David Kloster is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and written recommendations across various financial topics. The firm’s planning services are separate from managed-account programs and do not include discretionary trading authority.

Aaron Raskin is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with six years of industry experience. Prior to joining UBS in 2020, he worked at Grant Thornton LLP from 2018 to 2020 and completed full-time education from 2010 to 2018. He serves on the board of Jewfolk, Inc., a nonprofit focused on promoting Jewish activities and organizations in Minneapolis, where he assists with budgeting and financial oversight. 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 utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Lisa Byrne is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services, City National Bank, and RBC Capital Markets. Outside of her advisory work, Byrne is involved in community activities including founding divorce workshops and serving on the boards of a women’s empowerment organization and an animal rescue. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized portfolio management and financial planning services. The firm utilizes a range of in-house and third-party investment managers and offers tailored strategies based on clients’ risk profiles.

Sailaja Nambury is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. She has worked with Wells Fargo since 1999, including 10 years at Wells Fargo Clearing. 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 extensive research and analytics.

Adam Grantham is a financial advisor with LPL Financial based in Maple Grove, MN, holding CFP® and ChFC® designations and with 17 years of industry experience. His prior experience includes roles at Associated Bank, TIAA-CREF, Waddell & Reed, and various insurance carriers. He is involved with The Grantham Group, INC, a business entity for tax and investment purposes unrelated to his advisory work. 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 model portfolio programs, with an emphasis on scale and a broad platform that integrates advisory and non-advisory financial activities.

Gregory Peterson is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. He is also involved in a trust-related business activity outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Nicholas Olson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and four years of industry experience. His career includes roles at Guaranteed Rate, State Farm, Northwestern Mutual, and two periods at the University of Wisconsin River Falls. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs combining discretionary and non-discretionary portfolio management with tailored investment strategies implemented through in-house and third-party managers.

Theodore Zawadski is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he engages in retail sales by selling items online on platforms such as eBay. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Kyler Harder is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Mass Mutual and its affiliated insurance company since 2012. Outside of his advisory role, he owns and manages businesses involved in equipment rentals and aircraft leasing. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced software tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Jason Vogel is a financial advisor with Ameriprise in Ham Lake, MN, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2007 and is currently involved with American Enterprise Investment Services Inc. Outside of his advisory role, Vogel is employed with Roseville Youth Hockey, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Caroline Ward is a Private Wealth Advisor and partner with Broughton Ward, a team within Merrill Private Wealth Management that has served families and institutions for over 40 years. She collaborates with early-stage employees and founders, executives, families, and institutions across the country on a variety of financial needs, including equity compensation planning, liquidity strategies, portfolio management, wealth and estate strategies, and banking and lending services. Caroline's approach focuses on simplifying complex financial situations and guiding clients to realize what their wealth can achieve, grounded in the team's core values of humility, intellectual honesty, and empathy. Caroline began her career in financial services in 2016, bringing prior experience as an institutional investment professional at Artisan Partners and Travelers Insurance, where she contributed to managing a $70 billion fixed income portfolio. She holds an MBA in Finance from the UCLA Anderson School of Management and a Bachelor of Arts from Claremont McKenna College, where she co-captained the women's tennis team and was a seven-time NCAA All-American. Caroline is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the CFA Society of Minnesota. Residing in Northeast Minneapolis with her husband and their rescue cat, Caroline spends her free time engaged in activities such as yoga, cooking, exploring local restaurants, and spending time with family and friends.

Matthew Anderson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and over 20 years of industry experience. He has been with Thrivent Investment Management since 2005 and with THRIVENT Financial since 2010. 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 analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Jolene Moody is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at RBC Capital Markets from 2014 to 2023 and again starting in 2025, as well as positions at US Bank and the Metropolitan Council of the Twin Cities. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to each client’s risk profile.

Anais Prado is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and possessing eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and has worked at Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and supports clients with research-driven strategies and a range of financial products through its affiliates.

Joshua Mattson is a CFP® and holds a Series 66 license with six years of experience at Edward Jones and a prior six years at Kerr Corporation. He is based in New Brighton, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jennifer Linder is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with 14 years of industry experience. She has been with RBC Capital Markets since 2010. 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 portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Paul Poydras is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2012 in various capacities. Outside of his advisory role, he owns and operates a trucking business and works as a security guard. 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 provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Randall Thiel is a financial advisor with Cetera, holding a Series 63 designation and bringing 27 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and is also associated with Mill City Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement diverse investment strategies under different program structures.

Todd Stangeland is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His background includes roles at AmerLife, LLC dba Sterlingbridge Insurance Agency, Small Business Insurance Agency, and Cetera Wealth Services. Outside of advisory work, he serves as a trustee and power of attorney for his mother’s estate. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering various discretionary and non-discretionary investment program options.

Layne Quam is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, he held positions with RH, Sportsdigita, and several other firms. Outside of his advisory role, Quam performs as a paid drummer for religious organizations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.