Beth Abrahamson is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked with firms including LPL Financial and Wealth Enhancement Group prior to joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through dedicated Financial Advisors and the Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside research-driven investment insights.

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.

Kevin Cunniff is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he is the owner of a courier delivery business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics but does not include implementation of recommendations or discretionary portfolio management.

Erik Swenson is a financial advisor with Ameriprise in W St Paul, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports, supported by a centralized consulting team and algorithmic tools.

Charles Pokladnik is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Minneapolis, MN. He has been with Ameriprise and its affiliate since 2000. Outside of his advisory role, he co-owns Timberwolf Consulting LLC, a business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services tailored for clients approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Heather Harden is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research technology.

Niles Austvold is a financial advisor with Cetera, holding a Series 63 designation and over 43 years of industry experience. He has worked with Cetera and its affiliates since 2014 and is also the owner of Highview Advisors. Outside of his advisory work, he serves as president of Marshwinds Toastmasters, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered advisor supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to various program structures and third-party managers.

Constance Erickson is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds the Series 66 designation and has worked with firms including Avantax Insurance Agency and Avantax Advisory Services. Outside of her advisory role, she owns Constance Financial Consulting, which provides tax services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and both proprietary and third-party strategies.

Brandon Blumenstein is a financial advisor at Edward Jones in St. Paul, MN, holding the Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns Blackwing Group LLC, which manages a multi-use property serving as his office space and rental tenants. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Steven Treberg is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 designation and previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. In addition to his advisory role, he is involved in non-variable insurance activities through Beacon Benefits Group and his own insurance practice. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary strategies supported by research and advisor-facing technology.

Jeffrey Pierce is a financial advisor with OSAIC based in Chaska, MN, holding a Series 63 designation and with 28 years of industry experience. His career includes roles at Royal Alliance Associates and Signator Investors, along with operating J. Pierce Financial Services for over 20 years. Outside of his advisory work, he serves as the chair for a charitable golf tournament benefiting scholarships at Waldorf University and is a board member of the Chaska Baseball Association, where he directs umpire training. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes a range of analytical tools and outsourced solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Jeffrey Myers is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and Ameriprise Financial Services. Outside of his advisory role, Myers is a scout leader and a small group leader at Hosanna Church. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with an investment approach that combines asset-allocation tools, risk-tolerance analysis, and diversified portfolios including stocks, bonds, and alternative investments.

Jessica Fields is a CFP®, ChFC®, and holds a Series 66 license with 13 years of experience in the financial industry, all with Edward Jones. Based in Apple Valley, MN, she has been with Edward Jones since 2013. Outside of her advisory role, she serves as a co-trustee of a family trust. 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 manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Kalb is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory role, Kalb serves as an official for USA Hockey, conducting officiating duties for hockey games. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, algorithm-supported recommendations with personalized financial advice through a centralized consulting team.

Andrew Tufford is a CFP® professional with 27 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019. His prior experience includes roles at AdvisorNet Wealth Management, Cetera Advisor Networks LLC, and ownership of Tufford Hughes and Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Craig Settje is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and currently works at Wells Fargo Advisors Financial Network. Outside his advisory role, he has worked as a laborer and truck driver for Corona Grain and Feed in South Dakota. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients having flexibility in how they implement those recommendations.

Marc Haverkamp is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to joining LPL, he worked at Ernst & Young LLP for six years. Outside of his advisory role, he is involved in tax preparation and accounting services through several related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by advanced operational tools.

Dobby O'Donnell is a financial advisor with Edward Jones in Mendota Heights, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in the hospitality industry at various firms including Great Wolf Lodge, Drury Hotels, and Aimbridge Hospitality. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Brian Wagenbach is a financial advisor with Charles Schwab in Edina, MN, holding CFP® and Series 63 designations and bringing 28 years of industry experience. His career includes long-term service at Charles Schwab since 1999 and a brief tenure at TD Ameritrade from 2023 to 2024. 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 custodial and supervisory support.

Sam Reber is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise since 2018 and previously worked at Axa Advisors. He holds the Series 63 and Series 65 designations. 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 written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.