Jill Arbogast is a financial advisor with LPL Financial in Eagan, MN, holding a Series 63 designation and 21 years of industry experience. She has previously worked at Raymond James Financial Services and Wells Fargo Clearing. Arbogast is also involved with the Old National Bank Employee Referral Program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on combining large-scale resources and diverse financial activities.

Craig Pedersen is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds the Series 63 designation. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Farley is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has worked at Cetera and its predecessor firms since 2007 and is the owner and president of Farley Financial Partners, Inc., where he has been involved since 1999. He volunteers with St. Thomas Academy, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Evan Bostrom is a Series 66 registered advisor with LPL Enterprise and has three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has been involved with Trout Lake Camps for six years and worked in the Hudson School District for nine years. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with services such as financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

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.

John Quinn is a financial advisor with Wells Fargo Advisors in Saint Paul, MN, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior experience includes 13 years at Ameriprise Financial Services and several years at Wells Fargo Clearing before joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and tools to develop tailored recommendations.

Josh Miska is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services INC and Woodbury Financial Services. In addition to his advisory role, he has served in the Wisconsin Army National Guard since 2014. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services and emphasizes model-based asset allocation and portfolio optimization within a multi-advisor platform.

Nneka Constantino serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over two decades of experience in financial services, advising a diverse portfolio that includes institutions, nonprofit organizations, businesses, executives, and high-net-worth individuals. Her focus areas encompass employee benefits planning, institutional investment consulting, and wealth management strategies tailored to clients' specific goals and risk tolerances. Nneka holds a Bachelor's degree from Howard University and has pursued additional education in Japanese at Richmond College in Shizuoka, Japan, and Middlebury College. She holds several professional designations, including Certified 401(k) Professional, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Benefits Consultant. Fluent in English and Japanese, she collaborates with a team of specialists to provide clients with a broad range of financial products and services. Beyond her financial career, Nneka is actively involved in community service. She serves as a Girl Scouts Troop Leader and is a member of the Ordway Board of Directors. Her professional and community roles reflect a commitment to delivering client-focused financial guidance while engaging with the communities she serves.

Jason Bennett is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He worked at SII Investments, Inc. for nine years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Kenton Ketchum is a financial advisor at Charles Schwab with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley and LPL Financial. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Sean Michaelis is a financial advisor at Edward Jones in Inver Grove Heights, MN, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Michaelis serves as an on-call firefighter with the Inver Grove Heights Fire Department and assists with payroll and tax documentation for his spouse’s online influencer business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies and is notable for its extensive retail advisor network and affiliated financial services.

Michael Nielsen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo, Bank of America/Merrill Lynch, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and leveraging broader derivatives and commodities capabilities.

William Creamer is a financial advisor with LPL Financial in West Saint Paul, MN, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with LPL Financial since 2010. Creamer also serves as co-trustee of a family trust. 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 other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies.

Jody Otto is a CFP® with 39 years of experience in the financial industry, currently advising at Osaic since 2024. Prior to joining Osaic, she spent 11 years at Securities America Advisors and Securities America Inc. She also oversees managerial activities and contract approvals for a sports training facility, the Irish Sports Dome. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization utilizing multiple investment platforms and third-party managers.

Tyler Westphal is a CFP® professional with 11 years of industry experience, currently serving at Raymond James Financial. His prior experience includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Northwestern Mutual Wealth Management Company. Outside of financial advising, he is involved in entrepreneurial ventures as CEO of STP Ventures LLC and managing partner of UAM Stillwater LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and serves a wide advisor network, with notable capabilities in municipal finance and employer advisory services.

Ryan Betz is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2015. Outside of his advisory role, he serves as treasurer and board member of the Delta Chi Housing Corporation, a nonprofit organization managing the chapter house for the Delta Chi Fraternity at the University of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including 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 client plans.

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.

Derek Delsing is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and previously was employed at Securian Financial Services, Inc and Minnesota Life Insurance Company from 2015 to 2023. Outside of his advisory role, he is a co-owner of a single-family home rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management strategies, financial planning, and retirement services across various program structures and custodial relationships.

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.