Jon Jezierski is a financial advisor at Edward Jones in Andover, MN, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Patterson Companies, Inc. and Cargill, Inc. Outside of his advisory role, he manages a rental property. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors, with a broad national network of financial advisors and offices. The firm provides a range of investment strategies and affiliated services under a fiduciary standard.

Larissa Oliphant is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 63 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following eight years at Wells Fargo Clearing and ten years at Wells Fargo Bank, N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage, distribution, and investment management capabilities through a non-discretionary program supported by an in-house manager solutions team and a centralized due diligence framework.

Jennifer Conneran is a financial advisor with Cetera in Andover, MN, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at Concourse Financial Group Securities Inc and ProEquities, Inc. Outside of advisory work, she is a Strategic Sourcing Manager at Cirtec Medical, where she manages vendor contracts and indirect spending. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to various program structures through affiliated and third-party money managers.

Kristopher Wiege is a financial advisor with Ameriprise Financial Service, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise since 2002, including 15 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in business management at InnerBeauty Med Spa, Inc., which offers spa services and retail sales. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering comprehensive written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-based modeling to create tailored retirement income plans and offers a broad range of advisory, brokerage, and insurance solutions.

Steven Pukal is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he serves on the Board of Directors for the Giants Ridge Master Association and is involved with The Lodge at Giants Ridge HOA. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Kamanda Barber Ndama is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at US Bank before joining Ameriprise in 2018. Outside of her advisory role, she is a registered team member managing an advisory business under PASJ LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Joshua Mancell is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 20 years. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and a structured oversight process.

Grant Fossum is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 17 years of industry experience. He has worked at firms including Cetera and Voya Financial Advisors and currently serves as Director of Basketball Operations at Maranatha Christian Academy. 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 institutional platforms, with account management provided through a network of investment adviser representatives using various investment strategies.

Jacqueline Mjolhus is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory work, she serves as treasurer for the Northern Starz Theater Company and the Anoka High School Tennis Booster Club, and is a distributor for Young Living Essential Oils. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eric Rousslange is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. He has been with Wells Fargo Bank, N.A. since 2005. 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.

Julie Parks is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors nationwide.

Wendy Engen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 63 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she serves as the secretary of the Lakes of Blaine Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Alexander Mayrand is a CFP® professional with 22 years of industry experience, currently affiliated with Cetera. He has held various roles including Vice President at MRK Financial Solutions, Inc., and has over a decade of experience with Avantax entities. He also serves as Chief Investment Officer and Senior Advisor at TruPlan Financial Planners, where he focuses on financial planning and portfolio management. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Andrew Michaelides is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ic Advisory Services, Inc., The Investment Center, Inc., and Pinnacle Financial Solutions. Outside of his advisory role, he is employed with Pinnacle Financial Advisors, where he handles paperwork, filing, and appointments. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wade Schuknecht is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Investments. Wade also owns and operates Maple Grove Wealth Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, covering diverse planning areas such as retirement, education, and business-owner transitions.

Michelle Young is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 27 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is president and owner of MAY, Inc., manages a vacation rental business, and participates in several charitable organizations including the Ronald McDonald House Charities Investment Committee and TPC ROSE, a local women’s philanthropic group. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Raymond Messenbrink is a financial advisor with Ameriprise in St. Michael, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Amanda Johnson is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She specializes in long-term retirement cash-flow planning, risk management, tax-efficient investment strategies, and estate plan considerations. Amanda works closely with her clients, focusing on collaborative relationships to understand their unique goals and design personalized financial roadmaps. Her professional experience spans over a decade in the financial services industry. Prior to her current position, Amanda served as Vice President of Financial Planning and Financial Advisor at LGM Wealth Management - LPL Financial from 2021 to 2023. She has also held senior financial advisory roles at Secured Retirements and Lurie Wealth Management, as well as a private wealth management position at Integrated Equity Management. Early in her career, she worked as a Registered Representative at New England Financial. Outside of her professional life, Amanda enjoys concerts, cooking and baking, family activities, exploring food as a foodie, golf, and traveling.

Justin Prescott is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Advisory Services and Avantax Investment Services, and has experience as an independent insurance agent through Advisornet Insurance. Prescott is also president of TruPlan Financial Planners, a financial advisory firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Virgil Brenny is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services Inc. and National Planning Corporation. Brenny also operates ST CROIX WEALTH MANAGEMENT, an LLC providing securities services. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a wide range of advisory and brokerage services through a large network of affiliated advisors and multiple platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.