Mark Stevens is a financial advisor at Merrill in Blaine, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked in the automotive sector with several firms including Superior Ford and Autonation. 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.

Tara Atwood Krebs is a Series 66-licensed financial advisor with Edward Jones in Roseville, MN, bringing three years of industry experience. Prior to joining Edward Jones, she worked for eight years at Living Life Home Care. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Hays is a CFP® with 24 years of industry experience, currently advising at Ameriprise since 2020 following an 18-year tenure at Ameriprise Financial Services, Inc. He serves on the Board of Directors and acts as Treasurer for the Forest Lake Nordic Team Booster Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income offering is supported by a centralized service team and combines proprietary investment research with third-party data and algorithmic tools.

Alec Wahlin is a CFP® certified financial advisor with RBC Capital Markets based in Minneapolis, MN. He has two years of industry experience and previously worked at Generation Group, Target, and Maplewood Toyota. Alec also has a background in education and the food service industry. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Robert Seymour is a financial advisor at Edward Jones in Golden Valley, MN, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017 after working at Optum for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Finnegan is a financial advisor at LPL Financial with 25 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial, he worked at Sagepoint Financial, Inc. and operated Finnegan Financial Services. He is also the owner of Pathwise Wealth Management Inc. and serves as a notary in addition to his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Christopher Pidel is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020, after 34 years with Ameriprise Financial Services, Inc. He is a trustee and treasurer on the board of The For Jake's Sake Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Christian Gaffy is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. He has held roles at various financial and tax service firms since 2015 and has been involved in coaching and mentoring ice hockey goalies through multiple hockey academies and local associations for over seven years. He also serves on the finance council for a local church and school, advising on budget and facilities management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and a variety of program structures.

Jonathan Hickox Young is a Series 66-licensed advisor with J.P. Morgan Securities, based in Brooklyn Park, MN, with three years of industry experience. He has prior experience at Ameriprise Financial Services and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with several music organizations, including the Reno Philharmonic Association, Toccata Orchestra, and Reno Chamber Orchestra. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Jeffrey Angel is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 29 years. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Sheena Prescott is a financial advisor at Cetera with two years of industry experience. She holds a Series 65 designation and previously worked at Avantax Advisory Services and the Minnesota Department of Revenue. She is also president of Gwizdala & Associates, Inc, a tax preparation and accounting firm providing services such as tax return preparation, bookkeeping, and small business tax advice. Cetera Investment Advisers LLC serves 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 with access to both affiliated and third-party managers.

Vicki Johnson is a financial advisor with RBC Capital Markets in Minneapolis, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Kyle Bancke is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he manages an advisory business through Spielman, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Pal Yang is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 credential. Prior to joining Fidelity, Yang worked at Merrill for two years and has a background that includes ministry study and teaching. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and registered investment companies.

Andrew Bjorklund is a financial advisor at LPL Financial with five years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including OSAIC and SagePoint Financial Inc. Outside of his advisory role, he maintains a personal interest in cryptocurrency holdings. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management and utilizing model portfolios and research from various sources.

David Wolfe is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2019. Prior to that, he was with Gradient Securities and Thrivent Financial. Wolfe serves as treasurer of the Minnesota Securities Dealers Association, a professional trade organization focused on ethics and business standards. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Tyler Cooper is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and is based in Minneapolis, MN. His prior work experience includes roles at JPMorgan Chase Bank, Saint Olaf College, and Tanzenwald Brewing Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Cole Oliver is a CFP®-designated financial advisor with RBC Capital Markets in Minneapolis, MN, bringing three years of industry experience. His background includes roles at Orgel Wealth Management and Shillin Wealth Management, as well as entrepreneurial experience with Tiffany's Sports Lounge. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions and offers customized portfolio management and financial planning services through various advisory programs. The firm integrates in-house and third-party investment managers and provides access to alternative investments alongside tailored risk profiles and tax management options.

Erik Lindgren is a CFP® with 28 years of industry experience currently with LPL Financial since 2025. He previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. Outside of his advisory work, he is involved as an artist and musician with Gastown Alley in St. Anthony, MN. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources, including LPL Research and third-party subadvisors.

Peter Anderson is a CFP® professional with 39 years of industry experience. He is affiliated with OSAIC and has worked previously at Financial Dimensions Group, Inc. for 23 years. Outside of advisory work, Anderson is a shareholder in Peteyfish LLC, which invests in McMurray Medical, a startup developing a patented intubation device for medical professionals. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple advisory platforms to construct portfolios across various asset classes.