Zachary Schlegel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2026. He previously worked for Northwestern Mutual Wealth Management Company and related entities from 2017 through 2026. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers a range of advisory and brokerage services through a large multi-advisor platform.

Abdulmonem Aldarwish is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 designations and one year of industry experience. His prior work history includes roles at Wells Fargo Bank and Arvest Bank. 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 uses research and analytics to guide its investment approach and offers both brokerage and advisory solutions.

Marc Hauser is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2005. 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 financial planning focused on a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Derek Blankenship is a CFP® and ChFC® affiliated with Edward Jones, with seven years of industry experience. His prior roles include positions at Wells Fargo Bank NA and SNS Financial Group, LLC. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

John Powell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years with Wells Fargo Investments, LLC. 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 manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Shawn Gray is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2013 and concurrently at The Northwestern Mutual Life Insurance Company since 1992. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Steven Larson is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63, 65, and 66 licenses with three years of industry experience. He has previously worked at Wells Fargo Bank, Bank of Maple Plain, Wells Fargo Wealth Management, and Wells Fargo Home Mortgage. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Bradley Ober is a financial advisor with OSAIC based in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining OSAIC in 2024, he worked nine years at Woodbury Financial Services, Inc. He also assists clients with integrating life insurance products into their financial plans. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by technology tools and multiple program options.

Carrie Berard is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation. Prior to joining Baird, she worked at Stitch Fix and HomeServices Lending LLC dba Edina Realty Mortgage. Outside of her advisory role, she is a member of Hands of the Kingdom, a nonprofit organization. Baird’s DDK Group operates within its Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and use of technology to support client advice.

Autumn Folsom is a CFP® professional affiliated with OSAIC, bringing 10 years of experience in the financial services industry. She previously worked at Securities America Advisors and Securities America, Inc. In addition to her advisory role, she assists with tax document preparation for a virtual tax service. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Brian Bovee is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 66 registrations. Prior to joining LPL Financial in 2025, he spent 20 years at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and operational tools.

Thomas Breen is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Affinity Plus Federal Credit Union and CUNA Brokerage Services. Breen has also been involved with Vision Soccer Academy early in his career. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Paige Eddleman is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she held positions at several firms including North Star Resource Group and Moxie Wealth Management. Outside of advising, she has experience coordinating practice operations at both Moxie Wealth Management and North Star Resource Group. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Logan Dwyer is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. He previously worked at RBC Capital Markets and Riversource Distributors, Inc., and has a background that includes a position at the University of Minnesota Medical School Duluth. 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 tailored retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Lange is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with 13 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Qani Elmi is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Oakley is a Series 66-licensed financial advisor at UBS Financial Services in Minneapolis, with four years of industry experience. His career includes roles at Bank of America and six years of service in the United States Air Force. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Jeremy Sammons is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 license and is based in Lilydale, MN. Outside of his advisory role, Sammons is involved as a member of an investment club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joshua Canniff is a CFP® with 20 years of experience in financial advising. He is currently with Cetera and has held roles at Cetera Wealth Services, LLC, AdvisorNet Wealth Partners, and Ameriprise. He is also a financial advisor at Rice Creek Wealth Management, where he provides investment advice, insurance, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of investment and retirement solutions via multi-manager platforms, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Cardell Johnson is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. in Minneapolis, MN, since 2003. 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 a broad range of topics, allowing clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”