Patricia Vega is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at several firms including UBS Financial Services, Robert Baird & Co., and Wells Fargo Investments. Vega has been with Merrill Lynch Pierce Fenner & Smith since 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Dale Carlson is a financial advisor with LPL Financial who holds the Series 63 designation and has 32 years of industry experience. He previously worked at Investment Centers of America, Inc. and Lake Area Bank. Carlson also operates insurance agencies offering life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad network of over 22,800 advisors.

James Wolf Jr. is a financial advisor with LPL Financial in New Richmond, WI, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Ameriprise from 2003 to 2009. 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 portfolio programs, third-party asset management, and institutional platforms.

John Walsh is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 designations. He has 32 years of industry experience and has been with RBC Capital Markets since 2010. He also has a concurrent role at City National Bank beginning in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various fee-based advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Russell Lewis III is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. He serves on the Board of Directors for the IDTS Medical Foundation, which supports patients unable to afford respiratory care. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs to individual investors, institutions, and charitable organizations, tailoring strategies to clients’ risk profiles and utilizing a mix of in-house and third-party investment managers.

David Drolson is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in community activities including serving as a Recreation Gym Supervisor for Forest Lake Area Schools Community Education, volunteering on the finance committee for Forest Hills Golf Club, and fundraising through the Drolson Family Foundation to support local educational scholarships and youth services. He also owns a business selling sports cards and memorabilia. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team.

Michelle Griffin is a CFP® professional with five years of industry experience. She is currently with Ameriprise and previously worked at Northwestern Mutual Wealth Management Company. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning through written reports and ongoing advice. The firm’s approach combines investment research, third-party data, and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options.

Bethany Hennen is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. She is also the owner and manager of North Oaks Cleaning LLC. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Katherine Hilgedick is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she worked at Arctic Wolf Networks and Optum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Ethan Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Royal Credit Union and Heartland Credit Union. He is also a licensed notary in Wisconsin and Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Nicholas Rasmussen is a Certified Financial Planner® with 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, delivering holistic, goal-based analyses and written recommendations across a broad range of financial topics. The firm offers planning as either a one-time or ongoing service and allows clients to combine it with managed accounts under a consolidated billing option while keeping the services separate.

Justin Wolf is a Series 66-credentialed financial advisor with six years of industry experience, currently with Thrivent Investment Management. His prior experience includes roles at State Farm Investment Management Corp and Securian Financial Services Inc. Outside of his advisory work, Wolf coaches track and football at Forest Lake High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and comprehensive written recommendations across a variety of financial planning topics. The firm offers an option to combine planning with managed-account services while keeping the two separate, and does not accept discretionary trading authority for its Dedicated Planning Service.

Douglas Beck is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, Beck is involved in non-investment activities including serving as trustee of the Beck Family Trust and owning an automotive service and repair business operated by his son. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting discretionary and non-discretionary strategies delivered through a multi-advisor platform.

Daniel Perry is a financial advisor at Edward Jones with Series 66 credentials and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Cintas Corporation from 2003 to 2017. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Islam Elseweissy is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to identify their financial goals and develop tailored strategies to pursue these objectives across various time horizons. He provides ongoing advice and portfolio management, adapting plans as clients’ needs evolve. His expertise includes managing complex financial priorities such as home ownership, education funding, elder care, and healthcare planning. Islam holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Islamic Azad University. He communicates fluently in English, Armenian, and Farsi.

William Kohn is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has a role at City National Bank since 2019. Outside of his advisory work, he serves on the board of the Stillwater Area Foundation and is an assistant hockey coach for a local youth team. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers and providing various portfolio management and financial planning services.

Ryan Heroff is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has been with RBC since 2013. Outside of his advisory role, he serves on the Board of Directors for Youth Advantage and participates on the Board of Education for Salem Lutheran School. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a range of in-house and third-party managers and offers integrated capital markets capabilities.

Brian Niemann is a CFP® and ChFC® with 38 years of industry experience. He is currently with Cetera and previously worked at LPL Financial LLC for 23 years. Niemann is the founder and president of Wealth Management Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Randon Dauman is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, he founded and serves as president of Next of Can, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and access to in-house and third-party managers.

Kyle Nielsen is a CFP® with 19 years of industry experience, currently serving at RBC Capital Markets since 2017. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved with the Angel Foundation, providing financial planning support to families dealing with cancer. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.