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.

Ryan Anderson is a CFP® professional with 26 years of experience in the financial services industry. He currently works at Cetera and has held positions at Securian Financial Services, Minnesota Life, and C.R.I. Securities. Anderson also serves as a board member for Bob Allison Ataxin Research and owns RHA Advisory Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Peter Hess is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has been 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, offering holistic, goal-based analyses and a range of planning topics without portfolio management for institutional clients.

Angela Granquist is a Certified Financial Planner (CFP®) with 16 years of industry experience. She is currently with LPL Financial, where she has worked since 2021, and has prior experience with Collaborative Financial Group LLC and Waddell and Reed, Inc. She also operates Angela Granquist LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Robert Ebert is a CFP® with 22 years of industry experience, currently advising clients at Cetera since 2023. His prior experience includes roles at Minnesota Life Insurance Company and Securian Financial Services, each for 20 years. He is involved as an insurance agent across various fixed insurance companies and also operates a separate entity for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a national network of more than 10,000 advisors.

Joey Esposito is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served in various capacities at Fidelity Investments including Investment Consultant, Planning Consultant, and Relationship Manager from 2024 to 2026. Before joining Fidelity, Joey worked as an Associate Financial Advisor at Ameriprise from 2021 to 2024. In his role as a Financial Consultant, Joey partners with clients to develop financial plans aligned with their retirement objectives. He emphasizes trust and communication in building client relationships, focusing on understanding each client's priorities and providing ongoing guidance as they work together to implement tailored solutions. Joey holds a California Insurance License. Outside of his professional responsibilities, he enjoys baseball, football, fitness, spending time with family and friends, and caring for pets.

Lance Flannery is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and manages Flannery Holdings, LLC. He is also involved with Wealth Guidance, Inc., an active business he has maintained for 18 years. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Calvin Mc Kenney is a CFP® professional affiliated with Cetera, with seven years of industry experience. He has held roles at Cetera, Fortune Financial, and Securian Financial Services, among others. Outside of his advisory work, he serves as the president of a local Business Network International chapter, managing meetings and group activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Julie Mize is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has been with UBS since 2021 and previously worked with U.S. Bancorp Investments since 2012. Outside of her advisory role, she works as a sales representative for Norwex USA and part-time as a cashier at Lunds and Byerlys grocery store. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Cari Bakken is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and 21 years of industry experience. Prior to joining LPL Financial in 2021, Bakken worked at Ryan Haddorff and The Haddorff Team, as well as various insurance carriers and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

John Connolly III is a financial advisor with Fidelity in Excelsior, MN, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and serves as a commodity pool operator with formal governance procedures for its advised funds.

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.

Parker Weber is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Summit Credit Union, Citizens State Bank, US Bank, and UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Steven Savage is a Series 66-registered advisor with Fidelity Investments in Edina, MN. He joined Fidelity in 2025 and has held various positions in both corporate and nonprofit sectors, including roles at Pedalheads, Delta Zeta, and West Metro Pediatric Dentistry. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also provides oversight of sub-advisers and manages a range of fund advisory activities, including those involving complex model portfolios.

Timothy Johanson is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and has worked at Diversified Wealth Management, Securities America, and Cargill. Outside of advising, he coaches pickleball at Chip's Pickleball Club and serves as a commodities trading advisor at Marex. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools and risk-tolerance analysis to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Debra Mahoney is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is an independent distributor of beauty products through Amway and is a licensed notary. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jose Marrujo is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with investment modeling techniques in its financial planning process.

David Lindberg is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior firms include Woodbury Financial Services and Questar Asset Management and Capital Corporation. He also operates as a Certified Financial Planner and is appointed with multiple carriers to sell fixed and variable annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Nicholas Adams is a financial advisor with Ameriprise Financial Services in Bloomington, MN, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously held positions at the University of North Dakota and Lakeshore Weekly News. Outside of his advisory role, he is involved with TPWA Operations LLC. 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 ongoing retirement-income planning advice through a structured recommendation report and a collaborative service model.

John Crandall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Cetera since 2021, following a seven-year tenure at Voya Financial Advisors and over two decades with The Prideaux Company. In addition to his advisory work, he is an independent insurance agent with involvement in fixed insurance and long-term care insurance products through The Prideaux Agency and other ventures. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual clients, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both discretionary and non-discretionary strategies and access to third-party money managers.