Eric Rislove is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He also hosts game shows for corporate and group events through his involvement with The Game Show Studio and Chestman Entertainment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Lauren Richardson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Advisors, LLC from 2012 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee of her father’s trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Noel Tiemann is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding the Series 66 designation and 13 years of industry experience. He has been with RBC Capital Markets since 2011. Outside of his advisory role, Tiemann serves as Treasurer on the Board of Directors for his condominium association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Scott Demorett is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with RBC Capital Markets since 2009. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Colin Schrof is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at Target Corporation and Medline Industries, as well as research positions at the University of Wisconsin and the University of Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Chad Anderson is a financial advisor with OSAIC based in Arden Hills, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 25 years. In addition to his advisory role, Anderson owns a sole proprietorship that involves raising cattle and growing crops. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizes various asset allocation and risk assessment tools, and offers access to multiple managed account platforms and third-party money managers.

Temi Spitt is a financial professional with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera, Temi worked with North Star Resource Group and Minnesota Life Insurance Company, among other firms. Outside of financial services, Temi volunteers with Her Next Play, a nonprofit focused on developing women leaders through sports. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various investment management and consulting services through a nationwide network of advisors and employs a multi-manager platform that includes both affiliated and third-party strategies.

Rustan Thayer is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Leaders Group, Inc. and Questar Asset Management, with additional involvement as an annuity wholesaler and insurance agent. He is engaged in selling fixed annuities, life, disability, and long-term care insurance as part of his financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various investment types, offering both discretionary and non-discretionary management.

Jennifer Edwards is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 65 and Series 63 registrations with seven years of experience at RBC and two years previously at Associated Bank. Before transitioning to finance, she worked at Burberry for four years. RBC Wealth Management serves a diverse client base including individual, institutional, and charitable clients, offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and employs both in-house and third-party investment managers to implement portfolios.

Michael Sundsmo is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. He has been with Thrivent Investment Management in Anoka, MN since 2007. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning across various topics without discretionary trading authority, and its services can be combined with managed accounts under a consolidated billing option called “WealthPlan.”

Heather Mootz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chuck Mcbeain is a Series 66-credentialed financial advisor with 25 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014, based in Minneapolis, MN. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional investors. The firm integrates its services with Bank of America’s broader platform, providing access to a variety of investment products and related financial services.

Mc Kenzie Kirkland is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and eight years of industry experience. Kirkland has worked at Ameriprise since 2016, including its affiliated entities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice based on detailed analysis and collaboration between a centralized team and individual advisors.

Jared Mattox is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several financial and non-financial firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets.

Tyler Frawley is a CFA® charterholder and holds a Series 66 designation with six years of industry experience. He has worked at RBC Capital Markets LLC since 2019 and previously at U.S. Bank from 2016 to 2019. He is based in Minneapolis, MN. 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, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Joseph Jenkins is a financial advisor with Mass Mutual Investors Services in Lake Elmo, MN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to his advisory role, Jenkins is involved as a sales agent for life, disability, long-term care, fixed annuities, and health products at Atlas Wealth Management. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative strategies to develop client recommendations.

Christopher Schmidkamp is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Huntington National Bank and as a self-employed independent contractor. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm is integrated into Bank of America’s corporate platform, providing access to a broad array of financial products and services.

Angela O'Leary is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017, following nine years at U.S. Bancorp Investments. Outside of her advisory role, she serves on the board and chairs the finance committee of Wayside Recover Center, a nonprofit substance treatment center for women. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individuals, institutions, and charitable organizations. The firm provides multiple advisory programs with tailored investment strategies implemented through both in-house and third-party managers, offering services such as portfolio management, financial planning, and brokerage.

Umesh Nagargoje is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has been with LPL Enterprise since 2026 and previously had roles at Thrivent Financial and Thrivent Investment Management. Outside of advising, he owns The Fiscals Mart LLC and has other business interests unrelated to investments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with financial product sales, including insurance, and collaborates with third-party portfolio strategists and trust custodians.

Troy Lemer is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has a professional background spanning over two decades in the financial services industry. Prior to his current position, Troy served as Branch Office Manager and Senior Financial Consultant at TD Ameritrade from 2010 to 2021. He also held roles at Ameriprise Financial, Wells Fargo Investments, and Thrivent Financial beginning in 1998. Throughout his career, Troy has focused on developing strong client relationships and constructing financial plans tailored to individual needs. He emphasizes empowering clients with knowledge and maintaining open communication to address their financial questions and concerns. His extensive experience covers various facets of financial consulting, sales, and branch management. Troy aims to provide an outstanding client experience customized to the unique situations of those he serves. He values ongoing relationships with clients and is committed to delivering personalized financial guidance.