Nduba Namoonde is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Cetera Wealth Services, LLC since 2013. Prior to that, he was with AdvisorNet Financial for 26 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various program options including model portfolios and direct indexing.

Igor Shevchenko is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Plymouth, MN, and has two years of industry experience. He has held roles within Thrivent Financial and its investment management division since 2021. Outside of finance, he was involved with South Central Minnesota Youth For Christ-Prairie River Camp from 2021 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. These services include goal-based financial planning across a range of topics without discretionary trading authority and can be combined with managed-account programs under a consolidated billing arrangement.

Todd Hanneman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, D.A. Davidson & Co., and Piper Jaffray & Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition, sports and entertainment, and special-needs analysis.

Cory Dickison is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and E*Trade Securities. His current role at J.P. Morgan Securities began in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Angela Kiefer is a financial advisor with RBC Capital Markets in Wayzata, MN, holding CFP®, Series 63, and Series 65 designations and 41 years of industry experience. She has worked at RBC Capital Markets since 2011 and previously at City National Bank. Angela is also a notary public in Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and custody services.

James Haugen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024. Prior to his advisory role, he had various engagements including time at St. Olaf College and Kinneberg Management Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

David Scott is a financial advisor at LPL Enterprise with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Edward Jones, Ameriprise, and Farm Boy Enterprises, where he was also a business owner. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities services.

Joseph Delmonico is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, emphasizing structured financial planning and tailored investment solutions. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and Corporate Financial Planning agreements.

Amy O'Keefe is a financial advisor with LPL Financial in Minnetonka, MN, holding a Series 63 license and bringing 21 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she is involved with Wealth Strategies, a DBA for LPL business. 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 investment adviser representatives.

Elizabeth Larson is a financial advisor with Ameriprise, holding a Series 63 designation and 16 years of industry experience. She has worked at Ameriprise and its affiliate since 2010. Outside of her advisory role, she serves as a paraplanner and office manager for Lang, Hinz & Associates through Advisors Professional Services, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Arlen Stern II is a CFP® professional with 18 years of industry experience, currently serving at Ameriprise in Minnetonka, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on providing written recommendations and ongoing retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Matthew Germscheid is a financial advisor at OSAIC with 21 years of industry experience. He previously worked at Woodbury Financial Services Inc. for 15 years before joining OSAIC in 2024. Germscheid holds a Series 66 designation and is also the owner of Solid Ground Wealth Management, a partnership formed through a recent business name change. Outside of his advisory work, he serves as treasurer for the Northwest Alpine Ski Team, a club his children participate in. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated financial services and employs various portfolio construction and management tools, providing access to diverse investment options and third-party managed account solutions.

Barbara Mcfee Peisert is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. She has previously worked with Voya Financial Advisors and serves as Chief Compliance Officer at McFee Financial Group. In addition to her advisory roles, she is the Treasurer of the Financial Planning Association of Minnesota and holds a volunteer finance director position with the Alpha Omicron Pi fraternity. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform combining model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary programs.

Joseph Hanson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, and Merrill. He serves as a board member and investment committee member for True Friends, a nonprofit focused on health and welfare for children and youth. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive asset management.

Donna Bailey is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Bailey serves as a board member overseeing Midwest chapters for the National Association of Stock Plan Professionals. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial services including estate planning and corporate financial planning agreements.

Amy Geissler is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2016. Merrill, together 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 strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Taylor Ripka is a financial advisor with LPL Financial, holding the CFP® designation and a Series 63 license, with 16 years of industry experience. He previously worked at Berthel Fisher & Company Planning, Inc. and Ameriprise, accumulating over a decade of experience before joining LPL Financial. Outside of his advisory role, he is involved with Taylor Insurance, focusing on life insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Caleb Quenzer is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor client plans.

John Hatton is a Series 66 licensed financial advisor with Wells Fargo Advisors in Wayzata, MN, with three years of industry experience. Before joining Wells Fargo Advisors in 2026, he worked at UBS Financial Services for four years and has held various roles including positions with the St. Louis Blues and Saint Mary's University of Minnesota. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, delivering these through client meetings and summary letters.

Bradley Shrader is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Royal Alliance since 2012. Outside of advisory work, he operates a sole proprietorship focused on the sales and maintenance of individual life insurance products and small group health insurance. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.