Raymond Messenbrink is a financial advisor with Ameriprise in St. Michael, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Luke Hannahan is a financial professional with 14 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at various firms including Advisornet Wealth Partners and American Heritage Group. His roles have included financial planning and investment advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to various portfolio management options and financial planning services.

Amanda Johnson is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She specializes in long-term retirement cash-flow planning, risk management, tax-efficient investment strategies, and estate plan considerations. Amanda works closely with her clients, focusing on collaborative relationships to understand their unique goals and design personalized financial roadmaps. Her professional experience spans over a decade in the financial services industry. Prior to her current position, Amanda served as Vice President of Financial Planning and Financial Advisor at LGM Wealth Management - LPL Financial from 2021 to 2023. She has also held senior financial advisory roles at Secured Retirements and Lurie Wealth Management, as well as a private wealth management position at Integrated Equity Management. Early in her career, she worked as a Registered Representative at New England Financial. Outside of her professional life, Amanda enjoys concerts, cooking and baking, family activities, exploring food as a foodie, golf, and traveling.

Jessica Bridgeman is a financial advisor at Fidelity with nine years of industry experience. She previously worked at Ameriprise Financial Services and Allianz Life before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Briana Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Outside of her advisory role, she is a wellness advocate for doTERRA Essential Oils and serves as a volleyball camp coach in Watertown, WI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Elizabeth Earleywine is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked for sixteen years with the Anoka Hennepin School District #11. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Justin Breyer is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has six years of industry experience, including roles at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader set of investment vehicles including insurance-related products.

Jena Cox Backes is a Series 66-credentialed financial advisor with Edward Jones in Buffalo, MN, where she has worked for seven years. In addition to her advisory role, she is an ordained minister and teaches group fitness classes at the Becker Community Center and YMCA. She also has a long-standing involvement with Young Living as a product distributor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Karla Lindsay is a financial advisor at Morgan Stanley in St. Paul, Minnesota, with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012. Outside of her advisory work, she is involved as an artist and has a role in a retail and online footwear business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jack Samuels is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 65 and Series 63 designations and 11 years of industry experience. He previously worked at Ehlers Investment Partners, LLC before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Daniel Wolkerstorfer is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining UBS in 2017, he worked at Wealth Enhancement Advisory Services and its affiliated entities, as well as LPL Financial. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Annette Funke Thompson is a financial advisor at Edward Jones with 28 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Christopher Anderson is a Series 63-licensed financial advisor with Ameriprise in Minnetonka, MN, bringing 14 years of industry experience. He previously worked at LPL Financial before joining Ameriprise in 2017. Outside of his advisory role, Anderson is managing partner at Paragon Operations, LLC, where he provides leadership and strategic direction, and he is involved with Generations Legal Services, offering educational events and consulting on estate planning and charitable giving. Ameriprise provides 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 written recommendations through a centralized consulting team.

Madeline Thun is a Series 66-licensed advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2014 and has worked at Bank of America, N.A. for seven years. 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.

Alex Reader is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Financial Engines Advisors L.L.C. and TD Ameritrade, Inc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through both advisor-led and online platforms.

Jeremy Phillips is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel in 2023, he worked at Best Buy Corp for twelve years. He serves as a board member for Children's Workshop Montessori, assisting with human resources and staffing. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to support clients' financial planning and asset allocation decisions.

Stacy Kupsky is a Series 66 licensed financial advisor with 11 years of industry experience, currently practicing at Wells Fargo Advisors since 2022. Prior to this, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC between 2014 and 2022. Kupsky is involved in outside activities including ownership of Breakthrough Financial, LLC and participation as a panelist on the Thrive Business Panel. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations through meetings and written summaries. The firm’s broad planning menu includes specialized services such as business-owner transition planning and special-needs analysis, delivered via a combination of advisory services and affiliated financial products.

Mark Nohrenberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Pontem Financial, LLC and Waddell & Reed Inc. He has also served on parent advisory boards and was involved with Moldboard Farms for a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and technology-driven portfolio management solutions.

Jean Kerr is a CFP® with 18 years of industry experience, currently affiliated with Cetera in Minnetonka, MN. Prior to joining Cetera in 2025, she held positions at Avantax Advisory Services and Avantax Investment Services, and she maintains ownership and a leadership role as President of J E Kerr Tax Service, Inc., a tax preparation and business management firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party investment managers with various program structures and custodial relationships.

Thomas Schulenberg II is a financial advisor at RBC Capital Markets with 33 years of industry experience. He has held roles at RBC Capital Markets since 2005 and previously worked at City National Bank from 2017 to 2025. Schulenberg holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations, offering customized portfolio management, financial planning, and brokerage services through various wrap fee advisory programs.