Maurice Jones is a financial advisor with Cetera in Saint Paul, MN, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services and the Minnesota Department of Transportation. In addition to his advisory role, he owns Ascension Financial Services, which provides financial coaching, tax, and business process services with a focus on inclusion and equity. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management programs and financial planning services across multiple custodial relationships and program structures.

Gabriel Myren is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at Lowe's, Ceres Global Ag. Corp, and DoorDash. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sara Reincke is a Series 66 licensed financial advisor at UBS Financial Services with two years of industry experience. Her prior roles include positions at M Health Fairview - University of Minnesota Medical Center, E.T. Kelly & Associates, LLC, and Target Corporation. She is based in St. Paul, Minnesota. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of financial advisors using proprietary research and model-based asset allocations.

Scott Thole is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of experience helping high net worth families develop and manage financial strategies. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Advisor in Philanthropy® designation, offering expertise in areas such as financial independence, risk management, retirement planning, tax minimization, trust structures, estate planning, and charitable giving. Before joining Merrill Lynch, Scott served as Vice President at Morgan Stanley in Chicago for a decade, gaining insight into leading financial firms. He co-founded Chicago HOPE, a nonprofit organization providing four-year college scholarships and mentoring to low-income students, which has maintained a 100% graduation rate since its inception in 2006. Scott earned his MBA from St. Xavier University and his bachelor's degree from St. Mary's University. He lives in North Oaks, Minnesota, with his wife, Julie, and their three daughters.

Derek Shoden is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. He holds the Series 66 designation and is based in White Bear Lake, MN. Outside of his advisory role, he owns a collectibles business selling items on eBay. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines proprietary research and modeling with advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Springman is a CFP®-designated financial advisor with Edward Jones in St. Paul, MN, and has 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Andrew Freiberg is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 and Series 65 designations. His prior work includes positions at Pacer Financial, Inc., Goldman Sachs & Co LLC, Inland Securities Corporation, and Thrivent Financial. Fisher Investments manages discretionary portfolios for a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative analysis and utilizes tax-aware strategies and defensive tactics to manage risk across diverse investment mandates.

James Hershey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC. since 2001. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform that combines advisory programs with product sales.

Donna Klicka is a financial advisor with Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning.

Benjamin Theis is a financial advisor at Ameriprise Financial Services with two years of industry experience. He holds the Series 66 designation and has worked previously at Well Groomed Lawns and the University of Minnesota Duluth. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Sorsoleil is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at Securian Financial Services and CRI Securities. Outside of his advisory work, he serves as a board member for the Crohns and Colitis Foundation and owns a landscaping business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and retirement services, providing access to multiple program structures and investment strategies across discretionary and non-discretionary accounts.

Sarah Joseph is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, she teaches drama and speech at Saint Francis Christian School. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party management to address various client needs.

Eric Samshal is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonah Jangula is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His background includes roles in the restaurant industry and involvement with Charleston's Overspeed Hockey Training. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and relies on model-driven strategies managed by unaffiliated asset managers.

Austin Knapp is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he has been involved with Imola Motorsports since 2016. Ameriprise Financial Services is a large institutional advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jonathan Reed is a CFP® and holds a Series 66 license, with 16 years of industry experience. He has been with Edward Jones since 2010, working out of their St. Paul, MN office. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Solon is a financial advisor with Ameriprise in White Bear Township, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked at Diversified Real Estate Services and has a background in education at Gustavus Adolphus College and Nova Classical Academy. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored retirement-income recommendations.

Troy Moser is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s affiliated entities since 2011. He is the sole owner of Moser Wealth Management LLC, an investment-related business based in Woodbury, MN. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products, serving clients through a network of over 4,000 advisors.

John Ehlers serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies tailored to the changing market conditions, integrating investment insights from Merrill with banking and lending solutions from Bank of America. He emphasizes creating a flexible strategy based on clients' individual priorities to help them pursue their long-term financial goals. Throughout his career, John has dedicated himself to fostering trust-based relationships and providing advice on multifaceted personal and business finances. He works closely with clients to develop financial approaches that address their unique objectives. His professional designations include Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA), credentials that reflect his commitment to ongoing education and expertise in the field. John holds a Bachelor's Degree from the University of Iowa. In alignment with the Merrill tradition, he is actively involved in community volunteer activities, demonstrating a commitment to the communities he serves.

Greg Grotewold is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. He has held roles at multiple Cetera entities since 2023 and previously worked at H-Beck and Securian Financial Services. Outside of his advisory work, he writes articles for Christian magazines providing spiritual encouragement. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.