Nathaniel Loge is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously owned an Amazon sales business called Road Trip. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large nationwide network of advisors and branches.

Jacob Murphy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at OSAIC since 2026. Prior to joining OSAIC, he worked at Northwestern Mutual in various roles from 2020 to 2026 and held positions at Tennant Company and Tenere Inc earlier in his career. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors and platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing to serve individual, corporate, and charitable investors.

Charles Limberis is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2004. Outside of advising, he manages leasing and tax preparation activities for investment-related entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Tedra Scott is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise since 2016. She previously worked at Raymond James & Associates before joining Ameriprise Financial Services. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual guidance focused on income stability and tax-aware withdrawal strategies.

Andrew Fraley is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. He operates a DBA under the name Fraley Financial related to his advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement consulting with a variety of discretionary and non-discretionary management options.

Eric Mullins is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Cetera and has held positions at Mullins Financial, LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, and Stein Financial Group, LLC. Outside of his advisory work, Mullins is an insurance agent specializing in fixed insurance products and owns a firm focused on expense management. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to both affiliated and third-party investment strategies.

Nathan Kerkow is a CFP® professional with 31 years of experience in the financial industry. He has worked with Ameriprise and its affiliates since 1995 and is currently based in Forest Lake, MN. Outside of his advisory work, he serves on the Board of Directors and as Secretary for the Wildcat Pride Scoreboard Fund, and he is an assistant coach for the boys lacrosse team at Chisago Lakes High School. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Ivan Ayala is a Series 66-licensed financial advisor with Edward Jones in Blaine, MN, with one year of industry experience. His background includes roles in psychotherapy and counseling, including work with MinneApple Psychotherapy and BetterHelp. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of assets, offering advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and access to proprietary mutual funds and separately managed accounts.

Christopher Manning is a Series 63 licensed advisor with Primerica Advisors, where he has worked since 1986, totaling 40 years of industry experience. He has also been affiliated with Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides 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 uses third-party asset managers and maintains a tiered wrap-fee structure distinct from fixed-fee billing.

Joshua Erickson is a financial advisor with Edward Jones in Wyoming, MN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. 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 and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Summerbell is a financial advisor with Edward Jones in Ham Lake, MN, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Edward Jones since 2012. 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 with a network of around 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Chrzanowski is a Series 66–licensed financial advisor with Edward Jones in Forest Lake, MN, and has 13 years of industry experience. He has been with Edward Jones since 2012. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Charlie Rose is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. He has held positions at Sagepoint Financial, INC., Five Star Financial Resources, Foster Klima, and Hilton Hotels. Rose is also a notary and has served as a financial planner involved in marketing financial services. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management using a wide range of investment products.

Emma O'Brien is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her work history includes multiple roles both within and outside the financial sector, such as positions at Dick's Fresh Market, Walmart, and Park Tool. 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 nationwide network of financial advisors and branch offices.

Daniel Elo is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation. He has recently transitioned from a two-year role at Rise LLC and spent 12 years with ISD 622. He has one year of industry experience. 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 under management and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Andrew Mc Pherson is a Series 65 licensed financial advisor with Cambridge Investment Research Advisors, bringing one year of industry experience. Prior to joining Cambridge, he held roles at DeVry University, MedCerts, and Applied Medical, among others. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm delivers solutions through a network of independent professionals and utilizes various investment platforms and strategies tailored to client objectives.

Keith Maahs is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for six years. In addition to his advisory work, Maahs is a licensed real estate agent and operates an independent life insurance sales business. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Linnea Rounds is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Ameriprise Financial Services and Lincoln Investment. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and event-driven services such as divorce and estate-settlement planning.

Luke Opsahl is a financial advisor with OSAIC in Forest Lake, MN, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Gaughan Companies, and U.S. Bancorp Investments. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a range of investment vehicles and can be managed on either a discretionary or non-discretionary basis.

Brian Benson is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Edward Jones in Chisago City, MN, having worked there from 2014 to 2021 and again since 2023, with a two-year tenure at Merrill in between. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.