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.

Eric Pemberton is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Fisher Investments, RBC Capital Markets, Traveling Coaches Inc., and Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

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.

Richard Flack is a financial advisor at Merrill with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 1984. He also has 15 years of experience working with Bank of America. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Daniel Fouberg is a financial advisor with Osaic who holds the Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and Sunamerica Securities, Inc. for one year. Outside of his advisory role, he is involved in life insurance and fixed annuity sales through a corporation he is statutory agent for. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services delivered through a multi-advisor platform and its network of affiliated broker-dealers and RIAs.

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.

Denise Rohrick is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2023, she spent 10 years at UBS Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and market scenario modeling.

Phillip Heles is a financial advisor at Edward Jones in Chanhassen, MN, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kyle Kuehner is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Kuehner serves on the advisory council for St. Wencelasus School in New Prague, MN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and systematic analysis to deliver customized retirement solutions through a centralized consulting team.

Christopher Curry is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he spent 19 years at Mars Carpet Sales. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 support its recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Barry Minsker is a CFP® with 25 years of industry experience, currently affiliated with Osaic Wealth. His prior roles include positions at LPL Financial and Securities America Advisors. He is also involved with the Eagan Traveling Basketball Association and the Eagan Foundation. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of financial planning and investment services through a multi-advisor platform. The firm’s investment process features model-based asset allocation, portfolio optimization, and both discretionary and advisor-managed strategies.

Mark Booth is a CFP® professional affiliated with LPL Financial, bringing 17 years of industry experience. He has worked at LPL Financial since 2019 and previously spent eight years with Mass Mutual Investors Services and has a longstanding affiliation with MassMutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Benjamin Lamar is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at Trafera LLC for five years and has held various positions including at Shane Co. and Colorado Christian University. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Zoya Nomani is a financial advisor at Edward Jones in Lakeville, MN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Ameriprise Financial and various positions outside the financial sector, including freelancing in design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Matthew Anderson is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers for over two decades. Outside of his advisory role, he serves as a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies.

Amy Micke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Thrivent Financial since 2019, with prior roles at UBS Financial Services and Ameriprise Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Ian Iverson is a financial advisor at Ameriprise in Bloomington, MN, holding a Series 66 designation. He has less than one year of industry experience and previously worked in roles outside financial advising, including positions at Menards and Chick-fil-A. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic automation in its planning approach.

Damien Cannaday is a financial advisor with LPL Financial in Lakeville, MN, holding a Series 63 registration and 16 years of industry experience. His background includes roles at Principal Life Insurance Company and Principal Securities, Inc., as well as operating Cannaday Wealth Management and Cannaday Bloom Wealth & Insurance Solutions. Outside of his advisory work, he coaches his children’s sports teams and is a partner in an LLC that owns hunting land. 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 diverse advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various strategic investment approaches.

James Ball is a financial advisor with OSAIC in Burnsville, MN, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and SII Investments, Inc. Ball is a member of the Burnsville Rotary, where he volunteers to support local charitable events. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and multiple program platforms supported by affiliated broker-dealer and RIA relationships.