Jack Gresser is a financial advisor with Edward Jones in Lakeville, MN, holding Series 63, Series 65, and Series 66 licenses with 10 years of industry experience. He has worked at Edward Jones since 2018, with prior roles at International Dairy Queen, Polaris, and Kellogg's. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Kevin Smith Jr. is a financial advisor with Merrill in Edina, MN, holding Series 63 and Series 66 licenses and with 11 years of industry experience. He has worked at Merrill and Bank of America since 2017 and was previously with FIDELITY Brokerage Services LLC from 2015 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Orlearnda Hoeun is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including Bank of America, Merrill, U.S. Bancorp Investments, and Northwestern Mutual. Outside of advisory work, she has engaged in grocery delivery services as an Instacart shopper. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a range of advisory and brokerage solutions combining non-discretionary client relationships with access to affiliated discretionary separate managed accounts and alternative investment options.

Ryan Carroll is a financial advisor with Ameriprise in Mendota Heights, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2013, including Riversource Distributors Inc. and Ameriprise Financial Services Inc. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Cooper Berg is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Cooper held various positions including roles at Hamline University and Stuart Company. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kristi Adams is a CFP® professional with 20 years of experience in financial advising, currently with LPL Financial since 2021. Her prior roles include positions at Blue Heron Professional Group and Waddell & Reed, Inc. She is based in Edina, MN. 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 with access to model portfolios, third-party asset management, and institutional platforms.

Aimee Sybrant is a CFP® with 21 years of industry experience and is currently an advisor at Ameriprise. She has been with Ameriprise and its affiliates since 2007. Outside of her advisory role, she serves as Financial Secretary and is a member of the Board of Directors for the St. Stephen Lutheran Church Legacy Endowment Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.

Stacey Bartelson is a CFP®, ChFC®, and Series 66 registered financial advisor with Edward Jones, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she is a board member of Simon Says Give and participates in local business organizations including the Dakota County Chamber of Commerce and the Rosemount Business Council, in addition to working as a nanny. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Daniel Bly is a financial advisor at Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and Yellow House Vineyard. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cindy Boike is a CFP® professional with 10 years of experience in financial advising, currently serving at Edward Jones since 2015. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Emily Milton is a financial advisor with Thrivent Investment Management in Burnsville, MN. She holds the Series 66 designation and has been with Thrivent since 2026. Prior to her current role, she worked in various positions in the hospitality industry from 2014 to 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, estate, and tax planning, with options to combine planning services with managed accounts under a consolidated billing program.

Joseph Petrick is a financial advisor at Edward Jones in Richfield, MN, with 24 years of industry experience. He has held his position at Edward Jones since 2001 and holds a Series 63 designation. 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 through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Catherine Doucette is a Series 66-credentialed advisor at Ameriprise with seven years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Specialty Health, Inc. and Saint Mary's Fitness Center. Doucette serves on the Board of Directors for Twin Cities Quorum. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Ryan Flaten is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he works with clients to navigate the opportunities and responsibilities that come with accumulated wealth and complex financial lives. Ryan approaches financial planning with a focus on listening, understanding the full picture, and helping clients bring structure to important decisions as their lives evolve. Ryan has 15 years of experience in financial services, including roles as a Financial Consultant at Fidelity Investments (2016-2018), a Retirement Income Specialist at Ameriprise Financial (2014-2016), and a Financial Consultant at Ameriprise Financial (2011-2014). He is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of his professional work, Ryan enjoys boating, comedy, family activities, fishing, golf, and reading.

Jack Murphy is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Northwestern Mutual and Inland, as well as operating B&B Landscaping and Snowplowing LLC. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through its institutional platform.

Wolfgang Hilse is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and possessing 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously with Axa Advisors, LLC for six years. He serves as a board member of Gracelyn Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and needs.

Larry Nielsen is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2011 and is also affiliated with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, tailoring strategies through both in-house and third-party managers according to each client’s risk profile.

Royal Jaros is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 30 years. He co-owns two tax preparation firms and serves on the Board of Directors for Mental Health Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Jacobson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2002 to 2020. Outside of his advisory role, he is involved in property rehabilitation through ownership of RayBill Properties, LLC. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals with significant investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations, combining modeling and tax-efficiency analysis to support clients’ retirement strategies.

Joel Kozlak is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at City National Bank and Bank of America, in addition to his current role at RBC Capital Markets. Outside of his advisory work, he is actively involved in managing a personal rental property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of 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.