John Orourke is a financial advisor at LPL Financial with 42 years of industry experience. He has been with LPL Financial since 1987 and holds the Series 63 designation. Based in Hammond, WI, he has a long tenure at the firm. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Patrick Tinucci is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and 27 years of industry experience. He has worked with RBC Capital Markets since 2008 and also serves at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and customizes strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Drew Kelly is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. He has previously worked at Thrivent Financial and has been involved in coaching high school hockey as an assistant varsity coach. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Greta Farley is a Wealth Management Advisor with the Duddingston Sylvester Group at Merrill, where she develops long-term relationships with clients and their families, guiding them through significant financial decision points. Her expertise includes wealth planning, pre- and post-retirement strategies, tax-sensitive investing, and trust and estate planning services. Greta prioritizes clear communication to help clients weigh their options and align solutions with their individual parameters. She holds a Bachelor's degree from Iowa State University and is a CERTIFIED FINANCIAL PLANNER® professional. Greta combines technical insight with practical knowledge to support clients in pursuing their financial goals and securing their wealth outlook. Residing in Lake Elmo, Minnesota, with her husband and two children, Greta enjoys spending time with her family, outdoor activities, skiing, reading, and watching movies.

Jodi Jenson is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jackson Rynda is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America prior to his current role. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brent Hanson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent five years at Wells Fargo Clearing. Outside of his advisory work, he serves on the board of the Hudson Raidaire Booster Club, acting as treasurer. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, tailoring investment strategies to individual risk profiles through a blend of internal and external investment managers.

Nikolas Neuman is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has worked previously at Meridian Services and RBC Wealth Management. Outside of his advisory work, he has worked as a delivery driver for DoorDash. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm’s investment approach includes tailored strategies based on client risk profiles and access to both in-house and third-party managers.

Jesse Kvitek is a financial advisor with Thrivent Investment Management in New Richmond, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2002. Outside of his advisory role, Kvitek is the immediate past commodore of the St. Croix Yacht Club, where he continues to serve on the board and organizes club events. 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 financial planning and allows clients to combine planning with managed accounts under a consolidated billing option, while keeping the services separate.

Kenneth Duhadway is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, and Scottrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Kelly Rosenbush is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 1997. Outside of her financial career, she is involved with Bob Smiths Sports Club. 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.

Gregory Lunak is a CFP® professional with 26 years of experience in the financial industry. He has worked at RBC Capital Markets since 2017 and previously spent 15 years at Merrill Lynch, Pierce, Fenner & Smith Inc. He is based in Stillwater, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a mix of in-house and third-party managers.

Chad Kulzer is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services, Questar Asset Management, and U.S. Allianz Securities. Outside of his advisory role, he is involved in staffing and insurance businesses and participates as a member of the New Richmond Chamber of Commerce. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by comprehensive financial planning and various managed account programs.

Jacob Hutchins is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior work includes positions at Lyft, Uber, River City Air, and MGM Wine & Spirits. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients with a range of investment advisory programs. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Phillip Swann is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining J.P. Morgan, he worked at Farmers Financial Solutions, Farmers Insurance, New York Life Insurance, Cogent Communications, AT&T, and Ericsson Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with an emphasis on ESG eligibility and broader derivatives capabilities.

Zachary Boesel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions with the Forest Lake Police Department, Chisago County Sheriff's Office, and Washington County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Garrett Samb is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. Garrett has been with Ameriprise since 2016, initially with its affiliated entities and currently as an advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Gary Nelson is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and Wells Fargo Clearing. Nelson also serves as power of attorney for a family member. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Amy Ferguson is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She has been with Merrill since 2022 and previously worked for eighteen years at Wunderman Thompson. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyson Lybeck is a CFP® professional based in New Richmond, WI, affiliated with Edward Jones. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.