Brian Stern is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. He also operates several financial and insurance businesses, including Advanced Financial Consultants and Brian Stern Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across a diversified set of investment vehicles.

Reid Meyer is a CFP® professional with eight years of industry experience. He is currently affiliated with Cetera and has worked at multiple firms including Fortune Financial and Securian Financial Services. Outside of his advisory role, he has held agent/broker positions in fixed insurance sales and property and casualty insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to both affiliated and third-party managers.

Nicole Daleiden is a financial advisor with Ameriprise in Hugo, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Her other business activities include fiduciary services. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider delivering a broad range of advisory, brokerage, and insurance solutions.

Darren Odonnell is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2018 and previously spent eight years at Invest Financial Corporation. Outside of his advisory role, he is also a licensed real estate agent in Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Ashley Mellem is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is involved as a registered team member with BDLR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brad Fairchild is currently serving as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2010, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Brad worked as a Financial Advisor at Edward Jones in 2009. With over 15 years of experience in the financial industry, Brad has worked with clients facing a variety of unique financial situations. His professional approach focuses on helping clients and their families understand the complexities of their personal finances. His extensive experience at Fidelity has equipped him with knowledge across various aspects of financial planning. Brad emphasizes Fidelity's trusted brand in the financial industry and is committed to providing guidance tailored to all styles of investors. His process and business values are centered on assisting clients as they pursue their financial goals.

John Mazzara is a CFP® and ChFC® professional with 35 years of experience in financial advisory. He is currently with Cetera and has been affiliated with the firm and its affiliates since 2013. In addition to his financial advisory work, Mazzara is the owner of a website and publication focused on senior housing, where he manages content and advertising. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers and investment programs.

Patricia Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with Raymond James & Associates and its related entities continuously since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Cara Corey is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 license and one year of industry experience. She has operated Cara Corey Designs since 2010, providing class instruction and retail sales, and is involved in family dog sitting services through the Rover platform. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Mark Edlund is a CFP® professional with 27 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory work, he is involved with Strategic Financial Concepts, a business focused on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides diverse advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management strategies.

Derek Iverson is a financial advisor with LPL Financial in Eagan, MN, holding Series 65 and Series 66 credentials and 28 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the Irish Group, Inc. Outside of advising, he is associated with Irish Group, Inc., a business entity unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by research and model portfolios.

Dallas Eldeen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of 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, focusing on retail clients rather than institutional pension or profit-sharing plans.

Kevin Mc Donnell is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Bank of America and Merrill Lynch since 2022 and has consulting experience with Loot Tavern Publishing, a company that produces digital and print materials for tabletop role playing games. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Connor Jones is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He previously worked at Thrivent Financial and the University of North Dakota. Outside of his advisory role, he is employed as a Client Services Associate at Prosperwell Financial. Raymond James Financial Services Advisors, Inc. provides 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 offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Metzger is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Edina, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Metzger manages a men's hockey team, overseeing fee collection and league participation. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities to serve its clients.

Michael Coughlin is a financial advisor with Thrivent Investment Management in Minnetonka, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and with Thrivent Investment Management since 2010. Outside of his advisory role, he is a part-owner of a farmland rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics and offers a managed-account program that can be combined with planning services under a consolidated billing option.

Peter Ward is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. He has one year of industry experience and previously held roles in collegiate athletics and environmental studies departments, as well as positions with public sector and retail organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable entities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm uses a delivery model that emphasizes LPL-sponsored programs and endorsed turnkey asset management platforms, managing a substantial portion of assets on a non-discretionary basis.

Mary Marko Quinn is a financial advisor with Edward Jones in Savage, MN. She holds a Series 66 designation and began her financial services career in 2025. Prior to joining Edward Jones, she has experience working in various industries, including life and leadership coaching through her ownership of NSpire LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Chad Stranlund is a financial advisor with Equitable Advisors in Lakeville, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, following his tenure at AXA Advisors, LLC. Outside of his advisory role, he is involved in property management through his business, The Bailey Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management via LPL programs and third-party managers. The firm utilizes a hybrid referral and implementation model and provides both advisory and brokerage/insurance services.

Joy Henry is a financial advisor with Ameriprise in Eden Prairie, MN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Henry is also a registered team member at May, Inc., where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.