Brendan Sheehan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His work history includes roles at Bank of America, Lululemon, and Pruco Securities LLC. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Jennifer Haas is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera and AdvisorNet Financial Inc. Outside of her advisory role, Haas serves as Chief Operating Officer and board member for a multimedia affiliate that provides video and audio podcasting support for advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and features specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jonathan Benge is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for 12 years and has been affiliated with PRG Financial since 2002. Outside of his advisory role, he is a co-owner of Forestview Holdings, LLC. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Matthew Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at RBC Capital Markets and Ameriprise Financial Services, where he worked for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research from in-house and third-party sources.

Samuel Glenz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Fives Intralogistics, Boardwalk Subs, Mill Steel, and Whole Foods, among others. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of investment strategies and affiliated capabilities under a fiduciary standard.

Isaac Wales is a CFP® professional with 26 years of experience in the financial services industry. He has been with Ameriprise since 1999, including six years at Ameriprise’s current institutional structure. Outside of his role at Ameriprise, he owns and manages an advisory business, IW Associates, based in Delano, MN. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to support income planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jacob Fuller is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a large network of advisors and branch offices across the United States.

Alexandra Mc Quade is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Wells Fargo Bank N.A. from 2013 to 2024 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2024. 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, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Yevgeny Bilozerov is a financial advisor at Raymond James Financial in Plymouth, MN, holding a Series 66 designation. He entered the industry recently, beginning his advisory career in 2025 with roles at Raymond James Financial Services, Wealth Enhancement Brokerage Services, LLC, and Wells Fargo Bank. Outside of his advisory work, he is associated with PFK Services Inc., a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs risk profiling and modeling tools to tailor non-discretionary planning and supports its clients through various advisory programs and institutional consulting services.

Kim Hoversten is a financial advisor with Ameriprise in Medina, MN, holding the ChFC® designation and Series 66 license, with 25 years of industry experience. She has been with Ameriprise since 2005. Outside of her role at Ameriprise, she leads investment operations and financial planning tasks for Scannell LLC, an LLC employing financial advisors. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions.

Rebecca Hall is an Investment Management Consultant II. She currently works as a Financial Consultant at Fidelity Investments since 2024. Prior to this, she served as a Financial Advisor at Equitable Advisors from 2022 to 2024. Rebecca focuses on guiding clients through their financial journeys by exploring their goals, assessing their current situations, and developing tailored approaches. She provides insights on investments, retirement planning, tax considerations, and risk management, aiming to help clients create comprehensive financial plans for a secure future. Outside of her professional work, Rebecca enjoys activities such as gardening, music, outdoor adventures, traveling, volunteering, and has an interest in food.

Bobby Swoboda is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. He also manages his advisory business through Swoboda Management LLC. Ameriprise is an institutional firm offering a retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.

Luke Turnquist is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Wells Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm allows clients to integrate planning with managed account services through a consolidated billing option while maintaining separate service structures.

Troy Barta is a financial advisor with LPL Financial, holding CFP® and multiple securities licenses (Series 63, 65, 66) and having 30 years of industry experience. He has worked at LPL Financial since 2022 and has also been associated with Cuna Mutual Group and Cuna Brokerage Services since 2004. 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 provides a range of financial planning, advisory programs, and retirement plan consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Adriano Batista is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with OSAIC since 2012. Outside of his advisory role, he owns Soaring Eagles Wealth Management, a firm focused on retirement analysis, investment reviews, and consulting. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of financial advisers, utilizing advanced asset-allocation tools and offering a broad range of investment options and third-party management solutions.

Zachariah Wylie is a financial advisor at Edward Jones with a Series 66 designation. He has experience at several firms, including SPS Commerce, Ameriprise, and Thrivent Financial. His background also includes work at Northwestern Mutual and involvement with University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Nelson is a financial advisor with LPL Financial based in Maple Grove, MN, holding a Series 66 credential and three years of industry experience. She has worked at firms including OSAIC and State Farm and maintains an active role with Jukin Media in social media. Jennifer also continues employment with Hilton Garden Inn alongside her advisory career. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from multiple sources.

David Nordmeier is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms including Midwest Wealth Advisors and Minnesota Life Insurance Company. Nordmeier is the owner of Nordmeier Financial, Inc., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party money managers.

Kathleen Soberg is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized services for business owners and other niche clients.

Marques Barnes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Bank of America, N.A. and various positions in logistics and automotive sectors. Merrill, together 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 model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.