Aquib Khan is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.

Roger Anderson is a financial advisor with LPL Financial in Woodbury, MN, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at Bremer Investments and Raymond James Financial Services, with a long tenure at Bremer Bank. Anderson is also involved with Old National Bank advisor referral programs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

John Felton is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 13 years of industry experience. His career includes positions at MetLife Securities Inc. from 2015 to 2017 and with Massachusetts Mutual Life Insurance Company since 2016. He also works as an independent insurance agent selling dental and group disability income products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with an emphasis on collaborative, annual planning relationships.

Austin Vandell is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. He also serves as Practice Coordinator at Waypoint Wealth Group, a financial services team name under which he supports insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser operating a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and employs a multi-manager platform with discretionary and non-discretionary program options.

Lynn Kaye is a financial advisor with LPL Financial in Afton, MN, holding CFP®, Series 63, and Series 65 credentials and bringing 39 years of industry experience. She has been with LPL Financial since 2009 and operates under the registered DBA Kaye Family Wealth Management LLC. She is also a state- and county-approved notary for Minnesota, which she uses in connection with her work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources and providing discretionary and non-discretionary management options.

Kristopher Staples is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities from 2012 to 2020. Staples also operates a non-variable insurance business through Staples Financial, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Anna Carlson is a CFP®-certified financial advisor with six years of industry experience. She is currently with LPL Financial and has prior experience at Giere Investment Services and Jackson National Management. Carlson has also worked in various roles at Wheaton College and Park Tool. 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 financial planning and advisory programs, supported by research and model portfolios, and provides both discretionary and non-discretionary management services.

Anthony Thole is a CFP® professional with 24 years of industry experience. He currently works at RBC Capital Markets and previously held roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Polly Dedrick is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 17 years of industry experience. She has been with Primerica Advisors since 2008 and Primerica Financial Services since 2007. Outside of her advisory role, Dedrick is involved as Vice President of a general contracting and handyman services business and is a self-employed musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure for its services.

Eric Hansen is a financial advisor with Thrivent Investment Management in Lake Elmo, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning, without discretionary trading authority or institutional portfolio management.

Joshua Wikstrom is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing five years of industry experience. Prior to his current role, he worked at General Motors from 2014 to 2020. 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 planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Wayne Wulf is a financial advisor at Ameriprise with 38 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise and its affiliated entities since 1987. Outside of his advisory role, he co-owns GMW Management LLC and consults through Gavin Craig LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized team, with a focus on assets held in Ameriprise-managed accounts.

Paul Traczyk is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns MOCA Wealth Management LLC, an independent investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold and integrates advisory services with banking and other financial products.

Kristin Wanser is a Financial Consultant at Fidelity Investments, a role she has held since 2023. Prior to this position, she served as an Investment Consultant at Fidelity Investments from 2021 to 2023 and as a Financial Representative in 2021. In her professional capacity, Kristin collaborates with clients to develop personalized financial plans tailored to their unique goals, values, and preferences. She emphasizes trust, open communication, and ongoing learning in building long-term client relationships, focusing on protecting, growing, and spending wealth across various market conditions. Outside of her professional work, Kristin engages in activities such as biking, fitness, social events with friends, outdoor adventures, traveling, and yoga.

Granville Jordan is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Diversified Investors Securities Corp. and Diversified Investment Advisors for 12 years. Outside of his advisory role, Jordan serves as secretary for the World Barbarian Foundation RFC, a rugby organization, and is vice president of the condo board at Mews at City Walk in Woodbury, Minnesota. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios delivered to intermediary platforms.

Russell Dedrick is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at PFS Investments, Inc., Century College, and Primerica Financial Services. Outside of finance, he is a self-employed flutist and owns Dedrick Construction, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering approaches that include Strategic, Tactical, Tax-Aware, and Income Distribution models.

Paul Demro is a financial advisor with Cambridge Investment Research Advisors in St. Paul, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2012. Outside of his advisory role, Demro volunteers as a firefighter and serves as vice president and board member of the Ham Lake Firefighters Relief Association. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

Christina Sarazin is a Series 66-credentialed financial advisor with six years of industry experience. She is currently affiliated with LPL Financial and Old National Bank, having previously worked at Raymond James Financial Services and Bremer Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.

Joseph Mahlke is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. He has eight years of industry experience and has been with Thrivent Financial and its investment management division since 2018. Outside of his advisory role, Mahlke volunteers as a worship leader for special events at Crossroads Church and works as a contract musician for various events at Covenant Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate planning and investment management components.

Melissa Garcia is a Planning Consultant at Fidelity Investments, a position she has held since 2022. She partners with clients to help them pursue their financial goals by developing comprehensive plans that manage risk and align with their priorities. Her approach is focused on creating strategies that work toward clients' financial success and provide peace of mind. Melissa has extensive experience in the financial industry. Prior to her current role, she served as an Associate Advisor at RSM Wealth Management from 2015 to 2020 and was a Vice President Financial Consultant at Charles Schwab from 1995 to 2015. This background has provided her with a broad perspective on financial planning and client advisory services. Outside of her professional work, Melissa enjoys boating, family activities, kayaking, and outdoor adventures.