Todd Hyland is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he is a partner and lead trainer at Bell-2-Bell Technologies and co-owner of Serendipity by Design, LLC, a consulting business focused on improving client business processes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and maintains an operational model that includes tiered wrap fees and ongoing oversight of its investment offerings.

Andrew Olson is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies based on clients’ risk profiles, combining in-house and third-party investment managers and providing a variety of portfolio management and financial planning services.

Scott Jarnot is a financial advisor with LPL Financial in New Brighton, MN, holding a Series 63 designation and 30 years of industry experience. He previously spent 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). Outside of advising, he is a notary in Brooklyn Park, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management and utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Thomas Mc Carthy is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has been with Thrivent since 2025 and previously worked in education at several Minnesota schools from 1999 to 2025. Outside of finance, he participates as a member of the Forest Lake Nordic Ski Team Booster Club, assisting with organizing equipment and fundraising activities for the team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without portfolio management for institutional clients.

Brendan Marohn is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 14 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Andres Herrera is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 credential and has worked previously in automotive and logistics sectors, including roles at Walser Automotive, Reynolds Logistics, Morries Automotive, and CBRE. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Omotayo Famodu is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Wells Fargo Clearing, Famodu’s work history includes roles at Wells Fargo Bank and several other firms, as well as experience in the restaurant industry and education. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Daniel Enright is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Beth Wills is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving clients at their Arden Hills, MN office. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by dedicated committees and emphasizes the use of affiliated funds within its product-selection process.

Robert Lovgren is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations and 16 years of industry experience. He worked at JPMorgan Chase for nine years prior to joining RBC in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing both in-house and third-party investment managers.

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. Prior to joining LPL Financial in 2025, he spent 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. fka Royal Alliance Associates, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment strategies.

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.

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 and holds a Series 63 designation. She has 25 years of industry experience, including 20 years at Commonwealth Financial Network prior to joining LPL Financial in 2024. Outside of advising, she is involved with Float Club, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, multiple advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.