Vincent Altstaetter is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Ameriprise Financial Services and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Alexander Townsend is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior roles include positions at UMB Bank, Dubuque Bank and Trust, Heartland Financial, and the University of Iowa Health Care. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kevin Flynn is a financial advisor with LPL Financial based in Hudson, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2017 and also provides investment advisory services through GWM Advisors, LLC, an independent firm he has been involved with since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mitchell Zimmer is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at multiple entities affiliated with Cetera and has prior experience with North Star Consultants, Inc. Zimmer is also involved in selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Zachary Huppert is a financial advisor with LPL Financial, holding the Series 66 designation and having two years of industry experience. His prior roles include positions at NewEdge Advisors, LLC and CPR Wealth Advisors. He also provides administrative support to NewEdge Advisors, an independent investment advisor firm. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

Christopher Ginkel is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Cetera and has previously worked at Thrivent Investment Management Inc and Hornor, Townsend & Kent, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management strategies and program structures, supporting over 10,000 advisors and approximately $256 billion in assets under management.

Gregg Cummings is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He also owns a sole proprietorship based in Roseville, MN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Amy Burg is a financial advisor with Equitable Advisors in Arden Hills, MN, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of her advisory role, she is a 50% owner and chief manager of Falcon Properties, LLC, which owns her office space, and a 50% owner and managing partner of Falcon Financial Group LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerance.

Aaron Swartz is a Series 66-credentialed financial advisor at Ameriprise in Coon Rapids, MN, with 23 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a limited partner in a non-investment real estate business, D&S Swartz LLLP. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. As a large institutional firm, it offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Stephanie Caro is a financial advisor with Cetera in Saint Paul, MN, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Securian Financial Services Inc, Minnesota Life Insurance Company, and a long tenure at Merrill Corporation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to various third-party money managers and program platforms.

James Lebahn is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, he is a partner and owner of Arden Rose Group, LLC, a consulting firm focused on organizational structure. Ameriprise is an institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. Its approach includes algorithm-driven, non-discretionary recommendations developed in partnership with advisors, emphasizing tax-efficient withdrawal strategies and the use of Ameriprise-managed accounts.

John Leonard is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Bradley Vick and Northwestern Mutual Wealth Management Company. Leonard also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and research to support both discretionary and non-discretionary management.

Brock Thornton is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles outside finance such as positions at Monticello School District, Uber, and as an Amazon Seller. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers.

Jennifer Ray is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Rosin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and is based in Woodbury, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Kara Schiller is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and five years of industry experience. She has worked with Ameriprise since 2019, with prior experience in hospitality and university services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm focuses on tax-aware withdrawal strategies and dependable income sources, using proprietary research and third-party data to create tailored recommendations.

Annie Reed is a financial advisor with Thrivent Investment Management in Vadnais Heights, MN. She holds the Series 66 designation and has two years of industry experience. Prior to her current role starting in 2023, she worked for the St. Francis School District and Minnesota State University, Mankato. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and investment management services separate.

Jennifer Tix is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning and managed-account services separately under a consolidated billing option called WealthPlan.

Cade Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at RBC Capital Markets, LLC for three years and has experience in academic and educational settings. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Erica Cochran is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at North Star Resource Group and Huntington Surrey, along with a four-year tenure at St. Edward's University. She also serves as a Practice Coordinator at Confidere Financial, supporting advisors with securities and planning work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes 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 large network of independent advisors and employs a multi-manager platform with various investment options and program structures.