Eric Samshal is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Doody is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms including Protective Life Insurance Company, Investment Distributors Inc, Transamerica Capital Inc., and Pacific Life. Doody is currently based in South St. Paul, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jonah Jangula is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His background includes roles in the restaurant industry and involvement with Charleston's Overspeed Hockey Training. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and relies on model-driven strategies managed by unaffiliated asset managers.

Austin Knapp is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he has been involved with Imola Motorsports since 2016. Ameriprise Financial Services is a large institutional advisory firm serving both 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 income sources and tax-aware withdrawal strategies.

Jonathan Reed is a CFP® and holds a Series 66 license, with 16 years of industry experience. He has been with Edward Jones since 2010, working out of their St. Paul, MN office. 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 provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Solon is a financial advisor with Ameriprise in White Bear Township, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked at Diversified Real Estate Services and has a background in education at Gustavus Adolphus College and Nova Classical Academy. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored retirement-income recommendations.

Troy Moser is a financial advisor with Wells Fargo Advisors in Woodbury, MN, holding a Series 66 designation and 26 years of industry experience. He has held roles at various Wells Fargo entities since 2003. In addition to his advisory role, Moser owns and operates Moser Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, and integrates advisory services with other financial product offerings.

John Ehlers is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that align with clients' individual goals and the dynamic conditions of today's market. With a career dedicated to assisting clients in achieving their financial objectives, John emphasizes building relationships founded on trust and mutual understanding. He and his team provide advice and guidance tailored to both personal and business financial needs, aiming to help clients pursue what matters most to them. John holds a Bachelor's Degree from the University of Iowa and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) professional designations. He is also committed to community involvement and spends time volunteering with local organizations.

Greg Grotewold is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. He has held roles at multiple Cetera entities since 2023 and previously worked at H-Beck and Securian Financial Services. Outside of his advisory work, he writes articles for Christian magazines providing spiritual encouragement. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Kenny Calvird is an Investment Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on collaborating with clients to develop and execute personalized financial plans tailored to their specific goals. Prior to his current position, Kenny held several roles at Ameriprise Financial, including Client Relationship Manager from 2020 to 2024, Client Support Associate from 2019 to 2020, and Client Service Coordinator from 2018 to 2019. He holds a California Insurance License.

Vincent Altstaetter is a financial advisor with Edward Jones in Roseville, MN. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including eight years at Ameriprise Financial Services prior to joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander Townsend is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior roles include positions at UMB Bank, Dubuque Bank and Trust, Heartland Financial, and the University of Iowa Health Care. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kevin Flynn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at several firms, including GWM Advisors, LLC dba CPR Wealth Advisors, Investment Centers of America, Edward Jones, and Wells Fargo Clearing. In addition to his role at LPL, he provides investment advisory services through GWM Advisors, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and technology tools.

William Hennessey is a financial advisor with LPL Financial in St. Paul, MN, holding a Series 63 credential and 25 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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 a Series 66 designation and two years of industry experience. He has worked at NewEdge Advisors and CPR Wealth Advisors, among other roles. Outside of advising, he provides administrative support to NewEdge Advisors, an independent investment advisory firm. 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 range of advisory services and platforms, combining extensive scale with diversified financial activities.

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®-certified financial advisor with Ameriprise, bringing 35 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he is a partner and owner of Arden Rose Group, LLC, a consulting and organizational structure firm. 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 planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.