Thomas Wood is a financial advisor at Edward Jones in Shakopee, MN, with seven years of industry experience. He has held his current role since 2018 and previously worked at SUPERVALU, Inc. from 2014 to 2018. Wood holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.

Paul Hofslien is a CFP® professional affiliated with Raymond James Financial, with 32 years of industry experience. He has been with Raymond James Financial Services since 2008. Outside of his advisory work, he owns and operates a farming business and serves as treasurer and board member for the Prior Lake Rotary Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation through various advisory programs and technology-driven solutions.

Maria Taylor is a financial advisor with Edward Jones in Eden Prairie, MN, holding CFP® and Series 66 designations. She has eight years of industry experience, all of which has been with Edward Jones since 2018, following a two-year period out of the workforce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Leslie Joon is a financial advisor at Fidelity with 13 years of industry experience. They hold Series 63 and Series 65 licenses and have worked in various roles within Fidelity since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

James Wright is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, serving clients from the Los Angeles, California and Minneapolis, Minnesota offices. He has been with Merrill Lynch since 1997 and specializes in providing customized financial advice across various domains. His expertise includes retirement planning, corporate stock options, 10(b)5-1 plans, concentrated stock positions, alternative investments, estate-planning issues, and money management. He also focuses on executive and corporate services such as qualified and non-qualified retirement plans, ESOPs, ESPPs, Defined Benefit Institutional Consulting, and liability management for both corporations and individuals. James holds a Bachelor's Degree from the University of North Dakota and holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He emphasizes understanding each client's specific needs and biases to develop fitting financial strategies and delivers personalized advice supported by access to specialized investment services.

Ian Mc Cready Flora is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent ten years at the University of Virginia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Adam Phillipich is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He previously worked at Axa Advisors, LLC for 11 years before joining Cambridge Investment Research in 2020. Outside of his advisory work, he serves as chairperson of the Bloomington Chamber of Commerce's Bloomington Future Leaders Steering Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement advisory services through independent financial professionals utilizing a range of portfolio management strategies and platform arrangements.

William Beardmore is a financial advisor with J.P. Morgan Securities in Chaska, MN, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Prudential Financial, and several other financial firms. Beardmore has also worked with the Lafayette Catholic School System and the Diocese of Lafayette-in-Indiana. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas Sodahl is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Bank of America, Sysco Foodservice, and Apple American Group. He has also worked briefly in the restaurant industry. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Jason Eide is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. He holds the Series 63 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, risk management, and specialized services that require specific credentials.

Jessica Hess is a financial advisor at Thrivent Investment Management with three years of industry experience. She previously worked at the Leclair Group and has a background as an athletic trainer at Ridgeview, a regional hospital where she provided emergency care and sports medicine services. Hess holds a Series 66 designation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic analyses across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Lester Bolstad III is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2000. He also conducts annuity sales continuing education training as a monthly speaker. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research with fiduciary financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management solutions.

Karl Pawlowski is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he has involvement in commercial real estate business ownership in Shakopee, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-based modeling and tax-efficient strategies to generate personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Thomas Tollefson is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He has been with Cambridge since 2011 and holds a Series 66 designation. Outside of his role at Cambridge, he serves as president of CPHASE Financial, an investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various platform arrangements and both proprietary and third-party strategies.

Jason Hombach is a financial advisor with Edward Jones in Jordan, MN, holding a Series 66 designation and 19 years of industry experience. He 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 and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stephen Soderstrom is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he manages Soderstrom & Associates, LLC, a business related to his advisory work. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, with a centralized team supporting advisors in preparing personalized retirement income strategies.

Graham Kuehner is a Series 66-licensed financial advisor with Ameriprise in New Prague, MN, where he has worked since 2017. He has seven years of industry experience, including six years at Coca-Cola Bottling Company United prior to joining Ameriprise. Outside of his advisory role, he serves on the board of the New Prague Golf Course and participates in the Girls Hockey Development Committee, which focuses on player and coach development. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ross Thorfinnson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and has held concurrent roles at Everbank, Cambridge Investment Research, Inc., and Spectrum Financial Group, Inc. Outside of his advisory work, he is active in community service as a board member and treasurer of multiple Lions Club chapters and serves on the board of Can Do Canines, a volunteer organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a range of portfolio management strategies and custody platforms.

Joseph La Rue is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked previously at Baird, RBC Capital Markets, and Cambria. In addition to his advisory role, he is a registered team member managing an advisory business at BDLR Group, Inc. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Bird is a financial advisor with LPL Financial based in Eden Prairie, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Integrated, Inc. Wealth Advisors, CliftonLarsonAllen Wealth Advisors, Nuveen Asset Management, and Pentair plc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.