Alexander Townsend is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior roles include positions at UMB Bank, Dubuque Bank and Trust, Heartland Financial, and the University of Iowa Health Care. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kevin Flynn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at several firms, including GWM Advisors, LLC dba CPR Wealth Advisors, Investment Centers of America, Edward Jones, and Wells Fargo Clearing. In addition to his role at LPL, he provides investment advisory services through GWM Advisors, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and technology tools.

William Hennessey is a financial advisor with LPL Financial in St. Paul, MN, holding a Series 63 credential and 25 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Mitchell Zimmer is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at multiple entities affiliated with Cetera and has prior experience with North Star Consultants, Inc. Zimmer is also involved in selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Zachary Huppert is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at NewEdge Advisors and CPR Wealth Advisors, among other roles. Outside of advising, he provides administrative support to NewEdge Advisors, an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, combining extensive scale with diversified financial activities.

Christopher Ginkel is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Cetera and has previously worked at Thrivent Investment Management Inc and Hornor, Townsend & Kent, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management strategies and program structures, supporting over 10,000 advisors and approximately $256 billion in assets under management.

Gregg Cummings is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He also owns a sole proprietorship based in Roseville, MN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Jason Briscoe is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he owns a real estate investment company focused on financing home rehabilitation projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm emphasizes holistic planning without discretionary trading authority and offers an option to combine planning with managed accounts under consolidated billing.

Stephanie Caro is a financial advisor with Cetera in Saint Paul, MN, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Securian Financial Services Inc, Minnesota Life Insurance Company, and a long tenure at Merrill Corporation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to various third-party money managers and program platforms.

Brock Thornton is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with various positions in education and retail businesses. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based advisory services supported by third-party asset managers and custodians.

Angela Dunivent is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for 13 years and OSAIC for one year before joining LPL Financial. 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, third-party asset management, and institutional platforms.

Michael Rosin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and is based in Woodbury, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Kara Schiller is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked exclusively with Ameriprise since 2019, following prior roles in the hospitality sector. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on generating reliable retirement income through tax-aware strategies and personalized planning.

Cade Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at RBC Capital Markets, LLC for three years and has experience in educational roles at the University of Minnesota and Waunakee High School. 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, supported by a large network of investment adviser representatives.

Colin Aldentaler is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, his work history includes roles at Huntington National Bank and Northwestern Mutual. His background also includes experience in the food service and landscaping sectors. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amy Sorrels is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and joined Merrill in 2011. Amy holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). Her expertise encompasses complex financial challenges faced by affluent individuals and families, including advanced wealth management, tax planning, estate planning, executive compensation, and multigenerational wealth transfer strategies. Amy also advises business owners and executives on retirement plans such as 401(k), 403(b), SIMPLE IRA, SEP IRA, and defined benefit plans. She focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and retirement income. Amy earned a Bachelor of Arts degree in Accounting from the University of St. Thomas in 2003. She has served as a board member of GIVING WoMN, an organization dedicated to nurturing women's leadership in philanthropy, and as an educator for Junior Achievement in financial literacy. Outside of her professional work, Amy is involved in her community as a youth basketball coach for YMCA of the North and enjoys tennis, golf, cooking, baking, and spending time with her husband Jeff and their daughters, Jane and Vivian.

Michael Bills is a financial advisor with Wells Fargo Advisors in Mendota Heights, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Wells Fargo Advisors since 2016. In addition to his advisory role, he owns and operates Consilium Advisory Services LLC, a family office practice based in Eagan, MN. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer strategies. The firm utilizes proprietary research and planning tools to develop tailored recommendations, serving clients who meet certain net-worth thresholds.

Peter F. Jackson is a financial advisor with UBS Financial Services in Saint Paul, MN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Ann Rislove is a Series 66 licensed financial advisor with Edward Jones, based in Woodbury, MN. She has seven years of industry experience, all with Edward Jones since 2012. 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 programs and investment solutions under a fiduciary standard.

Terry Fisher is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 2006. Outside of his advisory role, he is a partner in a duplex rental property in Saint Paul, Minnesota. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.