Joshua Mattson is a CFP® and holds a Series 66 license with six years of experience at Edward Jones and a prior six years at Kerr Corporation. He is based in New Brighton, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nicole Olson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Her prior experience includes roles at Deluxe Corporation, Restaurant Technologies Inc., and the University of Minnesota Athletics Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Renee Woodford is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by comprehensive portfolio management and financial planning services.

Phillip Swann is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and having one year of industry experience. His career includes roles at JPMorgan Chase Bank, Farmers Financial Solutions, Farmers Insurance, and New York Life Insurance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Zachary Boesel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions with the Forest Lake Police Department, Chisago County Sheriff's Office, and Washington County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Dena Degroat is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Degroat serves as a board member for the Minnesota Planned Giving Council and Family Promise in Anoka County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Garrett Samb is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. Garrett has been with Ameriprise since 2016, initially with its affiliated entities and currently as an advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Gary Nelson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he serves as power of attorney for a family member. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Halsted Knutson is a CFP® professional with 14 years of industry experience, currently affiliated with Ameriprise Financial Services. His prior roles include positions at Northwestern Mutual and TIAA. Outside of financial advising, he owns a retail business, BS3, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Amy Twombly is a financial advisor with Ameriprise in Little Canada, MN, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she serves on the Board of Directors for the Hill-Murray Mother's Club and works as an independent travel advisor for Fora Travel. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specified asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated retirement income team.

Pamela Johnstone is a Series 66 credentialed financial advisor with Edward Jones, based in White Bear Lake, MN. She has one year of experience in the financial industry, having joined Edward Jones in 2024 following a 15-year career with the White Bear Lake School District ISD #624. Pamela is also a co-owner of an ice cream and sandwich shop operated by her husband. 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 across a nationwide network of more than 23,700 advisors and offers a range of advisory programs and financial services under a fiduciary standard.

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.

Kimberly Wefel is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she worked in public education for nearly a decade. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tracy Veillette is a financial advisor with Cetera, holding CFP® certification along with Series 63 and 65 licenses, and has 34 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2021, and previously was with VOYA Financial Advisors. In addition to her advisory role, she is an insurance agent selling fixed annuities and owns a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform supporting various investment strategies and program structures.

Angela Stone is a financial advisor at Cetera with 25 years of industry experience. She holds a Series 63 designation and has held positions at multiple firms, including AdvisorNet Financial Inc. and Cetera Wealth Services, LLC. Outside of her advisory work, she serves as co-vice chair on the board of Shamineau Ministries, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party strategies under various program structures.

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.

Rory Cardinal is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 2009, previously associated with AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor solutions based on client goals, risk tolerance, and time horizon.

Andrew Ramsey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Wells Fargo in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Nicholas Kremer is a financial advisor at Fidelity with eight years of industry experience. He previously worked at Ameriprise Financial Services and Robert Half International. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and fund-of-funds.

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.