Charmaine Ouellette is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of her advisory role, she also works as a banquet server for FAB Weddings, 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 a combination of research, analytics, and diversification principles to evaluate investment options and offers both brokerage and advisory solutions.

Jenny Hetland is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Bonin is a financial advisor with Ameriprise in Savage, MN, holding a Series 66 designation and 18 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Connor Hassing is a financial advisor at Edward Jones in Inver Grove Heights, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked as a camera operator for the University of Minnesota Duluth Athletics Department. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,701 advisors.

Natalie Burns is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her career includes roles at LPL Financial since 2017, the National Planning Corporation from 2016 to 2017, and running Burns Brothers Financial Group since 2001. In addition to advising, she is a licensed independent insurance agent and self-employed tax preparer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Dale Skogstad is a financial advisor with LPL Financial, holding CFP® and CFA® designations and bringing 12 years of industry experience. His prior roles include positions at Brighton Jones, Marquette Wealth Management, CliftonLarsonAllen Wealth Advisors, and Dimensional Fund Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Nicholas Snow is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial since 2024. He has held positions at several firms including Sagepoint Financial, Third Street Advisors, and OSAIC. Outside of his advisory role, he has employment ties to SB Nation, VOX, and Alpha Dog Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advisor-facing technology.

Sarah Wells is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 63 designation and has worked at Cetera since 2014, with prior experience at Cetera Investment Services LLC and Citizens Independent Bank, where she also serves as a personal banker and back-up receptionist. In addition to her advisory role, she is involved as a wholesale member of a health and supplements company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Ryan Corbin is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In his role, he partners with clients to understand their financial situations and collaboratively develop strategies aimed at achieving financial comfort and protecting their important assets. Ryan has extensive experience in the financial services industry, having worked in various capacities at Fidelity Investments since 2013. Prior to his current role, he served as a Financial Consultant and Investment Representative at Fidelity. Before joining Fidelity, he was an Investment Representative at TopLine Investment Services from 2012 to 2013, and he held the position of Branch Manager, AVP at TCF National Bank from 2003 to 2012.

Anthony Rubin is a financial advisor with Wells Fargo Clearing in Bloomington, MN. He holds a Series 66 designation and has 11 years of industry experience, including over 10 years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. Rubin serves as Membership Committee Chairperson for the Association for Corporate Growth and is a member of the investment committee at Beth El Synagogue. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jordan Blank is a Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Jordan focuses on helping clients progress towards their financial goals by building relationships centered on trust, transparency, and education. Jordan has been with Fidelity Investments since 2022, serving in various capacities including Investment Consultant from 2023 to 2025, Relationship Manager in 2023, and Financial Representative from 2022 to 2023. This experience has provided Jordan with a comprehensive understanding of financial planning and investment strategies.

Susan Emerson is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 43 years of industry experience and has been with Ameriprise since 2009. Outside of her financial advisory role, she owns and operates a dog training business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm’s approach integrates research, modeling, and tax-efficient strategies, delivering tailored, non-discretionary recommendations through a centralized consulting team.

Patrick Morgan is a financial advisor with UBS Financial Services in Shakopee, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Morgan serves on the board of the Shakopee Soccer Association and participates on its finance and budget committee in a treasurer capacity. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor investment plans and offers services including fee-based financial planning, discretionary portfolio management, and distribution of alternative products.

Shane Meldahl is a financial advisor at Morgan Stanley with Series 66 credentials and less than one year of industry experience. Prior to joining Morgan Stanley, he worked briefly at MD Financial Advisors and has held various roles outside the financial sector, including positions in education and food service. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a range of investment services.

Michael Becker is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC since 2024 and previously worked at Securities America Advisors and Mutual of Omaha for over two decades. Becker volunteers on the Burnsville Chamber of Commerce Public Policy Committee and serves on the finance council at his church in Savage, MN. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate clients through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, retirement consulting, and access to third-party money managers, using various asset allocation tools and investment strategies.

Daniel Berg is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 license and seven years of industry experience. His prior roles include positions at various insurance carriers, Angela Granquist, Waddell & Reed Inc, and Collaborative Financial Group, LLC. Outside of his advisory work, he has a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Daniel Schlesinger is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2013 and City National Bank since 2019. Outside of advising, he has served on the finance committee of Forecast Public Art, a nonprofit connecting artists with community needs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs and employs both in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

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.

Ann Marie Wilson is a financial advisor at Thrivent Investment Management in Bloomington, MN, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Thrivent and its affiliated entity Thrivent Financial for Lutherans since 2002. Wilson serves as a board member of a charity focused on improving training for individuals with autism. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm emphasizes holistic, goal-based planning without discretionary trading authority and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Kit Leary is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial in 2017, Leary worked at Nationwide Securities LLC and has been involved with the McKenna Agency since 2015. Leary also serves as an active trustee of the Leary Family Investment Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.