Preston Stach is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Edward Jones and held roles in financial services and other industries. He also serves as an internal wholesaler for AdvisorNet Financial, supporting insurance and benefits wholesalers and independent advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various investment program options.

Andrea Wren is a financial advisor with RBC Capital Markets in Wayzata, MN. She holds a Series 66 designation and has 10 years of industry experience. Prior to her current role at RBC Capital Markets, she worked at RBC Wealth Management from 2014 to 2016. Outside of her advisory role, she works as a test monitor for American College Testing and also provides grocery delivery services with Shipt. RBC Wealth Management serves a broad range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles and investment preferences.

Scott Hallett is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial in Chanhassen, MN. He has worked at LPL Financial since 2009 and at Old National Bank (formerly Klein Bank) since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers diverse advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jacob Creydt is a CFP®-certified financial advisor with 24 years of industry experience. He has been with UBS Financial Services in Bloomington, MN since 2006. Outside of his advisory role, he solely owns an LLC that holds an investment in SouthMetro Centers. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and asset allocation models to tailor financial plans to client goals and risk tolerances.

Karen Peterson is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Jeffrey Benson is a financial advisor with LPL Enterprise in St. Louis Park, MN. He holds a Series 66 designation and has 17 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, financial planning, and access to model portfolios and third-party asset management programs through an integrated platform that includes insurance products and lending solutions.

Dale Teal is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. Since 2002, he has also operated Strategic Financial Concepts, a separate business activity related to his LPL work. 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 through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Micah Benway is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He holds a Series 63 license and is involved outside of his advisory role as a board member of Feed My Starving Children and leads Paragon Operations, LLC. Ameriprise offers retirement-income planning services targeting clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered through a centralized consulting team.

Luke Donahue is a financial advisor with MassMutual Investors Services. He holds Series 63 and Series 65 licenses and has experience working with MassMutual Life Insurance Co, Northwestern Mutual, and Piller Financial Group. Outside of finance, he has a background that includes nearly a decade working at Hazeltine National Golf Club. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative, annual planning process supported by firm-approved analytical tools.

Martin Cole is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Cole has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 covering retirement, tax, estate, and other financial topics, while keeping planning and managed-account services separate under its WealthPlan option.

Amy Lawin is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with RBC Capital Markets and has previous experience at Thrivent Financial and its affiliated entities. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through customized advisory programs that offer portfolio management, financial planning, and brokerage services. The firm combines in-house and third-party investment managers to tailor strategies according to client risk profiles, with additional capabilities including alternative investments and integrated lending arrangements.

Bradley Sygulla is a financial advisor with Primerica Advisors in New Hope, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1988. In addition to his advisory role, he is involved in selling loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading and execution responsibilities to BNY Mellon Advisors.

Timothy Cruikshank is a financial advisor with Thrivent Investment Management in Minnetonka, MN, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked for the City of Golden Valley for nine years and serves part-time as the interim city administrator for the City of Nisswa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning covering various financial topics and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining planning and investment services as separate offerings.

Xay Thao is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2008, as well as BMO Harris Financial Advisors from 2016 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jordan Spencer is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Minnetonka, Minnesota, with two years of industry experience. Prior to joining Baird, Spencer held positions at RBC Wealth Management and various other roles outside the financial services industry. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a blend of SMA strategies, overlay management, tax-management, and direct-indexing capabilities.

Daniel Peterson is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2021, following 13 years at Riversource Distributors Inc. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Mark Nakamitsu is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Cetera, where he has worked since 2022, and previously was employed at Fidelity Personal and Workplace Advisors from 2014 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Frederick Sherman is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Cetera Wealth Services, AdvisorNet Insurance, Securian Financial, and Allstate Insurance Company. Outside of advisory work, Sherman manages concierge services assisting advisors and brokers with placing life, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with options spanning discretionary and non-discretionary programs.

Chad Nelson is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Leach is a Financial Consultant currently serving clients with a commitment to understanding their financial goals and developing personalized strategies to help them spend and invest confidently. He has been a Financial Advisor at Fidelity Investments since 2022, following his tenure as a Financial Advisor at Ameriprise Financial from 2019 to 2022. Prior to his advisory roles, John gained experience as a Tax Preparer at Copeland Buhl & Company in 2018. Outside of his professional career, John enjoys spending time with his wife and their 6-month-old Wirehaired Pointing Griffon. His personal interests include baseball, biking, fitness, golf, lake activities, and skiing. He often spends time outdoors, whether on a lake, in the mountains, or with his extended family, including eight nieces and nephews.