Kathleen Soberg is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Milissa Grimsbo is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing and BMO Bank NA. Outside of advising, she owns a trucking company and a separate business called Grim Ink. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jamie Carlson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked previously at Premier Marine, Cintas Corporation, and Target Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of managed strategies and affiliated investment products.

James Becker is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adam Maki is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, he serves as treasurer on the boards of the Northsky Road Association and Northsky Dock Association, and he is also a board member of the W.C. Heiam Medical Foundation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stefanie Swanson is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work experience in education and small business operations. 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 national network of advisors and branch offices.

Jessica Larson is a Series 66 registered financial advisor with Edward Jones in Delano, MN, where she has worked since 2020. She has five years of experience in the financial industry and previously worked for 15 years at Park Nicollet Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary advisory strategies and a range of affiliated investment products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.

Derek Sobota is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2023, he worked at Bank of America and Merrill. He is also a partner and associate financial advisor at Ikigai Operations LLC, a firm that supports the operations and management of his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and operates within a defined investment universe influenced by its affiliated product offerings.

Sandra Yeado is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 18 years of industry experience. She has been with Edward Jones since 2007. 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 nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Justin Rutar is a financial advisor at Osaic with 23 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 17 years. Outside of advisory services, he operates an independent insurance agency offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Zachary Pias is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 designation and with 2 years of industry experience. Prior to joining LPL Financial, he worked at Mitsubishi HC Capital America, Inc. and Hitachi Capital America Vendor Services. He operates under the DBA Pias Wealth Management for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support advisors and clients.

Timothy Lewis is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise and its affiliates since 2002. Outside of advising, he owns Rough Cutt Outdoors, an outdoors tournament fishing and guide service, and serves as a school board member for the St. Michael Albertville School District #885. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes collaboration between a centralized service team and financial advisors to deliver tailored recommendations within a structured investment framework.

Matthew Spiczka is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2023 and has been involved with MHS Companies since 2015. Outside of his advisory role, he provides insurance services through MHS Advisory Services and manages administrative tasks for a health insurance client with Thomas R Hokr and Associates. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and various managed account programs.

Colin Kemmis is a financial advisor with Edward Jones in Maple Grove, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he spent 15 years in education with Osseo Area Schools and six years with Wayzata Public Schools. Outside of his advisory role, he coaches youth soccer with Fusion MN Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing over $1 trillion in assets under management.

Matthew Finn is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2010. He holds a Series 66 license and is based in Elk River, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

Marie Henrichs is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. Her prior roles include positions at Financial Dimensions Group, Osaic Wealth (formerly Royal Alliance Associates), and Sagepoint Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, utilizing various portfolio strategies and technology tools.

Cole Gagnon is a financial advisor at Ameriprise with one year of industry experience. Before joining Ameriprise, he worked in education-related roles across various school districts and universities. He holds a Series 66 designation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with recommendations based on proprietary research and third-party data.

Matthew Germscheid is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services INC for 15 years. Outside of his advisory role, he serves as treasurer for the Northwest Alpine Ski Team, assisting with budget and tax matters. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization using various strategies and third-party managers.

Taylor Ripka is a financial advisor with LPL Financial, holding the CFP® designation and a Series 63 license, with 16 years of industry experience. He previously worked at Berthel Fisher & Company Planning, Inc. and Ameriprise, accumulating over a decade of experience before joining LPL Financial. Outside of his advisory role, he is involved with Taylor Insurance, focusing on life insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Bradley Shrader is a financial advisor with OSAIC in Maple Grove, MN, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Royal Alliance since 2012 and also operates Shrader and Associates, a sole proprietorship focused on the sales and maintenance of individual life insurance products and small group health insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money managers.