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.

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.

Brent Voeller is a financial advisor with LPL Financial in Plymouth, MN, holding CFP® and multiple securities licenses. He has 14 years of industry experience, including prior roles at Edward Jones and Investment Centers of America. Outside of finance, he works as an independent ice hockey coach and provides consulting for youth hockey tryouts, as well as assisting individuals in job transition with networking. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment programs and supports its advisors with research tools and multiple platform 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.

Erik Engebretson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Based in Wayzata, MN, he serves clients through a well-established national securities firm. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Nelson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Prudential Insurance Company of America since 1990 and was with Pruco Securities, LLC from 1990 to 2024. Outside of his advisory role, Nelson serves as executor of the estate of his sister-in-law and brother-in-law. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and a wrap program called Model Wealth Portfolios.

Stephen Soderstrom is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he manages Soderstrom & Associates, LLC, a business related to his advisory work. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, with a centralized team supporting advisors in preparing personalized retirement income strategies.

Perry Long is a CFP® credentialed financial advisor with 35 years of industry experience, currently with LPL Financial. He has previously worked at Arbor Point Advisors, Securities America Advisors, and Questar Capital Corporation, among others. In addition to his advisory work, he owns a business providing divorce mediation services and also works part-time as a photographer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Greggory Dawson is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to that, his experience includes roles at Fedex, Whitier Trust Company, and the University of Missouri. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers detailed retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Thielen is a CFP® with 25 years of experience in the financial industry. He currently serves as an advisor at Osaic, having joined the firm in 2024, and previously worked at Securities America Advisors, City National Bank, and RBC Capital Markets Corporation. In addition to his advisory role, he operates a separate advisory business, Stonebridge Advisors, providing services to new and existing clients. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services along with access to third-party money managers and employs asset-allocation tools and automated rebalancing to construct diversified portfolios.

Laurie Knutson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 38 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad array of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools.

Mark Kangas is a financial advisor with Charles Schwab based in Wayzata, MN, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. His prior roles include positions at Scottrade, Inc. and TD Ameritrade Investment Management, LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Jonathan Applebaum is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Sanford C. Bernstein & Co., LLC, and the Minnesota House of Representatives. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research.

Sean Stine is a financial advisor with LPL Enterprise in St Louis Park, MN, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he manages a sole proprietorship related to real estate rental. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.