John Hinz is a CFP® with 48 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. He has previously worked at Summit Brokerage Services and Summit Financial Group, and he has operated JR Hinz and Associates since 1991. Outside of his advisory work, he serves as president of JR Hinz & Associates Inc., an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, nonprofits, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform solutions.

Ryan Mead is a CFP® with three years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Avantax Advisory Services and Northwestern Mutual, as well as involvement with MRK Financial Solutions. Outside of his advisory work, he has tax preparation experience and held a position with Rustic Roots Winery, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports over 10,000 advisors managing more than $256 billion in assets across various program structures and strategies.

David Rasmussen is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Rasmussen has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”

Volha Siamionava is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience and holds a Series 66 designation. She has previously worked at PFK Financial Services Inc. and TCF Bank, among other firms. Outside of her advisory role, she serves as a financial advisor at PFK Financial Services, providing client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goal-setting, with specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Steven Brandt is a CFP®-designated financial advisor with Ameriprise, based in Independence, MN, and has 23 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of advising, he is involved in Brandt Farms, a family business producing firewood, eggs, and produce, and serves as Vice President on the Lions Volleyball Booster Board. He also participates in a leadership advisory group for CrossFit SISU. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Todd Songstad is a financial advisor with LPL Financial based in St Michael, MN. He holds a Series 63 designation and has 26 years of industry experience, including over 21 years with LPL Financial. Outside of his advisory work, he is employed as a package handler at FedEx. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a national network of representatives, offering both discretionary and non-discretionary management supported by research and model portfolios.

Justin Baker is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and over 25 years of industry experience. He has worked at RBC Capital Markets since 2008 and is currently also associated with City National Bank. Outside of his advisory role, he serves as a coach and board member for the North Branch Wrestling Association, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Andrew Schelitzche is a financial advisor with LPL Financial in Maple Grove, MN, holding the CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Waddell & Reed, Manifest Wealth Management, and his own firm, Schelitzche Group Inc. Schelitzche has also been involved in investment-related business activities through Schelitzche Group, Inc. and formerly with ZZ Properties LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Christi Carner is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning through its network of Financial Advisors and specialized planning groups. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market models.

Brian Cox is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he serves as Treasurer for the hedge fund Northern DKE. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Michael Theilmann is a financial advisor at UBS Financial Services with 16 years of industry experience. He has been with UBS since 2009 and holds a Series 66 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Thomas Prideaux is a financial advisor with Cetera, holding a Series 63 designation and over 27 years of industry experience. His career includes roles at Cetera Wealth Services, Voya Financial Advisors, and leadership of his own firm, Prideaux Agency Inc. He also serves as president of Lincoln Wealth Management and holds several board positions in homeowners associations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Jayme Kruse is a financial advisor at Edward Jones in Osseo, Minnesota, holding CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, Jayme worked at Kruse Law Firm, PLLC for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a network of approximately 23,701 advisors nationwide. The firm manages about $1.01 trillion in assets and provides a variety of affiliated offerings including mutual funds, tax-efficient services, and securities-based lending.

Shane Schiavo is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors. Outside of his advisory role, he serves as the secretary for The Donegal Neighborhood HOA Board. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

Brian Kujawa is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Northland Securities and Cetera Investment Services. 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 advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Michael Thorn is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 designation and with 13 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2017. Outside of his advisory role, he coaches youth wrestling through community education programs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing a range of investment managers and programs.

Britta Sorensen is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2014 and at Bank of America, N.A. since 2023. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Osborne is a financial advisor with Edward Jones in Anoka, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in mortgage finance and education roles and has been a band member for a local cover band, The Low Down, since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Trisha Qualy is a CFP® with 12 years of industry experience, currently serving as an advisor at OSAIC since 2019. She also holds managing partner and certified financial planner positions at Affiliated Advisors and Financially Fluent Advisors, respectively. Outside of her advisory roles, she serves as a successor trustee and successor agent for a family trust. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk-tolerance assessments, and multiple investment platforms.

Aaron Barber is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network since 2009. Barber is also a principal and trustee of Barber Financial Inc., where he maintains a significant ownership interest and manages investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through client meetings and written summaries.