Roan O Leary is a financial advisor at Merrill with a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he worked at K Capital Partners LLC and has held roles at various organizations including the Preservation Society of Newport County. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Wade Scherer is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. He also operates an independent consulting activity selling products on Amazon. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Lisa Dargontina is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She previously worked at LPL Financial for 18 years before joining Thrivent in 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and a broad range of financial planning topics without portfolio management for institutional clients. The firm offers an integrated approach through its WealthPlan option, combining planning with managed-account services while maintaining separate engagements.

Jonathan Wolfe is a financial advisor with Cambridge Investment Research Advisors in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at PlanMember Securities Corporation and VOYA Financial Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party strategies, tailored to client objectives across multiple platform arrangements.

Darcie Scheuring is a Wealth Management Advisor and Partner in The Scheuring Group at Merrill. She focuses on addressing clients' wealth management needs including pre- and post-retirement planning, cash flow flexibility, customized investment portfolios, liability management, education expenses, and estate coordination. Darcie aims to provide clarity, discipline, and control in the wealth planning and investing process, working closely with clients to track progress and make necessary adjustments throughout their changing lives. Darcie holds a Bachelor's degree in Journalism from Marquette University and a Master's degree in Business Administration with a concentration in Finance from the University of St. Thomas. She joined Merrill in 2001 and has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). A lifelong resident of the Twin Cities, Darcie currently lives in St. Paul, MN with her husband and two daughters. She is not currently a member of any professional organizations nor involved in community volunteering.

Mai Her is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Capital Markets Corporation since 2008 and is also involved with Comfort Health Care since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies and a mix of in-house and third-party investment managers.

William Meyer is a ChFC® credentialed financial advisor with 24 years of industry experience. He has been with Ameriprise since 2015, currently based in Eagan, MN. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Erik Siverson is a CFP® professional with 21 years of experience in the financial services industry. He currently works with Cetera and its affiliated entities, having previously held roles at Securian Financial Services, Inc. and CRI Securities, LLC. Siverson also serves as an elected board member for the Rapp Farm Homeowners Association in North Oaks, MN. Cetera Investment Advisers LLC operates as a large, nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Nicholas Bednarczyk is a CFP® with 25 years of experience in financial advising. He has been with Raymond James Financial and its affiliate Raymond James Financial Services, Inc. since 2009 and previously worked at The MissionBridge Wealth from 2021 to 2024. Bednarczyk is also involved as an independent contractor with Anderson Financial Services, providing financial planning and investment services. 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, and institutional investors. The firm employs tailored, non-discretionary consulting using analytical and modeling tools and supports both advisory programs and institutional consulting through a large network of advisors.

Tyler Tschetter is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Thrivent and its affiliated entities continuously since 2016. 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 across various topics and combines planning with managed-account programs while maintaining separate services and reviews.

Darin Pilacinski is a financial advisor with LPL Financial in Woodbury, MN, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has previously worked with firms including True Vision MN, LLC, Gladstone Wealth Partners, and Financial Engines Advisors, among others. Pilacinski is also involved as a notary and operates True Vision Financial Advisors, an independent registered investment advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a broad network of investment adviser representatives and a variety of investment strategies.

Logan Meyer is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, he held various roles including positions at Leaf Filter and Target. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary research and third-party data to address income sources, withdrawal strategies, and Social Security options within a defined investment framework.

Gregory Sparber is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he serves as a trustee for family and personal trusts, a fiduciary role unrelated to investment management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, including a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Sean Mc Teague is a financial advisor with Cetera, holding the CFP® designation and over 26 years of industry experience. He has worked extensively with Securian Financial Services and Minnesota Life Insurance Company, among other firms. In addition to his advisory role, he is involved with North Star Resource Group, providing financial services and fixed insurance options. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to implement various investment strategies under discretionary and non-discretionary authorities.

Anna Scherschligt is a financial advisor at Ameriprise in Minneapolis, MN, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at American Enterprise Investment Services Inc. and Ameriprise Financial Services, Inc. Outside of advising, she is involved as an agent in direct sales of cleaning products through Norwex. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Peter Gennrich is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2010. He serves on the board of directors for Summit Academy OIC, a nonprofit organization. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Peter Arneson is a Series 66-licensed financial advisor at Edward Jones in St. Paul, MN, with two years of industry experience. Prior to joining Edward Jones, he worked at the Institute of Chinese Studies and was involved with various nonprofit organizations focused on community support and cultural initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and nondiscretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Mary Idzik is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jordan Dongell is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and previously worked at Kopka Pinkus Dolin PC and Boehl Stopher & Graves. Outside of his advisory role, he serves on the boards of FIRST ALLIANCE CHURCH and Isaiah House, a Christian addiction-recovery treatment organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on comprehensive, goal-based planning without discretionary trading authority or institutional portfolio management.

Kaosheng Messerly is a financial advisor with OSAIC, holding a Series 66 designation and having two years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc and has a background that includes roles with Dakota County and Ramsey County. Outside of his advisory work, he is also a licensed real estate agent assisting clients with residential home transactions. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and managed accounts. The firm operates through a large network of affiliated advisers and employs multiple investment platforms and third-party solutions.