Kevin Gathje is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2015. Outside of his advisory role, he serves as an assistant boys varsity soccer coach for South St. Paul Public Schools. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Andrea Olson is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of her advisory role, she is involved as a waterless beauty consultant with Oliveda-The Olive Tree People. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage, utilizing a mix of manager-traded and model-traded strategies and emphasizing ongoing manager selection and internal research.

Steven Savage is a Series 66-registered advisor with Fidelity Investments in Edina, MN. He joined Fidelity in 2025 and has held various positions in both corporate and nonprofit sectors, including roles at Pedalheads, Delta Zeta, and West Metro Pediatric Dentistry. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also provides oversight of sub-advisers and manages a range of fund advisory activities, including those involving complex model portfolios.

Peggy Christensen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked with Wells Fargo Bank N.A./Marquette since 2000 and Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as an executor for her mother's estate. 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.

James Adams is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera, he worked at VOYA Financial Advisors and has operated Adams Consulting Group since 1995, where he provides financial education sessions and consulting related to employee benefit programs. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Erika Greeney is a financial advisor at LPL Financial in Bloomington, MN, holding Series 63 and Series 66 licenses with three years of industry experience. Before joining LPL Financial in 2023, she worked at U.S. Bancorp Investments and U.S. Bank, and prior to that, she was involved in the hospitality industry. She is also the owner of a small business called MamaMakingThings. 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 financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Stephen Doody is a CFP®-designated financial advisor with Edward Jones, based in South St. Paul, MN, where he has worked since 2003. He has 23 years of industry experience. Outside of his advisory role, he serves as a PA announcer for the South St. Paul School District’s athletic events and holds leadership roles in community organizations, including as director of the South St. Paul Lions and president of South St. Paul Future, Inc., a nonprofit focused on local economic development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Thomas Asenbrenner 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. from 2005 to 2020. Outside of his advisory role, he serves on the board of directors for the Nicollet Ridge Business Center Association and is involved in managing bookkeeping and tax-related matters through BBIG, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Engebretson is a financial advisor with LPL Financial in Eagan, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, AXA Advisors, LLC, and Waddell and Reed, Inc. Outside of his advisory work, he coaches at the Rockford/Greenfield Athletic Club. 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, utilizing various portfolio management strategies and technology tools, and supports a network of more than 22,800 advisors.

Christopher Thurin is a financial advisor with Ameriprise in Northfield, MN, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Ameriprise and its affiliate since 1998. Outside of his advisory role, he serves as president of the Woodport Homeowners Association and participates in the St. Dominic School Endowment Committee, providing investment allocation recommendations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Luke Loring is a financial advisor at Equitable Advisors with two years of industry experience and a Series 66 designation. His prior experience includes roles at companies such as Door Dash and Game One. Outside of advising, he has worked as a delivery driver for Door Dash. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Joel Manfred is a financial advisor with Charles Schwab based in Edina, MN. He holds the Series 66 designation and has one year of industry experience. Before joining Charles Schwab and Charles Schwab Bank in 2023, he worked at Life Time Fitness from 2015 to 2023. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Nicholas Kelch is a financial advisor with Edward Jones in Burnsville, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Esri for seven years. Outside of his advisory role, he provides personal care support for his disabled daughter through a local waiver program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor network and broad service capabilities.

Thomas Barber is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Wells Fargo Investments. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Matthew Dickson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, TransAmerica, US Bancorp, and Ameriprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Kaili Perron is a Series 66-licensed financial advisor with Edward Jones, based in Hastings, MN, and has five years of industry experience. Prior to joining Edward Jones, Perron worked at Regions Hospital from 2015 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Davis is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2017. In addition to his advisory role, Davis is involved with Northern Edge Operations LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing tailored planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Alec Balzer is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Wells Fargo Auto and Outback Steakhouse. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies and a mix of in-house and third-party investment managers.

Daniel Roberts is a financial advisor at Edward Jones in Hastings, MN, holding CFP®, ChFC®, and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2020, he served in the United States Navy from 2016 to 2020 and was involved with Coffee Bene from 2014 to 2020. Roberts is also an owner of Yambaily LLC, a marketing business, and occasionally performs music under the name Yambaily. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Jacob Anderson is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at The Leaders Group Inc, Wealthvest/World Equity Group, Inc., Producers Financial Group/Proequities, Inc., First Income Advisors, and Allianz Life Insurance Company of North America. He is based in Burnsville, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.