Peyton Schuler is a financial advisor with LPL Financial, holding the Series 66 designation and bringing four years of industry experience. Prior to joining LPL Financial in 2024, Schuler held roles at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Schuler’s professional background also includes experience outside finance, with positions at LifeTime Fitness, Amazon, and academic roles at the University of St. Thomas and Parnassus Preparatory School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and advanced technologies.

Cole Dahl is a Series 66-licensed financial advisor with Edward Jones, based in Otsego, MN, and has three years of industry experience. Prior to joining Edward Jones, he worked at The Bank of Elk River, Marshall County State Bank, and Northwestern Mutual. Outside of his advisory work, he serves as a part-time assistant basketball coach at Elk River High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Thomas Jenson is a financial advisor with Ameriprise, holding the PFS™ designation and Series 63 license, with 30 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of advising, Jenson is involved in tax preparation and serves as treasurer on a board of directors. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to provide tax-efficient withdrawal strategies and personalized recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lisa Skordahl is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has been with OSAIC since 2016. Outside of her advisory role, she operates a sole proprietorship engaged in sales through online platforms and also works as a fixed insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a wide network of advisers, utilizing advanced asset-allocation tools and multiple investment platforms.

Garrett Freitag is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he worked for National Planning Corporation from 2005 to 2017. He is also co-owner of a real estate rental business and acts as a health care agent for a family member. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, and retirement consulting services.

Derek Ready is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 63 designation and previously worked for Securities America Advisors and Securities America, Inc. from 2014 to 2024. Outside of his advisory role, he provides financial education presentations to local businesses and owns Wealth-Ready, LLC, a registered investment advisor focusing on financial planning and investment management. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Connor Fabio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, TCF Financial Corporation, Vista Outdoor Inc, NorthStar Glass Industries Inc, United Parcel Service, and US Bank. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through intermediary platforms.

Steven Halvorson is a financial advisor at J.P. Morgan Securities with over 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank before joining J.P. Morgan in 2026. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Blake Cheeley is a Series 66-licensed financial advisor with Edward Jones in St. Francis, MN, and has 16 years of industry experience, all with Edward Jones since 2010. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

David Pederson is a financial advisor with Cetera and holds a Series 63 designation. He has 48 years of industry experience and has held prior roles at Midwest Wealth Advisors, North Star Consultants, Securian Financial Services, Minnesota Life Insurance Co., and C.R.I. Securities. Outside of his advisory work, he is the owner of Midwest Wealth Advisors and has been involved in fixed insurance sales through North Star Consultants and Balanced Planning Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and affiliated third-party managers.

Christopher Patnode is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and previously spent seven years with Invest Financial Corporation. Outside of advisory work, he is the owner and manager of Mills Siding and Roofing, a business unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Adam Grantham is a financial advisor with LPL Financial in Maple Grove, MN, holding the CFP® and ChFC® designations and carrying 17 years of industry experience. His prior roles include positions at Associated Bank, TIAA-CREF, Waddell & Reed, and AAGI, Inc. Additionally, he is involved with The Grantham Group, INC, a business entity unrelated to investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Jeffrey Raiche is a financial advisor at Edward Jones in Albertville, MN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and concurrently has experience with Dominos Pizza since 2013. 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 through a broad network of advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Todd Stangeland is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His background includes roles at AmerLife, LLC dba Sterlingbridge Insurance Agency, Small Business Insurance Agency, and Cetera Wealth Services. Outside of advisory work, he serves as a trustee and power of attorney for his mother’s estate. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering various discretionary and non-discretionary investment program options.

Jeffrey Erpelding is a financial advisor with LPL Financial in Coon Rapids, MN, holding the CFA®, PFS™, and Series 66 credentials and bringing 24 years of industry experience. He has worked with Trustone Financial Credit Union and LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Richard Mussell is a financial advisor at Cetera with Series 63 and Series 65 licenses and over 56 years of industry experience. His career includes roles at VOYA Financial Advisors and longstanding involvement with Northwestern National Life Insurance Co. and his own Dick Mussell Agency. He is also active as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with various investment program options.

Brian Tutland is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Advisors Asset Management, Inc and Navian Capital Securities, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including tax-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered funds and model portfolio platforms.

Keith Josewski Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is co-owner and CFO of PASJ LLC, a legal entity established to manage his practice and related business activities. Ameriprise is an institutional firm offering a retirement-income planning service primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Youkang Gao is a financial advisor with J.P. Morgan Securities in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2020, he worked at Merrill and Bank of America and has experience in both financial services and other sectors, including operating a floral business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Joshua Gross is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Thrivent Investment Management, Northwestern Mutual, and LoCorr Funds. Outside of finance, he was involved with Chanticlear Pizza for over a decade. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes various risk management strategies including tax-aware processes and derivatives.