Stuart Larsen is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of finance, he is a sailing instructor and owns a music recording studio. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions.

Grant Piller is a CFP® with 18 years of experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he is president of PFG Aspire LLC, where he oversees operations, marketing, and business development. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes annual collaborative financial planning engagements using firm-approved analytical tools and offers additional services such as wrap programs, money-manager programs, and educational seminars.

Christopher Stewart is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 66 credentials. He has 29 years of industry experience and has worked within Wells Fargo-affiliated firms since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that address various client needs. Advisors use proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through the firm’s brokerage or advisory programs.

Daniel Kolander is a financial advisor with Primerica Advisors in St. Michael, MN, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1986. Outside of his advisory role, he is involved in business activities related to investment products and home services referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and utilizes a due-diligence consultant and BNY Mellon Advisors for portfolio implementation.

Stephanie Lantigua is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously was with UBS Financial Services from 2016 to 2018. RBC Wealth Management serves a broad client base including individual investors, institutional clients, and charitable organizations, offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and offers customizable strategies based on each client’s risk profile.

Sirius Harrison is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and its related entities since 2025 and has a background that includes work at MFG Financial Advisors and a long-term involvement with Red Bench Bakery. Outside of finance, he has experience with Eden Prairie Schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting a variety of program structures and custodial relationships.

Daniel Erdmann is a Series 66 licensed financial advisor with 12 years of industry experience, currently with OSAIC since 2021. He previously worked at several firms including AdvisorNet Financial Inc. and Cetera Advisor Networks. Outside of his advisory role, Erdmann is a CPA providing tax preparation and planning through Erdmann Financial Planning LLC and also engages in fixed insurance sales. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and unified managed account solutions.

Alexander Cowan is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, Merrill, and Northwestern Mutual. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered through a centralized consulting team.

Benjamin Leistikow is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and 12 years of industry experience. He previously worked at UBS Financial Services before joining RBC Capital Markets and City National Bank in 2018. Outside of his advisory role, he owns and actively runs an online product review website, IMMENSA LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management strategies that utilize both in-house and third-party investment managers.

Michael Callanan is a CFP® professional affiliated with Cetera in Plymouth, MN, with 10 years of industry experience. He has held roles at Avantax Advisory Services and its related entities since 2016, and currently serves as a financial advisor at MRK Financial Solutions and Truplan Financial Advisors. His other business activities include providing financial planning through MRK Financial Solutions and Truplan Financial Planners. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services, utilizing a multi-manager platform with multiple program structures and custodial relationships.

Rachael Peraza is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 63 designation and 23 years of industry experience. She has been with Ameriprise and its affiliates since 2007. Outside of her advisory role, she assists a real estate agent with administrative and client service tasks through Rachel the Realtor LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research-based modeling and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with its advisors.

Lester Bolstad III is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2000. He also conducts annuity sales continuing education training as a monthly speaker. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research with fiduciary financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management solutions.

Daniel Miller is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Karl Pawlowski is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he has involvement in commercial real estate business ownership in Shakopee, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-based modeling and tax-efficient strategies to generate personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Patrick Kelly is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James since 2007 and also leads Patrick F. Kelly & Associates, a support company for client marketing. Outside of his advisory work, he owns and operates a storage business with an associated cycle service tenant. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing customized advice through detailed client profiles and a range of implementation options.

Ryan Doyle is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Deluxe Corporation, Waitr Holdings/Bite Squad, UnitedHealth Group, and U.S. Bank. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing technology-driven tools to support collaborative, goal-oriented client relationships.

Patrick Ruhland is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and four years of industry experience. Prior to joining Mass Mutual in 2021, he worked in various roles including positions at KUE Contractors Inc., Northland Country Club, and the University of Minnesota Duluth. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, utilizing firm-approved software to deliver client recommendations through annual, collaborative planning engagements.

Steven Haagenson is a financial advisor with OSAIC who holds Series 63 and Series 66 designations and has 38 years of industry experience. He has worked at several firms including Accord Financial Strategies, Cambridge Investment Research, and Advisornet Wealth Management. He is president of Accord Benefit Resources, a company focused on health insurance sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Matthew Ekman is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in financial consulting and advising, having previously held positions at E*Trade from Morgan Stanley from 2019 to 2022 and Merrill Lynch from 2017 to 2019. Matthew focuses on a goals-based approach to financial planning, partnering with clients to understand their priorities and co-creating strategies to meet their needs. He emphasizes ongoing communication and meetings to ensure clients' financial plans remain on track. Outside of his professional work, Matthew has personal interests that include family activities, fitness, parenthood, and traveling.

Erick Weeg is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at US Bank for ten years. Erick is based in Wayzata, MN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.