Anna Morrison is currently a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2014, progressing through various positions including Relationship Manager, Financial Representative, and roles focused on fraud prevention and customer response, demonstrating extensive experience within the financial services industry. Anna also worked as a Financial Advisor at Thrivent from 2024 to 2025. Throughout her career, Anna has engaged in client-focused financial planning, emphasizing conversations that help clients build plans aligned with their goals and values. She seeks to educate clients to enhance their understanding of financial options, regardless of their background or experience. Outside of her professional commitments, Anna has interests that include art, camping, family activities, outdoor adventures, softball, and table tennis.

Daniel Hausman is a financial advisor with LPL Financial in Hastings, MN, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2000 and operates The Hausman Investment Group, an investment advisory practice affiliated with LPL. 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, with tools supporting both discretionary and non-discretionary portfolio strategies.

Ryan Kaiser is a financial advisor with LPL Financial in Oakdale, MN, holding Series 65 and Series 63 credentials and 17 years of industry experience. His career includes positions at Woodbury Financial Services, Inc for 13 years and OSAIC for one year before joining LPL Financial in 2025. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a broad range of investment options and operational tools.

Clayton St George is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fortis Investors, Inc. and Fortis for over 30 years. Outside of his advisory role, he is involved in fixed insurance sales and co-owns a rental property with his wife. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization. The firm supports diverse client types including high-net-worth individuals, retirement plans, charities, and corporate clients.

Ryan Carroll is a financial advisor with Ameriprise in Mendota Heights, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2013, including Riversource Distributors Inc. and Ameriprise Financial Services Inc. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Matthew Adey is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 credential and has worked at firms including PGIM Investments, Prudential Investment Management Services, and BlackRock Financial Management. Adey is currently based in St. Paul, MN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies, including Monte Carlo simulations and the use of secular return estimates.

Patrick Zastrow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Financial Services since 1999 and with Primerica Advisors since 2018. Outside of advisory roles, he is involved part-time in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, with approximately $15.5 billion in assets under management.

Stacey Bartelson is a CFP®, ChFC®, and Series 66 registered financial advisor with Edward Jones, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she is a board member of Simon Says Give and participates in local business organizations including the Dakota County Chamber of Commerce and the Rosemount Business Council, in addition to working as a nanny. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Cindy Boike is a CFP® professional with 10 years of experience in financial advising, currently serving at Edward Jones since 2015. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Richard Dunn is a CFP® with 23 years of experience in financial advising. He is currently affiliated with Cetera and has previously worked at firms including Avantax and Ameriprise. Dunn is also the principal financial planner and a member of Dunncreek Advisors LLC, and he serves as president of the White Bear Avenue Business Association, a nonprofit focused on community development projects in Saint Paul, Minnesota. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and access to third-party managers.

Mark Hargis is a financial advisor with Equitable Advisors in Woodbury, MN, holding a Series 66 license and 16 years of industry experience. He has worked at Equitable Advisors since 2010, including time with its predecessor, Axa Advisors. Outside of his advisory role, Hargis is involved in several community organizations, serving on boards such as The Minnesota Network and Woodbury Young Life, and holding leadership roles including vice president of the Woodbury Lions Club. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisors and third-party program sponsors, focusing on matching clients to suitable investment models and fiduciary services for qualified plans.

Dominique Jones is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, Jones worked at Target Corporation for two years and has a background in education from the University of Cincinnati and Westland High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and proprietary tools.

Laura Feintech is a Series 66 credentialed financial advisor with five years of industry experience, currently based in St. Paul, MN. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to her financial advisory career, she spent 14 years with the U.S. Department of State. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Tony Mohawk is a Financial Consultant currently working with Fidelity Investments since 2023. He has more than 30 years of experience in the financial services industry, having previously held roles including Managing Director and Vice President at Fidelity Investments from 2006 to 2023, and Relationship Manager at The Vanguard Group between 1995 and 2006. Tony focuses on helping clients pursue their financial goals by identifying their objectives, risk tolerance, and evaluating appropriate options to create personalized financial plans. His extensive background in the industry equips him with the knowledge to collaborate effectively with clients in developing strategies that align with their financial aspirations. Outside of his professional commitments, Tony enjoys activities such as cooking and baking, golfing, hiking, visiting museums, engaging in outdoor adventures, and traveling.

Jason Dean is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He collaborates with clients to plan, craft, and implement financial strategies aimed at providing peace of mind and progress toward their financial goals. His approach emphasizes trust, collaboration, transparency, and ongoing plan adjustments. Jason has accumulated extensive experience within Fidelity Investments, serving as an Investment Consultant from 2019 to 2021, an Investment Solutions Representative from 2018 to 2019, and a Service Representative Equity Trader from 2017 to 2018. Prior to his tenure at Fidelity, he was a QDRO Specialist at Empower Retirement from 2014 to 2017. Outside of his professional work, Jason enjoys a range of personal interests including food, golf, hiking, outdoor adventures, scuba diving, and traveling.

Daunne Schaller is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63 designation and has been with Merrill since 1987. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Katherine Maki is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual, Wells Fargo Clearing Services, Fidelity Investments, and the Natural Science Academy. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Benjamin Lamar is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at Trafera LLC for five years and has held various positions including at Shane Co. and Colorado Christian University. 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 and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Amanda Wikstrom is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at 3M and PepsiCo's Frito-Lay division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

Amy Micke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Thrivent Financial since 2019, with prior roles at UBS Financial Services and Ameriprise Financial Services. 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 financial planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”