Travis Jacobs is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, where he focuses on helping clients build comprehensive retirement plans. Travis's expertise includes income planning, tax-efficient investing, healthcare, equity compensation considerations, and estate planning considerations. Prior to joining Fidelity, he worked as a Financial Advisor at Transamerica Investor Securities Corporation from 2014 to 2015 and at Transamerica Financial Advisors, Inc from 2009 to 2013.

Ryan Heroff is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has been with RBC since 2013. Outside of his advisory role, he serves on the Board of Directors for Youth Advantage and participates on the Board of Education for Salem Lutheran School. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a range of in-house and third-party managers and offers integrated capital markets capabilities.

Brian Niemann is a CFP® and ChFC® with 38 years of industry experience. He is currently with Cetera and previously worked at LPL Financial LLC for 23 years. Niemann is the founder and president of Wealth Management Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Randon Dauman is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, he founded and serves as president of Next of Can, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and access to in-house and third-party managers.

Kyle Nielsen is a CFP® with 19 years of industry experience, currently serving at RBC Capital Markets since 2017. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved with the Angel Foundation, providing financial planning support to families dealing with cancer. 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 implemented through a combination of in-house and third-party managers.

Jacob Sanyi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., and was previously involved with CJS Community Services Inc. 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 provides both brokerage and advisory solutions.

Tu Lu is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role held since 2020. She has been with Fidelity for over 18 years, progressing through various positions including Financial Consultant, Investment Consultant, Manager, Operations Analyst, and Financial Representative. Prior to joining Fidelity, she worked as a Financial Representative at SunTrust Bank from 2005 to 2007. As a CERTIFIED FINANCIAL PLANNER™ professional, Tu Lu specializes in developing, implementing, and maintaining financial plans tailored to clients' personal goals. She emphasizes integrity, honest communication, and consideration of each client's unique circumstances in her approach. Outside of her professional commitments, Tu Lu engages in activities such as family activities, fitness, enjoying food, golf, caring for pets, and reading.

Mathew Harrington is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at various Ameriprise entities since 2005. Outside of his advisory role, he is involved in fiduciary activities and serves as an Attorney-In-Fact (POA). Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources. The firm’s approach combines investment research, third-party data, and algorithmic tools overseen by an internal committee, with recommendations implemented in collaboration with the client and their advisor.

Daniel Niemeyer is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and has held various roles including at Gallagher Financial Services and Commonwealth Financial Network. Outside of advisory work, Niemeyer is a tax preparer at Johnson & Stern Tax Solutions and a loan officer at LendSmart Mortgage, where he helps clients secure home financing. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that emphasizes asset allocation, portfolio optimization, and multiple management strategies.

Keith Richardson is a Series 63 licensed financial advisor with 28 years of industry experience. He has worked with Primerica Financial Services since 1999 and PFS Investments Inc. since 1991. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as wrap-fee solutions. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Adam Gooley is a Series 66 licensed financial advisor with 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2023 and previously held roles at CRI Securities, Securian Financial Services, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jesse Bengtson is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2014 and City National Bank since 2020. Bengtson serves on the boards of the Greater White Bear Lake Community Foundation and the Mahtomedi First Down Foundation, organizations involved in community fundraising and supporting high school football. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, planning, custody, and brokerage services.

Susan Blount is a financial advisor at UBS Financial Services with 31 years of industry experience. She has worked at UBS since 2008 and holds Series 63 and Series 65 registrations. Outside of her advisory role, she serves on the membership committee of the Association of Adventist Forum. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a broad platform of capital markets and research resources.

Kristin Wolf is a CFP®-certified financial advisor with 41 years of industry experience, currently with Ameriprise in St. Paul, MN. She has been with Ameriprise and its predecessor firms since 1982. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, primarily focusing on assets held in Ameriprise-managed accounts.

Kevin Monn is a financial advisor with RBC Capital Markets in St. Paul, MN. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Monn has worked with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on each client’s risk profile, utilizing a combination of in-house and third-party managers.

Melissa Krupa is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Wealth Enhancement Advisory Services, LPL Financial, and Investment Centers of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs and portfolio management services tailored to clients’ risk profiles. The firm integrates in-house and third-party investment managers and provides features such as tax management, rebalancing options, and responsible investing screens.

Drew Dehnicke is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at LPL Financial, Wells Fargo Clearing, and Merrill. In addition to his advisory role, he provides insurance services as a licensed agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment managers.

Michael Ryan is a financial advisor with Ameriprise in Woodbury, MN, holding the CFP® and ChFC® designations and the Series 66 license. He has 22 years of industry experience, including 17 years with Ameriprise Financial Services, Inc. Outside of advising, he is involved in managing a healthy food and beverage company, Sun & Soil Health Co., LLC, and operates a business, Lucky's P, LLC. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shawn Walsh is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Mass Mutual and MetLife Securities. Walsh is a part owner of Vestcore Financial Group, where he manages daily operations and supports clients with brokerage and advisory services. He also serves as president of the Greenhaven Men's Club in Anoka, MN. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party investment strategies.

Harrison Porter is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Porter Group, where he has been serving clients since 2015. He specializes in comprehensive wealth management strategies, focusing on cash flow development and investment advising for individuals and families. Harrison primarily works with young business professionals and business owners, guiding them through various retirement milestones and providing access to private and commercial banking solutions. Harrison holds a Bachelor's of Science degree from the University of Minnesota Twin Cities and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He also maintains his FINRA Series 7 and 66 registrations, NMLS certification (ID: 1488896), and State Life & Health Insurance licenses. Harrison's approach emphasizes goals-based planning to support clients in achieving their short- and long-term financial objectives. He lives in Minneapolis with his wife, Katie. Harrison welcomes new client relationships and focuses on clear communication to develop long-term financial plans tailored to each client's goals and aspirations.