Paul Johnson is a Series 66-licensed financial advisor with Wells Fargo Clearing in Wayzata, MN, and has 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stuart Larsen is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of finance, he is a sailing instructor and owns a music recording studio. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions.

Grant Piller is a CFP® with 18 years of experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he is president of PFG Aspire LLC, where he oversees operations, marketing, and business development. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes annual collaborative financial planning engagements using firm-approved analytical tools and offers additional services such as wrap programs, money-manager programs, and educational seminars.

Christopher Stewart is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 66 credentials. He has 29 years of industry experience and has worked within Wells Fargo-affiliated firms since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that address various client needs. Advisors use proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through the firm’s brokerage or advisory programs.

Daniel Kolander is a financial advisor with Primerica Advisors in St. Michael, MN, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1986. Outside of his advisory role, he is involved in business activities related to investment products and home services referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and utilizes a due-diligence consultant and BNY Mellon Advisors for portfolio implementation.

Stephanie Lantigua is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously was with UBS Financial Services from 2016 to 2018. RBC Wealth Management serves a broad client base including individual investors, institutional clients, and charitable organizations, offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and offers customizable strategies based on each client’s risk profile.

Jerron Mc Donald is a financial advisor with Thrivent Investment Management in Otsego, MN, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Thrivent in 2021, he worked for Luther Automotive Group from 2014 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Sirius Harrison is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and its related entities since 2025 and has a background that includes work at MFG Financial Advisors and a long-term involvement with Red Bench Bakery. Outside of finance, he has experience with Eden Prairie Schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, 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, supporting a variety of program structures and custodial relationships.

Benjamin Leistikow is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and 12 years of industry experience. He previously worked at UBS Financial Services before joining RBC Capital Markets and City National Bank in 2018. Outside of his advisory role, he owns and actively runs an online product review website, IMMENSA LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management strategies that utilize both in-house and third-party investment managers.

Mark Rethman is a CFP® and ChFC® professional with 17 years of experience in the financial services industry, all of which have been with Edward Jones. He holds the Series 66 designation and is based in Buffalo, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Michael Callanan is a CFP® professional affiliated with Cetera in Plymouth, MN, with 10 years of industry experience. He has held roles at Avantax Advisory Services and its related entities since 2016, and currently serves as a financial advisor at MRK Financial Solutions and Truplan Financial Advisors. His other business activities include providing financial planning through MRK Financial Solutions and Truplan Financial Planners. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services, utilizing a multi-manager platform with multiple program structures and custodial relationships.

Rachael Peraza is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 63 designation and 23 years of industry experience. She has been with Ameriprise and its affiliates since 2007. Outside of her advisory role, she assists a real estate agent with administrative and client service tasks through Rachel the Realtor LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research-based modeling and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with its advisors.

Daniel Miller is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Patrick Kelly is a CFP®-designated financial advisor with Raymond James Financial, based in Plymouth, MN, with 41 years of industry experience. He has been with Raymond James since 2007 and leads Patrick F. Kelly & Associates. Outside of his advisory work, he operates a storage rental business. 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, and institutional accounts. The firm offers tailored, non-discretionary planning and supports a range of advisory programs within a large advisor network.

Ryan Doyle is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Deluxe Corporation, Waitr Holdings/Bite Squad, UnitedHealth Group, and U.S. Bank. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing technology-driven tools to support collaborative, goal-oriented client relationships.

Patrick Ruhland is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and four years of industry experience. Prior to joining Mass Mutual in 2021, he worked in various roles including positions at KUE Contractors Inc., Northland Country Club, and the University of Minnesota Duluth. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, utilizing firm-approved software to deliver client recommendations through annual, collaborative planning engagements.

Matthew Ekman is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in financial consulting and advising, having previously held positions at E*Trade from Morgan Stanley from 2019 to 2022 and Merrill Lynch from 2017 to 2019. Matthew focuses on a goals-based approach to financial planning, partnering with clients to understand their priorities and co-creating strategies to meet their needs. He emphasizes ongoing communication and meetings to ensure clients' financial plans remain on track. Outside of his professional work, Matthew has personal interests that include family activities, fitness, parenthood, and traveling.

Erick Weeg is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at US Bank for ten years. Erick is based in Wayzata, MN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Travis Peterson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo, Sniezek Group Agency, and US Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Quentin Klun is a financial advisor with Ameriprise based in Minnetonka, MN. He holds a Series 66 designation and has been with Ameriprise since 2025. His prior work experience includes roles outside of the financial industry, notably at the Original Pancake House and L.L. Bean. 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 advice focused on income sources and tax-aware withdrawal strategies.