Blake Gleason is a financial advisor at OSAIC Wealth Inc with five years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and MassMutual Life Insurance Company. Outside of his advisory role, he is a partner in an investment club focused on market trends and securities investing. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and 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 portfolios comprising various securities and alternative investments.

Joshua Schultheis is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at firms including UBS Financial Services and Piper Jaffray Investment Management. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Donald Hutson is a financial advisor with Merrill based in Wayzata, MN, holding Series 63 and Series 65 designations and with 40 years of industry experience. He has worked with Merrill since 1985 and has been affiliated with Bank of America, N.A. since 2011. Merrill offers managed account services through the Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies and provides access to a wide range of products through its affiliation with Bank of America.

Michael Mc Conachie is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously held roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. He is the owner and CEO of The McConachie Team LLC, a business entity he established in 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Dmitry Bierker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Wells Fargo Clearing since 2023 and also has experience with Wells Fargo Bank, nA. Prior to his financial services career, he worked in the automotive industry. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Kory Steil is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1996, bringing decades of market experience to his role. Kory specializes in developing personalized wealth management strategies that reflect his clients’ unique financial situations and long-term goals. His expertise includes managing investment opportunities and navigating market challenges, drawing on his experience through events such as the 2008 financial crisis and the 2020 pandemic. Kory earned his Bachelor's degree in business administration from the University of Arizona, graduating Summa Cum Laude with Honors. He further advanced his professional credentials by obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and becoming qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. He maintains professional designations including CFP and Personal Investment Advisor (PIA). Outside of his professional career, Kory participates in community volunteering activities. He and his wife are parents of two sons and enjoy spending their free time playing pickleball.

Ryan Montgomery is a Series 66 licensed financial advisor with three years of industry experience, currently with Cetera. He has previously worked at Avantax Advisory Services and Avantax Investment Services Inc. in advisory roles. Montgomery is also involved with Midwest Financial Group LLC and MFG Financial Advisors, where he assists financial advisors and manages client accounts, and he prepares basic tax returns for individual clients through MFG Tax Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating a multi-manager platform that supports various investment strategies across discretionary and non-discretionary authorities.

Jackson Truax is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial in various roles from 2020 to 2023. Outside of finance, he owns and manages Independent Sleepers, a virtual sleep coaching service for parents of young children. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers.

Cinda Collins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She worked at RBC Capital Markets for 21 years before joining Wells Fargo Clearing in 2019. Collins serves as co-trustee for her spouse's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

Paul Antonenko is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services. Outside of his advisory role, he is actively involved in youth hockey as a coach, referee, and regional scout. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Matthew Sullivan is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following seven years at Piper Jaffray Investment Management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities as part of the broader J.P. Morgan organization.

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.

Darcie Scheuring is a Wealth Management Advisor and Partner in The Scheuring Group at Merrill Lynch Wealth Management. She focuses on addressing clients' wealth management needs including pre- and post-retirement planning, cash flow flexibility, customized investment portfolios, liability management, education expenses, and estate coordination. Darcie works closely with clients to monitor progress and adjust strategies as necessary, helping them stay organized and in control of their wealth throughout changing circumstances. Darcie earned a Bachelor's degree in Journalism from Marquette University and a Master of Business Administration with a concentration in Finance from the University of St. Thomas. She joined Merrill in 2001 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor® (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A lifelong resident of the Twin Cities, she currently lives in St. Paul, Minnesota with her husband and two daughters.

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.

Keith Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at firms including VOYA Financial Advisors and Altitude Investment Management, and has been involved as an independent insurance agent focusing on fixed insurance product sales since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with options ranging from automated allocations to custom strategies.

Nicholas Bednarczyk is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James since 2009 and previously worked at The MissionBridge Wealth. Outside of his advisory role, he is president of Quantas Financial Inc, an inactive company originally used for office expense management. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by extensive research and a broad affiliate network.