Dennis Dane is a financial advisor with Cetera, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services for three years. Outside of his advisory role, he manages a full-service CPA firm, Dane Tax Solutions, LLC, and serves as a trustee at Oak Grove Church, where he assists with financial reconciliation and budget formation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Maxwell Darrington is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at the University of Wisconsin - Eau Claire and held various positions in retail and education. 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 analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Connor Josephson is a financial advisor at Thrivent Investment Management in Edina, MN, holding a Series 66 designation. He has been with Thrivent and its related entities since 2022 and has experience working in educational and community organizations prior to his financial advisory role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning with options to combine it with managed-account services while keeping the two separate.

Nakita Kirchner is a financial advisor with Osaic Wealth, Inc. based in Minnetonka, MN. She holds the Series 66 designation and has three years of industry experience. Kirchner also serves as a board member for the US Palestinian Community Network in Minnesota, where she helps organize community and cultural events. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a range of investment vehicles and third-party solutions.

Christopher Brehmer is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation with 11 years of industry experience. He has been with Merrill since 2015. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Kayla Kuhlman is a Series 66-licensed financial advisor with Thrivent Investment Management in Minneapolis, MN, bringing three years of industry experience. She has worked at Thrivent since 2022 and has prior experience in educational roles at Divine Mercy Catholic School and Northfield Public School District. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across a variety of financial planning topics. The firm’s approach separates planning from implementation and managed-account services, with a focus on periodic review and advisor-delivered plan updates.

Jack Healy is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has worked at UBS since 2017 and was previously employed at BNC National Bank. 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 wealth management services with institutional trading capabilities and provides a broad range of capital markets services.

Seamus Ott is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Prime Therapeutics. Outside of finance, he serves as an assistant coach for a high school ultimate frisbee program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive goal-based planning across multiple areas, allowing clients to combine planning with managed-account services under a consolidated billing option.

Mark Joern is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he is involved in business ownership through Mark Joern, LLC and serves as co-owner of Scannell LLC, an Ameriprise franchise practice entity, as well as president of Minneapolis Wealth Advisors, LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Mark Daly is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Woodbury Financial Services Inc, Sandvold Financial Group, and Old National Bank. 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 offers a range of advisory and brokerage services with a broad platform that includes financial planning, model portfolios, third-party management, and institutional programs.

Jeffrey Erpelding is a financial advisor with LPL Financial in Coon Rapids, Minnesota. He holds the CFA®, PFS™, and Series 66 designations and has 25 years of industry experience. His career includes 15 years at both Trustone Financial Credit Union and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining a broad product offering with advanced operational and research tools.

Josh Miska is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services. He also serves in the Wisconsin Army National Guard. Outside of his advisory role, Miska manages operations at GT Financial Advisors, focusing on proposal creation, account paperwork, and client servicing. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and tools, supported by a complex platform structure involving multiple mergers and third-party commercial arrangements.

Nneka Constantino serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over two decades of experience in financial services, advising a diverse portfolio that includes institutions, nonprofit organizations, businesses, executives, and high-net-worth individuals. Her focus areas encompass employee benefits planning, institutional investment consulting, and wealth management strategies tailored to clients' specific goals and risk tolerances. Nneka holds a Bachelor's degree from Howard University and has pursued additional education in Japanese at Richmond College in Shizuoka, Japan, and Middlebury College. She holds several professional designations, including Certified 401(k) Professional, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Benefits Consultant. Fluent in English and Japanese, she collaborates with a team of specialists to provide clients with a broad range of financial products and services. Beyond her financial career, Nneka is actively involved in community service. She serves as a Girl Scouts Troop Leader and is a member of the Ordway Board of Directors. Her professional and community roles reflect a commitment to delivering client-focused financial guidance while engaging with the communities she serves.

Nathan Reineccius is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation. He has over 15 years of experience with Wells Fargo Bank and joined Wells Fargo Clearing in 2026. Outside of his advisory role, he has been involved in youth hockey organizations in Minnesota, serving as a general manager and evaluator for local hockey programs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory approach integrates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kevin Gardea Quinonez is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has prior work experience at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he worked for a year at Sports Star Photography. 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 that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Alexandra Ezaki is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2020. Outside of financial advising, she is employed part-time as a massage therapist. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Peter Zvanovec is a CFP® professional with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Securities America Inc. from 2009 to 2024. Outside of his advisory role, he is involved in insurance sales, assisting clients with coverage selection and carrier applications. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.

Marissa Agustin is a financial advisor with Cetera Wealth Services LLC in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. She has previously worked at Minnesota Life Insurance Co and Securian Financial Services Inc. Outside of her advisory role, she serves as a stage manager for a high school show choir and manages events in a high school auditorium. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, retirement services, and access to third-party managers, operating a multi-manager platform across diverse program structures.

Joel Spry is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Stephen Doyle is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services, Ameriprise Financial Services, and Merrill. Outside of his advisory role, he is involved in music creation, production, and promotion through his ownership of Bucket Exodus Publishing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with customizable portfolio management and integrates in-house and third-party investment resources.