Christopher Manning is a Series 63 licensed advisor with Primerica Advisors, where he has worked since 1986, totaling 40 years of industry experience. He has also been affiliated with Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and maintains a tiered wrap-fee structure distinct from fixed-fee billing.

Jesse Favre is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has 17 years of industry experience, including 19 years with RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Matthew Weidinger is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 26 years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked at U.S. Bancorp Investments, Inc. from 2012 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

William Tollerud is a Series 66 licensed financial advisor with Edward Jones in Maple Grove, MN, where he has worked since 2007, totaling 19 years of industry experience. Outside of his advisory role, he manages Riverside Farms Partnership, working with renters of farm land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Lindsay Dockter Holub is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her career includes roles at Cetera Wealth Services, Cetera Investment Services, Cetera Advisors, B. C. Ziegler and Company, and Securities America Advisors. She has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Nicholas Christoff is a financial advisor with Thrivent Investment Management in Maple Grove, MN, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2016. Outside of his advisory role, he serves as a board member of the I-94 West Chamber of Commerce, providing business-owner feedback to support membership growth and program development. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separation between the two services.

Morgan Truscott is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 65 and Series 66 licenses and having 19 years of industry experience. Since 2007, he has worked with JPMorgan Chase Bank and J.P. Morgan Securities. He serves as a board member for the Goodwill-Easter Seals Minnesota and its foundation, participating in their finance and investment committees. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Renae Spehn is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2016. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities.

Dan Pias is a financial advisor with LPL Financial, holding a Series 63 license and bringing 33 years of industry experience. He previously worked at Financial Dimensions Group and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 19 years. Outside of his advisory role, he is a co-owner of Schuler, Matheson, Pias and Associates, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Hook is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining RBC Capital Markets, he was involved with Uplifting Athletes for one year. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

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.

Daniel Guibert is a financial advisor with LPL Financial in Coon Rapids, MN, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Truestone Financial Credit Union and CUNA Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Zachary Wick is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has prior work experience in real estate and other business ventures. Outside of his advisory role, he is the owner of Eagles Realty LLC and participates as a contractor with an online proprietary trading firm that offers simulated trading capital to retail traders. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, utilizing a range of in-house and third-party investment managers and strategies.

Jeffrey Filipek is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with firms including VOYA Financial Advisors, Cetera, and Jackson National Life. Outside of his advisory role, Filipek is involved in coaching soccer and serves on the board of the Minnesota Soccer Referee Program. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, supported by advanced operational tools and a large network of advisors.

Eric Osgood is a financial advisor with LPL Financial in Shoreview, MN, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation for 12 years. Osgood also owns Osgood Financial, Inc. and is a notary public. 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 range of advisory and brokerage services, including financial planning and access to model portfolios, with a platform that supports both discretionary and non-discretionary strategies.

Ashleigh Scheidweiler is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation. Prior to joining OSAIC, she was a full-time student for nine years. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers a range of advisory and brokerage services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Molly Schmitz is a financial advisor at Ameriprise in Plymouth, MN, holding a Series 66 credential with one year of industry experience. Prior to joining Ameriprise, she worked at Caterpillar Inc and Actalent and has a background that includes positions at Iowa State University, Small World Learning Center, and Farmington High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes a centralized advisory team that collaborates with financial advisors and utilizes proprietary research and third-party data to develop personalized recommendations.

Shaylah Anwar is a financial advisor with Fidelity Investments holding Series 63 and Series 66 licenses and has six years of industry experience. Her prior experience includes four years at Ameriprise Financial Services Inc and roles at the University of Minnesota and Kohl’s. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios used by intermediary platforms.

Richard Vande Vegte is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at LPL Financial LLC, Thrivent Investment Management Inc., THRIVENT Financial, Edward Jones, and PRUCO Securities, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by ongoing manager selection and advanced research tools.

Jacob Dittel is a financial advisor at OSAIC with four years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.