Adam Swanda is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., OSAIC Services, Inc., and Sentra Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other 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.

Chris Chandler is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and 12 years of industry experience. He 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 manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Edward Gwiazdon is a CFP® and Series 66-registered financial advisor with Ameriprise in Lake Elmo, MN, with 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2002. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, with a focus on assets held in Ameriprise-managed accounts.

Susan Franklin is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. She previously worked at Wells Fargo Clearing before joining RBC Capital Markets in 2018. Outside of her advisory role, she serves as a committee member on the Community Development Board for Northwest YMCA and is the treasurer of the Suburban Corvettes of Minnesota social club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs that incorporate discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Jonathan Ehresmann is a Series 66 licensed financial advisor with Ameriprise, based in Stillwater, MN, and has 11 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management from 2015 to 2024. Outside of his advisory role, Jonathan is active in music performance and teaching, performing with two bands and providing private guitar lessons. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team and utilizes proprietary research and tools to tailor retirement income solutions.

Daniel De St. Aubin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2013. Outside of his advisory role, he is involved in coaching youth athletes with the St. Croix Soccer Club. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides its services through structured planning processes supported by firm-approved tools and investment modeling.

Tiernan Patrick Talbot is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Goldman Sachs and Endeavr Wealth Management. Outside of his advisory role, Talbot is involved in an online men’s clothing business and owns Reliable RAM, a home-based business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes offerings involving derivatives and commodities capabilities.

Jill Steenis is a CFP® professional with 19 years of experience in the financial industry, all with Edward Jones since 2007. She holds a Series 66 license and is based in New Richmond, WI. Outside of her advisory role, she is the owner of Grand Vista Properties, LLC, a rental business in Scottsdale, AZ. 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 nationwide network of more than 23,000 financial advisors and a comprehensive suite of affiliated financial services.

Holden Zinda is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 66 credential. He has one year of experience in the industry and previously worked in various roles outside financial services, including positions at U.S. Medical Supplies, Liberty University, Walmart, and other organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Emma O'Brien is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her work history includes multiple roles both within and outside the financial sector, such as positions at Dick's Fresh Market, Walmart, and Park Tool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Andrew Mc Pherson is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 credential. He has one year of experience in the industry, joining Cambridge in 2025 after roles in education and healthcare sectors. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Colin Eral is a financial advisor at Edward Jones in Somerset, WI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Outreach Enterprises LLC and Royal Mechanical. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Christopher Henning is a financial advisor with OSAIC based in New Richmond, WI. He holds the ChFC® designation and has 28 years of industry experience, including 11 years at Woodbury Financial Services, Inc. Henning also serves as president of Christopher Henning Consulting Co., where he coaches individuals and their staff on technology use in financial practices. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation, portfolio optimization, and access to a broad range of investment programs and third-party managers.

John Mead is a financial advisor with Edward Jones in Lake Elmo, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Mead serves on the Lake Elmo Old Village Office Condo Association board and is president of CJM Office Holdings LLC, a commercial property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Ann Cirullo is a financial advisor with Merrill in Stillwater, MN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked at Merrill since 2013 and was previously associated with Morgan Stanley Smith Barney. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ronald Click is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he is a 15% owner of a private company named paralab eau Claire Wi. 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 with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jennifer Olson is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2011 and was previously with Merrill from 2008 to 2011. Outside of her advisory role, she is involved in managing rental property and farmland leases. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Paul Simmons is a financial advisor with Edward Jones in Hudson, WI, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he volunteers as an assistant coach for his daughter's soccer team and as head coach for her 7th grade basketball team. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Paul Wessel is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation. He has one year of industry experience, including prior roles at Equitable Advisors, LLC and various positions outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Melissa Korman is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling, managing approximately $2.74 trillion in client assets.