Nicholas Forliti is a CFP® with 19 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He has been with Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, Forliti is involved in pro-bono work through the Angel Foundation, assisting families affected by cancer with financial challenges. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Todd Ustby is a financial advisor with LPL Financial in Rochester, MN, holding the Series 63 designation and with 33 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he has been involved in building houses and serves in a fiduciary capacity for The Charles Rocca Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Gary Reiland is a financial professional with 10 years of industry experience, currently with Cetera in Rochester, MN. He holds a Series 66 designation and has prior experience with Mayo Employees Federal Credit Union and a more than three-decade tenure at Mayo Clinic. Outside of his advisory role, he is involved in selling fixed insurance products including life insurance, annuities, and long-term care. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and various program structures, supported by a network of over 10,000 advisors and managing approximately $256 billion in assets.

Michelle Gascoigne is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 63 designation and has worked at firms including Cetera and Frandsen Bank & Trust. Outside of her advisory role, she is involved in retail nutrition through Isagenix. 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 range of advisory and brokerage services, including financial planning and access to model portfolios, and supports advisors with research and technology tools.

Makenzie Dahlstrom is a financial advisor at Morgan Stanley in Rochester, MN, holding a Series 66 designation with approximately one year of industry experience. Prior to joining Morgan Stanley in 2025, Dahlstrom worked at Cambridge Investment Research and has a background that includes roles at Luther College and Pekin Community School District. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and proprietary planning tools. The firm manages approximately $2.74 trillion in assets and offers services that include customized financial and estate planning.

Michael Vanstraaten is a financial advisor at Stifel with 21 years of industry experience. He has been with Stifel since 2009 and holds a Series 66 designation. Outside of his advisory role, he is involved in a family farm business that sells meat directly and participates in managing recreational land used for hunting and beekeeping. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance.

Kevin Wadley is a CFP® and Series 66 licensed financial advisor with 11 years of industry experience. He has been with Edward Jones since 2014, based in Rochester, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and operates under a fiduciary standard while managing approximately $1.01 trillion in assets.

Scott Dewitz is a ChFC® credentialed financial advisor with Ameriprise, based in Oronoco, MN, and has 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice, delivering these services through a centralized retirement-income consulting team working alongside financial advisors.

Andrew Dunn is a financial advisor with Edward Jones in Rochester, MN, holding a Series 63 designation and over 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Robert Ziller is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017. His prior experience includes roles at National Planning Corporation and as an independent insurance agent. Outside of his advisory work, he serves as an election judge for the City of Rochester and acts in fiduciary capacities for family estates and farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of investment solutions, including financial planning and access to third-party asset management, supported by its extensive network of investment adviser representatives.

John Soucheray is a Series 66-licensed financial advisor with Edward Jones in Rochester, MN, where he has worked since 2021. He has five years of industry experience and previously worked in education and food delivery services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Bradley Dewerd is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 19 years. Dewerd serves as a board member of the Rochester Hockey Foundation, which raises funds through hockey camps for youth hockey in Rochester. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to construct portfolios that include a variety of investment options.

John Van Camp is a financial advisor with Edward Jones in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He joined Edward Jones in 2018 after working at NyLife Securities LLC and New York Life Insurance Company from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Lisa Doherty is a financial advisor at Osaic Wealth with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. In addition to her advisory role, she manages a securities support unit focusing on back-office supervision and compliance, and serves as chief strategy and operations officer for Advisor’s Advantage Network. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using proprietary asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Matthew Sather is a CFP® with five years of industry experience, currently working at Raymond James Financial Services Advisors, Inc. He previously worked at Rock Island Wealth Management and LPL Financial. Outside of his financial advisory role, he has been a freelance actor for over ten years, occasionally participating in professional theatre. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes advanced analytical tools to support client decision-making.

Carson Romme is a financial advisor with Ameriprise in Rochester, MN, holding a Series 63 designation and 14 years of industry experience. He previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co., and MetLife Securities Inc. Romme serves as the treasurer and a board member of the Rochester Art Center. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling, tax-efficient strategies, and algorithmic tools to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kaye Anderson is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets nationwide.

Dana Riggie is a financial advisor with Ameriprise in Rochester, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Dana worked at Edward Jones for five years and was employed at Horizons Conference Center for three years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, providing clients with written recommendations and ongoing advice based on proprietary research and tax-aware strategies.

Brian Gruhlke is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and over 38 years of industry experience. He has been with Primerica Advisors since 1987 and has prior work experience with organizations including Olmsted Medical Center and Midwestern Wheels, Inc. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Trina Urban is a financial advisor with OSAIC based in Rochester, MN, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously with Signator Investors, Inc., Advanced Financial Consultants, and Bigler Financial Services. Urban serves on the board of Ironwood Springs Christian Ranch, a nonprofit organization, where she contributes to governance and volunteer efforts. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to various managed account platforms and third-party investment solutions.