Kimberly Cox is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Wealth Management Company. She also maintains an ongoing association with Bradley Vick. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Katherine Robbins is a Certified Financial Planner (CFP®) with five years of industry experience. She has been with Edward Jones since 2015 and is currently based in Hudson, WI. 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 wide range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Luke Ellis is a financial advisor with Ameriprise in Bayport, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ellis is involved in leadership and operational oversight of Peniel Reflection, LLC, an investment-related business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Connelly is a CFP® with eight years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has previously worked at Charles Schwab and Ameriprise Financial Services. Outside of his advisory role, he is a partner in UPSTREAM Stillwater LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to support client decision-making.

Craig Lundquist is a financial advisor with LPL Financial based in Woodbury, MN, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior experience includes roles at CUNA Brokerage Services, Ideal Credit Union, Raymond James Financial Services Advisors, and Bremer Bank. 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.

Max Murphy is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He joined LPL Financial in 2025 and has prior experience with AmeriCorps and various nonprofit and community organizations. 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 adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Andrew Meier is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Chicago Title Insurance Company for four years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Chad Rinkenberger is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent 14 years at Kohl's Department Stores. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Eric Edson is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. In addition to his advisory role, he is involved with VECTOR MARKETING. 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 large network of financial advisors and branch offices nationwide.

Edward Markgraf is a financial advisor with Primerica Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Financial Services since 1983 and Primerica Advisors since 1999. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered percentage-based wrap fee structure rather than fixed fees.

Michael Hayward is a financial advisor with Primerica Advisors in Woodbury, MN, holding a Series 63 designation and over 21 years of industry experience. He has been with Primerica Advisors since 2004 and has worked with Primerica Financial Services since 2002. Outside of advisory services, he is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custodial services provided by BNY Mellon Advisors and Pershing.

Jack Buckley is a financial advisor with LPL Financial in Lake Elmo, MN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Commonwealth Financial Network from 2003 to 2016 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, combining in-house and third-party research with various portfolio management strategies.

Matthew Chew is a financial advisor at Thrivent Investment Management in Lake Elmo, MN. He holds Series 63 and Series 65 licenses and joined Thrivent in 2026. Prior to his current role, his background includes various positions outside the financial industry as well as completing his education at the University of Northwestern St. Paul. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm focuses on holistic, goal-based analyses and offers planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under separate service arrangements.

William Lundquist is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981 at Norwest Bank, becoming its first financial advisor in South Dakota. Following Norwest's merger with Wells Fargo Investments, he continued to work with families across South Dakota and neighboring states to develop and implement wealth management strategies. In 2010, he joined Merrill Lynch to further serve his clients. William holds a double major bachelor's degree in Business Administration and Economics from Augustana University in Sioux Falls, South Dakota. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His areas of expertise include executive compensation, philanthropic planning, liquidity management, retirement income, and tax minimization, among others. Throughout his career, he has focused on building open relationships with individuals and families to understand their financial goals and provide comprehensive guidance. In addition to his advisory role, William is actively involved in his community. He is currently a member of the Investment Committee at Augustana University and serves on the Board of the South Dakota Children’s Home Foundation. Over the past four decades, he has contributed to various non-profit boards, including United Way, the South Dakota State Board of Tourism, South Dakota Symphony, Sioux Falls YMCA, and Augustana University Board of Trustees. William and his wife have been married for over 40 years and have three sons and five grandchildren.

Bradley Koch is a financial advisor with Morgan Stanley in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services that typically do not include individual security recommendations.

Lynne Amen is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, gaining a broad range of experience within the company since 2021. Drawing on her background as a college professor, Lynne focuses on providing clients with a collaborative experience that helps simplify complex financial concepts. Her approach centers on empowering clients to make thoughtful decisions tailored to their individual financial goals. Outside of her professional work, Lynne enjoys engaging in fitness activities, visiting museums, listening to music, exploring outdoor adventures, attending theater performances, and traveling.

Derek Fisher is a CFP® professional with nine years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously was employed by Wells Fargo Home Mortgage for six years. He is based in Stillwater, MN. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Theresa Crist is a financial advisor at Cetera with 19 years of industry experience. She holds a Series 66 designation and has worked at Cetera and its affiliates since 2023, with prior experience at Securian Financial Services and Minnesota Life Insurance Company dating back to 2005. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Eric Rislove is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He also hosts game shows for corporate and group events through his involvement with The Game Show Studio and Chestman Entertainment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Lisa Gareis is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with RBC Capital Markets LLC since 2009. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing flexible portfolio management and integrated capital markets capabilities.