Cody Pollock is a financial advisor with OSAIC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at SagePoint Financial, Thrivent Financial, and Principal Financial Group. In addition to his advisory work, he operates a sole proprietorship offering fixed insurance products. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of advisers, providing integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs.

Abby Dority is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley from 2014 to 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement-income advice through a centralized consulting team.

Kathleen Leistikow is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has worked at Royal Alliance Associates since 2017. In addition to her advisory role, she is involved with Brokerage Resources as a licensing specialist, assisting advisors with insurance carrier licensing. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to various managed account solutions. The firm utilizes asset-allocation tools, risk assessments, and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Chad Shilson is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at City National Bank since 2016 and RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to clients’ risk profiles.

Mark Hein is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years. Outside of his advisory role, Hein is involved in life insurance and indexed annuity sales through his business, M. G. HEIN LTD. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals and organizations, offering integrated brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and third-party platforms to provide diversified portfolio management on both discretionary and non-discretionary bases.

Brent Voeller is a financial advisor with LPL Financial, holding the CFP® designation and securities licenses Series 63, 65, and 66. He has 14 years of industry experience, including prior roles at Edward Jones and Manage Infinity. Outside of finance, he provides on-ice hockey training for youth players and offers consulting services for hockey tryouts, along with assisting individuals in job transitions through networking support. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by research and model portfolio options.

Erik Engebretson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Based in Wayzata, MN, he serves clients through a well-established national securities firm. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Nelson is a financial advisor with LPL Enterprise, holding Series 63 and 65 credentials and bringing 35 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served for over three decades. Outside of his advisory role, Nelson has served as executor of family estates and manages a family trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, nonprofits, corporations, and institutions through advisory and brokerage services. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products within an integrated platform.

Stephen Soderstrom is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he manages Soderstrom & Associates, LLC, a business related to his advisory work. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, with a centralized team supporting advisors in preparing personalized retirement income strategies.

Perry Long is a CFP® professional with 35 years of experience in the financial services industry. He currently works with LPL Financial and has previously held roles at Arbor Point Advisors, Securities America Advisors, and Questar Capital Corporation. Outside of his advisory role, Long is involved in divorce mediation services and works part-time as a photographer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and corporations. The firm offers a wide range of advisory programs and consulting services, combining model portfolios and research with discretionary and non-discretionary management options.

Jeffrey Thielen is a CFP® with 25 years of experience in the financial industry. He currently serves as an advisor at Osaic, having joined the firm in 2024, and previously worked at Securities America Advisors, City National Bank, and RBC Capital Markets Corporation. In addition to his advisory role, he operates a separate advisory business, Stonebridge Advisors, providing services to new and existing clients. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services along with access to third-party money managers and employs asset-allocation tools and automated rebalancing to construct diversified portfolios.

Laurie Knutson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 38 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad array of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools.

Mark Kangas is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and features a multi-asset investment approach supported by the Schwab Center for Financial Research.

Jonathan Applebaum is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Sanford C. Bernstein & Co., LLC, and the Minnesota House of Representatives. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research.

Sean Stine is a financial advisor with LPL Enterprise in St. Louis Park, MN, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and AT&T. Outside of his advisory work, he operates a sole proprietorship managing rental properties with his wife. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Ross Thorfinnson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and has held concurrent roles at Everbank, Cambridge Investment Research, Inc., and Spectrum Financial Group, Inc. Outside of his advisory work, he is active in community service as a board member and treasurer of multiple Lions Club chapters and serves on the board of Can Do Canines, a volunteer organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a range of portfolio management strategies and custody platforms.

Keith Boudreau is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, utilizing an integrated platform that combines adviser programs with insurance and lending services.

Joseph La Rue is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Baird, RBC Capital Markets, LLC, and Cambria. Outside of his advisory work, he is a registered team member at BDLR Group, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by a centralized consulting team.

John Bird is a financial advisor with LPL Financial based in Eden Prairie, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Integrated, Inc. Wealth Advisors, CliftonLarsonAllen Wealth Advisors, Nuveen Asset Management, and Pentair plc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Taylor Moline is a CFP® professional with one year of experience at Ameriprise Financial Services. Prior to joining Ameriprise, Taylor worked at Purshe Kaplan Sterling Investments and Thrivent Advisor Network, among other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.