Layne Morgan is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, Morgan held various roles including positions at Sleep Number Corporation and operated several self-employed ventures, including music instruction and occasional performances as a trumpeter. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large national network of financial advisors and branch offices.

Amanda Lamar is a Series 66-licensed financial advisor with LPL Financial, based in Apple Valley, MN, and has three years of industry experience. Her background includes roles at LPL Financial, RE/MAX Results, and entrepreneurial ventures such as White Ivy Events. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services with a focus on customizable investment strategies and extensive institutional platforms.

Tracy Berglund is a financial advisor with Thrivent Investment Management in Hudson, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Berglund serves as a board member of the Hudson Housing Authority, a government organization focused on housing for lower-income adults and families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm separates planning and managed-account services and typically conducts annual reviews of its recommendations.

Xy Johnson is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Johnson worked at The Prudential Insurance Company of America and Pruco Securities LLC. Johnson also operates an individual health insurance business focusing on Medicare, dental, vision, prescription, and critical illness coverage. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, and it offers services including financial planning, asset management access, and insurance product facilitation.

Chase Hedlund is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2010. Prior to that, he worked at U.S. Bancorp Investments, Inc. and Thrivent Investment Management. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing systems.

Chad Rediske is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes positions at The Prudential Insurance Company of America, Thrivent Financial, PFS Investments Inc, and Primerica. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, providing access to third-party asset managers and financial planning services, and also facilitates insurance product sales through affiliated entities.

Amanda Hespen is a financial advisor at OSAIC Wealth Inc with one year of industry experience. She holds the Series 66 designation and previously spent 19 years as a partner and attorney at Scott + Hespen Law, PLLC, where she specialized in estate planning and is currently transitioning her legal clients. Amanda is based in Woodbury, MN. OSAIC Wealth serves a diverse range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, with options for discretionary management, third-party managers, and proprietary models.

Lynn Kittelson is a financial advisor with Robert W. Baird & Co. in St. Francis, MN, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Austin Franz is a Financial Consultant at Fidelity Investments, where he currently helps clients understand their unique financial situations and develop tailored retirement plans and investment strategies. He joined Fidelity Investments in 2020 and has held multiple roles within the company, progressing from Financial Representative to Financial Consultant. Prior to joining Fidelity, Austin gained experience as a Client Relationship Specialist at Charles Schwab and as a Financial Specialist at UW Credit Union. Throughout his career, Austin has worked collaboratively with clients to navigate complex financial landscapes aimed at achieving their personal financial goals. His professional experience spans financial consultation, investment advising, planning, and relationship management. Outside of his professional commitments, Austin has personal interests that include boating, cars, fitness, lake activities, motorcycles, and parenthood.

Michaela Munda is a financial advisor with Merrill in Saint Paul, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked at Sara Gilson and has diverse experience including positions in admissions at Hamline University and roles as a private nanny. She is also employed outside the industry as a delivery driver for Door Dash. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal teams and third-party managers.

Mollie Perrault is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2020 and previously worked at UnitedHealth Group for 13 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Willy Zimmerman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Prior to joining LPL in 2021, he was involved with Cedar Ridge Wealth Management Group from 2016 to 2021 and worked with Waddell & Reed Inc. as well as various insurance carriers from 2007 to 2021. He has also been active with the Woodbury High School Girls Hockey Booster 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced research tools.

Laura Arntson is a financial advisor with Morgan Stanley in St. Paul, MN, holding a Series 63 license and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. Outside of her advisory work, she is involved in retail operations with Bath and Body Works. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and modeling techniques.

Laura Bickel is a financial advisor with UBS Financial Services in St. Paul, MN, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with UBS since 2017 and previously worked at Cambridge Investment Research, Inc. for one year. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Brent Van Beusekom is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked at The North Church for four years. Outside of his advisory role, he serves as a substitute teacher in the Anoka Hennepin School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering both one-time and ongoing planning engagements focused on a broad range of topics without managing client portfolios directly.

Julio Castillo is a financial advisor at RBC Capital Markets with six years of industry experience. He has previously worked at Wells Fargo Bank, Wells Fargo Clearing, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies executed through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Chad Elfe is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2022. Prior to joining Thrivent, he held positions at Autoselect, Dorsch Ford Lincoln Kia, and Raized. Outside of finance, Elfe serves as Lead Pastor at Luther Memorial Lutheran Church in River Falls, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across topics like retirement, tax, estate, and special needs planning without discretionary portfolio management.

Christina Kruse is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 credential and eight years of industry experience. She previously worked at Novitex and Phoenix Entertainment. Outside of advisory work, she participates in plasma donation through Octapharma. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary and discretionary investment management with a focus on multi-asset model portfolios and alternative investments.

Stephen Porter is a financial advisor with Merrill in Saint Paul, MN, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Merrill since 1977 and also with Bank of America since 2009. Outside of his advisory role, he serves as trustee for an irrevocable life insurance trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Harrison Grandgenett is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and the University of St Thomas. He serves as a board member on the Investment/Finance Committee for St John the Baptist Catholic Church. He is part of the DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate clients, and charitable organizations. The firm utilizes a variety of managed account strategies and internal resources, managing approximately $394 billion in assets as of December 31, 2025.