Travis Story is a Series 66-licensed financial advisor with 21 years of industry experience currently affiliated with Cambridge Investment Research Advisors. He has been with the firm since 2012. Outside of his advisory role, he works as a personal trainer at Lifetime Fitness in White Bear Lake. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Kevin Cunningham is a CFP® with 30 years of experience in the financial industry. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 2008. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling to assist clients in developing financial plans.

Maurice Jones is a financial advisor with Cetera in Saint Paul, MN, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services and the Minnesota Department of Transportation. In addition to his advisory role, he owns Ascension Financial Services, which provides financial coaching, tax, and business process services with a focus on inclusion and equity. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management programs and financial planning services across multiple custodial relationships and program structures.

Andrew Rolnick is a financial advisor with Cetera in Minneapolis, MN, holding a Series 63 designation and over 30 years of industry experience. He has worked at Cetera since 2023 and has longstanding ties with North Star Consultants, Inc. and North Star Brokerage, Inc., where he has been involved for more than three decades. His outside business activities include serving as an agent/broker for fixed insurance sales and working with North Star Resource Group in financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with more than $256 billion in assets under management.

Gabriel Myren is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at Lowe's, Ceres Global Ag. Corp, and DoorDash. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sara Reincke is a Series 66 licensed financial advisor at UBS Financial Services with two years of industry experience. Her prior roles include positions at M Health Fairview - University of Minnesota Medical Center, E.T. Kelly & Associates, LLC, and Target Corporation. She is based in St. Paul, Minnesota. 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, delivering advisory work through a network of financial advisors using proprietary research and model-based asset allocations.

Scott Thole is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of experience helping high net worth families develop and manage financial strategies. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Advisor in Philanthropy® designation, offering expertise in areas such as financial independence, risk management, retirement planning, tax minimization, trust structures, estate planning, and charitable giving. Before joining Merrill Lynch, Scott served as Vice President at Morgan Stanley in Chicago for a decade, gaining insight into leading financial firms. He co-founded Chicago HOPE, a nonprofit organization providing four-year college scholarships and mentoring to low-income students, which has maintained a 100% graduation rate since its inception in 2006. Scott earned his MBA from St. Xavier University and his bachelor's degree from St. Mary's University. He lives in North Oaks, Minnesota, with his wife, Julie, and their three daughters.

Derek Shoden is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. He holds the Series 66 designation and is based in White Bear Lake, MN. Outside of his advisory role, he owns a collectibles business selling items on eBay. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines proprietary research and modeling with advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Springman is a CFP®-designated financial advisor with Edward Jones in St. Paul, MN, and has 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Alec Balzer is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Wells Fargo Auto and Outback Steakhouse. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies and a mix of in-house and third-party investment managers.

Andrew Freiberg is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 and Series 65 designations. His prior work includes positions at Pacer Financial, Inc., Goldman Sachs & Co LLC, Inland Securities Corporation, and Thrivent Financial. Fisher Investments manages discretionary portfolios for a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative analysis and utilizes tax-aware strategies and defensive tactics to manage risk across diverse investment mandates.

James Hershey is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL's Research Department and third-party strategists, offering financial planning, third-party asset manager access, and affiliated services such as trust custody and insurance product sales.

Donna Klicka is a financial advisor with Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning.

Carrie Hancock is a financial professional at Cetera with 20 years of industry experience. She holds the ChFC® and Series 66 designations and has worked with firms including Securian Financial Services and CRI Securities. Hancock also operates North Star Resource Group, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional clients, offering a range of portfolio management and advisory services through a multi-manager platform.

Benjamin Theis is a financial advisor at Ameriprise Financial Services with two years of industry experience. He holds the Series 66 designation and has worked previously at Well Groomed Lawns and the University of Minnesota Duluth. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Sorsoleil is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at Securian Financial Services and CRI Securities. Outside of his advisory work, he serves as a board member for the Crohns and Colitis Foundation and owns a landscaping business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and retirement services, providing access to multiple program structures and investment strategies across discretionary and non-discretionary accounts.

Sarah Joseph is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, she teaches drama and speech at Saint Francis Christian School. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party management to address various client needs.

Eric Samshal is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Doody is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms including Protective Life Insurance Company, Investment Distributors Inc, Transamerica Capital Inc., and Pacific Life. Doody is currently based in South St. Paul, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jennifer Machtemes is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she works as an ice skating instructor at White Bear Lake Sports Center. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to support clients approaching or in retirement.