Hannah Notebaart is a Series 66 licensed financial advisor with Edward Jones, based in Wyoming, MN. She has one year of industry experience and has worked at Edward Jones since 2023. Her background includes roles in home care and food service, as well as academic experience at Hamline University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets and operates a broad network of advisors and branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products.

Walter Dobgima is a financial advisor with Primerica Advisors in White Bear Lake, MN. He holds the Series 63 and Series 65 licenses and has six years of industry experience. In addition to his work in financial services, he has been involved with Kingdom Pathways Laboratory since 2017 and has worked with M Health Fairview since 2008. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors who utilize model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Kathryn Iverson is a financial advisor at Cetera with four years of industry experience. She holds a Series 66 designation and has worked at Cetera and affiliated entities since 2021. Outside of her advisory role, she is employed as a food server at Grandview Lodge. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of independent advisors and a multi-manager platform.

Ryan Steele is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He has been with Ameriprise since 2008, currently based in Plymouth, MN. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm delivers written Recommendation Reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team using research, modeling, and algorithmic tools.

Mark Josephs is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Edward Jones. He also teaches FINRA-approved retirement planning courses in the community. 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, third-party asset management, and institutional platforms.

Neil Bonneson Bruce is a financial advisor with LPL Financial based in White Bear Lake, MN. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. His prior work includes roles at Associated Investment Services, Inc., CUNA Brokerage Services, Inc., CUNA Mutual Group, Dougherty & Company LLC, and Wells Fargo Clearing. 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 with various investment strategies, supported by extensive operational and research tools.

Luke Turnquist is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Wells Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm allows clients to integrate planning with managed account services through a consolidated billing option while maintaining separate service structures.

Christian Utecht is a financial advisor at RBC Capital Markets in Stillwater, MN, holding a Series 66 designation with four years of industry experience. His prior roles include positions at The Hartford Financial Services Group and Keyot LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and planning services, leveraging both in-house and third-party investment resources.

Troy Barta is a financial advisor with LPL Financial, holding the CFP® designation and multiple securities licenses (Series 63, 65, and 66), and has 30 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Cuna Mutual Group and CUNA Brokerage Services. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, and supports its advisors with various operational and research tools.

Chad Murphy is a financial advisor with Ameriprise in North Oaks, MN, holding a Series 66 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Kotchi Prosper is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 14 years before joining LPL Financial in 2022. Prosper also serves as a director at Affinity Plus Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools for its network of more than 22,800 advisors.

Aquib Khan is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.

Marques Barnes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Bank of America, N.A. and various positions in logistics and automotive sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Murray is a financial advisor with Ameriprise in New Brighton, MN. He holds a Series 66 designation and began his advisory career in 2025. Prior to his current role, he has been involved with Wilson Golf Group since 2021. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored income recommendations. The firm serves individuals approaching or in retirement and integrates algorithmic tools alongside advisor input in its planning approach.

Robert Korluka is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at AXA Advisors, LLC. His background also includes roles at the River Valley Athletic Club, Midwest Fitness Co., and Courage Kenny Rehabilitation Institute. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers. The firm emphasizes risk assessment and tailored investment model matching, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Gordon Defiel is a financial advisor at OSAIC with two years of industry experience. He holds the CFP® and Series 63 designations. Prior to his current role, he has worked at firms including Gradient Financial Group and First Resource Group. Outside of advisory work, he provides life insurance and fixed annuities to clients through his role as an insurance agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutional clients, and charitable organizations. The firm offers a wide range of advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Anthony Thole is a CFP® professional with 24 years of industry experience. He currently works at RBC Capital Markets and previously held roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Polly Dedrick is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 17 years of industry experience. She has been with Primerica Advisors since 2008 and Primerica Financial Services since 2007. Outside of her advisory role, Dedrick is involved as Vice President of a general contracting and handyman services business and is a self-employed musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure for its services.

Eric Hansen is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2009. 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 and combines planning with managed-account programs, while maintaining separate planning and portfolio management services.

Christopher Sieg is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses. He has 29 years of industry experience, including roles at Prosperwell Financial since 2012 and Linsco Private Ledger since 2007. Sieg operates under the DBA Sieg Wealth Management. 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 financial planning and asset management solutions, including access to third-party managers and model portfolios, supported by a large network of advisors and extensive operational resources.