Dustin Christopherson is a CFP® with 26 years of industry experience, currently affiliated with OSAIC since 2023. His prior roles include positions at SagePoint Financial Inc. and Cetera ADVISORS LLC. He is also licensed as an insurance agent and sells life, health, disability, annuities, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and various advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing a range of portfolio construction tools and third-party management solutions.

Brandon Walters is a financial advisor with Edward Jones in Buffalo, MN, holding ChFC® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2014. Walters serves as a board member of Impact Christian Academy in Buffalo, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services under a fiduciary standard.

Elizabeth Engle is a financial advisor at Fisher Investments with 11 years of industry experience. She holds a Series 66 designation and has worked at Fisher Investments since 2018, following roles at McAdam LLC and Purshe Kaplan Sterling Investments from 2014 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment policy committee and tax-aware strategies to manage risk and positioning.

Thomas Geissler is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven and includes access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Kim Hoversten is a financial advisor with Ameriprise in Medina, MN, holding the ChFC® designation and Series 66 license, with 25 years of industry experience. She has been with Ameriprise since 2005. Outside of her role at Ameriprise, she leads investment operations and financial planning tasks for Scannell LLC, an LLC employing financial advisors. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions.

Bobby Swoboda is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. He also manages his advisory business through Swoboda Management LLC. Ameriprise is an institutional firm offering a retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.

Scott Maeyaert is a CFP®-certified financial advisor with Ameriprise, based in Shorewood, MN, with 35 years of industry experience. He has been with Ameriprise since 2005, including his current role starting in 2020. Outside of advisory work, he owns and operates several businesses related to real estate management, racing products, and social media influencing. Ameriprise serves clients primarily through its retirement-income planning service targeting individuals with significant investable assets, offering tailored, research-driven recommendations and a broad range of advisory, brokerage, and insurance solutions.

Michael Gagnon is a CFP® professional with 36 years of industry experience, currently advising at Ameriprise since 2020. He previously worked within Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Gagnon serves on the finance committee of St. Mary’s Catholic Church in Waverly, MN, and participates in local community baseball team activities. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions.

Andrew Gagnon is a financial advisor at Ameriprise with 9 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise Financial Services since 2016. Outside of his advisory role, he coaches 7th grade basketball and helps organize a youth baseball organization in Watertown, MN. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jessica Larson is a Series 66 registered financial advisor with Edward Jones in Delano, MN, where she has worked since 2020. She has five years of experience in the financial industry and previously worked for 15 years at Park Nicollet Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary advisory strategies and a range of affiliated investment products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.

Curtis Larson is a financial advisor with Charles Schwab in Watertown, MN, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with Charles Schwab since 2013. 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 related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Brianna Kvam is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has 18 years of industry experience, including prior roles at RBC Capital Markets and U.S. Bancorp Investments. Outside of her advisory work, she serves as president of the St. Bonifacius Fire Auxiliary, a community organization supporting the local fire department. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team provides customized portfolio management and consulting services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Bryan Nobs is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999. He holds a Series 63 designation. Prior to his current role, he was affiliated with the U.S. Air Force, from which he officially separated in 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory strategies alongside affiliated mutual funds and other services.

Kathryn Flom is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has worked with Ameriprise and its affiliate since 2015. Outside of her advisory role, she owns Lumina Studio, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Maxwell Stowe is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services, Inc., and CRI Securities, Inc. Stowe is also an associate at WDA LLC, where he manages an advisory business. 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 retirement income planning advice through written Recommendation Reports and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Desiree Campbell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Bank, nA since 2021 and joined Wells Fargo Clearing in 2025. Prior to her financial services career, she held various roles in retail and food service industries. Wells Fargo Clearing provides retirement plan consulting 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alexander Bowland is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he has worked as an independent contractor driver for Uber during non-business hours. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Jordan Kretsch is a financial advisor at OSAIC with eight years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and AIS Planning. He also operates a separate business under the name Riverstone Financial Group & Insurance Services. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services utilizing multiple advisory platforms and asset-allocation tools.

Joseph Balut is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he coaches basketball at Mound Westonka High School in Minnetrista, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and affiliated products, with a large nationwide network of advisors and branch offices.

Lynn Gilbertson is a Series 63-registered advisor with Primerica Advisors in Saint Michael, MN, with 39 years of industry experience. She has been associated with Primerica Advisors since 1986 and Primerica Financial Services since 1984. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies and owns LCG, Inc., an entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.