Chris Chandler is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anthony Zajac is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2005. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Edward Gwiazdon is a CFP® and Series 66-registered financial advisor with Ameriprise in Lake Elmo, MN, with 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2002. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, with a focus on assets held in Ameriprise-managed accounts.

Susan Franklin is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. She previously worked at Wells Fargo Clearing before joining RBC Capital Markets in 2018. Outside of her advisory role, she serves as a committee member on the Community Development Board for Northwest YMCA and is the treasurer of the Suburban Corvettes of Minnesota social club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs that incorporate discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Jonathan Ehresmann is a Series 66 licensed financial advisor with Ameriprise, based in Stillwater, MN, and has 11 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management from 2015 to 2024. Outside of his advisory role, Jonathan is active in music performance and teaching, performing with two bands and providing private guitar lessons. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team and utilizes proprietary research and tools to tailor retirement income solutions.

Daniel De St. Aubin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2013. Outside of his advisory role, he is involved in coaching youth athletes with the St. Croix Soccer Club. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides its services through structured planning processes supported by firm-approved tools and investment modeling.

Timothy Hennen is a financial advisor with LPL Financial in White Bear Lake, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at nVent, Open Access International Technology, and Border States Electric. Outside of his advisory role, he owns and operates an e-commerce website called Champion E-Comm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Daniel Chrzanowski is a Series 66–licensed financial advisor with Edward Jones in Forest Lake, MN, and has 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Tiernan Patrick Talbot is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Goldman Sachs and Endeavr Wealth Management. Outside of his advisory role, Talbot is involved in an online men’s clothing business and owns Reliable RAM, a home-based business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes offerings involving derivatives and commodities capabilities.

Jill Steenis is a CFP® professional with 19 years of experience in the financial industry, all with Edward Jones since 2007. She holds a Series 66 license and is based in New Richmond, WI. Outside of her advisory role, she is the owner of Grand Vista Properties, LLC, a rental business in Scottsdale, AZ. 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 solutions, supported by a nationwide network of more than 23,000 financial advisors and a comprehensive suite of affiliated financial services.

Holden Zinda is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 66 credential. He has one year of experience in the industry and previously worked in various roles outside financial services, including positions at U.S. Medical Supplies, Liberty University, Walmart, and other organizations. 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 annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Emma O'Brien is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her work history includes multiple roles both within and outside the financial sector, such as positions at Dick's Fresh Market, Walmart, and Park Tool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Bjorn Miller is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2013. He also has a longstanding role at Northwestern College beginning in 2010. Outside of his advisory work, Miller is a law service representative for North Oaks Legal Services, Inc. and operates a home-based business selling weekly planners on Amazon and eBay. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services network.

Andrew Mc Pherson is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 credential. He has one year of experience in the industry, joining Cambridge in 2025 after roles in education and healthcare sectors. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Colin Eral is a financial advisor at Edward Jones in Somerset, WI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Outreach Enterprises LLC and Royal Mechanical. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Paul Hennen is a financial advisor with LPL Financial, holding Series 63 and Series 65 certifications and bringing 44 years of industry experience. He has worked at LPL Financial since 2021 and maintains ownership in Financial Consulting Services, Inc. since 2012. His prior experience includes roles at Harbour Investments and National Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors using various strategies, including proprietary model portfolios and third-party management.

Christopher Henning is a financial advisor with OSAIC based in New Richmond, WI. He holds the ChFC® designation and has 28 years of industry experience, including 11 years at Woodbury Financial Services, Inc. Henning also serves as president of Christopher Henning Consulting Co., where he coaches individuals and their staff on technology use in financial practices. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation, portfolio optimization, and access to a broad range of investment programs and third-party managers.

Keith Maahs is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for six years and has been active as a licensed real estate agent with Coldwell Banker since 1981. In addition to his advisory role, he is involved in life insurance sales and real estate transactions. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Luke Opsahl is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Gaughan Companies, and U.S. Bancorp Investments. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party and proprietary strategies.

Ann Cirullo is a financial advisor with Merrill in Stillwater, MN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked at Merrill since 2013 and was previously associated with Morgan Stanley Smith Barney. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.