Jonathan Rose is a CFP® with 29 years of experience in the financial services industry. He is currently with OSAIC, where he has worked since 2023, following a 25-year tenure at FSC Securities Corporation and ownership of Rosechase Financial from 1998 to 2016. Outside of his advisory work, he serves on the finance committee of Resurrection United Methodist Church in Hastings, MN. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization while maintaining a complex network of affiliates and a large advisor base.

Sean Michaelis is a financial advisor at Edward Jones in Inver Grove Heights, MN, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Michaelis serves as an on-call firefighter with the Inver Grove Heights Fire Department and assists with payroll and tax documentation for his spouse’s online influencer business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies and is notable for its extensive retail advisor network and affiliated financial services.

Ryder Gilbert is a financial advisor at Robert Baird & Co. with Series 66 credentials and experience beginning in 2022. His prior roles include positions at Blackwoods Group and Starbucks Coffee Co., alongside a lengthy background in education. The DDK Group at Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through a variety of financial planning, portfolio management, and brokerage services. The firm utilizes both manager-traded and model-traded strategies supported by internal research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Heidi Olson is a Series 66 licensed financial advisor with Edward Jones in Burnsville, MN, where she has worked since 2016. She has nine years of experience in the industry. 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 with discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathryn Isackson Papp is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, and has one year of industry experience. Her prior roles include positions at Best and Flanagan, Morgan Stanley, and Parametric Portfolio Associates. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, working with both proprietary and third-party managers to implement tailored investment solutions.

Jody Otto is a CFP® with 39 years of experience in the financial industry, currently advising at Osaic since 2024. Prior to joining Osaic, she spent 11 years at Securities America Advisors and Securities America Inc. She also oversees managerial activities and contract approvals for a sports training facility, the Irish Sports Dome. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization utilizing multiple investment platforms and third-party managers.

David Olson Jr. is a ChFC® credentialed financial advisor with Ameriprise, based in Edina, MN, and has 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Olson is involved in business ventures including managing a tax preparation service and several real estate operating entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data to deliver personalized recommendations within a restricted enrollment framework.

Lauren Asenbrenner is a financial advisor at Ameriprise in Burnsville, MN, holding a Series 66 designation with five years of industry experience. Her background includes roles at Hennepin Healthcare and the University of Minnesota Duluth. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Christopher Wagner is a financial advisor with LPL Financial in Rosemount, MN, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he owns a tree removal and landscaping business called You Got Wood?. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, 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 access, and institutional platforms.

Lindsey Stokes is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 2016, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven methodologies in portfolio management.

Ashley Jager is a financial advisor with Edward Jones in Bloomington, MN, holding CFP® and Series 66 credentials and having six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Raytheon Technologies Corporation for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brandon Hoium is a financial advisor at Thrivent Investment Management with Series 66 credentials. He has one year of industry experience and previously worked for Furniture Mart USA for ten years in sales. Thrivent provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account services under its WealthPlan option.

Sneha Mishra is a financial advisor at Merrill with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, JP Morgan Chase Bank, and Bremer Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Lewis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as CEO on the board of directors for the nonprofit Just Cause. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Gary Olson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his financial career, Olson served for 18 years with Mdewakanton Public Safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics without managing client accounts directly.

Natalie Johnson is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2018 and previously held a position at Benedictine College for three years. 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 ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Dana Sandborgh is a financial advisor with UBS Financial Services in Cottage Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Monica Magnuson is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2019. Outside of her advisory role, Monica works annually as a baker at Sweet Martha's Cookie Jar during the Minnesota State Fair. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers advisory programs tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers, along with various portfolio management and financial planning services.

Gregg Burrell is a financial advisor with LPL Financial, holding a Series 63 designation and having 39 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Burrell is involved in direct sales of nutrition products through a commission-based arrangement. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Carly Jaffee is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios spanning mutual funds, ETFs, and ETPs.