Joshua Campbell is a financial advisor with Edward Jones in Lakeland, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as an ambassador at Afton Alps/Vail Resorts, where he electronically scans lift tickets and season passes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jamia Erickson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been with Thrivent Financial since 2016. Outside of her advisory role, Erickson provides modeling services through Wehmann Models & Talent, Inc. and serves on the community steering committee for Faith! Fostering African-American Improvements in Total Health, focusing on health education and resource provision. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial planning without discretionary trading authority. The firm supports both one-time and ongoing planning engagements and integrates planning and managed-account options through its WealthPlan program.

William Ferguson is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Ameriprise and its related entities since 2012. Ferguson serves as Executive Treasurer and board member of the Imperial Court of Minnesota. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Wilkerson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he served in the United States Air Force and retired as a service member in 2025. 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 supported by research and analytics from Wells Fargo Investment Institute.

Ryan Leum is a financial advisor with LPL Financial based in Apple Valley, MN. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he has held positions at Wings Financial Credit Union and the Minnesota Vikings. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Amanda Morris is a Series 66-licensed financial advisor with Merrill in Minneapolis, MN, with two years of industry experience. Prior to joining Merrill, she worked at DS Erickson & Associates PLLC and has held various roles outside the financial industry, including positions at American Legion Post 620 and Vannelli's at the Post. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brady Solheid is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation. He has one year of experience at Ameriprise and previously worked in roles outside the financial advisory industry, including education and hospitality. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Salamzadeh is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has worked previously at North Star Resource Group and in tech sales roles. Outside of advisory work, he is also licensed as an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Larry Smith is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Smith has been with Wells Fargo Bank and its affiliates since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Cole Backstrom is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at Cetera Wealth Services, LLC since 2013 and serves as a financial professional managing the Novation Wealth Management team at Novation Credit Union. Additionally, he is involved in fixed insurance sales and participates in residential real estate analysis through a separate venture. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, with a multi-manager platform that incorporates both affiliated and third-party managers and supports a range of account structures and investment programs.

Stacey Ackerman is a CFP® professional with 13 years of industry experience, currently with Wells Fargo Clearing. She has worked within Wells Fargo Bank and Wells Fargo Clearing Services since 2005. She serves on the investment committee for the North Dakota State University Foundation, overseeing endowment asset management. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, offering both brokerage and advisory solutions.

Tanya Myers is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. Her previous roles include positions at The Vanguard Group, Charles Schwab, Morgan Stanley, and U.S. Bancorp Investments. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers services to individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through various advisory programs tailored to each client’s risk profile.

Timothy Ross is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes positions at Ameriprise Financial Services, Inc. from 2009 to 2020 and American Enterprise Investment Services Inc. since 2021. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Alyssa Bell is a CFP® professional with 13 years of experience in the financial services industry. She has worked at RBC Capital Markets since 2024, following roles at Ameriprise and UBS Financial Services. Her career includes periods spent as a homemaker. 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 a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Sandra Sanders is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 63 license and over 42 years of industry experience. She has worked with Piper Jaffray Inc. since 1981 and joined UBS Financial Services in 2006. Outside of her advisory work, she crochets purses for school and church boutiques and serves on the Youth and Children's Ministry Board at Holy Emmanuel Lutheran Church. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Adam Amys is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has held roles at firms including North Star Resource Group and Securian Financial Services. In addition to his advisory work, he is involved in fixed insurance sales and payroll operations for businesses outside the investment sector. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with various program options and investment authorities.

Chestine Hutchinson is a financial advisor with Ameriprise in Plymouth, MN, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income advice through a centralized consulting team.

Zachary Wilder is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at CIEE Barcelona, InformData, and the University of Wisconsin-Madison. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice focused on dependable income sources.

Matthew De Leon is a CFP® professional with 15 years of experience in financial advising. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Based in Plymouth, MN, he currently serves clients through Ameriprise. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports tailored to clients’ income planning needs.

Timothy Bruns is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2004. The firm serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations, offering various advisory programs that include portfolio management, financial planning, and brokerage services tailored to clients' risk profiles. RBC Wealth Management combines in-house and third-party investment managers and integrates capital-markets capabilities, alternative investments, and lending services in its offerings.