Jose Marrujo is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with investment modeling techniques in its financial planning process.

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.

James Wiberg is a financial advisor at Thrivent Investment Management in Chaska, MN, with 30 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

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 Wood is a financial advisor at Edward Jones in Shakopee, MN, with seven years of industry experience. He has held his current role since 2018 and previously worked at SUPERVALU, Inc. from 2014 to 2018. Wood holds the Series 66 designation. 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 operates a large nationwide network of advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.

Paul Hofslien is a CFP® professional affiliated with Raymond James Financial, with 32 years of industry experience. He has been with Raymond James Financial Services since 2008. Outside of his advisory work, he owns and operates a farming business and serves as treasurer and board member for the Prior Lake Rotary Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation through various advisory programs and technology-driven solutions.

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.

Caleb Thiess is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Archer Daniels Midland Company. Outside of finance, Caleb operates a photography business and owns an online watch retail store. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools, focusing on advisory services rather than individual security recommendations.

Christopher Holthe is a Series 66-credentialed advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Edward Jones. He is based in Bloomington, MN. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Leslie Joon is a financial advisor at Fidelity with 13 years of industry experience. They hold Series 63 and Series 65 designations and have worked at various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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.

Richard Wohlwend Jr. is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for 17 years. In addition to his advisory role, he is active as an insurance agent through Sabre Financial, where he sells fixed life, health, accident, and disability insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary investment models.

Aleksandra Munson is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she works as a sales associate at a women's athletic clothing store. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services.

Charles Athmann is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Thrivent, he worked at RBC Capital Markets for six years and held roles at Sedgwick, Kwik Trip, and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial analyses and planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Gary Mittelsteadt is a financial advisor with Primerica Advisors, holding a Series 63 designation and 38 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1997. His other business activities include part-time sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Joseph Fields is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Eagan, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hannah Spasojevic is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent four years at Starkey Hearing Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytics.

David Jungquist is a financial advisor with OSAIC based in Minneapolis, MN. He holds the ChFC® designation and Series 63 license and has 40 years of industry experience. Prior to joining OSAIC in 2023, he worked at Octagon Wealth Management, LLC and FSC Securities Corporation for over 20 years each. Outside of his advisory role, he serves on the investment committee for Delasalle High School’s endowment fund and is a member of the parish council at Annunciation Catholic Church. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering financial planning, advisory services, and managed portfolios. The firm’s investment process emphasizes model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.

Jennifer Waletski is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and Morgan Stanley Private Bank, N.A. since 2020. Outside of her advisory role, she is a partner in Tokach Group LLC, a real estate business based in Mandan, North Dakota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing proprietary tools and scenario modeling.

Paul Dentinger is a financial advisor with Primerica Advisors in Lakeville, MN, holding a Series 63 designation and 34 years of industry experience. He has worked at PFS Investments Inc and Primerica Financial Services since 1992. In addition to investment-related activities, he receives compensation for referral of home security, automation, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies with discretionary management and custodial support from BNY Mellon Advisors and Pershing.