Alan Tyson is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as involvement with companies outside the financial sector. He is a partner at Clear Image Press, Inc., a specialty printing business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately 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 for its services.

Kimberly Cox is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Her career includes roles at Northwestern Mutual and Morgan Stanley, spanning over a decade before joining LPL Financial. 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 financial planning, model portfolio programs, and access to third-party asset management, delivering advice through a large network of investment adviser representatives.

Katherine Robbins is a Certified Financial Planner (CFP®) with five years of industry experience. She has been with Edward Jones since 2015 and is currently based in Hudson, WI. 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 wide range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Luke Ellis is a financial advisor with Ameriprise in Bayport, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ellis is involved in leadership and operational oversight of Peniel Reflection, LLC, an investment-related business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Connelly is a CFP® professional with nine years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Charles Schwab and Ameriprise Financial Services. Outside of his advisory work, he is an independent contractor and part owner of UPSTREAM Stillwater LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

Craig Lundquist is a financial advisor at LPL Financial in Woodbury, MN, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has held roles at firms including Ideal Credit Union and CUNA Brokerage Services, and also serves as a financial advisor at Ideal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a variety of financial planning and asset management programs along with institutional platforms.

Max Murphy is a financial advisor with LPL Financial in Woodbury, MN. He holds Series 63 and Series 65 designations and joined the industry in 2025. Prior to his advisory role, his background includes service with AmeriCorps and involvement with several nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Chad Rinkenberger is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent 14 years at Kohl's Department Stores. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Joshua Johnson is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and previously worked at Great Lakes Coca Cola for seven years. Outside of his advisory role, he is a co-owner of an online dietary supplement startup called GUT HABITS LLC. 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 financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Michael Hayward is a financial advisor with Primerica Advisors in Oakdale, MN, holding a Series 63 designation and with 22 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2002. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services using model-driven strategies developed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Jack Buckley is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 13 years before joining LPL Financial in 2016. Buckley maintains a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of investment strategies and technologies.

Kyrie Kons is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kyrie held roles at Phillips Medisize and the University of Wisconsin-River Falls, among other positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Matthew Chew is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 licenses. He joined Thrivent in 2026 and has no prior industry experience in financial advising. His background includes diverse roles across several organizations, including the University of Northwestern St. Paul and various service and security positions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning and offers clients the option to combine planning with managed-account services under a consolidated billing structure called “WealthPlan.”

Scott Sommer is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Sommer also provides wealth management services at Royal Credit Union. 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 and investment management solutions, utilizing both third-party and proprietary strategies, and supports a large network of advisors with advanced research and operational tools.

Bradley Koch is a financial advisor with Morgan Stanley in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services that typically do not include individual security recommendations.

Lynne Amen is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, gaining a broad range of experience within the company since 2021. Drawing on her background as a college professor, Lynne focuses on providing clients with a collaborative experience that helps simplify complex financial concepts. Her approach centers on empowering clients to make thoughtful decisions tailored to their individual financial goals. Outside of her professional work, Lynne enjoys engaging in fitness activities, visiting museums, listening to music, exploring outdoor adventures, attending theater performances, and traveling.

Derek Fisher is a CFP® professional with nine years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously was employed by Wells Fargo Home Mortgage for six years. He is based in Stillwater, MN. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Eric Rislove is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He also hosts game shows for corporate and group events through his involvement with The Game Show Studio and Chestman Entertainment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Lisa Gareis is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with RBC Capital Markets LLC since 2009. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing flexible portfolio management and integrated capital markets capabilities.

Joseph Jenkins is a financial advisor with Mass Mutual Investors Services in Lake Elmo, MN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to his advisory role, Jenkins is involved as a sales agent for life, disability, long-term care, fixed annuities, and health products at Atlas Wealth Management. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative strategies to develop client recommendations.