Trenton Fletcher is a Series 66 licensed financial advisor with LPL Financial in Maple Grove, MN, with one year of industry experience. Prior to joining LPL Financial, he held roles at Cetera and Cetera Wealth Services and currently serves as operations manager for ProWealth Financial, where he manages daily operations and oversees hiring and training. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services through a national network of representatives.

Jordan Shockley is a financial advisor with Ameriprise in Wayzata, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Lumitas Wealth Strategies and Wells Fargo, as well as experience outside finance at Best Oil Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Beth Johnson is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining MML Investors Services and MassMutual Life Insurance Co in 2025, she worked for the State of Minnesota Commerce Fraud Bureau from 2013 to 2021. Outside of her advisory role, she is involved in real estate through ownership of BDL Real Estate LLC and BDL Legacy LLC. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized services including divorce planning and estate settlement.

Amy Holewa is a financial advisor with LPL Financial, holding the CFP® and Series 63 designations and bringing 29 years of industry experience. She previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 15 years. Outside her advisory role, she is involved with Intentional Wealth LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and diverse investment strategies.

Zachary Johnston is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company. UBS Financial Services 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, utilizing proprietary research and model-based asset allocations to tailor solutions for clients.

Mike Stevenson currently serves as a Financial Consultant at Fidelity Investments, a role he has held since 2025. He previously worked as an Investment Consultant at the same firm from 2024 to 2025. In his current position, he collaborates closely with clients to develop comprehensive financial plans that align with their retirement goals. Mike and his team engage with individuals from diverse backgrounds, helping them create personalized strategies based on their unique circumstances. Their process focuses on understanding the client's priorities and guiding them toward effective ways to pursue their financial objectives. Outside of his professional responsibilities, Mike enjoys spending time at the beach, attending concerts, watching movies, following football, listening to music, and reading.

John Randolph is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at UBS Financial Services and City National Bank. He serves as a trustee on the board of Adirondack Mountain Reserve, a private club established over 100 years ago. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, and provides a range of portfolio management and financial planning services.

John Anderson, Jr. Jr. is a Private Wealth Advisor at Merrill Private Wealth Management and co-leader of the Anderson Winberg Group. He works with a select group of families and businesses across the United States, focusing on relationship management, strategic team initiatives, and business development. His practice primarily serves early employees, founders, and finance teams of high-growth startups, entrepreneurs, and multigenerational families navigating liquidity events and transitions, including those related to public markets and multigenerational family wealth. John and his team integrate Environmental, Social, and Governance (ESG) focused investments into their services and prioritize asking meaningful questions to define clients' goals while collaborating with trusted advisors such as CPAs and attorneys. Their experience includes wealth management, professional portfolio management, business succession planning, retirement planning, lending, structured products, pre-IPO planning, and insurance. He holds a Bachelor's degree from the University of Colorado System and has earned the CERTIFIED FINANCIAL PLANNER® certification, as well as the Certified Exit Planning Advisor (CEPA) and Chartered Socially Responsible Investment Counselor™ (CSRIC) designations. John is proficient in both English and Spanish. In his free time, he enjoys adventure sports, fishing, golfing, skiing, and spending time with his family.

John Overson is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 22 years with SII Investments, Inc. He has also operated Overson Financial Services since 1977. Outside of advisory roles, he is a licensed insurance agent and provides tax preparation services through Overson Financial Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources while providing both discretionary and non-discretionary management options.

Cynthia Pikala is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds a Series 63 designation and has been with UBS since 2013. Based in Minneapolis, MN, her career includes over a decade advising clients through a major financial institution. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored investment solutions.

Sophia Skidmore is a financial advisor at Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 66 registrations with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at The Vanguard Group and has experience in public defense and nonprofit sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Joseph Fleming is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes nine years at RBC Capital Markets Corporation and three years at Ameriprise Financial Services Inc before joining Ameriprise in 2020. He serves on the Board of Directors for Twin Cities PBS, a nonprofit organization. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation and advisory oversight to deliver tailored retirement income strategies.

Bindi Swammi is a financial advisor at UBS Financial Services with 26 years of industry experience. He previously worked at Ameriprise Financial Services LLC for 16 years before joining UBS in 2022. Outside of his advisory role, he serves as adjunct faculty at Mitchell Hamline School of Law and is a board member of Advocates for Human Rights. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

Brody Hardacre is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Polaris Industries Inc., LUNR Capital Inc., and the University of Minnesota. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Reed Hagberg is a financial advisor with Charles Schwab holding a Series 66 designation and 20 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and New York Life Insurance Company. Outside of his advisory work, he serves on the board of directors and finance committee for the YMCA in Northfield, MN, and officiates men’s league basketball games for the Northfield Community Education Center. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investment onboarding process.

Brendan Kauls is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works directly with clients to develop personalized investment strategies aligned with their individual financial goals. He provides ongoing investment advice and offers access to Bank of America's banking and lending services. Brendan's areas of focus include education planning, employee benefits planning, legacy planning, managing new wealth, portfolio management services, small business strategies, sports and entertainment, individual and corporate investment strategies, tax minimization, and retirement income. His approach centers on understanding what matters most to clients and creating strategies to help them pursue their financial objectives. He holds a Bachelor's Degree from Saint Olaf College and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Brendan is also involved in community service through Habitat for Humanity. In his personal time, he enjoys sports such as basketball, fishing, football, golfing, hunting, ice hockey, running, and soccer.

Hannah Hennen is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, with prior experience at Wells Fargo and involvement in the Minnesota Section of the Professional Golf Association. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service aimed at individuals with substantial investable assets, providing written recommendations that incorporate research, modeling, and tax-efficiency analysis.

Christina Huggar is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. She has worked at RBC Capital Markets since 2019 and previously at Merrill from 2016 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and integrates multiple in-house and third-party managers to implement client portfolios.

Andrew Miller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 65 and Series 63 licenses with four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities LLC, and JPMorgan Chase Bank N.A. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple topics, with options to combine planning and managed-account services while maintaining separate engagements.

Deanna Pohl is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 20 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.