Adam Gooley is a Series 66 licensed financial advisor with 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2023 and previously held roles at CRI Securities, Securian Financial Services, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jesse Bengtson is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2014 and City National Bank since 2020. Bengtson serves on the boards of the Greater White Bear Lake Community Foundation and the Mahtomedi First Down Foundation, organizations involved in community fundraising and supporting high school football. 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 with tailored strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, planning, custody, and brokerage services.

Susan Blount is a financial advisor at UBS Financial Services with 31 years of industry experience. She has worked at UBS since 2008 and holds Series 63 and Series 65 registrations. Outside of her advisory role, she serves on the membership committee of the Association of Adventist Forum. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a broad platform of capital markets and research resources.

Melissa Krupa is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Wealth Enhancement Advisory Services, LPL Financial, and Investment Centers of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs and portfolio management services tailored to clients’ risk profiles. The firm integrates in-house and third-party investment managers and provides features such as tax management, rebalancing options, and responsible investing screens.

Drew Dehnicke is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 designations and has 24 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. He is also involved in insurance services as an agent and operates a financial services business focused on advising clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning, and consulting services, managing over $256 billion in assets.

Michael Ryan is a financial advisor with Ameriprise in Woodbury, MN, holding the CFP® and ChFC® designations and the Series 66 license. He has 22 years of industry experience, including 17 years with Ameriprise Financial Services, Inc. Outside of advising, he is involved in managing a healthy food and beverage company, Sun & Soil Health Co., LLC, and operates a business, Lucky's P, LLC. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shawn Walsh is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Mass Mutual and MetLife Securities. Walsh is a part owner of Vestcore Financial Group, where he manages daily operations and supports clients with brokerage and advisory services. He also serves as president of the Greenhaven Men's Club in Anoka, MN. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party investment strategies.

Harrison Porter is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Porter Group, where he has been serving clients since 2015. He specializes in comprehensive wealth management strategies, focusing on cash flow development and investment advising for individuals and families. Harrison primarily works with young business professionals and business owners, guiding them through various retirement milestones and providing access to private and commercial banking solutions. Harrison holds a Bachelor's of Science degree from the University of Minnesota Twin Cities and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He also maintains his FINRA Series 7 and 66 registrations, NMLS certification (ID: 1488896), and State Life & Health Insurance licenses. Harrison's approach emphasizes goals-based planning to support clients in achieving their short- and long-term financial objectives. He lives in Minneapolis with his wife, Katie. Harrison welcomes new client relationships and focuses on clear communication to develop long-term financial plans tailored to each client's goals and aspirations.

David Moe is a financial advisor with Primerica Advisors in Oakdale, MN, holding a Series 63 designation and over 32 years of industry experience. He has worked with Primerica Financial Services since 1992 and with Primerica Advisors since 1993. Outside of his advisory role, he operates David R. Moe Tax Services, providing tax-related services since 1998, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a wrap-fee structure for its services.

Layne Morgan is a financial advisor with Edward Jones in Hudson, WI, holding Series 63, 65, and 66 licenses and one year of industry experience. Prior to joining Edward Jones, Morgan’s background includes roles in music and various self-employed ventures. Outside of advising, Morgan is involved in music as a trumpet player and occasionally gives lessons. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of financial advisors and branches.

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.

Mark Kranz is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and totaling 30 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently with City National Bank since 2016. He serves on the board of directors for the Courage Kenny Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs with tailored strategies, utilizing both in-house and third-party investment managers, and offers integrated services including portfolio management, financial planning, and custodial solutions.

Amanda Hespen is a financial advisor at OSAIC with a Series 66 designation and no prior industry experience. She was previously a partner and attorney at Scott + Hespen Law, PLLC for 19 years, focusing on estate planning and client transition work. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and managed accounts. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Matthew Hanson is a financial advisor at Morgan Stanley in Stillwater, MN, holding a Series 66 credential and having five years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Thrivent Financial. Outside of his advisory work, he is involved with D1 Yraining in Saint Paul, where he provides personal fitness training to a small number of clients. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and extensive asset management capabilities.

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.

Willy Zimmerman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His background includes roles at Waddell & Reed Inc and managing Cedar Ridge Wealth Management Group. He has also been involved with the Woodbury High School Girls Hockey Booster Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research and employs both discretionary and non-discretionary management approaches.

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.