John W. Bloom is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2000. He holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets services.

Benjamin Hoeffler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab in Edina, MN. His prior experience includes roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides centralized custody and order-routing services.

Devin O'Neil is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Casey Fox is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory Services, Kestra Investment Services, and Woodbury Financial Services. In addition to his advisory role, he is involved with Manitou Advisors, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Viridiana Mc Murray is a Series 66-licensed financial advisor with LPL Financial in Cottage Grove, MN. She has experience working with LPL Financial as well as Schadel Financial Group and Intermark Management. Prior to her advisory roles, she held positions at Learning Care Group and Boys & Girls Clubs of Indian River County. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management options.

Thomas Brand is a financial advisor with LPL Financial in Eagan, MN, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Wells Fargo Advisors and Waddell & Reed. Outside of his advisory work, Brand owns Specialty Brand Products, LLC, a company that sells a plastic protective cage for light bulbs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Lisa Brula is a financial advisor with Cetera, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Cetera since 2021 and previously at VOYA Financial Advisors for seven years. Brula is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that offers both discretionary and non-discretionary program options.

Kari Mcguire is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Cetera. She has previously been affiliated with Thrivent Financial and has managed her own business, AJW Financial, specializing in divorce planning and mediation. In addition to her advisory role, Mcguire is involved in community services, including serving on a sliding scale fee committee for divorce services and managing administrative duties for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services across diverse program platforms.

Desirae Zarling is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise Financial Services since 2008 and currently manages an advisory business with BDLR Group, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service.

Danielle Niska is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She is a senior member of the Niska Bongiovanni Group at Merrill and works closely with corporate executives, business owners, retirees, and women navigating significant life transitions. Danielle's approach involves coordinating with specialists in retirement planning, education funding, estate planning services, and lending strategies to provide personalized wealth management that aligns with her clients' unique goals. With over 30 years of experience, Danielle focuses on creating financial strategies that help individuals and families pursue long-term objectives while incorporating sustainable and socially responsible investing. Her expertise includes college education planning, divorce transition planning, executive compensation, family wealth management strategies, LGBT wealth planning, philanthropic planning, and women and wealth. She holds a Bachelor's degree in Mathematics from Saint Olaf College and has also studied at the University of Seville in Spain. Danielle holds professional designations including Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC). Outside of her professional role, Danielle is involved in community activities such as Inner City Tennis, Loaves and Fishes, the Merrill Twin Cities Diversity and Inclusion Committee, and Next Step Housing. She enjoys competitive tennis, exploring the outdoors with her husband, and spending time with their three children.

Luke Westholder is a financial advisor with Raymond James Financial in Bloomington, MN. He holds a Series 66 designation and has been in the industry since 2025. Outside of his advisory work, Westholder coaches tennis and pickleball. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a wide range of clients through an extensive advisor network.

Chase Polacek is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and four years of industry experience. His prior work includes nine years at Target Corporation. Outside of finance, he serves as an on-ice hockey coach and instructor at The Fortis Academy and is a member of the Board of Directors for the Rensselaer Alumni Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party investment managers.

Dylan Graber is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill, among other firms, and has held roles outside the financial sector including at Topper's Pizza and Metropolitan State University. 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, and institutional investors.

Alexander Nee is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones in 2019, he worked at Ecolab for five years. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Michael Karels is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. He previously worked at RBC Capital Markets for 17 years and City National Bank for 7 years. Outside of his advisory role, Karels serves as Treasurer and board member of the Northern Clay Center, a charitable foundation in Minneapolis. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a blend of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Dennis Fronning is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. His career includes roles at multiple organizations such as CHS, Lakes Area Co-op, Ashby Equity Association, John Walkup, and PFS Investments, Inc. He also serves as Board Chairman for Dalton Coop Creamery, overseeing the dissolution of the company. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Goodnow is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 designation. His prior work includes roles at the University of Minnesota Department of Physics and American Family Insurance. He is also the managing owner of Eternal Springs, 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 uses research-driven, diversification-based investment approaches and offers a range of brokerage and advisory solutions.

Mitchell Haber is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Thrivent and its predecessor firms since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and written recommendations on a broad range of financial topics without managing client assets directly.

Justin Horsch is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with several firms including Thrivent Financial, Concourse Financial Group Securities Inc, and Innovate Financial Inc, where he provides financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program options, overseeing more than $256 billion in assets.

Steven Blexrud is a financial advisor with LPL Financial in Edina, MN, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance, where he worked for over a decade. Outside of his advisory work, he owns Breakthrough Table, LLC, a coaching business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios and research from internal and third-party sources.