Colleen Mcgraw is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Ameriprise and Ameriprise Financial Services, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Samuel Johnson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He joined Thrivent in 2025 and previously spent 13 years at Concordia University, St. Paul. Outside of advising, he serves on Concordia University’s Kinesiology Dissertation Committee, providing feedback and guidance on student research. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan” while keeping services separate.

Michael Droddy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and business owners, particularly those in their prime working years, focusing on areas such as divorce transition planning, institutional and corporate benefit services, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Michael holds a Bachelor's degree in finance and marketing from Iowa State University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill in 2015, he worked for MML Investor Services. Based in Saint Paul, MN, Michael enjoys spending time with his wife, Emily, and their son. His personal interests include baseball, basketball, cooking, football, gardening, golfing, music, singing, traveling, and spending time with his family. Michael believes in developing financial strategies tailored to each client's vision and goals, drawing on the resources of Merrill and Bank of America to address a wide range of financial needs.

Bradley Kustermann is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Wells Fargo Clearing and Edward Jones. He is involved in two financial advising firms, Bradley Kustermann LLC and Freedom Wealth Management LLC, based in Coon Rapids, MN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with planning engagements generally structured as discrete projects rather than ongoing advisory relationships.

Carrie Anton is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Focus Financial Network Inc and Royal Alliance Associates. Outside of her advisory work, she owns a sole proprietorship focused on blogging about ways to alleviate trauma response and illnesses related to long-term stress. OSAIC is a wealth management firm that serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. Its investment approach emphasizes model-based asset allocation and portfolio optimization supported by a range of tools and strategies, including discretionary management and third-party managers.

Connie Dullum is a Senior Consultant at Merrill Lynch Wealth Management, where she serves as a business manager for the Kauls Group. In this capacity, she focuses on supporting the operational efficiency of the practice and works with clients on the lending side, offering securities-based lending, mortgages, and home equity lines of credit through Bank of America, N.A. Her client focus areas include personal retirement planning, women and wealth, and retirement income. Connie began her career at Merrill in 1992, initially working as a Client Associate and later holding management positions before returning to the Kauls Group. She holds a Bachelor’s degree from the University of North Dakota and an MBA in finance from the University of St. Thomas, St. Paul, MN. Connie is also a Personal Investment Advisor (PIA) and a member of TeamWomen MN. Outside of her professional role, Connie is involved with Habitat for Humanity and Grace Church in Eden Prairie. She lives in Minnetonka with her husband and teenage daughter, and her personal interests include biking, cooking, running, and spending time with her family.

Steven Backoff is a financial advisor with Wells Fargo Advisors in Minneapolis, MN, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Focus Financial and Royal Alliance Associates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to deliver tailored recommendations.

Agustin Garcia is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His work history includes roles at TD Ameritrade, Tastytrade Inc., and Bank of America Merrill Lynch. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Jackson Mc Clain is a financial advisor at Ameriprise Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and State Farm. Outside of finance, he worked for YUM! Kitchen and Bakery during his earlier career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Alana Fermoyle is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has served as an independent contractor arbitrator for FINRA arbitration panels since 2015. Her career includes long-term roles at Raymond James Financial Services Advisory, Inc. and RAYMOND JAMES FINANCIAL SERVICES, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and also maintains unique affiliations and specialized advisory programs.

Robert Gebhard is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995 and was previously involved with Storycraft from 1990 to 2021. Outside of advisory work, he participates in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors is a large-scale firm serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm utilizes model-delivery strategies created by unaffiliated asset managers and offers discretionary separately managed accounts, with trade execution and custody supported by BNY Mellon Advisors and Pershing.

Julie Schmiel is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Rebecca Baron is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential and four years of industry experience. Prior to joining RBC Capital Markets, she worked at Ameriprise Financial Services and DST Systems. In addition to her advisory role, she works as a certified hospital pharmacy technician at Park Nicollet Methodist Hospital. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and brokerage services using a combination of in-house and third-party investment managers.

Jose Perezgonzalez is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 65 and Series 63 licenses and has seven years of industry experience, all with Wells Fargo. Prior to his current role, he has been associated with Wells Fargo Bank, NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. 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 sources.

Austin Shabaz is a financial advisor at Cetera with a Series 66 designation. He has held various roles since 2016, including positions in education and fitness, before joining Cetera and affiliated firms in 2025. His experience includes work at University of Wisconsin Oshkosh, Life Time Fitness, and Summit Auto Restoration. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of third-party managers through a multi-manager platform.

Scott Eckart is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 13 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2013. 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 analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Danielle Faison is a financial advisor with OSAIC based in Roseville, MN, holding Series 65 and Series 63 licenses and 15 years of industry experience. Her prior roles include positions at Royal Alliance Associates, LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and Ameriprise. She is also involved in insurance brokerage through Benestar Financial, providing insurance sales and service for various carriers. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk management across a range of programs and platforms.

Jacob Brumbach is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Brumbach also serves in the U.S. Navy, where he has been active since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning on a one-time or ongoing basis without portfolio management or discretionary trading authority. The firm emphasizes goal-based analyses and allows clients to integrate planning with managed accounts under a consolidated billing option.

Joseph D. Loftus is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

James Rogers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo since 2016 and also has experience at Delta Global Services beginning in 2014. Outside of his advisory role, he co-owns Transformation Services LLC, a property maintenance business. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.