Bradley Beck is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Beck serves on the board of Gentry Academy and is involved in independent insurance sales through his own firm, Five Star Financial Resources. Osaic Wealth provides a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Jack Feyereisn is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles with the Minnesota Twins and several other organizations. 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 with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing various in-house and third-party investment managers and tailored strategies.

Kurt Marple is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience with Prudential Insurance Company of America and PRUCO Securities, LLC. Marple is also involved in annuity sales and advisory services as a Prudential statutory agent. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Tahij Thomas is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and two years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities, each for two years, and has a background that includes roles in healthcare and retail sectors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach to portfolio construction and offers both brokerage and advisory solutions across a broad asset base.

John Reamer is a CFP®-certified financial advisor with Ameriprise, based in Edina, MN, and has 38 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he co-owns and manages advisory business offices that house multiple advisor practices. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional providers.

Alexander Hamer is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Morgan Stanley and Gradient Investments. Outside of his advisory role, he serves as a Community Council Director for YMCA Camp Widjiwagan, contributing to fundraising and advisory efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority.

Julie Patin is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Investments and Wells Fargo Clearing since 2003. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Justin Prescott is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Advisory Services and Avantax Investment Services, and has experience as an independent insurance agent through Advisornet Insurance. Prescott is also president of TruPlan Financial Planners, a financial advisory firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Bjorn Leach is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked with Stifel Nicolaus & Co Inc since 2020. Prior to his financial services career, he spent 20 years in education. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jeremy Schottroff is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and American Enterprise Investment Services Inc. since 2014. Outside of advising, he owns Indoor Fins, a retail business specializing in fish and aquatic pet gear, and serves as a trustee managing a family trust. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alex Reader is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Financial Engines Advisors L.L.C. and TD Ameritrade, Inc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through both advisor-led and online platforms.

Thomas Eich is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He has worked at RBC Capital Markets since 2018 and has experience with multiple investment services firms throughout his career. 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 range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Michael Schmidt is a Series 66-licensed financial advisor with Edward Jones in New Brighton, MN, where he has worked since 2022. He has two years of industry experience, previously working at Cantel Medical and US Bank. Outside of his advisory role, Schmidt is involved in choral activities, serving as a bass section leader at Hennepin Avenue United Methodist Church and as an ensemble singer with VocalEssence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and strategies. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices across the United States.

Thomas Crandall is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding CFP®, CFA®, and Series 66 credentials and has 10 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he is a Ph.D. student at Kansas State University engaged in academic research, authoring, and presenting. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Virgil Brenny is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services and National Planning Corporation. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary and advisor-managed strategies as well as third-party managers and proprietary models.

Scott Rains is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He has professional experience spanning roles at AT&T and BMO Harris Bank prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Kelly Miller is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Minneapolis, MN. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Brady Buckentine is a financial advisor with Ameriprise in Golden Valley, MN. He holds a Series 66 designation and has experience working at Deloitte from 2020 to 2025. His tenure at Ameriprise began in 2025. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data, with a focus on clients meeting certain asset thresholds and working within a defined investment product ecosystem.

Daniel Babbitt is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Evan Gregg is a financial advisor with Ameriprise based in Minneapolis, MN, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Northwestern Mutual, Thrivent Financial, J.P. Morgan, Wells Fargo, and earlier work outside finance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides clients with tailored retirement income planning, incorporating tax-aware strategies and Social Security options through a collaborative, non-discretionary process.