Richard Martin is a CFP® professional with seven years of industry experience, currently affiliated with SPC. He has previously worked at Parkland Securities, American Funds, Capital Group Companies, Edward Jones, and other firms. Martin also provides notary services on an as-needed basis. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers customized, discretionary investment advice through various account programs.

Anissa Lindahl is a financial advisor at The Huntington Investment Company with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo Advisors LLC. The Huntington Investment Company serves individual clients, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm employs an open-architecture investment model that incorporates third-party sub-managers and proprietary private bank models across multiple wrap-fee programs.

Haley Hoskin is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2025, Haley was affiliated with Magnetic North Advisors and Priebe Wealth starting in 2023, and previously worked at LPL Financial LLC and Berger Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services that include vendor searches, plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including sovereign wealth funds.

Scott Kottke is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at New York Life Insurance Company, NYLIFE Securities LLC, and Eagle Strategies. Outside of his advisory work, he volunteers as the head coach for a local youth hockey team in Rogers, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education through various programs that emphasize asset allocation and retirement planning. The firm utilizes Morningstar Investment Management tools for portfolio construction and oversight, operating at scale with a large client base and a focus on non-discretionary assets.

Islam Elkaffas is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Ameriprise, Cetera Investment Services, BMO Harris Financial Advisors, and Allianz Life Financial Services. Outside of his advisory work, Elkaffas is involved in sports officiating and owns a fantasy football service that provides rankings and trade calculators. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs that combine third-party sub-managers, proprietary Private Bank models, and Envestnet overlay services.

Keith Stommes is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015, and has been associated with Wells Fargo since 2012. Outside of his advisory role, Stommes co-manages a rental property in Annandale, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses model asset allocations and portfolio oversight from Morningstar Investment Management, focusing on asset allocation, contribution rates, and retirement age guidance through both managed and non-discretionary advisory services.

Daniel Ries is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Transamerica Investor Securities Corporation and Transamerica Retirement Solutions since 2018 and previously at COUNTRY Capital Management Company from 2016 to 2018. Outside of his advisory role, he occasionally provides babysitting support for a family member receiving government-assisted daycare. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations through programs such as Managed Advice, Advisor Managed Advice, and Today’s Advice. The firm’s investment approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management and serves a broad client base with a focus on asset allocation and retirement planning guidance.

Scott Hanson is a financial advisor with Principal Financial Services in Maple Grove, MN, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Principal Securities Inc since 1992 and has a career background that includes Principal Life Insurance Company dating back to 1988. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Peter Reiner is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated firms since 2021. Prior to that, he was with VOYA Financial Advisors for seven years and has been associated with The Bank of Elk River for 19 years. He is also an independent insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services across multiple program platforms, managing over $256 billion in assets with more than 10,000 advisors and approximately 800,000 clients.

Susan Anderson is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Osaic Wealth, Inc. and Financial Dimensions Group, Inc. Anderson also operates Anderson Financial Group, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ansu Kourouma is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Wipfli LLP. Outside of his advisory role, he serves as a boys' high school basketball coach. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to manage portfolios across multiple asset classes.

James Dokken is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank, with additional experience at Woodbury Financial Services and Old National Bank. Dokken holds Series 63 and Series 65 licenses and is based in Maple Grove, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Clarice Toth is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of the West and several positions outside finance, including teaching at Creighton University and Elk River High School, as well as working at Caribou Coffee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Shawn Gaustad is a financial advisor with LPL Financial, holding a Series 66 credential and 17 years of industry experience. He has worked at LPL Financial since 2018 and has concurrently been associated with INVEST Financial Corp. and Topline Fcu since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Paul Kieser is a financial advisor with OSAIC in Maple Grove, MN, holding a Series 66 designation and over 25 years of industry experience. He has been with OSAIC since 2012 and has worked at John Hancock Financial since 2000. Kieser is also the owner of True North Advisory Group, a marketing entity. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of advisory and brokerage services supported by advanced portfolio construction tools and multiple third-party platforms.

Cory Odland is a financial advisor with Cetera, holding a Series 66 credential and seven years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously held positions at Edward Jones and Summit Companies. Outside of his advisory role, he is involved in the sale of life insurance, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Gabriel is a CFP® and ChFC® with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Princeton, MN. Outside of his advisory role, he provides pro-bono financial planning through the Angel Foundation. Ameriprise is a large institutional firm offering a retirement-income planning service for clients generally holding at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary retirement income recommendations in partnership with its financial advisors.

Robert Jackson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2020, he held roles at Under Armour and Total Wine and More. Outside of advising, he works as a Senior Inventory Analyst at Target Corporation, focusing on improving inventory reliability within distribution and delivery operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, emphasizing periodic reviews and a separation between planning and managed-account services.

Matthew Kruse is a financial advisor at Edward Jones in St. Michael, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of advisory work, he is a landlord of rental property in Albertville, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Sundsmo is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. He has been with Thrivent Investment Management in Anoka, MN since 2007. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning across various topics without discretionary trading authority, and its services can be combined with managed accounts under a consolidated billing option called “WealthPlan.”