Erik Sutcliffe is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Securities America Advisors and service with the US Air Force-GSA. Outside of advising, he is involved in tax preparation and insurance services through his ownership and producer roles in related businesses. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional pension and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, operating through a large network of financial professionals and offering access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

Paul Reichwald is a financial advisor with Ameriprise in Prior Lake, MN, holding a Series 66 designation and 21 years of industry experience. He worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 20 years before joining Ameriprise in 2024. Outside of advising, he owns PRJR LLC, a business 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-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joel Ottley is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. Outside of finance, he has been involved with Clear Cut Xteriors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program.

James Payton is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC provides a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors managing more than $256 billion in assets.

Jeffrey Olson is a financial advisor with Edward Jones in Burnsville, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Development Resources from 2008 to 2017. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lydia Hawley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at Window Nation, MindsetGo, and Impel (Outsell), along with six years of self-employment managing Lydia Hawley, 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 programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Scott Erickson is a Series 63 licensed financial advisor with Edward Jones in Eagan, MN, where he has worked since 2000, accumulating 25 years of industry experience. Outside of his advisory role, he is occasionally involved in a family-owned preschool business, Mamie's Corner Preschool, which he co-owns with his spouse. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

David Frick is a financial advisor with Thrivent Investment Management in Eagan, MN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management 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 financial planning that covers a wide range of topics and allows clients to integrate planning with managed-account services while keeping them distinct.

Brian Connelly is a CFP® professional with 23 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Focus Financial, and Jackson National Life Distributors. He is also an insurance agent involved in the sales and service of non-securities insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, employing a model-based investment approach that incorporates portfolio optimization, risk assessment tools, and a range of managed account strategies.

Jason Christenson is a Series 66-licensed financial advisor at Edward Jones in Lakeville, MN, with 13 years of industry experience, all of which have been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anna Lucas is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Burnsville, MN. She has four years of industry experience and previously worked at Chipotle and California Baptist University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning across multiple areas without managing client portfolios directly.

Philip Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Thrivent Financial, and Northwestern Mutual, as well as a year at HighRoad Logistics outside the financial sector. 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 institutional platforms, supported by a large network of investment adviser representatives.

Alexander Reed is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2013. Outside of his advisory role, he is involved in managing capital and consulting through AJR Evolution Group and works with TRLT Ventures LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates internal research and collaboration with clients to deliver non-discretionary recommendations within a defined investment framework.

Thomas Asenbrenner is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves on the board of directors for the Nicollet Ridge Business Center Association and is involved in managing bookkeeping and tax-related matters through BBIG, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Engebretson is a financial advisor with LPL Financial in Eagan, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, AXA Advisors, LLC, and Waddell and Reed, Inc. Outside of his advisory work, he coaches at the Rockford/Greenfield Athletic Club. 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, utilizing various portfolio management strategies and technology tools, and supports a network of more than 22,800 advisors.

Nicholas Kelch is a financial advisor with Edward Jones in Burnsville, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Esri for seven years. Outside of his advisory role, he provides personal care support for his disabled daughter through a local waiver program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor network and broad service capabilities.

Matthew Dickson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, TransAmerica, US Bancorp, and Ameriprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Jacob Anderson is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at The Leaders Group Inc, Wealthvest/World Equity Group, Inc., Producers Financial Group/Proequities, Inc., First Income Advisors, and Allianz Life Insurance Company of North America. He is based in Burnsville, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Alison Doyle is a CFP® and holds a Series 66 license with six years at Ameriprise and a total of five years in the industry. Her prior experience includes roles at the University of Minnesota and The Wilds Golf Club. She has outside employment with Royal Ideas, LLC, supporting the Ameriprise franchise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Richard Wohlwend Jr. is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for 17 years. In addition to his advisory role, he is active as an insurance agent through Sabre Financial, where he sells fixed life, health, accident, and disability insurance products. 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, and access to third-party money managers and proprietary investment models.