Alexandra Mc Quade is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked at Wells Fargo Bank N.A. for 11 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with centralized due diligence to build model asset allocations and offers broader derivatives and commodities capabilities than many institutional advisory programs.

Yevgeny Bilozerov is a financial advisor at Raymond James Financial in Plymouth, MN, holding a Series 66 designation. He entered the industry recently, beginning his advisory career in 2025 with roles at Raymond James Financial Services, Wealth Enhancement Brokerage Services, LLC, and Wells Fargo Bank. Outside of his advisory work, he is associated with PFK Services Inc., a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs risk profiling and modeling tools to tailor non-discretionary planning and supports its clients through various advisory programs and institutional consulting services.

Kim Hoversten is a financial advisor with Ameriprise in Medina, MN, holding the ChFC® designation and Series 66 license, with 25 years of industry experience. She has been with Ameriprise since 2005. Outside of her role at Ameriprise, she leads investment operations and financial planning tasks for Scannell LLC, an LLC employing financial advisors. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions.

Rebecca Hall is an Investment Management Consultant II. She currently works as a Financial Consultant at Fidelity Investments since 2024. Prior to this, she served as a Financial Advisor at Equitable Advisors from 2022 to 2024. Rebecca focuses on guiding clients through their financial journeys by exploring their goals, assessing their current situations, and developing tailored approaches. She provides insights on investments, retirement planning, tax considerations, and risk management, aiming to help clients create comprehensive financial plans for a secure future. Outside of her professional work, Rebecca enjoys activities such as gardening, music, outdoor adventures, traveling, volunteering, and has an interest in food.

Bobby Swoboda is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. He also manages his advisory business through Swoboda Management LLC. Ameriprise is an institutional firm offering a retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.

Luke Turnquist is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Wells Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm allows clients to integrate planning with managed account services through a consolidated billing option while maintaining separate service structures.

Troy Barta is a financial advisor with LPL Financial, holding the CFP® designation and multiple securities licenses (Series 63, 65, and 66), and has 30 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Cuna Mutual Group and CUNA Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, and supports its advisors with various operational and research tools.

Chad Murphy is a financial advisor with Ameriprise in North Oaks, MN, holding a Series 66 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers 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. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Adriano Batista is a financial advisor with OSAIC in Maple Grove, MN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with OSAIC since 2012. Outside of his advisory role, he owns Soaring Eagles Wealth Management, an S-Corporation focused on retirement analysis, investment reviews, and consulting. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various investment strategies and third-party manager options.

Kotchi Prosper is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 14 years before joining LPL Financial in 2022. Prosper also serves as a director at Affinity Plus Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools for its network of more than 22,800 advisors.

Zachariah Wylie is a financial advisor at Edward Jones with a Series 66 designation. He has experience at several firms, including SPS Commerce, Ameriprise, and Thrivent Financial. His background also includes work at Northwestern Mutual and involvement with University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Nelson is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial, she has held roles at Jukin Media and State Farm, among others. In addition to her advisory work, she is involved with Jukin Media in a social media capacity and maintains a longstanding role with Hilton Garden Inn. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technological tools and a large network of investment adviser representatives.

David Nordmeier is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms including Midwest Wealth Advisors and Minnesota Life Insurance Company. Nordmeier is the owner of Nordmeier Financial, Inc., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party money managers.

Kathleen Soberg is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Marques Barnes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Bank of America, N.A. and various positions in logistics and automotive sectors. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Murray is a financial advisor with Ameriprise in New Brighton, MN. He holds a Series 66 designation and began his advisory career in 2025. Prior to his current role, he has been involved with Wilson Golf Group since 2021. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored income recommendations. The firm serves individuals approaching or in retirement and integrates algorithmic tools alongside advisor input in its planning approach.

Robert Korluka is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at AXA Advisors, LLC. His background also includes roles at the River Valley Athletic Club, Midwest Fitness Co., and Courage Kenny Rehabilitation Institute. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers. The firm emphasizes risk assessment and tailored investment model matching, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Milissa Grimsbo is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing and BMO Bank NA. Outside of advising, she owns a trucking company and a separate business called Grim Ink. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jamie Carlson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked previously at Premier Marine, Cintas Corporation, and Target Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of managed strategies and affiliated investment products.

Gordon Defiel is a CFP® professional with two years of industry experience, currently affiliated with OSAIC. His background includes roles at Gradient Financial Group and First Resource Group. In addition to his advisory work, he acts as an insurance agent providing life insurance and fixed annuities. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement consulting. The firm utilizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers both discretionary and advisor-managed investment strategies.