Amy Ferguson is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She previously worked at Wunderman Thompson for 18 years before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyson Lybeck is a CFP® professional based in New Richmond, WI, affiliated with Edward Jones. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terence Fletcher is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial for 19 years. Fletcher is also president of Fletcher Financial, Inc., a business focused on selling fixed insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and other resources to construct portfolios across multiple asset classes, managing accounts both discretionarily and non-discretionarily.

Ryan Lewis is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial. His prior work includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Douglas Bostrom Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been associated with LPL Enterprise since 2024 and previously worked with Pruco Securities, LLC and Prudential Insurance Company of America. Bostrom also operates the Bostrom Group Financial Advisory & Insurance Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to a range of brokerage and insurance products.

Maria Russell is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2022. Her prior experience includes roles at Wells Fargo Clearing Services, Gradient Securities, RIA Registrar, and RBC Capital Markets. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evan Bostrom is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved with Trout Lake Camps for six years and previously worked for the Hudson School District. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides a range of advisory and brokerage services supported by its integrated platform and access to model portfolios, third-party asset management, and insurance products.

Luke Meier is a financial advisor with Ameriprise in Hudson, WI, holding Series 63 and Series 66 credentials and with 15 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he is a co-owner of a non-investment-related business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Josh Miska is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services. He also serves in the Wisconsin Army National Guard. Outside of his advisory role, Miska manages operations at GT Financial Advisors, focusing on proposal creation, account paperwork, and client servicing. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and tools, supported by a complex platform structure involving multiple mergers and third-party commercial arrangements.

Jason Bennett is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. He worked at SII Investments, Inc. for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Tyler Westphal is a CFP® professional with 11 years of experience in financial advising. He is currently with Raymond James Financial and has previously worked at Charles Schwab and Northwestern Mutual. Outside of his advisory role, he is involved as CEO of STP Ventures LLC and managing partner of UAM Stillwater LLC, both non-investment-related businesses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized municipal and SIMPLE IRA consulting programs.

Stephen Madsen is a CFP® with 35 years of experience in the financial services industry. He is currently with Cetera and has held roles at Cetera Wealth Services, LLC and Lake Elmo Bank, where he serves as Vice President of the Investment Department. Madsen is also an insurance agent licensed to sell life, health, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures, third-party manager options, and over $256 billion in assets under management.

Charles Sandstrom is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 53 years of industry experience, including over 40 years managing his own firm, Sandstrom & Associates. His prior work includes roles at Summit Financial Group and Cambridge Investment Research. He also works as an independent insurance agent. Cambridge Investment Research Advisors serves 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 variety of investment platforms and proprietary strategies.

Andrew Lewis is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, Wells Fargo, and Heartland Solar. Outside of his advisory work, he has worked as a driver and independent contractor for ride-sharing and delivery services such as Uber, Lyft, and DoorDash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jaime Junker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. Prior to joining LPL Financial in 2024, Jaime worked with Avantax and 1ST Global Advisors, Inc., with a concurrent CPA practice since 1997. He serves as the town chairman of Forest, Wisconsin, overseeing local government functions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tobias Kaplan is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 65 and Series 63 licenses and has been with Thrivent since 2018 in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and written recommendations on a wide range of planning topics without implementation or discretionary trading authority.

Robert Metcalf is a financial advisor at UBS Financial Services in Minneapolis, MN, with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Metcalf serves on the board of directors for People Serving People Charities, an organization providing emergency shelter for homeless children and their families. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

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.

Phillip Gartner is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and concurrently serves in the Minnesota National Guard. Outside of his advisory role, he is involved as a youth soccer coach and trainer with the St Croix Soccer Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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.