Bradley Hunt is a financial advisor with Thrivent Investment Management in Blaine, MN, holding a Series 66 designation and six years of industry experience. He has been with Thrivent since 2020 and previously worked with Eagle Brook Church for five years. Outside of his advisory role, he serves as Brand and Marketing Director for the Spring Lake Park Softball Association, supporting youth softball development through marketing and branding efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning combined with managed-account services through a consolidated billing program called “WealthPlan.”

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.

Michael Ponto is a financial advisor at Ameriprise in Blaine, MN, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a limited partner in The Prairie Group LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Amy Maurer is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She has been with Robert W. Baird since 2008. Outside of her advisory role, she works as a Store Tasting Ambassador for Utepils Brewing Co., where she offers samples and information about the brewery's products. Amy is part of the DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Kyle Anderson is a financial advisor with Edward Jones in Blaine, MN, holding a Series 66 designation and three years of industry experience. He previously worked at Dick Hannah Motor Company and has experience in the marine sector with Sundance Yachts and Reed's Marine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Adam Gilmore is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. Outside of advising, he is involved with Diversified Insurance Brokerage, a non-variable insurance business. 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, utilizing a variety of strategic, tactical, and alternative investment approaches supported by research and advisor-focused tools.

Courtney Kero is a financial advisor with RBC Capital Markets, holding the Series 66 designation and seven years with the firm. She has two years of industry experience and previously worked at the College of Saint Benedict for four years. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Todd Johnson is a CFP®-certified financial advisor with Ameriprise, based in Maple Grove, MN, and has 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he volunteers annually leading mission trips to Mexico focused on home building with Youth With a Mission (YWAM). Ameriprise serves clients primarily through retirement-income planning services tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered by a centralized consulting team.

Jennifer Olson is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and 23 years of industry experience. She has worked with Morgan Stanley Private Bank since 2016 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models as part of its financial planning process.

Megan Lund is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and two years of industry experience. Her work background includes roles at Ameriprise since 2023 and prior experience at Bellagala, along with various positions in educational and senior living institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Shannon Taggart is a financial advisor with LPL Financial based in Blaine, MN, holding a Series 63 designation and 26 years of industry experience. Prior to joining LPL Financial in 2024, Taggart spent 20 years at Commonwealth Financial Network. Outside of advisory work, Taggart is associated with Float Club, LLC, a home-based business entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Charles Braniff is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Braniff volunteers providing pro bono financial planning to cancer patients through the Angel Foundation's Financial Cancer Care Program. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sean Bryant is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc., Avantax Investment Services, American Century Investment Services, and First Command Financial Planning. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with a focus on tailored, non-discretionary consulting supported by extensive research, portfolio management options, and municipal advisory services.

Richard Johnston is a CFP® with 45 years of industry experience and has been with LPL Financial since 1992. He holds a Series 63 license and operates out of Grant, MN. Johnston is also involved with Johnston Financial Services, a business entity for tax and investment purposes focused on accounting. 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, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Travis Story is a Series 66-licensed financial advisor with 21 years of industry experience currently affiliated with Cambridge Investment Research Advisors. He has been with the firm since 2012. Outside of his advisory role, he works as a personal trainer at Lifetime Fitness in White Bear Lake. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Gabriel Myren is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at Lowe's, Ceres Global Ag. Corp, and DoorDash. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Scott Thole is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of experience helping high net worth families develop and manage financial strategies. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Advisor in Philanthropy® designation, offering expertise in areas such as financial independence, risk management, retirement planning, tax minimization, trust structures, estate planning, and charitable giving. Before joining Merrill Lynch, Scott served as Vice President at Morgan Stanley in Chicago for a decade, gaining insight into leading financial firms. He co-founded Chicago HOPE, a nonprofit organization providing four-year college scholarships and mentoring to low-income students, which has maintained a 100% graduation rate since its inception in 2006. Scott earned his MBA from St. Xavier University and his bachelor's degree from St. Mary's University. He lives in North Oaks, Minnesota, with his wife, Julie, and their three daughters.

Joao Felipe De Avilez Demoro is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2022. Prior to joining J.P. Morgan, he held positions at Georgia Institute of Technology and BTG Pactual. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Derek Shoden is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. He holds the Series 66 designation and is based in White Bear Lake, MN. Outside of his advisory role, he owns a collectibles business selling items on eBay. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines proprietary research and modeling with advisory, brokerage, and insurance solutions through affiliated companies.

Ellie Bjorklund is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. Outside of her advisory role, she is the sole member and owner of EB Holdings LLC, which owns agricultural farmland. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its approach.