Joseph Falldin is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2020. Prior to that, he had roles at Cameron, A Schlumberger Company, OneSubsea, A Schlumberger Company, Altec Spray Equipment, and the University of Minnesota. 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 annual planning advice focused on retirement income and tax-aware withdrawal strategies.

Connor Reilly is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at KPMG LLP for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Will Gilbert is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Ameriprise and has held various roles across multiple industries, including operations and event services. Gilbert attended Arizona State University from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.

Kyle Beeson is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. His career includes seven years at Morgan Stanley and three years at Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Brent Bunne is a financial advisor with Edward Jones in Maple Grove, MN, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, all of which have been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Madeline Vraa is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Robichaud is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also serves as a notary in a related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, retirement plans, banks, and institutions. The firm supports its network of advisors with a range of portfolio programs, third-party asset management, and institutional platforms.

Laurie Raps is a financial advisor at Fisher Investments with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fisher Investments since 2017, following six years at U.S. Bancorp Investments, Inc. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and uses various risk management techniques including derivatives and tax-loss harvesting.

Daniel Lichtblau is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at LPL Financial and MassMutual Life Insurance Company. Outside of financial services, he serves on the advisory board of Peaceful Passing for Pets, assisting with marketing and events. Mass Mutual Investors Services 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 collaborative, goal-oriented planning engagements and a range of educational and specialized planning programs.

Matthew Mulville is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, various insurance carriers, and in other roles including Design Ready Controls. Mulville also operates a DBA under Northern Light Financial Advisors associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ginger Carson is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1983 and holds the CERTIFIED FINANCIAL PLANNER® certification, along with the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Ginger earned her Bachelor's Degree from the University of Minnesota System. Ginger focuses on retirement and estate planning services, working with high net worth clients to review their ongoing financial strategies, estate goals, and overall financial objectives. Her client focus areas include college education planning, family wealth management strategies, legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. In addition to her professional work, Ginger is active in the community through participation in cultural and health-related charities such as Brains Together for a Cure and Legal Assistance of Olmsted County. Her personal interests include cooking, football, golfing, reading, and traveling.

Peter Hess is a financial advisor with Thrivent Investment Management based in Waconia, MN, holding a Series 66 designation and 15 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Hess serves as a track coach for middle-distance runners at Waconia High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Daniel Ament is a financial advisor with Morgan Stanley Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he frequently appears as a guest commentator on radio shows, providing financial market insights on stations including WCCO Radio and Cities 97. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and a dedicated Financial Advisors and Estate Planning Strategies Group.

David Roderick is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he has held roles at Starters Sports Training LLC and various educational institutions. Outside of his advisory work, he coaches youth baseball in a nearby city. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Lance Flannery is a financial advisor with LPL Financial, holding a Series 63 license and 18 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and his own firms, Flannery Holdings, LLC and Wealth Guidance, Inc., where he maintains ongoing involvement. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party asset management.

Erica Frantz is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets for 12 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Donald Constable is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and previously worked as a professional golfer for seven years before entering the financial services field. Outside of advising, he is a partner at Double Eagle Partners LLC, a business involved in business development and labor services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and makes use of tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates to model financial outcomes.

Matthew Kassera is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at RBC Capital Markets for 11 years. Kassera serves as Treasurer on the Board of Directors for Territorial Trail, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

John Connolly III is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Spencer Draghi is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and two years of industry experience. His career includes roles at the Wisconsin Department of Revenue, Nicolet National Bank, and the University of Wisconsin-Madison. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendation reports and ongoing advice on income and tax strategies.