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.

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.

Carol Sullivan is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of her advisory role, she operates a sole proprietorship in the advertising specialty and promotions business, servicing existing customers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

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.

Luke Lange is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to that, he held roles at Stauer and Simple Living Boutique, among other positions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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.

Daniel Daggett is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Morgan Stanley for two years before joining Wells Fargo Clearing in 2016. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Laurie Raps is a financial advisor at Fisher Investments with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fisher Investments since 2017, following six years at U.S. Bancorp Investments, Inc. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and uses various risk management techniques including derivatives and tax-loss harvesting.

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.

Lance Flannery is a financial advisor with LPL Financial, holding a Series 63 license and 18 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and his own firms, Flannery Holdings, LLC and Wealth Guidance, Inc., where he maintains ongoing involvement. 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 portfolio programs, and institutional platforms, supported by both proprietary research and third-party asset management.

Julie Mize is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. She previously worked for U.S. Bancorp Investments, Inc. for nine years before joining UBS in 2021. Outside of her advisory role, she is involved as a sales representative for Norwex USA and has worked as a cashier at Lunds and Byerlys. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with model-based asset allocations to tailor plans to client goals and risk tolerances. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, offering a broad range of wealth management and institutional trading capabilities.

Julie Eide is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with financial advisors.

Parker Weber is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Summit Credit Union, Citizens State Bank, US Bank, and UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

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.

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.

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.