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.

Josiah Parker is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2021. Outside of his advisory role, Parker serves on the board of Operation Dignity International, an organization focused on community development and poverty reduction in Ghana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

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.

Cassie Smith Challacombe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she has a non-investment related business involving rental property ownership with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gavin Craig is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he is co-owner of GMW Management LLC and owner of Gavin Craig LLC, both involved in managing his Ameriprise business. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, point-in-time recommendations through a centralized consulting team.

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.

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.

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.

Robert Jackson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2020, he held roles at Under Armour and Total Wine and More. Outside of advising, he works as a Senior Inventory Analyst at Target Corporation, focusing on improving inventory reliability within distribution and delivery operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, emphasizing periodic reviews and a separation between planning and managed-account services.

Colin Schrof is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at Target Corporation and Medline Industries, as well as research positions at the University of Wisconsin and the University of Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Chad Anderson is a financial advisor with OSAIC based in Arden Hills, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 25 years. In addition to his advisory role, Anderson owns a sole proprietorship that involves raising cattle and growing crops. 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, utilizes various asset allocation and risk assessment tools, and offers access to multiple managed account platforms and third-party money managers.

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.

Joseph Jenkins is a financial advisor with Mass Mutual Investors Services in Lake Elmo, MN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to his advisory role, Jenkins is involved as a sales agent for life, disability, long-term care, fixed annuities, and health products at Atlas Wealth Management. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative strategies to develop client recommendations.

Jeffrey Bergh is a financial advisor with RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Stillwater, MN. He holds a Series 66 designation and has 17 years of industry experience. Bergh has been with RBC Wealth Management since 2007. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client's risk profile and implemented through various in-house and third-party resources.

Nicholas Leist is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. Prior to joining Thrivent, he was involved with North Central University in various roles over several years. He serves as secretary on the board of Aasha Dei, a nonprofit organization that supports at-risk women and children in Southeast Asia through fundraising and community partnerships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and addressing a range of financial planning topics without including implementation of recommendations.

Alexandria Pearson is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to joining OSAIC, she worked at True Wealth Partners and Financial Dimensions Group, Inc. Outside of financial services, she has experience working in the retail and beverage industries, including at Starbucks and Caribou Coffee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes various tools and platforms to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

Thomas Dircks Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at LPL Financial, The Investment Center, Inc., and SII Investments, Inc. He is also the owner of Prairie Wealth Strategies, a financial planning and securities sales business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Bridget Gray is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 20 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, 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 RBC’s capital-markets capabilities and affiliated asset managers.

Brody Hardacre is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Polaris Industries Inc., LUNR Capital Inc., and the University of Minnesota. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.