Garret Swenson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at EFS Advisors and Wehner & Associates. Prior to his advisory roles, he was employed at the University of Minnesota, Instacart, and Northfield Public Schools. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, tax analysis, and adaptive withdrawal strategies, delivered through a centralized consulting team in collaboration with the client’s financial advisor.

Christopher Greene is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has been with Charles Schwab since 2025. Prior to his current role, he gained experience in banking and hospitality. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm combines a large client base with integrated brokerage, custody, and advisory services.

Donna Herem is a financial advisor with Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services supported by structured planning tools and a range of investment programs.

Garrett Bassett serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. Prior to joining Fidelity, he worked as a Financial Consultant at Ameriprise Financial from 2012 to 2016. In his current position, he focuses on building long-term relationships with clients by developing personalized financial plans tailored to their goals, concerns, and priorities. As a Certified Financial Planner (CFP®) professional, Bassett provides guidance in areas including retirement planning, investment management, and broader financial planning needs. He is committed to offering ongoing support to clients and is available for in-person, phone, or virtual meetings.

Gregory Pierce is a financial advisor at OSAIC with 51 years of industry experience. He previously worked at Fortis Investors, Inc. for over three decades. In addition to his advisory role, he operates an insurance agency where he sells universal life, term life, and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers and utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios.

Erik Grinde is a financial advisor with Thrivent Investment Management in Woodbury, MN, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 that covers a range of topics, including retirement and estate planning, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

John Dahlberg is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at CRI Securities, Securian Financial Services, and Minnesota Life Insurance Company. Outside of financial advising, he works as an independent contractor realtor. Cetera Investment Advisers LLC serves a broad range of clients including individual investors, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Courtney Wasowicz is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her prior experience includes roles at Securian Financial Services Inc and Minnesota Life Insurance Co. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored 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 with access to affiliated and third-party investment managers.

Karen Myers is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2009. Based in St. Paul, MN, her career spans extensive service within a major global financial institution. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate agreements.

Christopher Kubitz is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Target Corporation, St. Paul Commodities, Prime Therapeutics, Lifetime Fitness, and Agri Trading. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a nationwide network of financial advisors supported by affiliated mutual funds, a trust company, and securities-based lending options.

Abbey D'aquila is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services Inc. from 2015 to 2021 before joining Morgan Stanley in 2021. She has been with Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Katie Urbaniak is a financial advisor at Cetera with 21 years of industry experience. She holds a Series 66 designation and has worked at Cetera since 2023. Her prior experience includes roles at CRI Securities, LLC and Securian Financial Services, Inc. Outside of her advisory work, she has served as an assistant coach for the Edina High School girls' golf team. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform allowing advisors to implement various investment strategies with discretionary and non-discretionary options.

David Huffcutt is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for 16 years before joining OSAIC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and investment advisory services supported by integrated financial planning and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios with various asset types, managed either discretionarily or non-discretionarily.

Rosemary O'Brien is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. She has worked with various Cetera entities since 2023 and previously was with Tax & Financial Group for four years. Her background also includes roles with nonprofit organizations such as Parentis Foundation/AmeriCorps and the Boys & Girls Club of Capistrano Valley. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Biermaier Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Securities America Advisors and First Allied Advisory Services. Outside of advising, he is involved in operating a coffee and wine bar in Hastings, MN, alongside his wife, and serves as president of the homeowners association at his vacation community. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various third-party investment platforms. The firm employs asset-allocation tools and automated rebalancing to craft portfolios that may include a wide range of securities managed on discretionary or non-discretionary terms.

Thomas Manderfeld is a financial advisor with Ameriprise in Prior Lake, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009 and was previously associated with Jaros & Associates. Outside of his advisory role, he is involved with Royal Ideas LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing 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 while offering a broad range of advisory, brokerage, and insurance solutions.

Claire Lentsch is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation. She has one year of industry experience, previously working at Ameriprise Financial and several other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and various advisory programs supported by firm-approved planning tools and research resources.

Steven Gehrke is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Farmington, MN. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for the Theta Chi Housing Corporation. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Matthew Hourigan is a financial advisor at UBS Financial Services with 11 years of industry experience and a Series 66 designation. He has been with UBS since 2014. Outside of his advisory role, he serves as head boys lacrosse coach at Cretin-Derham Hall High School and is a member of the board of directors for the charity Mile in My Shoes, which promotes community-building and wellness through running. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Donald Rosen is a CFP® with 51 years of experience in the financial services industry. He is currently an advisor at LPL Financial, joining the firm in 2021. Prior to this, he worked at Waddell & Reed, INC. and various insurance carriers for over four decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and consulting services supported by comprehensive research and technology solutions.