William Strong is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Fidelity Investments and multiple positions in diverse fields such as education and foodservice. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing assets.

Ethan Thompson is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Royal Credit Union and Heartland Credit Union. Thompson is also licensed as a notary in Wisconsin and Minnesota. 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 advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Peter Lewis is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and over 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Rasmussen is a Certified Financial Planner® with 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, delivering holistic, goal-based analyses and written recommendations across a broad range of financial topics. The firm offers planning as either a one-time or ongoing service and allows clients to combine it with managed accounts under a consolidated billing option while keeping the services separate.

Richard Hanzlik is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has a long career history including roles at Ascend Financial Services, Inc., C.R.I. Securities, Inc., North Star Consultants, Inc., and Minnesota Life Insurance Company. Outside of his advisory work, he is involved as an agent/broker in several business ventures including Hanzlik Financial Services, HHAV Retirement Planners LLC, and Waypoint Wealth Group LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and multiple program structures.

Dana Mayerle is a financial advisor at Cetera with Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Cetera in 2023, Dana worked for Securian Financial Services and Minnesota Life Insurance Company for 14 years. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various investment strategies and program structures.

Charlie Gess is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently beginning his career in the industry. Prior to joining Thrivent, he was involved in entrepreneurial and community activities, including operating Tyvoll Handcrafted and Not Justa Cafe, as well as participating in the Minnesota Soccer Referee Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with options to combine planning and managed-account services.

Amethyst Gefre is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, Gefre worked at Ameriprise Financial Services and has been self-employed as the owner of Galena Concepts, LLC, an ecommerce business selling furniture, clothing, and accessories. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated custody, brokerage, and advisory support.

Mariah Christensen is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Cetera, where she has worked since 2023. Prior to this, she was with Securian Financial Services, Inc. for eight years and Minnesota Life Insurance Company for 19 years. She is also an employee at Park Square Theatre, a position she has held since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple program structures.

Jeffery Birkeland is a financial advisor with Ameriprise in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Douglas Baines is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. His background also includes a brief period at Delta Airlines. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Deborah Johnston is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 18 years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management, offering a broad set of services including fee-based financial planning, portfolio management, and capital markets activities.

Andrew Vix is a financial advisor with OSAIC based in Woodbury, MN. He holds the CFP® designation and has 22 years of industry experience, including roles at Royal Alliance Associates and Signator Investors. He is also involved as a partial owner and COO of Advanced Financial Consultants and owns Vix Enterprises, an S Corp for tax purposes. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and various managed account solutions.

Yu Jiang is a financial advisor at Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 designations with nine years of industry experience. His prior work history includes roles at Raymond James & Associates, Wells Fargo Clearing Services, and Morgan Kenwood Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Douglas Bruce is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1986 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the investment committee for the Northern Star Council, an educational organization. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary capital market research with a range of portfolio management and wealth management offerings. The firm integrates institutional trading capabilities with comprehensive financial planning and investment solutions.

Ryan Willaert is a financial advisor with Ameriprise in Woodbury, MN, holding CFP® and Series 66 designations and totaling 25 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm's approach integrates internal research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.

Bradley Kahley is a financial advisor at Cetera with 36 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He holds the Series 63 designation. Outside of his advisory work, he owns Bridge Investment Group, a financial and insurance services business. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to various program structures and third-party managers.

Brian Domagalski is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2003 and also works with the City of Savage. In addition to his advisory role, he sells loan products, home security and automation products, and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Daniel Perry is a financial advisor at Edward Jones with Series 66 credentials and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Cintas Corporation from 2003 to 2017. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sean Kirk is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and 11 years of industry experience. His work history includes roles at Amazon and various other companies. Outside of financial advising, he works part-time as a personal shopper and delivery driver for local service providers. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients, utilizing model-driven investment strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, overseeing approximately $15.5 billion in assets under management.