Doan Trinh is a Series 66-licensed financial advisor with seven years of industry experience. They are currently with J.P. Morgan Securities in Apple Valley, MN, having previously worked at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework where appropriate.

Steven Woolery is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Woolery is also a musician who performs as a guitarist and vocalist in multiple bands. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and offering planning engagements separate from portfolio management.

Michael Pender is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2018. His prior work includes service in the Minnesota Air National Guard and roles with the State of Minnesota and the College of St. Scholastica. Outside of his advisory role, he manages rental property and tenant relations in Eagan, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Nicolas Boudewyns is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding the CFP® designation along with Series 63 and 66 licenses. He has 19 years of industry experience, including over 10 years with Wells Fargo Clearing and more than two decades with Wells Fargo Bank, N.A. Outside of his advisory role, he is connected to a personal beauty services business owned by his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services and retirement plan consulting, utilizing research and analytics to support diversified investment strategies across a broad platform of financial solutions.

Joe Perry is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Waddell & Reed Inc. Perry is also involved in forensic accounting through his own consulting business and serves as a board member for a homeowners association. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

David Briggs is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and has been involved with Benefit Strategies Group Inc. since 2010, where he serves as an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Frederick Frederickson is a CFP®-designated financial advisor with 30 years of industry experience, currently with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has a non-investment related ownership interest in DUTCH'S DEN, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-based investment strategies with a broad range of financial products.

Eric Hagen is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2025, he spent 20 years at NEXT Financial Group. He is also involved as a mentor with Capital Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Cochran is a CFP®-designated financial advisor with 31 years of industry experience. He has worked at Edward Jones since 2020 and previously spent 16 years at Feltl And Company. 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 provides a range of discretionary and non-discretionary investment strategies through a large network of financial advisors and branch offices nationwide.

Sheilina Sperry is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, she was with HighQuest Group and Waletich Transportation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Logan Freeburg is a Series 66-credentialed advisor with Thrivent Investment Management, based in Burnsville, MN. He joined Thrivent in 2026 and has prior experience working with Thrivent Financial and Scot Kretzschmar - Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning on a broad range of financial topics, delivered as one-time or ongoing engagements, without discretionary trading authority.

Kevin Mullaney is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at KM Consultancy LLC, Podimetrics, UnitedHealthcare, Optum, and Logistics Planning Services. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

George Gagnon is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 65 and Series 66 credentials and bringing 30 years of industry experience. His prior firms include Morgan Stanley and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from its Investment Institute with external analytics to offer diversified investment solutions and operates at a large scale with over 14,000 financial advisors.

Ryan Jaskinia is a financial advisor with Edward Jones in Bloomington, MN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously was employed by AT&T from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, along with affiliated mutual funds and securities-based lending options, maintaining a large retail advisor network and branch footprint.

James Grabianowski is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his financial career, he works as a camera operator for high school sporting events. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income service provides clients with a written Recommendation Report and ongoing advice, developed through a combination of internal research and third-party data.

Larry Borlaug is a financial advisor with Thrivent Investment Management in Bloomington, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 42 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Steven Korinek is a financial advisor with Edward Jones in Jordan, MN. He holds the ChFC® and Series 66 designations and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Amazon for three years. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tanner Theis is a financial advisor with Ameriprise in Shakopee, MN, holding Series 63 and Series 65 licenses. He has been with Ameriprise and its related entities since 2019. Prior to his advisory role, he worked in the hospitality industry and education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a combination of research, third-party data, and algorithmic tools.

Isaiah Walden is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Rochester SACC, as well as employment at Ford Motor Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and under corporate financial planning agreements.

Reeve Holmquist is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, he worked at Waddell & Reed, Messerli and Kramer, and Carl Lamb & Associates. His early work experience includes roles outside finance, such as at Kilroy's Sports Bar and Mayflower Moving Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.