Jennifer Akins is a financial advisor with Edward Jones in Prior Lake, MN, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Rivertown Dental for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond traditional advisory services.

Shawn Vradenburg is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and with 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves on the Helping Hands committee at South Cities Church, where he votes on financial assistance for members in need. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate services for planning and portfolio management.

Ian Mc Cready Flora is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent ten years at the University of Virginia. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jessica Kelly is a financial advisor with Wells Fargo Clearing in Farmington, MN. She holds Series 63 and Series 66 designations and has 10 years of industry experience, all with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Adam Phillipich is a Series 66-licensed advisor with 17 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020, following an 11-year tenure at Axa Advisors, LLC. Outside of his advisory role, Phillipich serves as Chairperson of the Bloomington Future Leaders Steering Committee through the Bloomington Chamber of Commerce. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Coleman Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. His prior roles include seven years at LPL Financial and three years at RSM. In addition to his advisory work, he owns and operates a tax preparation business and is an insurance agent focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and technology, and it provides specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Collin Duffy is a financial advisor with Charles Schwab, holding a Series 66 license and three years of industry experience. His career includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Prior to his financial services work, he held various positions across hospitality and marina operations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Lance Benzer is a financial advisor with Morgan Stanley, holding a Series 66 license and bringing 19 years of industry experience. He 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 a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

James Christian is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for 26 years. Outside of his advisory role, he has served as a board member and club president of the Lakeville Rotary, a service organization focused on humanitarian and vocational projects. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and multiple managed account strategies within a multi-advisor platform.

Dave Erickson is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Prior to joining Edward Jones, he worked at CHS Inc for two years and Ecolab Inc for eighteen years. 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, supported by a nationwide network of financial advisors and branch offices.

Nicholas Sodahl is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Bank of America, Sysco Foodservice, and Apple American Group. He has also worked briefly in the restaurant industry. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

James Carlson is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. His prior roles include long tenures at ON Investment Management Co and The O.N. Equity Sales Company, as well as recent experience with Avantax entities. He also manages Carlson Financial Strategies, which provides financial, tax, retirement, and estate planning services. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through multiple program structures and a multi-manager platform.

Garrett Anderson is a financial advisor based in Bloomington, MN, affiliated with Morgan Stanley. He holds a Series 66 designation and has 14 years of industry experience. Anderson has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and broad investment offerings.

John Vaudreuil is a financial advisor at UBS Financial Services with 13 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services including financial planning, portfolio management, and distribution of mutual funds and alternative products.

Neal Doty is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Jason Eide is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. He holds the Series 63 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, risk management, and specialized services that require specific credentials.

Richard Vinar is a financial advisor with LPL Financial based in Bloomington, MN. He holds Series 63 and Series 66 credentials and has 34 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Harbour Investments, Inc. for 19 years and has operated Vinar Financial Group LLC since 2011. Outside of his advisory role, Vinar is a notary and provides tax preparation and accounting services through his firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and advisory services, including access to model portfolios, third-party asset management, and institutional platforms.

Travis Jensen is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022. His prior experience includes roles at Bank of America, N.A. and Merrill, spanning over a decade at each firm. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Spencer Fossey is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation. He has previous experience at Merrill Lynch and a background that includes positions at the University of Minnesota and Lakeville North High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Brad Melsa is a CFP® professional with 26 years of experience in financial services. He is currently with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., where he has worked since 2022. Prior to this, he spent ten years at Commonwealth Financial Network and has been associated with Think Mutual Bank since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.