William Hennessey is a financial advisor with LPL Financial in St. Paul, MN, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diversified strategy options.

Mitchell Zimmer is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at multiple entities affiliated with Cetera and has prior experience with North Star Consultants, Inc. Zimmer is also involved in selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Zachary Huppert is a financial advisor with LPL Financial, holding the Series 66 designation and having two years of industry experience. His prior roles include positions at NewEdge Advisors, LLC and CPR Wealth Advisors. He also provides administrative support to NewEdge Advisors, an independent investment advisor firm. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

Christopher Ginkel is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Cetera and has previously worked at Thrivent Investment Management Inc and Hornor, Townsend & Kent, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management strategies and program structures, supporting over 10,000 advisors and approximately $256 billion in assets under management.

Gregg Cummings is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He also owns a sole proprietorship based in Roseville, MN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Stephanie Caro is a financial advisor with Cetera in Saint Paul, MN, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Securian Financial Services Inc, Minnesota Life Insurance Company, and a long tenure at Merrill Corporation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to various third-party money managers and program platforms.

James Lebahn is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, he is a partner and owner of Arden Rose Group, LLC, a consulting firm focused on organizational structure. Ameriprise is an institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. Its approach includes algorithm-driven, non-discretionary recommendations developed in partnership with advisors, emphasizing tax-efficient withdrawal strategies and the use of Ameriprise-managed accounts.

John Leonard is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Bradley Vick and Northwestern Mutual Wealth Management Company. Leonard also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and research to support both discretionary and non-discretionary management.

Brock Thornton is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles outside finance such as positions at Monticello School District, Uber, and as an Amazon Seller. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers.

Angela Dunivent is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for 13 years and OSAIC for one year before joining LPL Financial. 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, and retirement plan consulting, utilizing various model portfolios, research, and technology-driven investment strategies.

Jennifer Ray is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2000. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Michael Rosin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and is based in Woodbury, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Kara Schiller is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and five years of industry experience. She has worked with Ameriprise since 2019, with prior experience in hospitality and university services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm focuses on tax-aware withdrawal strategies and dependable income sources, using proprietary research and third-party data to create tailored recommendations.

Annie Reed is a financial advisor with Thrivent Investment Management in Vadnais Heights, MN. She holds the Series 66 designation and has two years of industry experience. Prior to her current role starting in 2023, she worked for the St. Francis School District and Minnesota State University, Mankato. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and investment management services separate.

Jennifer Tix is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning and managed-account services separately under a consolidated billing option called WealthPlan.

Cade Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at RBC Capital Markets, LLC for three years and has experience in academic and educational settings. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Colin Aldentaler is a financial advisor at Merrill in West Saint Paul, MN, holding a Series 66 designation. He has been with Merrill and Bank of America since 2026, following previous roles at Huntington National Bank and Northwestern Mutual. Prior to his current career, he has held various positions across multiple industries including landscaping and food service. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates with Bank of America’s broader platform to provide access to a wide range of investment products and services.

Amy Sorrels is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and joined Merrill in 2011. Amy holds the CERTIFIED FINANCIAL PLANNER® designation, as well as Chartered Retirement Plans Specialist™, Certified Plan Fiduciary Advisor®, Certified Private Wealth Advisor, Personal Investment Advisor, and Retirement Accredited Financial Advisor credentials. These qualifications enable her to serve as a consultant to business owners and their employees on various retirement and defined benefit plans including 401(k), 403(b), SIMPLE, and SEP plans. Amy earned a Bachelor of Arts degree in Accounting from the University of St. Thomas in 2003. Outside of her professional work, she has contributed to community organizations such as GIVING WoMN, a group supporting women's leadership in philanthropy, and has participated as an educator in the Junior Achievement program focusing on financial literacy. She is also involved in youth sports coaching through the YMCA of the North. Amy lives in Afton with her husband, Jeff, and their daughters, Jane and Vivian. Her personal interests include playing competitive tennis, golfing, cooking, baking, and spending time with her family.

Michael Bills is a financial advisor with Wells Fargo Advisors in Mendota Heights, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Wells Fargo Advisors since 2016. In addition to his advisory role, he owns and operates Consilium Advisory Services LLC, a family office practice based in Eagan, MN. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer strategies. The firm utilizes proprietary research and planning tools to develop tailored recommendations, serving clients who meet certain net-worth thresholds.

Dennis Stolp is a financial advisor with Cetera, holding a Series 63 designation and over 50 years of industry experience. His career includes long tenures at Securian Financial Services, Comprehensive Benefits, and Minnesota Life Insurance, among others. Outside of advising, Stolp is involved in community activities such as volunteering with the Ramsey County Sheriff Water Patrol and serving on the Ramsey County Sheriff’s Foundation Board, as well as participating as a board member of the Optimist Club in Roseville, MN. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a multi-manager platform that features a variety of discretionary and non-discretionary investment program options.