Jody Mcdonough is a CFP® professional with 30 years of experience in the financial industry. She currently works at OSAIC and has previously held roles at Woodbury Financial Services, Thrivent Financial for Lutherans, and Wells Fargo. Outside of her advisory work, she serves as president of Women in Insurance and Finance and holds board positions with Irish Arts Minnesota and Boss Women United, organizations focused on community engagement and supporting women in the financial industry. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services across various programs. The firm employs a model-based investment process with portfolio optimization and provides access to discretionary strategies and third-party money managers.

Andres Herrera is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 credential and has worked previously in automotive and logistics sectors, including roles at Walser Automotive, Reynolds Logistics, Morries Automotive, and CBRE. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Omotayo Famodu is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, Famodu held roles at Wells Fargo Bank, Scope Solutions, and Estelle. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Crystal Hatteberg is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Royal Alliance Associates and Eagle Creek Financial Advisors, where she also serves as Chief Operating Officer. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and range of investment programs.

Daniel Enright is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Beth Wills is a CFP® with 38 years of industry experience and is currently an advisor at Ameriprise in Arden Hills, MN. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Isak Larson is a financial advisor with Cambridge Investment Research Advisors in Ramsey, MN, holding a Series 66 designation and having seven years of industry experience. He previously worked at Thrivent Financial for five years and has been with Cambridge since 2024. Outside of his advisory role, he is employed as an administrative staff member with Hockey Ministries International in Minnesota. Cambridge Investment Research Advisors serves a diverse client base that includes individual, institutional, pension, and charitable organizations by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies alongside access to unaffiliated third-party advisers.

Connor Reilly is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at KPMG LLP for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brent Bunne is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds Series 63 and Series 66 licenses and is based in Maple Grove, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Bradley Hunt is a financial advisor with Thrivent Investment Management in Blaine, MN, holding a Series 66 designation and six years of industry experience. He has been with Thrivent since 2020 and previously worked with Eagle Brook Church for five years. Outside of his advisory role, he serves as Brand and Marketing Director for the Spring Lake Park Softball Association, supporting youth softball development through marketing and branding efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning combined with managed-account services through a consolidated billing program called “WealthPlan.”

Scott Robichaud is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also serves as a notary in a related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, retirement plans, banks, and institutions. The firm supports its network of advisors with a range of portfolio programs, third-party asset management, and institutional platforms.

Matthew Mulville is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, various insurance carriers, and in other roles including Design Ready Controls. Mulville also operates a DBA under Northern Light Financial Advisors associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Ponto is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2005, including six years with the current firm structure. He is a limited partner in The Prairie Group LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice based on comprehensive investment research and analysis.

Amy Maurer is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She has been with Robert W. Baird since 2008. Outside of her advisory role, she works as a Store Tasting Ambassador for Utepils Brewing Co., where she offers samples and information about the brewery's products. Amy is part of the DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Kyle Anderson is a financial advisor with Edward Jones in Blaine, MN, holding a Series 66 designation and three years of industry experience. He previously worked at Dick Hannah Motor Company and has experience in the marine sector with Sundance Yachts and Reed's Marine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Adam Gilmore is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. Outside of advising, he is involved with Diversified Insurance Brokerage, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of strategic, tactical, and alternative investment approaches supported by research and advisor-focused tools.

Courtney Kero is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. She has been with RBC Capital Markets since 2019 and previously worked at the College of Saint Benedict from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Brandon Peddycoart is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. His prior work includes roles at Old National Bank and Wells Fargo Clearing, as well as positions in education and veterinary support. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a range of program offerings including Unified Managed Accounts and third-party money manager programs.

Matthew Kassera is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at RBC Capital Markets for 11 years. Kassera serves as Treasurer on the Board of Directors for Territorial Trail, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dennis Ahlm is a financial advisor with Ameriprise in Rogers, MN, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to support its recommendations.