Teresa Brock is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her prior roles include positions at CUSO Financial Services, L.P., AXA Advisors, LLC, and Flexible Plan Investments. Outside of her advisory work, she serves as the Recording Secretary for the Rancho Buena Vista Chapter of the Daughters of the American Revolution. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs featuring both discretionary and non-discretionary management, supported by an extensive affiliate ecosystem and a combined advisory and broker-dealer platform.

Matthew Robbins is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of managed advice programs, leveraging Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 300 advisors and focuses on asset allocation and retirement guidance without targeting high-net-worth or corporate clients.

Joshua Rebholz is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. He serves on the boards of multiple healthcare and nonprofit organizations, including the Courage Kenny Foundation and the MN Brain Injury Alliance, and is involved in organizing charitable golf events. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations by offering tailored investment advisory programs that combine in-house and third-party management with customizable portfolio strategies.

Kimberly Cox is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Wealth Management Company. She also maintains an ongoing association with Bradley Vick. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Katherine Robbins is a Certified Financial Planner (CFP®) with five years of industry experience. She has been with Edward Jones since 2015 and is currently based in Hudson, WI. 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 wide range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Luke Ellis is a financial advisor with Ameriprise in Bayport, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ellis is involved in leadership and operational oversight of Peniel Reflection, LLC, an investment-related business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Connelly is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes roles at Charles Schwab and Ameriprise Financial Services. Outside of his advisory work, he is an independent contractor and partner in UPSTREAM Stillwater LLC. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans, charitable organizations, and municipal entities. The firm provides tailored, typically non-discretionary advisory solutions and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.

Bradley Koch is a financial advisor with Morgan Stanley in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services that typically do not include individual security recommendations.

Derek Fisher is a CFP® professional with nine years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously was employed by Wells Fargo Home Mortgage for six years. He is based in Stillwater, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Lisa Gareis is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with RBC Capital Markets LLC since 2009. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing flexible portfolio management and integrated capital markets capabilities.

Jeffrey Bergh is a financial advisor with RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Stillwater, MN. He holds a Series 66 designation and has 17 years of industry experience. Bergh has been with RBC Wealth Management since 2007. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client's risk profile and implemented through various in-house and third-party resources.

Jeffrey Cirullo is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Merrill and Merrill Lynch since 1998. Outside of his advisory role, he serves as a power of attorney for family members in fiduciary capacities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ashton Beck is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has worked at RBC Wealth Management since 2019, following a brief tenure at Wells Fargo Bank. Prior to his financial services career, he held various roles in the hospitality and retail sectors. RBC Wealth Management serves a diverse clientele, including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and investment options supported by its capital markets capabilities and affiliated asset managers.

John Orourke is a financial advisor with LPL Financial in Hammond, Wisconsin. He holds a Series 63 designation and has 42 years of industry experience, including 39 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Patrick Tinucci is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and 27 years of industry experience. He has worked with RBC Capital Markets since 2008 and also serves at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and customizes strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Drew Kelly is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Thrivent Financial and has served as an assistant varsity hockey coach at New Richmond High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolios built from mutual funds, ETFs, and ETPs.

Greta Farley is a Wealth Management Advisor with the Duddingston Sylvester Group at Merrill, where she develops long-term relationships with clients and their families, guiding them through significant financial decision points. Her expertise includes wealth planning, pre- and post-retirement strategies, tax-sensitive investing, and trust and estate planning services. Greta prioritizes clear communication to help clients weigh their options and align solutions with their individual parameters. She holds a Bachelor's degree from Iowa State University and is a CERTIFIED FINANCIAL PLANNER® professional. Greta combines technical insight with practical knowledge to support clients in pursuing their financial goals and securing their wealth outlook. Residing in Lake Elmo, Minnesota, with her husband and two children, Greta enjoys spending time with her family, outdoor activities, skiing, reading, and watching movies.

Jackson Rynda is a financial advisor at Merrill with two years of industry experience. He has held roles at Merrill Lynch and Bank of America prior to his current position. Jackson holds the Series 66 designation and is based in Stillwater, MN. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Brent Hanson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, Hanson serves as treasurer on the board of the Hudson Raidaire Booster Club for the Hudson High School Dance Team. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to each client’s risk profile, utilizing a mix of in-house and third-party managers.

Nikolas Neuman is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has worked previously at Meridian Services and RBC Wealth Management. Outside of his advisory work, he has worked as a delivery driver for DoorDash. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm’s investment approach includes tailored strategies based on client risk profiles and access to both in-house and third-party managers.