John Leonard is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 17 years of industry experience. His prior positions include roles at Bradley Vick and Northwestern Mutual Wealth Management Company. He is also commissioned as a notary. 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 and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Brock Thornton is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with various positions in education and retail businesses. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based advisory services supported by third-party asset managers and custodians.

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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, and institutional platforms.

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 at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked exclusively with Ameriprise since 2019, following prior roles in the hospitality sector. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on generating reliable retirement income through tax-aware strategies and personalized planning.

Annie Reed is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked in the St. Francis School District and at 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 focuses on holistic, goal-based financial planning across a broad range of topics and offers clients the option to combine planning with managed accounts under a consolidated billing service called WealthPlan.

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 educational roles at the University of Minnesota and Waunakee High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Colin Aldentaler is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, his work history includes roles at Huntington National Bank and Northwestern Mutual. His background also includes experience in the food service and landscaping sectors. 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 plans, corporations, and charitable organizations.

Amy Sorrels is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and joined Merrill in 2011. Amy holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). Her expertise encompasses complex financial challenges faced by affluent individuals and families, including advanced wealth management, tax planning, estate planning, executive compensation, and multigenerational wealth transfer strategies. Amy also advises business owners and executives on retirement plans such as 401(k), 403(b), SIMPLE IRA, SEP IRA, and defined benefit plans. She focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and retirement income. Amy earned a Bachelor of Arts degree in Accounting from the University of St. Thomas in 2003. She has served as a board member of GIVING WoMN, an organization dedicated to nurturing women's leadership in philanthropy, and as an educator for Junior Achievement in financial literacy. Outside of her professional work, Amy is involved in her community as a youth basketball coach for YMCA of the North and enjoys tennis, golf, cooking, baking, and spending time with her husband Jeff and their daughters, Jane and Vivian.

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.

Peter F. Jackson is a financial advisor with UBS Financial Services in Saint Paul, MN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Ann Rislove is a Series 66 licensed financial advisor with Edward Jones, based in Woodbury, MN. She has seven years of industry experience, all with Edward Jones since 2012. 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 programs and investment solutions under a fiduciary standard.

Terry Fisher is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 2006. Outside of his advisory role, he is a partner in a duplex rental property in Saint Paul, Minnesota. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Ryan Marr is a financial advisor with Cetera, holding a Series 66 credential and 17 years of industry experience. He has worked at Cetera since 2013 and is also the owner of two restaurant and bar businesses. Cetera Investment Advisers LLC serves 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 third-party money managers, managing over $256 billion in assets.

Owen Peterson is a Financial Advisor with Merrill Lynch Wealth Management in the Saint Paul area. He specializes in liquidity management, personal retirement planning, and retirement income. Owen takes a planning-driven approach, working closely with clients to understand their priorities and translating complex financial concepts into clear guidance to support informed decision-making. Owen began his career with Bank of America in banking and later joined Merrill Edge before becoming a Financial Advisor with The Zawacki-Krebsbach-Droddy Group. This experience provides him with a comprehensive understanding of the full Bank of America and Merrill relationship, which he applies in his work. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Owen earned his bachelor's degree from the University of Minnesota Morris, where he double majored in Economics and Financial Management with a minor in Spanish. He was a member of the Spanish honor society. A native of Inver Grove Heights, Owen lives in South Saint Paul with his wife, Rachel, and their Golden Retriever, Freddy. His personal interests include fishing, football, golfing, hunting, skiing, and spending time with his family.

Richard Gwizdala is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has a background that includes over three decades at Avantax Advisory Services and Avantax Investment Services, as well as ongoing work in tax preparation and accounting through his own firms. He also serves as treasurer for a homeowners' association. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a network of independent advisors, employing a multi-manager platform with a variety of investment program options.

Jennifer Dorniden is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Securian Financial Services, Inc. and the Minnesota Life Insurance Company. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diverse portfolio management and consulting services across multiple program structures and custodial relationships.