Kurt Galenti is a financial advisor at Ameriprise with 43 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 22 years. Outside of his advisory role, he is a co-owner of Sequence Biomechanics Performance Lab, a sports motion capture and analytics business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott De Graff is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and six years of industry experience. Prior to his current role at Thrivent, he worked for AEGIS Therapies for 16 years. Outside of financial advising, he works as a physical therapist on an as-needed basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of advisors, focusing on holistic, goal-based analyses that include retirement, tax, estate, and special needs planning. The firm offers a consolidated billing option called “WealthPlan” that integrates planning with managed accounts while keeping the services separate.

Jackson Woolems is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge in 2023, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2019 to 2023. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm employs a variety of investment strategies and platforms tailored to client objectives and maintains institutional features such as advisor transition programs and documented compliance processes.

Maxwell Schermerhorn is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. His previous roles include positions at Natixis Advisors, Natixis Distribution, Blue Line Financial, NYLIFE Securities, and New York Life Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and employs strategic and tactical model portfolios supported by research from LPL Research and third-party subadvisors.

Nathan Johnson is a financial advisor with LPL Financial in Woodbury, MN. He holds a Series 66 designation and has two years of industry experience, including his current role at KMF Advisors, a DBA for LPL Financial. Outside of his advisory work, Johnson is involved in tax preparation through Law Tax and Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology solutions.

Todd Grace is a financial advisor with Edward Jones in Rosemount, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions through a large network of financial advisors and branch offices across the United States.

Douglass Paine is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple Cetera affiliates since 2023 and was previously self-employed as a real estate agent and broker for 11 years. He serves as secretary and board member of the River Hills Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of investment program options and oversees more than $256 billion in assets.

Magdalena Zborowski is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following four years at Bank of America, N.A. She is also an owner of rental properties in Minneapolis and Poland. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers customized financial planning and portfolio management services, utilizing a variety of strategies and managers tailored to client goals and risk tolerances.

Gordon Bentley Jr. is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Bank of America, N.A. and Merrill since 2016. Bentley serves as a board member of the Down Syndrome Foundation and is a committee member for Minnesota Valley Young Life, both nonprofit organizations. 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 charitable organizations.

Stephen Weber is a financial advisor at UBS Financial Services in Minneapolis, MN, with 28 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary capital market assumptions and research from UBS Global Research to tailor client solutions.

Susan Neibacher is a financial advisor at Edward Jones with 26 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Simmons is a financial advisor with Edward Jones in Hudson, WI, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he volunteers as an assistant coach for his daughter's soccer team and as head coach for her 7th grade basketball team. 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 23,700 financial advisors.

Christine Pawlenty is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Cedar Ridge Wealth Management Group LTD, Willy Zimmerman, and Waddell & Reed, Inc. Pawlenty is also involved in non-variable insurance services in Saint Paul, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Fay Debellis is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following earlier work at Morgan Stanley Smith Barney LLC starting in 2009. She serves on the Finance Committee as a board member of the MacPhail Center for Music in Minneapolis, Minnesota. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and trading activities.

Patrick Murphy is a financial advisor with LPL Financial in Woodbury, MN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior experience includes eight years at Ameriprise Financial Services. In addition to his advisory role, he teaches community education classes. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and retirement plan consulting supported by a range of discretionary and non-discretionary management strategies.

Luke Johnson is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions with CETERA Advisor Networks LLC, Sterling Bridge Insurance Agency Inc, Carroll Enterprises Inc, LYFT, and Riversource Distributors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services with an emphasis on systematic methodologies and long-term asset allocation.

Colleen Olson is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. Her career includes roles at Cetera Wealth Services, Securian Financial Services, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves 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, utilizing a multi-manager platform with various program options and custodial relationships.

Kelli Reitzel is a financial advisor with Edward Jones in Hastings, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of around 23,701 advisors. The firm offers a range of investment strategies and affiliated financial products under a fiduciary standard.

Mary Mc Dougall is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1982, also working at Bank of America since 2009. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Courtney Myers is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2014. Outside of her advisory role, Myers serves as chair of Secondhand Hounds, a nonprofit animal rescue organization in Minnesota. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service delivery.