he worked for Securities America Advisors and Ameriprise. Outside of his advisory role, he provides financial education presentations to local businesses and owns Wealth-Ready, LLC, a registered investment advisory firm. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Connor Fabio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior roles at Wells Fargo and other firms. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

David Pederson is a financial advisor with Cetera and holds a Series 63 designation. He has 48 years of industry experience and has held prior roles at Midwest Wealth Advisors, North Star Consultants, Securian Financial Services, Minnesota Life Insurance Co., and C.R.I. Securities. Outside of his advisory work, he is the owner of Midwest Wealth Advisors and has been involved in fixed insurance sales through North Star Consultants and Balanced Planning Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and affiliated third-party managers.

Christopher Patnode is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has worked at LPL Financial since 2018 and previously spent seven years with Invest Financial Corporation. Outside of his advisory work, Patnode owns a roofing and siding business. 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 a range of financial planning and portfolio management services through a large network of investment adviser representatives.

Adam Grantham is a financial advisor with LPL Financial based in Maple Grove, MN, holding CFP® and ChFC® designations and with 17 years of industry experience. His prior experience includes roles at Associated Bank, TIAA-CREF, Waddell & Reed, and various insurance carriers. He is involved with The Grantham Group, INC, a business entity for tax and investment purposes unrelated to his advisory work. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, with an emphasis on scale and a broad platform that integrates advisory and non-advisory financial activities.

Jeffrey Raiche is a financial advisor with Edward Jones in Albertville, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and has also been involved with Domino’s Pizza since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Todd Stangeland is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His background includes roles at AmerLife, LLC dba Sterlingbridge Insurance Agency, Small Business Insurance Agency, and Cetera Wealth Services. Outside of advisory work, he serves as a trustee and power of attorney for his mother’s estate. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering various discretionary and non-discretionary investment program options.

Denver Colgrove is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. His work history includes positions at Osaic and Fish & Richardson, as well as prior employment outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Mussell is a financial advisor at Cetera with Series 63 and Series 65 licenses and over 56 years of industry experience. His career includes roles at VOYA Financial Advisors and longstanding involvement with Northwestern National Life Insurance Co. and his own Dick Mussell Agency. He is also active as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with various investment program options.

Brian Tutland is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Advisors Asset Management, Inc and Navian Capital Securities, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including tax-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered funds and model portfolio platforms.

Keith Josewski Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is co-owner and CFO of PASJ LLC, a legal entity established to manage his practice and related business activities. Ameriprise is an institutional firm offering a retirement-income planning service primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.