Adam Heathcote is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Creative Planning and has previously worked at Valmark Securities, Inc. and BerganKDV Wealth Management. Outside of his advisory work, Heathcote officiates high school and college football and basketball games. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process with low-cost indexing and supplemental strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Ian O'Brien is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has previously worked at BerganKDV Wealth Management and Hays Companies. He is based in Bloomington, MN. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Larry Mathison is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Integrity Funds Distributor. He is a co-owner of inherited farmland in western Minnesota, managing property-related duties outside of trading hours. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models and operating with a large advisor network.

Cameron Strobel is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Valic Financial Advisors since 1997 and is also associated with Agia, where he offers non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts supported by centralized technology and third-party model managers.

Aaron Fulton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2020. Prior to Mariner, he worked at Proequities, Inc. and Honkamp Krueger Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for an enterprise of its size.

Cole Babcock is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Wealth Enhancement Advisory Services, LPL Financial, New Era Financial Advisors, and Huntington Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a disciplined process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its management of multiple registered investment companies, use of systematic methodologies, and advisory role within Fidelity Institutional Wealth Adviser.

Michael Jasan is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation for 27 years. He is also the owner of Michael R. Jasan & Associates, a sole proprietorship that maintains insurance products for individuals. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct diversified portfolios tailored to client risk tolerances and investment restrictions.

Connor Miene is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2021, he worked at Equitable Advisors and Axa Advisors, LLC. Outside of his primary role, he is also an Associate Financial Advisor at Soderstrom & Associates, LLC. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include customized Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic modeling and research with personalized advice, primarily for clients with significant assets under management at Ameriprise.

Tyler Mattson is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 1988. Outside of his advisory role, he is involved in a personal service corporation, GLMM, LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory services and offers a broad range of brokerage and insurance solutions through its affiliated companies.

David White is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2000. He also maintains a longstanding role at Old National Bank, where he has worked since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services through a nationwide network of investment adviser representatives.

Jenny Rasmussen is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Dayton, MN. She has worked with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Adam Lukens is a financial advisor with Ameriprise in Chanhassen, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Lukens serves on the Board of Directors for St. Therese Parish and School and participates on the Wings for Widows Advisory Council; he also provides pro bono financial planning for cancer patients through the Angel Foundation’s Financial Cancer Care Program. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering comprehensive, research-driven recommendation reports that incorporate tax-smart strategies and Social Security options. The firm blends algorithmic automation with advisor input to tailor retirement income plans and provides a broad range of advisory, brokerage, and insurance solutions.

Mitch Wittman is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to ensure that clients' financial plans and wealth management strategies are aligned with their goals. He began his career at Fidelity Investments in 2022 as a Financial Representative, progressed to the role of Relationship Manager in 2023, and took on his current position in 2024. Mitch holds a California Insurance License, supporting his work in financial planning and client service. Outside of his professional responsibilities, he is engaged in activities such as playing board games, enjoying food, golfing, listening to music, playing table tennis, and volunteering.

Amanda Cribbs is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Capital Management Securities. Her background also includes roles at JPMorgan Chase Bank, N.A. and Discovery Benefits. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis, with clients retaining final decision-making authority.

Jennifer Fitzgerald is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Brian Dyvig is a Market Leader at Fidelity Investments. In this role, he leverages the trusted brand, technology, cost-efficient investment platform, and collaborative team environment at Fidelity to serve clients effectively. He has extensive experience in financial services, having held leadership positions at Fidelity Investments since 2013, including Assistant Branch Leader from 2013 to 2016 and Branch Leader from 2016 to 2025. Prior to joining Fidelity, Brian held various sales and advisory roles, including Sales Manager and Regional Sales Director at Ameriprise, Sales Associate at Marshall Financial, and Financial Advisor at Morgan Stanley. Brian's professional background reflects a progression through roles focused on sales management and financial advising within prominent financial institutions.

Adam Nobs is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he held positions at Traylor Bros and Sensors Inc, and attended the University of Denver from 2020 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Chris Andryski is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC and Securities America Advisors, among other firms. In addition to his advisory role, Andryski operates Minnesota Financial Solutions, LLC, which provides tax preparation and mortgage consulting services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and portfolio management tools.

Julie Klimp is a financial advisor with UBS Financial Services, holding a Series 66 designation and 10 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for six years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Lee Amiot is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 13 years of industry experience. Amiot has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.