Oskar Tauring Traxler is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at various insurance carriers and financial firms, as well as involvement with the Minnesota Urban Debate League. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of advisory and brokerage services through a large network of investment adviser representatives.

Scott Erickson is a Series 63 licensed financial advisor with Edward Jones in Eagan, MN, where he has worked since 2000, accumulating 25 years of industry experience. Outside of his advisory role, he is occasionally involved in a family-owned preschool business, Mamie's Corner Preschool, which he co-owns with his spouse. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Megan Carlson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2017, previously working at Insight Global and The University of Arizona. 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 annual retirement planning advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary analysis tools.

David Frick is a financial advisor with Thrivent Investment Management in Eagan, MN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 financial planning that covers a wide range of topics and allows clients to integrate planning with managed-account services while keeping them distinct.

Nathan Rolek is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at firms including Equitable Advisors and AXA Advisors before joining Ameriprise in 2021. Outside of his advisory work, he serves on the Board of Directors for Jefferson High School Softball. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Adam Dveris is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank, N.A. since 2001. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Austin Jacobus is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. He has one year of experience in the financial industry and has previously worked in public works for the City of Rosemount as well as in various roles at Chipotle, University of Arizona, Securian Financial, Papa Murphy’s, and local schools. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a range of asset management programs through a wide network of Investment Adviser Representatives and third-party asset managers.

Brian Connelly is a CFP® professional with 23 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Focus Financial, and Jackson National Life Distributors. He is also an insurance agent involved in the sales and service of non-securities insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, employing a model-based investment approach that incorporates portfolio optimization, risk assessment tools, and a range of managed account strategies.

Jason Christenson is a Series 66-licensed financial advisor at Edward Jones in Lakeville, MN, with 13 years of industry experience, all of which have been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tristan Lehnen is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in various roles including at Dodge of Burnsville and Crisp and Green. He operates a DBA, Turning Leaf Financial, as an additional business activity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and a range of advisory programs, including third-party asset managers and LPL-sponsored programs, focusing on matching clients to suitable investment models based on risk tolerance and plan information.

Anna Lucas is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Burnsville, MN. She has four years of industry experience and previously worked at Chipotle and California Baptist University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning across multiple areas without managing client portfolios directly.

Christina Asmus is a financial advisor with Ameriprise Financial Services in Bloomington, MN, holding a Series 66 designation and 12 years of industry experience. She has worked with Ameriprise since 2013 and is also the owner of Sassypants Photography, a photography business. In addition, she owns CASMUS LLC, a finance-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

Philip Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Thrivent Financial, and Northwestern Mutual, as well as a year at HighRoad Logistics outside the financial sector. 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.

Robert Haddorff is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include leadership at The Haddorff Team and extensive experience with Waddell & Reed, INC. He serves as president of the Haddorff Family Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by research, technology tools, and a broad platform of advisory and non-advisory services.

Jacob Ledermann is a financial advisor with LPL Financial based in Bloomington, MN. He holds a Series 66 designation and has two years of industry experience, including prior work at Lakeshore Group Wealth Management. Outside of his advisory role, his background includes diverse positions in education and various local businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and employs technology tools to assist its network of over 22,800 advisors.

Trevor Vanheel is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of advising, he is co-owner of MVL, LLC, where he manages an Ameriprise business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Angela Granquist is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at LPL Financial since 2021. Her prior experience includes roles at Collaborative Financial Group LLC and Waddell and Reed, Inc. She has also operated Angela Granquist LLC, a business entity for tax and investment purposes. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering diverse investment strategies and institutional platforms.

Alexander Reed is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2013. Outside of his advisory role, he is involved in managing capital and consulting through AJR Evolution Group and works with TRLT Ventures LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates internal research and collaboration with clients to deliver non-discretionary recommendations within a defined investment framework.

Joey Esposito is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served in various capacities at Fidelity Investments including Investment Consultant, Planning Consultant, and Relationship Manager from 2024 to 2026. Before joining Fidelity, Joey worked as an Associate Financial Advisor at Ameriprise from 2021 to 2024. In his role as a Financial Consultant, Joey partners with clients to develop financial plans aligned with their retirement objectives. He emphasizes trust and communication in building client relationships, focusing on understanding each client's priorities and providing ongoing guidance as they work together to implement tailored solutions. Joey holds a California Insurance License. Outside of his professional responsibilities, he enjoys baseball, football, fitness, spending time with family and friends, and caring for pets.

Cari Bakken is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 designations and 21 years of industry experience. Her prior work includes roles at Ryan Haddorff, The Haddorff Team, and Waddell & Reed, INC., among others. She also managed a business entity under The Haddorff Team related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and extensive non-advisory financial services.