Cynthia Sheppard is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She previously worked at Sara Tilberg and Waddell & Reed Inc., and has been involved with the American Heart Association’s Go Red for Women initiative as well as the American Business Women’s Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Peter Doherty is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and 22 years of industry experience. His work history includes roles at Ag Partners, PFS Investments Inc., Primerica Financial Services, and All American Coop. Outside of his advisory work, he owns Pete's Power Sports LLC. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure to manage client portfolios.

Mitchell Allen is a financial advisor with OSAIC in Rochester, MN, holding CFP® and Series 63 designations and possessing 19 years of industry experience. Before joining OSAIC in 2018, he worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is involved in selling collectibles online through a sole proprietorship. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Susan Ecker is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Avantax Investment Services, 1ST Global Advisors, and Cetera. She serves on the Roscoe Township Board and works in tax preparation outside of her advisory role. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team that combines research, modeling, and tax-efficient strategies to deliver customized, non-discretionary recommendations.

Joshua Sirek is a financial advisor at Osaic Wealth, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2018. Prior to that, he was with Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, Sirek serves as president of the Pierce County Economic Development nonprofit, where he participates in meetings and decision-making to support local business growth. Osaic Wealth, Inc. 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 supported by asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and managed-account solutions.

Randy Baker is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with a hunting television show focused on field production during the fall months. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Marlin Hofer is a financial advisor with Edward Jones in Rochester, MN, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is president of MJH Enterprises LLC, a real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services backed by a large network of financial advisors and branch offices.

Christopher Berg is a financial advisor with Stifel in Rochester, MN, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he serves as a bookkeeper for The Landings Association, a homeowners association in Spirit Lake, Iowa, and will join the board of the Folwell Ridge Homeowners Association in Rochester beginning in 2025. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bryan Williams is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2019. In addition to his advisory role, he owns and operates Williams Family Chiropractic, where he has been treating patients and managing the practice for over a decade. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Angela Pierce is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with LPL Financial and RoundTable Wealth Partners, having previously worked at Punch & Associates Investment Management, Inc. and Merrill. In addition to her advisory work, she is a licensed notary in Minnesota and operates a separate tax and investment-related 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technological tools and oversight of more than $819 billion in discretionary assets.

Tamara Klingele is a financial advisor with Edward Jones, holding a Series 66 credential and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large network of financial advisors and branch offices nationwide.

Richard Bennett II is a financial advisor with Edward Jones in Rochester, MN, holding CFP® and Series 66 credentials and bringing 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he manages an office condominium through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Martha Macken Elliott is a financial advisor at Cetera with 25 years of industry experience. She holds a Series 66 designation and has been with Cetera and its affiliated entities since 2013. Elliott is also a registered representative at the Mayo Employees Federal Credit Union, where she provides financial services. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that incorporates both affiliated and third-party managers.

Bryant Flick is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles within Fidelity, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Mark Johnsrud is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and 22 years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, the Mayo Foundation, and Chatfield School District. Outside of investment advising, he is involved in the sale of home security and automation products, as well as loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily via model-delivery strategies managed by unaffiliated asset managers and supports its program with custodial and trade execution services through Pershing and BNY Mellon Advisors.

Carter O'reilly is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. His work history includes roles at Frandsen Bank & Trust and Gustavus Adolphus College. Outside of his advisory role, he serves as a sports referee for Pine Island Schools and is employed part-time with Accra Home Care. 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 broad range of financial planning and investment management services through a large network of advisors, using various portfolio models and third-party subadvisors.

Randi Martens is a financial advisor with LPL Financial, holding a Series 66 license and nine years of industry experience. She has previously worked with firms including Sara L. Tilberg, LLC, and Waddell & Reed Inc. Outside of her advisory role, Martens owns a martial arts instruction business and a homemade products venture. 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 advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

James Galkowski is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments, LLC. Outside of advising, he owns a land restoration business in Preston, MN. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm provides a range of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

Kayla Erie is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2017 and previously spent one year at Enterprise Rent-A-Car. Erie is also involved in independent insurance brokering, specializing in Medicare Supplement and health plans. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.

Idris Idiris is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at U.S. Bank and Winona State University. Outside of his advisory role, Idiris is involved in food delivery services with DoorDash and Uber Eats, and provides home care services through South Star Care. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.