Theresa Ryan is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to entering the financial services industry, she spent eight years with Northern Salt Inc/Interstate Companies. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering various advisory programs and investment solutions through a nationwide network of advisors and branch offices. The firm manages over $1 trillion in assets and operates under a fiduciary standard, providing both discretionary and non-discretionary fee-based strategies.

Zachary Turcotte is a financial advisor with Equitable Advisors in Little Canada, MN, holding a Series 66 license and 16 years of industry experience. He has worked at Equitable Advisors since 2010 and previously was affiliated with Axa Advisors, LLC for a decade. Outside of his advisory work, Turcotte is a partner in Fantasy Golf Insider, a venture related to fantasy sports. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Wilfredo Dominguez Nunez is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Northwestern Mutual, Neogen, and 3M. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional 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.

Steven Halvorson is a financial advisor at J.P. Morgan Securities with over 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank before joining J.P. Morgan in 2026. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Michelle Glood is a CFP®-certified financial advisor with Ameriprise, based in Shoreview, MN, and has 34 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brianna Riofski is a financial advisor at RBC Capital Markets with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for nine years and Ecolab for one year. Outside of her advisory role, she serves on the advisory board of Early Childhood Family Services in Rosemount, Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Michael Petersen is a CFP® with 23 years of experience in the financial services industry. He is currently with Cetera, where he has worked since 2023 and previously served at Cetera Wealth Services, LLC and AdvisorNet Wealth Partners. Outside of his advisory work, he is involved in selling fixed life, disability, annuities, and long-term care insurance, and he refers clients for online banking services with Choice Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with varied discretionary authorities and program structures.

Andrew Jarosz is a financial advisor with RBC Capital Markets in Roseville, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous roles include positions at Piper Sandler & Co. and Saint John's University. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to client risk profiles and utilizing a mix of in-house and third-party investment managers.

Tasha Coleman is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with LPL Financial and has previously worked at OSAIC and SagePoint Financial. Outside of her advisory work, she is involved as a statutory agent in marketing for Five Star Financial Resources and owns Five Star Wealth Planning, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Scott Stensrud is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he serves on the Gift, Grants and Memorials Committee at Gloria Dei Lutheran Church. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Michael Delich is a financial advisor with RBC Capital Markets holding a Series 66 designation and four years of industry experience. His prior work includes positions at City National Bank, Baker Tilly, and KPMG. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jordan Esch is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Sara Valesano is a CFP®-designated financial advisor with Edward Jones in Golden Valley, MN, where she has worked since 2018. She has eight years of industry experience and also serves as a registered nurse at Hennepin County Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Knock is a financial advisor at RBC Capital Markets with seven years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank, N.A. He holds a Series 66 designation. Outside of his advisory role, he serves on the board of his neighborhood homeowners association and has worked as an Uber driver. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through internal and third-party managers, supported by a broad range of portfolio management, financial planning, custody, and brokerage services.

Joseph Mc Graw is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation. He has one year of industry experience and previously served in the United States Army for four years. Outside of his advisory role, he is involved with Gill Brothers Funeral Chapel. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, using a centralized team and proprietary analytical tools.

Walter Chapman is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 1998. Chapman serves on the board of the Alzheimer's Association Minnesota and North Dakota Chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and corporations, offering customized advisory programs with discretionary and non-discretionary portfolio management and financial planning services.

Melissa Carlson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at ProAg and the Securities and Exchange Commission. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering a broad range of planning topics without discretionary trading authority.

Miriam Williams is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Mass Mutual Investors Services and previously worked at Northwestern Mutual and Erpelding Wealth Management. Mass Mutual Investors Services, a subsidiary of MassMutual, offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses a collaborative, software-supported approach to develop annual financial plans and provides specialized event-driven planning programs.

Shawn Finn is a CFP® with 21 years of experience in financial advising, currently working at RBC Capital Markets since 2018. He has prior experience at Financial Planning Solutions LLC and Ameriprise Financial Services, Inc. Finn has authored a book on financial decision making for high school graduates. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment programs that integrate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Lisa Byrne is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services, City National Bank, and RBC Capital Markets. Outside of her advisory work, Byrne is involved in community activities including founding divorce workshops and serving on the boards of a women’s empowerment organization and an animal rescue. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized portfolio management and financial planning services. The firm utilizes a range of in-house and third-party investment managers and offers tailored strategies based on clients’ risk profiles.