Christopher Dock is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kestra Advisory and Kestra Investment Services. Outside of his advisory work, he is the owner of Solucient Consulting, LLC, a non-investment related business. 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, investment management, and retirement advice services, utilizing both proprietary and third-party strategies with a focus on flexibility and scale.

Chad Ellman is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning guided by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Mathias Hoefferle is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with six years of industry experience. His career includes multiple periods at Edward Jones beginning in 2019, interspersed with roles in education, realty, and transportation. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Brook Holzinger is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL in 2021, he worked at firms including Waddell & Reed, Irish Group, Inc., and various insurance carriers. Outside of his advisory role, he has also served as a notary and operated a business entity, Irish Group, Inc., for tax and investment purposes. 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, including financial planning and third-party asset management, and supports its advisors with various operational and research tools.

Christopher Oleson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Midwest Special Instruments from 2011 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Anderson Jr. is a financial advisor with Cambridge Investment Research Advisors in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously spent 15 years at FSC Securities Corporation. Outside of his advisory role, Anderson is a notary public and an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

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.

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.

Erik Plaisted is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 17 years. In addition to his advisory role, he serves as a Branch President at Sterling State Bank, where he manages a team and underwrites loans. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, with access to multiple custodial programs and alternative investments.

Carissa Schuster serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she supports clients in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income, among other financial planning services. Carissa is part of a team that emphasizes attention to detail and a personalized approach to meet the unique needs of each individual and family. The team is committed to handling all aspects of client relationships with professionalism and care. She resides in Washington, DC, and enjoys golfing, hiking, skiing, and traveling.

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.

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.

Anthony Johnson is a financial advisor with Ameriprise in Savage, MN, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Ameriprise in 2021, he worked for RIVERSOURCE DISTRIBUTORS INC for six years. Outside of his advisory role, he is associated with Certainty of Uncertainty, LLC as an Associate Financial Advisor and Insurance Specialist. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured, algorithm-supported approach to retirement income planning.

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.

Daniel Oschmann is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 22 years of industry experience. His work history includes roles at Edward Jones, Cornerstone Wealth Management, Western Wealth Management, NEXT Financial Group, and multiple positions within LPL Financial. He also operates a personal business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional services, supported by a large network of investment adviser representatives and a variety of strategic and tactical investment options.

Bryan Lage is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. His background includes roles at Thrivent Financial, Northwestern Mutual Investment Services, and agricultural operations such as Stine Seed and Brandon Lage Farms. Outside of advising, he is involved in farm operations, working as a truck driver hauling sugar beets. 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 planning covering topics such as retirement, taxes, and estate planning, without implementing recommendations directly, and allows clients to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Ria Bongiovanni is a Resident Director and Wealth Management Advisor at Merrill Lynch, where she leads the Bloomington, MN office and contributes to the local Diversity & Inclusion Committee. She works with clients across various industries and stages of life, including intergenerational families, corporate executives, business owners, attorneys, athletes, and entertainers. Her focus includes financial wellness, investing, college education planning, executive compensation, personal retirement planning, and socially responsible investing. Ria holds a Bachelor's Degree from Iowa State University and maintains several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is fluent in English and Spanish. Beyond her advisory role, Ria engages in community initiatives such as Better Money Habits and Studiiyo Scholars. Her personal interests include music and the arts—writing and performing jazz piano and singing, as well as bhangra dance—as well as staying active through triathlons, yoga, and pickleball. She also values spending time with her husband, family, and friends, and serving on boards and volunteering.

Jason Hotzler is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Financial, Thrivent Investment Management, Edward Jones, and KLDiscovery. He operates under the DBA ProsperLane Financial for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various technology tools.

James Wright is a financial advisor at Merrill with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Merrill since 1997 and Bank of America, NA since 2009. Outside of his advisory role, he coaches youth hockey for the Los Angeles Junior Kings. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies, leveraging its integration with Bank of America affiliates and capital-markets platform.

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.