Samuel Lambert is a financial advisor with Edward Jones in Bloomington, MN. He holds the Series 66 designation and has one year of experience at Edward Jones, following prior roles at City & County Credit Union and HTLF Bank. Outside of finance, he worked at Surly Brewing Company for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services.

Heather Gilbertson is a financial advisor at Charles Schwab with one year of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2023. Prior to that, she was involved with Promas Landlord Software Center for eleven years. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, supported by centralized custody and operational systems.

Nathan Odegard is a financial advisor with Ameriprise in Burnsville, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he manages a personal Solo 401(k) plan through his ownership of Profundity Gambit LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Jason Briscoe is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he owns a real estate investment company focused on financing home rehabilitation projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm emphasizes holistic planning without discretionary trading authority and offers an option to combine planning with managed accounts under consolidated billing.

Nadine Gapp is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. She began her career in financial services as a Financial Representative with Northwestern Mutual from 2016 to 2018 and later joined Fidelity Investments, holding positions including Financial Representative, Relationship Manager, and Financial Consultant Trainee before her current role. Throughout her career, Nadine has focused on building trust-based relationships to co-create financial plans that align with clients' personal and financial goals. She emphasizes the importance of financial education and guidance, helping clients develop, implement, and maintain plans with confidence. Outside of her professional work, Nadine enjoys camping, attending concerts, cooking and baking, hiking, skiing, and spending time with her pets.

Aidan Liker is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2023 and has no prior industry experience before joining the firm. Outside of his advisory role, he has been involved with the Minnetonka Youth Hockey Association and has experience working in educational settings. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers centralized, non-discretionary advice supported by algorithmic tools and emphasizes the use of products from affiliated fund families.

Joe Hajjali is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and was involved in the retail and food service industries, including operating Lustrous Spirits Inc. Dba MGM Wine and Spirits and Maki International Restaurant Co. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Abigail Mc Clay is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked in photography and various service roles before joining Baird in 2022. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with support from internal research and technology.

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.

Jeffery Wurst is a financial advisor at Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 credentials with 32 years of industry experience. He previously worked at Wells Fargo Investments, LLC for seven years before joining his current firm in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Monica Luxem is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation with four years of industry experience. She has been with Ameriprise since 2016 and previously worked at the University of St. Thomas from 2015 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

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.

Michael Lauer is a CFP®-designated financial advisor with 22 years of industry experience, currently affiliated with Cetera. His career includes roles at Grindstone Financial, Prowealth Financial, Cetera Wealth Services, Advisornet Wealth Management, Capstone Advisory Group, and Cambridge Investment Research. He also works as an insurance agent, selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, including model portfolios, third-party managers, and custom strategies.

Christopher Norman is a financial advisor with Edward Jones in Minneapolis, MN, holding a Series 63 designation and 29 years of industry experience. He has been with Edward Jones since 1999 and previously worked with American Express Financial Advisors Inc., IDS Life Insurance Company, and Homeplace. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices across the United States.

Scott Stroeing is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He previously worked at Gervais Wealth Management and has been involved with the Washburn Center for Children as a mental health case manager. 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 advanced operational and research tools.

Jackson Sandquist is a financial advisor at Ameriprise with the Series 66 designation. He has been with Ameriprise since 2023 and has no prior industry experience. Outside of advising, he has worked at Logger's Trail Golf Course and Oak Glen Golf Course and Banquet Facility. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Shawn Vradenburg is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and with 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves on the Helping Hands committee at South Cities Church, where he votes on financial assistance for members in need. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate services for planning and portfolio management.

Jessica Kelly is a financial advisor with Wells Fargo Clearing in Farmington, MN. She holds Series 63 and Series 66 designations and has 10 years of industry experience, all with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.