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.

Natasha Zawacki is a Financial Advisor at Merrill Lynch Wealth Management. She supports clients with their various account needs as they experience all aspects of their financial lives and changing events. Natasha works to assist individuals and families navigating important financial transitions, including retirement, inheritances, career changes, and liquidity events. Natasha obtained her bachelor's degree in Marketing from St. Catherine University in Saint Paul, graduating Magna Cum Laude in 2023. She holds the Personal Investment Advisor (PIA) designation. Her client focus areas include college education planning, divorce transition planning, employee benefits planning, institutional and corporate benefit services, legacy planning, managing new wealth, philanthropic planning, women and wealth, and retirement income. In addition to her professional work, Natasha enjoys camping, hiking, pottery, spending time with her family, and traveling. She is involved with the community organization Hope House.

Daniel Myers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of advising, he is a co-member of Bonanza Grove LLC, a commercial property management entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account services through its WealthPlan consolidated billing option.

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.

Nicholas Olson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and four years of industry experience. His career includes roles at Guaranteed Rate, State Farm, Northwestern Mutual, and two periods at the University of Wisconsin River Falls. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs combining discretionary and non-discretionary portfolio management with tailored investment strategies implemented through in-house and third-party managers.

Alexander Burian is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to that, he was employed at Westconsin Credit Union and CUNA Brokerage Services, Inc., where he maintained active roles overlapping with his current positions. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

Nicole Olson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Her prior experience includes roles at Deluxe Corporation, Restaurant Technologies Inc., and the University of Minnesota Athletics Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Renee Woodford is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by comprehensive portfolio management and financial planning services.

Phillip Swann is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining J.P. Morgan, he worked at Farmers Financial Solutions, Farmers Insurance, New York Life Insurance, Cogent Communications, AT&T, and Ericsson Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with an emphasis on ESG eligibility and broader derivatives capabilities.

Beverly Connelly is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011, following seven years at Wells Fargo Clearing. Outside of her advisory role, she manages a non-investment related rental property in Fort Wayne, Indiana. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio managers.

Garrett Samb is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. Garrett has been with Ameriprise since 2016, initially with its affiliated entities and currently as an advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Peterson is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment research.

Gary Nelson is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and Wells Fargo Clearing. Nelson also serves as power of attorney for a family member. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Pamela Johnstone is a Series 66 credentialed financial advisor with Edward Jones, based in White Bear Lake, MN. She has one year of experience in the financial industry, having joined Edward Jones in 2024 following a 15-year career with the White Bear Lake School District ISD #624. Pamela is also a co-owner of an ice cream and sandwich shop operated by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets across a nationwide network of more than 23,700 advisors and offers a range of advisory programs and financial services under a fiduciary standard.

Amy Ferguson is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She has been with Merrill since 2022 and previously worked for eighteen years at Wunderman Thompson. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Terence Fletcher is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. His prior roles include nearly two decades at Woodbury Financial and two years at OSAIC. He is also president of Fletcher Financial, Inc., a firm specializing in fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors, offering a range of financial planning and investment management services.

Kimberly Wefel is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation. She has one year of industry experience and previously worked in the public school system for nine years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers written recommendations and ongoing planning focused on retirement income sources and tax-aware withdrawal strategies.

Ryan Lewis is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes over a decade at Morgan Stanley in various roles across its private banking and wealth management divisions, as well as two years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing a broad network of investment adviser representatives and a variety of strategic and tactical investment options.

Douglas Bostrom Sr. is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Pruco Securities and Prudential Insurance Company of America. He also operates Bostrom Group, a financial advisory and insurance service. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.