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 Lynch Wealth Management. 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 works closely with clients to monitor progress and adjust strategies as necessary, helping them stay organized and in control of their wealth throughout changing circumstances. Darcie earned a Bachelor's degree in Journalism from Marquette University and a Master of Business Administration with a concentration in Finance from the University of St. Thomas. She joined Merrill in 2001 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor® (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A lifelong resident of the Twin Cities, she currently lives in St. Paul, Minnesota with her husband and two daughters.

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® with 20 years of industry experience, currently affiliated with Cetera in Minneapolis, MN. His career includes roles at Securian Financial Services, Inc., CRI Securities, LLC, and multiple positions within North Star Consultants and Cetera since 2005. Outside of advising, he serves as an elected board member of a homeowners association in North Oaks, MN. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing both discretionary and non-discretionary program options across multiple custodial relationships.

Nicholas Bednarczyk is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James since 2009 and previously worked at The MissionBridge Wealth. Outside of his advisory role, he is president of Quantas Financial Inc, an inactive company originally used for office expense management. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by extensive research and a broad affiliate network.

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 based in Woodbury, MN, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with firms including Gladstone Wealth Partners and Financial Engines Advisors. Pilacinski operates True Vision Financial Advisors, an independent registered investment advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary portfolio management supported by research and model portfolios.

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 who holds the CFP® designation and has 25 years of industry experience. He has worked with firms including Securian Financial Services and North Star Resource Group. Mc Teague is also involved in offering group and employee benefits through his role at North Star Consultants & North Star Brokerage Group. Cetera Investment Advisers LLC operates a multi-manager platform serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and retirement services through a large network of independent advisors and offers access to both affiliated and third-party money managers.

Anna Scherschligt is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Ameriprise and its affiliated firms since 2007. Outside of her advisory role, she is involved as an agent in direct sales of cleaning products with Norwex. 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 recommendation reports and ongoing retirement planning advice focused on dependable income 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 financial advisor at Edward Jones in St. Paul, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked with the Institute of Chinese Studies and engaged with community organizations such as the Hospitality Center for Chinese and the Children's Shelter of Cebu. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and maintaining 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 Series 66-credentialed financial advisor with Thrivent Investment Management, based in Minneapolis, MN. He has four years of industry experience and previously worked at Kopka Pinkus Dolin PC and other firms before joining Thrivent in 2021. Outside of his advisory role, he serves on the boards of First Alliance Church and Isaiah House, a Christian addiction-recovery treatment network. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses across various financial topics. The firm separates its planning services from managed accounts and does not accept discretionary trading authority for the Dedicated Planning Service.

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.

Emily Leighton is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing the use of Ameriprise-managed accounts and algorithmic tools to support its advisory process.

Eli Mostaert is a Series 66 licensed advisor with Ameriprise in Minneapolis, MN. He has been with Ameriprise since 2026 and has held prior roles outside finance, including a position with the Jacksonville Jaguars NFL and work at Coca-Cola Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service featuring written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.