Scott Eckart is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 13 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2013. 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 analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Danielle Faison is a financial advisor with OSAIC based in Roseville, MN, holding Series 65 and Series 63 licenses and 15 years of industry experience. Her prior roles include positions at Royal Alliance Associates, LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and Ameriprise. She is also involved in insurance brokerage through Benestar Financial, providing insurance sales and service for various carriers. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk management across a range of programs and platforms.

Jacob Brumbach is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Brumbach also serves in the U.S. Navy, where he has been active since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning on a one-time or ongoing basis without portfolio management or discretionary trading authority. The firm emphasizes goal-based analyses and allows clients to integrate planning with managed accounts under a consolidated billing option.

Joseph D. Loftus is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

James Rogers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo since 2016 and also has experience at Delta Global Services beginning in 2014. Outside of his advisory role, he co-owns Transformation Services LLC, a property maintenance business. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Danielle Kaercher is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and 66 designations and 29 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative, non-discretionary approach informed by proprietary research and third-party data.

Carly Fischbach is a financial advisor with Ameriprise in Victoria, MN, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

James Petrik is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with RBC Capital Markets Corporation since 2008 and has been associated with Regional Operations Group, Inc. since 1993. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailored to clients’ Advisory Risk Profiles and implemented through a combination of in-house and third-party investment resources.

Michael Specht is an advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses. He has one year of industry experience, having previously worked for Adams MultiMedia for eleven years prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party databases.

Austin Boniface is a CFP® with nine years of industry experience, currently affiliated with LPL Financial. He has previously worked at Magnetic North Advisors and Augsburg College and has been associated with Legacy Capital since 2016. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Taylor is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Nationwide Investment Services Inc. Outside of finance, he owns an event planning and entertainment business where he provides DJ and voiceover services for events such as weddings and conventions. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Heikki Rouvinen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 15 years with Deco Catering and Green Mill Restaurants. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Brandon Bardal is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017. Prior to his financial services career, he worked at Finkbine Golf Club and attended the University of Iowa. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Isaac Hanson is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining UBS, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He has held various positions outside finance, including roles at DoorDash, Jimmy Johns, and Dragonfly Gardens. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Tracy Gehrke is a financial advisor with Ameriprise in Fort Myers, FL, holding a Series 66 designation and bringing 15 years of industry experience. Prior to joining Ameriprise in 2023, Gehrke worked for Riversource Distributors Inc. for nine years. Gehrke also supports financial advisors through Summit Management, assisting with meeting preparation, client contact, scheduling, and trade support. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a large client base through a variety of advisory, brokerage, and insurance solutions typical of an institutional firm.

Jason Arnett is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Investments. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.

Mark Gallagher is a CFP® with 42 years of industry experience, currently serving as a financial advisor at OSAIC Wealth Inc since 2025. Prior to this, he worked for Commonwealth Financial Network for 30 years and has operated Gallagher Financial Services since 1984. Outside of advisory work, he owns and operates income tax preparation and health insurance businesses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party manager options.

Ralph Dougherty is a financial advisor with Primerica Advisors, holding a Series 63 designation and 43 years of industry experience. He has worked with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he operates Ralph & Harriet Dougherty, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Shannon Mcginty is a financial professional with 18 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Securian Financial Services Inc. Since 2023, Mcginty has also been involved with North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and retirement services through a multi-manager platform and supports a network of over 10,000 advisors.

Adri Mehra is a financial advisor at Cetera with 13 years of industry experience. Mehra holds the Series 63 designation and previously worked at Ameriprise Financial Services, Inc. for eight years before joining Cetera in 2023. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options including third-party managers, model portfolios, and bespoke strategies.