Joan Martinez is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning and managing approximately $2.74 trillion in client assets.

Brittney Daniels is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior roles include positions at Sedgwick CMS and Bridges MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Christopher Bayliss is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to ensure they have a positive experience and focuses on assisting them with retirement planning. His approach emphasizes attentive service and understanding each client's unique needs to build strong, lasting relationships. Before his current role, Christopher held positions as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024, both at Fidelity Investments. He holds an Arkansas Insurance License, supporting his expertise in financial and insurance planning. Outside of his professional responsibilities, Christopher engages in fitness activities including horseback riding, reading, running, and skiing.

David Jackson is a financial advisor at Ameriprise with 30 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. Prior to joining Ameriprise in 2026, he spent 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Ameriprise offers a retirement-income planning service primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christine Peterson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Cetera since 2019 and has prior experience with Bremer Bank, Raymond James Financial Services, and LIVE Wealth Planners, a business she continues to own and operate. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and maintains over $256 billion in assets under management.

Alex Grausnick is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2013 to 2020. Outside of advising, he is involved with May, Inc. as a paraplanner supporting his Ameriprise practice. Ameriprise is an institutional firm serving clients, particularly those approaching or in retirement with significant investable assets, through its Premier Retirement Income service. The firm combines research, modeling, and tax-efficiency analysis to provide personalized retirement-income planning and offers a broad range of advisory, brokerage, and insurance solutions.

Kathryn Rodgers is a financial advisor with Morgan Stanley Wealth Management in Bloomington, MN, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Nepsis. Outside of her advisory work, she is involved with Partners in Community Service in St. Paul, MN, where she provides care to mentally handicapped adults. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct relationships and corporate financial planning agreements.

Jonathan Halvorson is a CFP®-certified financial advisor with 20 years of industry experience, currently serving at OSAIC since 2024. He previously worked for Securities America Advisors and Securities America Inc for 10 years. Halvorson is also president of Jmark Financial LLC, an entity he created to receive advisory compensation and manage office leasing. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of financial advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to third-party managers to construct portfolios across multiple asset classes.

Joseph Kack is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Advisors, LLC and Granite Logistics. Outside of his advisory role, he is involved with Wealth Guidance, Inc., an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Mark Strangis is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and with 52 years of industry experience. He has been affiliated with Linsco Private Ledger since 2007 and operates under the DBA Strangis Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting services.

Stacey Michels is a financial advisor with UBS Financial Services in Kailua, HI, holding Series 63 and Series 66 designations and offering 28 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Richard Kirchoff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008 and Thrivent Investment Management since 2007. Outside of his advisory work, Kirchoff is part owner of an LLC that manages the office building he works in and personally handles snowplowing for the business parking lot through a separate LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach emphasizes holistic, goal-based planning across a broad range of topics, with an option to combine planning with managed-account services under a consolidated billing arrangement.

Connor Josephson is a financial advisor at Thrivent Investment Management in Edina, MN, holding a Series 66 designation. He has been with Thrivent and its related entities since 2022 and has experience working in educational and community organizations prior to his financial advisory role. 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 planning with options to combine it with managed-account services while keeping the two separate.

Chad Tuschen is a financial advisor with OSAIC holding the CFP® designation and Series 63 license, with 20 years of industry experience. He previously worked for Lincoln Financial Advisors and Lincoln National Life Insurance Company for 25 years before joining OSAIC and Bottoms Financial in 2025. Outside of his advisory role, he is involved in insurance sales, offering group benefits, disability insurance, annuities, and life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services with access to third-party money managers and a variety of investment and portfolio management tools.

Mark Daly is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked with Old National Bank, Woodbury Financial Services, Sandvold Financial Group, and served in various roles at the University of Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Scott Larson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Larson is involved as a partner in a farming business and owns a financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Robert Johnson is Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2024. In this role, he focuses on building and implementing customized financial plans for clients, emphasizing the importance of tailored strategies in wealth management. Prior to this, he served as Vice President, Wealth Planner at Fidelity from 2022 to 2024 and as a Financial Consultant at Fidelity from 2017 to 2022. Robert's experience in the financial services industry spans over a decade, including roles at Ameriprise Financial as a Retirement Income Specialist from 2016 to 2017 and as a Financial Consultant from 2012 to 2016. Throughout his career, he has worked to support clients in developing financial plans suited to their individual needs. Robert's approach is grounded in the resources and integrity of the Fidelity brand, and he is committed to helping clients achieve their financial goals through personalized planning.

Kelsey Schultz is currently a Branch Leader and Financial Consultant. She works closely with clients to provide a holistic financial planning experience by understanding their individual stories and simplifying complex financial concepts to implement unique investment strategies. Kelsey has been working in the financial industry since 2022. She served as a Financial Advisor at Thrivent from 2022 to 2023, then as an Investment Consultant at Fidelity Investments from 2023 to 2024, before becoming a Financial Consultant at Fidelity in 2024, where she currently works. Her experience centers on co-creating comprehensive financial strategies tailored to clients' specific goals.

Peter Zvanovec is a CFP® professional with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Securities America Inc. from 2009 to 2024. Outside of his advisory role, he is involved in insurance sales, assisting clients with coverage selection and carrier applications. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.

Kathryn Pennington is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services since 2010. Outside of her advisory role, she co-owns Synergy Wealth Group LLC, a franchise ownership entity, and serves as Fund Development Chair on the Board of Directors for the Park Nicollet Foundation. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.