Elizabeth Staples is a financial advisor with Ameriprise in Stillwater, MN, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, Staples serves on the Board of Directors for Stillwater Area JO Volleyball and works as an apparel and event coordinator. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Nathaniel Klauser is a financial advisor at Edward Jones in New Brighton, MN, holding CFP® and ChFC® designations with 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Nicholas Bednarczyk is a CFP® with 26 years of industry experience, currently serving at Raymond James Financial. He has worked at Raymond James Financial Services, Inc. since 2009 and previously was associated with The MissionBridge Wealth for three years. Bednarczyk is involved with Anderson Financial Services as an independent contractor providing financial planning and advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary consulting using risk profiling and modeling tools and supports its clients through various advisory programs.

Martin Rychley is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of advisory work, he serves as a board member for the Forest Lake Hockey Association, overseeing youth teams. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering various investment strategies, supported by over 10,000 advisors and $256 billion in assets under management.

Braden Dodds is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Home Mortgage for ten years. Dodds also operates an investment advisory LLC, Dodds Investment Solutions. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

David Drolson is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in community activities including serving as a Recreation Gym Supervisor for Forest Lake Area Schools Community Education, volunteering on the finance committee for Forest Hills Golf Club, and fundraising through the Drolson Family Foundation to support local educational scholarships and youth services. He also owns a business selling sports cards and memorabilia. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team.

Daniel Adams is a financial advisor with Cetera in Blaine, MN. He holds the CFP® and ChFC® designations, along with the Series 66 license, and has five years of industry experience. His career includes roles at Box Financial Advisors and AdvisorNet Financial Inc., among others. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of program structures with access to third-party money managers.

Bridget Blankenship is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation. She has been with Edward Jones since 2026 and has 20 years of prior experience at Target Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Schmidt is a financial advisor with Primerica Advisors in Lino Lakes, MN, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Julienne Entinger is a Series 66 licensed financial advisor with Thrivent Investment Management and has two years of industry experience. She has previously worked with Thrivent Financial and held a position at Housing First Minnesota. Outside of her advisory role, she serves as Track & Field Director and Board Member for the Andover Athletic Association and is actively involved in various volunteer roles at Andover Christian Church, including directing the Children's Christmas Pageant. 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, holistic planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Daren Halvorson is a financial advisor with Raymond James Financial, holding the Series 66 designation and bringing five years of industry experience. He has worked at several firms, including Moxie Wealth Management and Northwestern Mutual. Outside of his advisory role, he is involved as an associate with MissionBridge Wealth, supporting investment and financial planning activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm employs a tailored, non-discretionary approach using analytical tools to align strategies with client goals and is notable for its municipal advisory affiliation and specialized plan-level consulting services.

Justin Wolf is a Series 66-credentialed financial advisor with six years of industry experience, currently with Thrivent Investment Management. His prior experience includes roles at State Farm Investment Management Corp and Securian Financial Services Inc. Outside of his advisory work, Wolf coaches track and football at Forest Lake High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and comprehensive written recommendations across a variety of financial planning topics. The firm offers an option to combine planning with managed-account services while keeping the two separate, and does not accept discretionary trading authority for its Dedicated Planning Service.

Abby Moberg is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked for seven years at Procter & Gamble. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Michael Braddy is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with Cetera and its affiliates since 2016 and is the owner of Braddy Financial, LLC. Outside of advisory work, he co-hosts a weekly financial radio show titled "Money Matters with Al and Mike." Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Douglas Beck is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, Beck is involved in non-investment activities including serving as trustee of the Beck Family Trust and owning an automotive service and repair business operated by his son. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting discretionary and non-discretionary strategies delivered through a multi-advisor platform.

Isaac Bumgardner is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. He has held multiple roles since 2017 across firms including Avantax, Infinex Investments, and Alerus. He serves as Director of Wealth Management at HK Wealth Management, LLC, and is involved as a director at Harvest Valley Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or customized strategies.

Ryan Blanchard is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His prior work history includes roles at MassMutual, Alerus Financial, Northwestern Mutual, and Cetera Advisor Networks. Outside of advising, he is involved in Blanchard Realty LLC, a mortgage and real estate services business. 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, model portfolios, third-party asset management, and institutional platforms.

Islam Elseweissy is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to identify their financial goals and develop tailored strategies to pursue these objectives across various time horizons. He provides ongoing advice and portfolio management, adapting plans as clients’ needs evolve. His expertise includes managing complex financial priorities such as home ownership, education funding, elder care, and healthcare planning. Islam holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Islamic Azad University. He communicates fluently in English, Armenian, and Farsi.

Mark Kinney is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked previously at Fortis Investors, Inc. / Woodbury Financial for 26 years and OSAIC for one year. Outside of his advisory role, he is involved with Anoka Health & Life Services, a non-variable insurance business he has maintained since 1986. 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 broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Joseph Neumann is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bank, Northwestern Mutual, and North Shore Bank. 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 and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.