Daniel Rickett is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Voya Financial Advisors and Capital Street Financial Services, where he is also president. Rickett serves as a committee member of the Neighborhood Development Center in St. Paul, MN. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Matthew Svendsen is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. He holds the CFP® designation and multiple securities licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc. from 2022 to 2024. Outside of his advisory role, Svendsen is president and CFO of Be Brave Live Free Inc., where he manages business and financial reporting activities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm utilizes a variety of investment strategies and platforms, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions.

Dean Maschka is a CFP®-credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors and Securities America, Inc. Maschka also sells life insurance, long-term care insurance, and fixed annuities on a client-need basis. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple third-party managers and investment platforms.

William Hansen is a financial advisor with Thrivent Investment Management in Lake Elmo, MN. He holds a Series 66 designation and has previous work experience at Jamf spanning 16 years. Hansen joined Thrivent in 2025 and has been associated with the firm and its affiliates since then. 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 analyses encompassing a broad range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kyle Heller is a CFP® professional with 17 years of industry experience, currently affiliated with Cetera. His work history includes roles at North Star Resource Group, Minnesota Life Insurance Company, and Securian Financial Services, among others. Heller is also a partner in J&K Acquisitions and involved in several business ventures outside of his advisory work. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Corey Whitcomb is a financial advisor at LPL Financial in Minneapolis, MN, with 13 years of industry experience. He holds Series 66, Series 65, and Series 63 designations and has worked at LPL Financial since 2022. Prior to that, he has been associated with Cuna Brokerage Services, Inc. and Affinity Plus Federal Credit Union since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment approaches.

Greg Nagel is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering customized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets held in Ameriprise-managed accounts.

Mark Stanger is a ChFC® and Series 66 licensed financial advisor with 29 years of industry experience. He is currently with Cetera and has held advisory roles at Flagship Bank and AdvisorNet Wealth Management. Outside of his advisory work, he is involved in selling fixed insurance products and operates a financial services business under the name Landmark Financial Services. Cetera Investment Advisers LLC is a large nationwide firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Michael Woods is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes roles at Wipfli Financial Advisors, The Leaders Group, Allianz Life Financial Services, and GBS Insurance and Financial Services. Woods also works as an Associate Financial Advisor with Paragon Operations, LLC, providing client service and administrative support within the Ameriprise franchise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm delivers non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation.

Joseph Byriel is a financial advisor with Edward Jones in Woodbury, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Cecelia Miller is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked in various roles including education and community center positions, as well as puzzle room operations. Miller also serves as an associate advisor at Paragon Operations, LLC, providing client service and administrative support. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Johan Eriksson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner involved in property management through GyldenKey Partners. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Jackson Plessl is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to define their financial goals and develop tailored portfolio strategies designed to help achieve those goals. Jackson provides ongoing advice and adapts client portfolios as their personal situations evolve. He has expertise in retirement planning, investment management, education planning, family wealth management, tax minimization, and various other areas. Jackson holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree from Kansas State University. Jackson grew up in a military family and has lived around the world, which informs his approach to helping clients create individualized financial strategies. Outside of work, he is involved with community organizations including Feed My Starving Children, Habitat For Humanity, and Second Harvest. Personal interests include boating, hiking, scuba diving, soccer, spending time with his family, and woodworking.

Jessica Madigan is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has worked at Cetera since 2023, following over two decades at Cri Securities, Inc. and Securian Financial Services. Madigan serves as an elected board member of Premier Resource Group, a nonprofit organization. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across various program structures.

Anthony Vang is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He has worked at Merrill since 2021 and previously held positions at CBRE, Robert Half, and other employers. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Brunner is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2020. Prior to his financial services career, he was involved with Finnegans Brew Co. and Grandmas Restaurants Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account options under consolidated billing while maintaining separate service structures.

Mark Miller is a CFP®-certified financial advisor with LPL Financial who has 43 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he facilitates the establishment of legal documents through North Oaks Legal Services, LLC and delivers occasional motivational speeches at churches, colleges, and businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Kenath Harris is a financial advisor at Thrivent Investment Management in Saint Paul, MN, holding a Series 66 designation with eight years of industry experience. Prior to joining Thrivent in 2017, he worked at Burnsville Toyota and served eleven years in the Army. Harris also serves as a chaplain in the U.S. Army Reserve, providing spiritual resiliency and ethics guidance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without discretionary trading authority.

Luke Duffney is a financial advisor with Edward Jones in Roseville, MN, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Rize Realty - Covenant Partners for one year and spent 13 years at Gillette Children’s Specialty Healthcare. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Connor Hassing is a financial advisor at Edward Jones in Inver Grove Heights, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked as a camera operator for the University of Minnesota Duluth Athletics Department. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,701 advisors.