Jacob Sanyi is a financial advisor with Wells Fargo Clearing in Stillwater, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes multiple roles at Wells Fargo entities since 2012 and several years at CJS Community Services Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients, supported by extensive research and analytics.

Tu Lu is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role held since 2020. She has been with Fidelity for over 18 years, progressing through various positions including Financial Consultant, Investment Consultant, Manager, Operations Analyst, and Financial Representative. Prior to joining Fidelity, she worked as a Financial Representative at SunTrust Bank from 2005 to 2007. As a CERTIFIED FINANCIAL PLANNER™ professional, Tu Lu specializes in developing, implementing, and maintaining financial plans tailored to clients' personal goals. She emphasizes integrity, honest communication, and consideration of each client's unique circumstances in her approach. Outside of her professional commitments, Tu Lu engages in activities such as family activities, fitness, enjoying food, golf, caring for pets, and reading.

Mathew Harrington is a financial advisor at Ameriprise in St. Paul, MN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of advising, he is involved in fiduciary activities and serves as an attorney-in-fact (power of attorney). Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic tools and a Retirement Income Oversight Committee.

Daniel Niemeyer is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Gallagher Financial Services, Commonwealth Financial Network, Johnson and Stern Tax Solutions, and LendSmart Mortgage. Outside of advising, he also works as a tax preparer and a loan officer assisting clients with home financing. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and a broad range of investment options.

Keith Richardson is a Series 63 licensed financial advisor with 28 years of industry experience. He has worked with Primerica Financial Services since 1999 and PFS Investments Inc. since 1991. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as wrap-fee solutions. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Adam Gooley is a Series 66 licensed financial advisor with 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2023 and previously held roles at CRI Securities, Securian Financial Services, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jesse Bengtson is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2014 and City National Bank since 2020. Bengtson serves on the boards of the Greater White Bear Lake Community Foundation and the Mahtomedi First Down Foundation, organizations involved in community fundraising and supporting high school football. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, planning, custody, and brokerage services.

Susan Blount is a financial advisor at UBS Financial Services with 31 years of industry experience. She has worked at UBS since 2008 and holds Series 63 and Series 65 registrations. Outside of her advisory role, she serves on the membership committee of the Association of Adventist Forum. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a broad platform of capital markets and research resources.

Kristin Wolf is a CFP®-certified financial advisor with 41 years of industry experience, currently with Ameriprise in St. Paul, MN. She has been with Ameriprise and its predecessor firms since 1982. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, primarily focusing on assets held in Ameriprise-managed accounts.

Melissa Krupa is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Wealth Enhancement Advisory Services, LPL Financial, and Investment Centers of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs and portfolio management services tailored to clients’ risk profiles. The firm integrates in-house and third-party investment managers and provides features such as tax management, rebalancing options, and responsible investing screens.

Drew Dehnicke is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 designations and has 24 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. He is also involved in insurance services as an agent and operates a financial services business focused on advising clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning, and consulting services, managing over $256 billion in assets.

Michael Ryan is a financial advisor with Ameriprise in Woodbury, MN, holding the CFP® and ChFC® designations and the Series 66 license. He has 22 years of industry experience, including 17 years with Ameriprise Financial Services, Inc. Outside of advising, he is involved in managing a healthy food and beverage company, Sun & Soil Health Co., LLC, and operates a business, Lucky's P, LLC. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shawn Walsh is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Mass Mutual and MetLife Securities. Walsh is a part owner of Vestcore Financial Group, where he manages daily operations and supports clients with brokerage and advisory services. He also serves as president of the Greenhaven Men's Club in Anoka, MN. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party investment strategies.

Harrison Porter is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Porter Group, where he has been serving clients since 2015. He specializes in comprehensive wealth management strategies, focusing on cash flow development and investment advising for individuals and families. Harrison primarily works with young business professionals and business owners, guiding them through various retirement milestones and providing access to private and commercial banking solutions. Harrison holds a Bachelor's of Science degree from the University of Minnesota Twin Cities and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He also maintains his FINRA Series 7 and 66 registrations, NMLS certification (ID: 1488896), and State Life & Health Insurance licenses. Harrison's approach emphasizes goals-based planning to support clients in achieving their short- and long-term financial objectives. He lives in Minneapolis with his wife, Katie. Harrison welcomes new client relationships and focuses on clear communication to develop long-term financial plans tailored to each client's goals and aspirations.

Derek Kasper is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved with the MN Basketball Club. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alexander Pruitt is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes nearly a decade at Securities America Advisors and Securities America, Inc., as well as over 12 years at Goff, Pruitt & Associates. Outside of advising, he is a consultant for Allcat and Alacrity Claims, assessing property damages, and is a part owner of Goal Kick Sporting Goods. OSAIC serves a broad client base including individual investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm offers integrated investment and advisory services, utilizing firm-provided tools and third-party platforms to manage diverse portfolios on discretionary or non-discretionary bases.

David Moe is a financial advisor with Primerica Advisors in Oakdale, MN, holding a Series 63 designation and over 32 years of industry experience. He has worked with Primerica Financial Services since 1992 and with Primerica Advisors since 1993. Outside of his advisory role, he operates David R. Moe Tax Services, providing tax-related services since 1998, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a wrap-fee structure for its services.

Layne Morgan is a financial advisor with Edward Jones in Hudson, WI, holding Series 63, 65, and 66 licenses and one year of industry experience. Prior to joining Edward Jones, Morgan’s background includes roles in music and various self-employed ventures. Outside of advising, Morgan is involved in music as a trumpet player and occasionally gives lessons. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of financial advisors and branches.

Stephen Papineau is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2024. Prior to LPL, he held roles at OSAIC and Focus Financial Network, Inc. from 2017 to 2024 and at Securian Financial Services and Minnesota Life Insurance Company from 2004 to 2017. 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 advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.

Tracy Berglund is a financial advisor with Thrivent Investment Management in Hudson, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Berglund serves as a board member of the Hudson Housing Authority, a government organization focused on housing for lower-income adults and families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm separates planning and managed-account services and typically conducts annual reviews of its recommendations.