Sara Paradies is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. She has been with Thrivent Financial and its affiliates since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Robert Royce is a Series 66-licensed financial advisor with RBC Capital Markets in St. Paul, MN, where he has worked since 2016. He has nine years of industry experience. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a range of in-house and third-party investment managers and tailored strategies based on clients’ risk profiles.

Ross Hillukka is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at Prudential Annuities Distributors and Prudential Insurance Company of America. He serves as Treasurer of the Woodbury Community Foundation, where he assists with budgeting and financial education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across various financial planning topics, while keeping planning and managed-account services separate.

Creighton Silvain is a financial advisor at UBS Financial Services in St. Paul, MN, with one year of industry experience. His prior roles include positions at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Cetera Advisor Networks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor investment plans. The firm provides a wide range of services including fee-based financial planning, portfolio management, and capital markets activities.

Thomas Running is a Series 66-registered financial advisor with UBS Financial Services in St. Paul, MN. He joined UBS in 2024 and has prior work experience in various industries including retail and insurance. Before entering the financial sector, he worked at Erik's Bike Shop and the Jeremy Savageau State Farm Agency. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Sydney Shah is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera Investment Adviser LLC and Cetera Wealth Services, LLC, Shah was involved with Chain Ritual LLC and Vow’d Weddings. He also has work experience with organizations including Meriprise Financial Services, Surly Brewing Company, and the Minnesota Timberwolves. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth segments, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and custodial relationships.

Paul Schmidt is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. His previous work includes over two decades at Woodbury Financial Services, as well as roles at OSAIC and currently LPL Financial. Outside of advising, he operates a property and casualty insurance business under Paul D Schmidt, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Jonathan Enquist is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 credential and has previously worked at OSAIC, Woodbury Financial Services Inc, ProEquities, Inc, and Protective Life. Outside of his advisory role, he is involved in several business ventures including ownership of GHJ Financial Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, using model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

James Adams is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera, he worked at VOYA Financial Advisors and has operated Adams Consulting Group since 1995, where he provides financial education sessions and consulting related to employee benefit programs. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Stephen Doody is a CFP® with 22 years of industry experience, currently practicing at Edward Jones since 2003. He serves as a director for the South St. Paul Lions and is president of South St. Paul Future, Inc., a nonprofit focused on economic development in South St. Paul, MN. Additionally, he acts as a PA announcer for the South St. Paul School District athletic events. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Engebretson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, AXA Advisors, LLC, and Waddell and Reed, Inc. Outside of his advisory work, he coaches at the Rockford/Greenfield Athletic Club. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and multiple portfolio management options.

Anthony Bushman, CFP®, serves as the Resident Director and Wealth Management Advisor with Merrill. He began his career with Merrill as an intern in the fall of 2004. Following five years of military service, he earned a Bachelor's Degree in Applied Economics and Management from Cornell University. Anthony's expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, and retirement income. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Anthony applies advanced technology to deliver Personal Wealth Analysis, focusing on helping clients meet their personal and financial goals. In addition to his professional commitments, Anthony is involved with Salute MN. His personal interests include boating, cooking, hiking, skiing, and spending time with his family.

Jennifer Thompson is a financial advisor with Morgan Stanley in St. Paul, MN, holding a Series 63 designation and bringing 16 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is the owner of JetDesigns, a small art-making business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, offering a broad range of advisory programs and investment services.

Kevin Cunningham is a CFP® with 30 years of experience in the financial industry. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 2008. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling to assist clients in developing financial plans.

Maurice Jones is a financial advisor with Cetera in Saint Paul, MN, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services and the Minnesota Department of Transportation. In addition to his advisory role, he owns Ascension Financial Services, which provides financial coaching, tax, and business process services with a focus on inclusion and equity. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management programs and financial planning services across multiple custodial relationships and program structures.

Matthew Dickson is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Wealth Management Company, TransAmerica, US Bancorp, and Ameriprise Financial. Fidelity’s Strategic Advisers LLC 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Andrew Rolnick is a financial advisor with Cetera in Minneapolis, MN, holding a Series 63 designation and over 30 years of industry experience. He has worked at Cetera since 2023 and has longstanding ties with North Star Consultants, Inc. and North Star Brokerage, Inc., where he has been involved for more than three decades. His outside business activities include serving as an agent/broker for fixed insurance sales and working with North Star Resource Group in financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with more than $256 billion in assets under management.

Colin Early is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has previously worked at firms including Northstar Resource Group and Securian Financial Services. In addition to his advisory roles, he is involved in fixed insurance sales through North Star Consultants & North Star Brokerage Group. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management, financial planning, and retirement services through a multi-manager platform.

Sara Reincke is a Series 66 licensed financial advisor at UBS Financial Services with two years of industry experience. Her prior roles include positions at M Health Fairview - University of Minnesota Medical Center, E.T. Kelly & Associates, LLC, and Target Corporation. She is based in St. Paul, Minnesota. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of financial advisors using proprietary research and model-based asset allocations.

Kaili Perron is a Series 66-licensed financial advisor with Edward Jones, based in Hastings, MN, and has five years of industry experience. Prior to joining Edward Jones, Perron worked at Regions Hospital from 2015 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.