Jaime Junker is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked with firms including Avantax and 1ST Global Advisors. Outside of his advisory work, Junker serves as Town Chairman in Forest, Wisconsin, overseeing local government functions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Kayla Dmowski is a financial advisor with Charles Schwab in Woodbury, MN, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Charles Schwab Bank, Erus Energy, and Tender Paw Pet Grooming. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Dana Sandborgh is a financial advisor with UBS Financial Services in Cottage Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Tobias Kaplan is a financial advisor with Thrivent Investment Management in Lake Elmo, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning without portfolio management, and supports integration with managed-account programs under a consolidated billing system called WealthPlan.

Samantha Witthoft is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she serves as Treasurer on the Board of Directors for the St Croix Select Volleyball Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Richard Nilsen is a financial advisor with Ameriprise in Lakeland, MN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Taube is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, delivering detailed, non-discretionary Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Caleb Barrett is a Series 66 licensed advisor with Ameriprise in Lake Elmo, MN, and has 11 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Thrivent Financial and Thrivent Investment Management Inc. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income and tax-aware withdrawal strategies.

Adam Laberda is a CFP® credentialed financial advisor with 12 years of industry experience, currently practicing at Ameriprise in Stillwater, MN. His previous roles include positions at The Huntington Investment Company, Allianz Life Financial Services, and Cetera Advisor Networks. Outside of finance, Laberda operates Life in Place LLC, a carpet cleaning business serving residential and commercial clients. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Russell Bertsch is a financial advisor with Primerica Advisors in Arden Hills, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he serves as a Ramsey County Election Judge from 2022 to 2025. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management primarily for individual investors rather than institutional clients.

Rhett Neuman is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2009, following an eight-year tenure at City National Bank. Outside of his advisory work, he assists his son with managing a family LLC involved in investment property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing a combination of in-house and third-party investment managers.

Conner Mars is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015, previously spending six years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers, leveraging its capital-markets capabilities and affiliated asset managers.

Vincent Lloyd is a financial advisor at Cetera with 16 years of industry experience. He holds the PFS™ designation and Series 66 license. His work history includes roles at Intuit and Avantax, alongside operating his own CPA practice providing accounting and tax advisory services. He also provides seasonal tax advice remotely for Intuit’s TurboTax customers. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and financial planning services.

Aaron Adams is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services from 2012 to 2024 before joining OSAIC and its affiliated entities. Outside of his advisory role, he works as a Door Dash delivery driver on weekends. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment process focused on asset allocation and portfolio optimization.

Todd Hyland is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he is a partner and lead trainer at Bell-2-Bell Technologies and co-owner of Serendipity by Design, LLC, a consulting business focused on improving client business processes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and maintains an operational model that includes tiered wrap fees and ongoing oversight of its investment offerings.

Jeffrey Hagen is a CFP® with 35 years of industry experience, currently affiliated with LPL Financial since 2005. He serves as Treasurer on the board of St Johns Home Corp, a for-profit entity in Stillwater, MN. Hagen also contributes to Producer's Insight by forwarding financial company advertising materials. 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, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Maria Sandoz is a Planning Consultant at Fidelity Investments, where she collaborates with advisors to assist clients in working toward their financial goals. She emphasizes an educational approach to creating comprehensive retirement and investment plans, aiming to tailor strategies to what is most important to each client. Maria's professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments since 2024. Prior to that, she was a Supervision Specialist Client Service Advisor at Cetera Advisor Networks LLC and a Business Operations Senior Analyst Client Service Advisor at Securian Financial Services. She began her career as a Financial Representative with New York Life Insurance Company. Maria holds a California Insurance License. Outside of her professional work, she enjoys cooking and baking, participating in family activities, fitness, exploring food, gardening, and spending time with pets.

Courtney Doerfler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has previously worked with Investment Centers of America, Inc. and has been associated with GWM Advisors, LLC for the past eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management solutions delivered through a large network of investment adviser representatives.

Daren Powers is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ credential along with Series 63 and Series 65 licenses. He has 28 years of industry experience and a background that includes long-term roles with Avantax Advisory Services and Avantax Investment Services. Powers is also a CPA and operates a tax preparation and accounting business, Daren J. Powers, CPA S.C. He is an investor in a software development company focused on fishing data logging and participates in managing a shared services company supporting financial advisors. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that supports a variety of investment strategies and program structures.

Sara Paradies is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. She has been with Thrivent Financial and its affiliates since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.