Brock Jensen is a financial advisor at Edward Jones in North Oaks, MN, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience including roles at Centennial Public Schools and the Ottawa REDBLACKS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Thomas Delich is a financial advisor at Osaic with 28 years of industry experience. He previously worked at RBC Capital Markets for 15 years and City National Bank for 9 years. Delich serves as an elder at Constance Evangelical Free Church and is a board member of Beyond Our Door Global, a nonprofit providing resources in Haiti and Africa. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy accounts.

Theodore Elliott is a financial advisor with LPL Financial in Roseville, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Bremer Investment Services, Raymond James Financial Services, and Old National Bank. He is involved with Old National Bank Advisor Referral Programs as a financial institution duty role. 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 a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management tools.

Mary Mc Dougall is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 44 years of industry experience. She has been with Merrill since 1982 and also affiliated with Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Paul Wessel is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation. He has one year of industry experience, including prior roles at Equitable Advisors, LLC and various positions outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Melissa Korman is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling, managing approximately $2.74 trillion in client assets.

Dexter Phillips is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Prior to joining LPL Financial in 2025, he spent 20 years with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) and Financial Dimensions Group, Inc. Outside of his advisory role, Phillips serves as a middle school coach in St. Michael, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, with offerings supported by in-house and third-party research and technologies such as machine learning.

William Mc Donald is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including LPL Financial, U.S. Bancorp Investments, and Ameriprise Financial Services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory solutions and serves state and municipal clients with links to public finance activities.

Kevin Schwartz is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with Thrivent since 2007. Outside of his advisory role, he serves as the finance committee chair for King of King’s Lutheran Church in Woodbury, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics while keeping planning and managed-account services distinct.

Joel Holden is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to his career in financial advising, he spent 18 years at Imedia Brands. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Meg Hastings is a financial advisor with Cetera in Minneapolis, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at UBS Financial Services Inc. for 14 years before joining Cetera and affiliated firms in 2026. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various program structures and custodial relationships.

Jeffrey Janechek is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and over 35 years of industry experience. He has worked at multiple Cetera entities since 2013 and is also co-owner of 2ELEVATE, LLC, a retirement plan consulting firm. Additionally, he serves as the personal representative of his mother's estate. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform with diverse program structures and access to third-party money managers.

Aaron Mader is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has five years of industry experience and has worked at Cambridge Investment Research in various capacities since 2019. He is also involved with Mader Wealth Inc. as a life insurance producer. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party strategies.

Ryan Naatjes is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles. The firm integrates in-house and third-party investment resources and provides access to alternative investments and specialized capital-markets capabilities.

Jennifer White is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 66 designation and has a background that includes roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

David Edelman is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliate Cetera Wealth Services since 2013. Outside of his advisory role, he is involved in various financial services activities including selling fixed life and disability insurance products and providing financial services to credit union members through multiple related entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to both affiliated and unaffiliated investment managers.

Jeremy Wytaske is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as treasurer of the East Ridge Face Off Club, overseeing donation collections and payment submissions for the booster club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm uses a mix of in-house and third-party investment managers and offers customizable features such as tax management and responsible investing screens.

Sam Rutherford is a Financial Consultant at Fidelity Investments, where he began working in 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments in the same year and was the Director of Financial Planning at Northwestern Mutual from 2012 to 2022. His professional experience includes retirement planning, investment strategies, tax-efficient investing, and income generation. His approach involves understanding clients, co-creating plans, educating clients on their options, and assisting with implementation. Outside of his professional work, Sam enjoys boating, bowling, golf, spending time at the lake, parenthood, and solving puzzles.

Thomas Baumgartner is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He has been associated with Cetera Wealth Services, LLC since 2013 and operates his own insurance agency in St. Paul, MN. Outside of financial advising, he is involved in an online banking referral business and performs comedy. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Rachel Repasky is a financial advisor at Ameriprise in Blaine, MN, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2016. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.