Michelle Lee Tverberg is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elicasith You is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has a background that includes eighteen years at TEKsystems before joining Thrivent in 2023. 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 planning and offers integrated planning and managed-account options while maintaining separate advisory services.

Samuel Pond is a Series 66–licensed advisor with Thrivent Investment Management and has three years of industry experience. Prior to his current role, he held engineering positions at firms including Eckersley O'Callaghan and Enclos. Outside of finance, he works as a facade engineer providing consulting services and also serves as an on-track riding coach for a motorcycle training school. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas without discretionary trading authority. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining separate service structures.

Vernon Syverson is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds the Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kurt Sharp is a financial advisor with Ameriprise in Jordan, MN, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA before joining Ameriprise in 2020. He serves as Treasurer on the Board of Directors for Trinity Lutheran Church Council. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Theresa Ferrise is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 16 years of industry experience. Her prior positions include roles at Waddell & Reed, Thrivent Investment Management, and Multi Capital Funding. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and specialized programs supported by LPL Research and third-party subadvisors.

Matthew Kleffman is a financial advisor with Edward Jones in Savage, MN, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Lori Hoefener is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Saint Paul, MN. She has 20 years of industry experience, including more than a decade with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she holds power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

David Hoppe is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2008. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized custody, and a distinctive operational structure.

Lindsey Haefemeyer is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the ChFC® designation and the Series 66 license. Lindsey has worked at Cambridge Investment Research Advisors since 2018 and has prior experience with Wells Fargo Securities, LLC. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Charles Leaf is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Engage Research and Life Time Inc., and has a background that includes full-time studies and work at Fieldwork Minneapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Mohammed Darwish is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Spire Credit Union and Wells Fargo. 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 strategies for a range of individual and institutional clients.

Kenneth Brown is a financial advisor with Raymond James Financial in Bloomington, MN, holding a Series 63 designation and 45 years of industry experience. His career includes roles at McNellis, Brown & Asato, Inc., Newman Financial Long Term Care, and Park Avenue United Methodist Church. Outside of his advisory work, he is the CEO of K. L. Brown & Associates, Ltd., a Minnesota corporation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical and risk-profiling tools and supports municipal and public finance clients through its affiliation with a municipal advisor.

Tiffany Bell is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at the Saint Paul Conservatory for Performing Artists and the Minnesota Waldorf School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Michael Shinnick is a CFP® professional with 27 years of experience in the financial industry. He has been with Charles Schwab since 1999 and has served at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Jacob Pleschourt is a financial advisor with LPL Financial in Eagan, MN, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and short-term engagements with Derek Iverson and Jessica Schulberg. He was involved with the Lakeville South Baseball Association for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Brett Kasak is a financial advisor with LPL Financial in Lakeville, MN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked at U.S. Bancorp Investments, Inc. for 23 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved in a small home-based non-investment business selling cards. 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, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Karen Groves is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment services separate.

Jason Sisam is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked with Christian Family Church and Life Church of Eden Prairie. Outside of his advisory role, he coaches writers and authors on publishing their books. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad asset spectrum. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors.

Steven Madden is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and has spent 11 years working at Morgan Stanley Private Bank, N.A. Madden 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 broad range of advisory programs, including tailored financial planning supported by a structured discovery process and firm-approved tools.