Leah Theorin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 11 years. Leah also owns Theorin Trautwein LLC, operating as Trivas Financial Group, and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm employs a range of investment strategies, including proprietary models and third-party managers, with both discretionary and non-discretionary implementation options.

Tracy Veillette is a financial advisor with Cetera, holding CFP® certification along with Series 63 and 65 licenses, and has 34 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2021, and previously was with VOYA Financial Advisors. In addition to her advisory role, she is an insurance agent selling fixed annuities and owns a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform supporting various investment strategies and program structures.

Ryan Lewis is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial. His prior work includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Douglas Bostrom Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been associated with LPL Enterprise since 2024 and previously worked with Pruco Securities, LLC and Prudential Insurance Company of America. Bostrom also operates the Bostrom Group Financial Advisory & Insurance Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to a range of brokerage and insurance products.

Jill Arbogast is a financial advisor with LPL Financial in Eagan, MN, holding a Series 63 license and 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Bremer Bank, and Wells Fargo Advisors. She is also involved with Old National Bank's employee referral program. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management and utilizing various model portfolios and research resources.

Craig Pedersen is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds the Series 63 designation. 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 offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Maria Russell is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2022. Her prior experience includes roles at Wells Fargo Clearing Services, Gradient Securities, RIA Registrar, and RBC Capital Markets. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rory Cardinal is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 2009, previously associated with AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor solutions based on client goals, risk tolerance, and time horizon.

Nicholas Kremer is a financial advisor at Fidelity with eight years of industry experience. He previously worked at Ameriprise Financial Services and Robert Half International. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and fund-of-funds.

Michael Farley is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has worked at Cetera and its predecessor firms since 2007 and is the owner and president of Farley Financial Partners, Inc., where he has been involved since 1999. He volunteers with St. Thomas Academy, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Evan Bostrom is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved with Trout Lake Camps for six years and previously worked for the Hudson School District. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides a range of advisory and brokerage services supported by its integrated platform and access to model portfolios, third-party asset management, and insurance products.

Luke Meier is a financial advisor with Ameriprise in Hudson, WI, holding Series 63 and Series 66 credentials and with 15 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he is a co-owner of a non-investment-related business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

John Quinn is a financial advisor with Wells Fargo Advisors in Saint Paul, MN, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior experience includes 13 years at Ameriprise Financial Services and several years at Wells Fargo Clearing before joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and tools to develop tailored recommendations.

Josh Miska is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services. He also serves in the Wisconsin Army National Guard. Outside of his advisory role, Miska manages operations at GT Financial Advisors, focusing on proposal creation, account paperwork, and client servicing. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and tools, supported by a complex platform structure involving multiple mergers and third-party commercial arrangements.

Nneka Constantino serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over two decades of experience in financial services, advising a diverse portfolio that includes institutions, nonprofit organizations, businesses, executives, and high-net-worth individuals. Her focus areas encompass employee benefits planning, institutional investment consulting, and wealth management strategies tailored to clients' specific goals and risk tolerances. Nneka holds a Bachelor's degree from Howard University and has pursued additional education in Japanese at Richmond College in Shizuoka, Japan, and Middlebury College. She holds several professional designations, including Certified 401(k) Professional, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Benefits Consultant. Fluent in English and Japanese, she collaborates with a team of specialists to provide clients with a broad range of financial products and services. Beyond her financial career, Nneka is actively involved in community service. She serves as a Girl Scouts Troop Leader and is a member of the Ordway Board of Directors. Her professional and community roles reflect a commitment to delivering client-focused financial guidance while engaging with the communities she serves.

Jason Bennett is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. He worked at SII Investments, Inc. for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Joel Spry is a financial advisor with RBC Capital Markets in Shoreview, MN. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior work includes seven years with Wells Fargo Clearing and six years with Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Kenton Ketchum is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes long-term roles at Morgan Stanley Smith Barney and Morgan Stanley & Co., as well as shorter tenures at LPL Financial LLC and Wealth Enhancement Group. He is based in Woodbury, Minnesota. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, and custody services through its Schwab Wealth Advisory wrap fee program. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

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.

Shannon Mc Ginnis is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 designations and has 30 years of industry experience. She has been with Ameriprise and its affiliates since 1996. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice. The firm’s approach incorporates proprietary research and third-party data, emphasizing asset allocation, withdrawal strategies, and Social Security claiming options.