Layne Morgan is a financial advisor with Edward Jones in Hudson, WI, holding Series 63, 65, and 66 licenses and one year of industry experience. Prior to joining Edward Jones, Morgan’s background includes roles in music and various self-employed ventures. Outside of advising, Morgan is involved in music as a trumpet player and occasionally gives lessons. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of financial advisors and branches.

Stephen Papineau is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2024. Prior to LPL, he held roles at OSAIC and Focus Financial Network, Inc. from 2017 to 2024 and at Securian Financial Services and Minnesota Life Insurance Company from 2004 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.

Tracy Berglund is a financial advisor with Thrivent Investment Management in Hudson, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Berglund serves as a board member of the Hudson Housing Authority, a government organization focused on housing for lower-income adults and families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm separates planning and managed-account services and typically conducts annual reviews of its recommendations.

Lucas Reis is a financial advisor with Edward Jones in Cottage Grove, MN, holding the CFP®, ChFC®, and Series 66 designations and bringing 15 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Reis is involved in fitness businesses, serving as a co-owner and officer of multiple LLCs related to gym operations and a Burn Boot Camp franchise. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor network and broad service offerings, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated capabilities beyond traditional advisory services.

Mark Kranz is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and totaling 30 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently with City National Bank since 2016. He serves on the board of directors for the Courage Kenny Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs with tailored strategies, utilizing both in-house and third-party investment managers, and offers integrated services including portfolio management, financial planning, and custodial solutions.

Katherine Zobro is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in public education for over a decade with Mounds View and Roseville Area Public Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Mark Tollander is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm location in Shoreview, MN. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, non-discretionary recommendations.

Amanda Hespen is a financial advisor at OSAIC with a Series 66 designation and no prior industry experience. She was previously a partner and attorney at Scott + Hespen Law, PLLC for 19 years, focusing on estate planning and client transition work. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and managed accounts. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Matthew Hanson is a financial advisor at Morgan Stanley in Stillwater, MN, holding a Series 66 credential and having five years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Thrivent Financial. Outside of his advisory work, he is involved with D1 Yraining in Saint Paul, where he provides personal fitness training to a small number of clients. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and extensive asset management capabilities.

Bruce Wells is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a trustee for family trusts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides a range of portfolio management and financial planning services.

Lynn Kittelson is a financial advisor with Robert W. Baird & Co. in St. Francis, MN, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Austin Franz is a Financial Consultant at Fidelity Investments, where he currently helps clients understand their unique financial situations and develop tailored retirement plans and investment strategies. He joined Fidelity Investments in 2020 and has held multiple roles within the company, progressing from Financial Representative to Financial Consultant. Prior to joining Fidelity, Austin gained experience as a Client Relationship Specialist at Charles Schwab and as a Financial Specialist at UW Credit Union. Throughout his career, Austin has worked collaboratively with clients to navigate complex financial landscapes aimed at achieving their personal financial goals. His professional experience spans financial consultation, investment advising, planning, and relationship management. Outside of his professional commitments, Austin has personal interests that include boating, cars, fitness, lake activities, motorcycles, and parenthood.

Michaela Munda is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 credential and has worked at Merrill since 2022. Outside of finance, she has experience working as a delivery driver for Door Dash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Willy Zimmerman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His background includes roles at Waddell & Reed Inc and managing Cedar Ridge Wealth Management Group. He has also been involved with the Woodbury High School Girls Hockey Booster Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research and employs both discretionary and non-discretionary management approaches.

Laura Arntson is a financial advisor with Morgan Stanley in St. Paul, MN, holding a Series 63 license and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. Outside of her advisory work, she is involved in retail operations with Bath and Body Works. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and modeling techniques.

Laura Bickel is a financial advisor with UBS Financial Services in St. Paul, MN, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with UBS since 2017 and previously worked at Cambridge Investment Research, Inc. for one year. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Brent Van Beusekom is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked at The North Church for four years. Outside of his advisory role, he serves as a substitute teacher in the Anoka Hennepin School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering both one-time and ongoing planning engagements focused on a broad range of topics without managing client portfolios directly.

Julio Castillo is a financial advisor at RBC Capital Markets in St. Paul, MN, holding Series 63 and Series 66 licenses with six years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Morgan Stanley. RBC Wealth Management serves a wide range of clients including individual investors, institutions, pension plans, and charitable organizations. The firm offers advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients' risk profiles.

Chad Elfe is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2022. Prior to joining Thrivent, he held positions at Autoselect, Dorsch Ford Lincoln Kia, and Raized. Outside of finance, Elfe serves as Lead Pastor at Luther Memorial Lutheran Church in River Falls, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across topics like retirement, tax, estate, and special needs planning without discretionary portfolio management.

Jeffrey Siegle is a financial advisor with Ameriprise in Vadnais Heights, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021, following prior roles at Andersen Windows and Sleep Number Inc. Ameriprise provides retirement-income planning services for individuals typically holding at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.