James Wiberg is a financial advisor at Thrivent Investment Management in Chaska, MN, with 30 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Thomas Wood is a financial advisor at Edward Jones in Shakopee, MN, with seven years of industry experience. He has held his current role since 2018 and previously worked at SUPERVALU, Inc. from 2014 to 2018. Wood holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.

Paul Hofslien is a CFP® professional with over 31 years of experience, currently serving as an advisor at Raymond James Financial since 2009. He is the owner of Hofslien Farms LLC, a farming business, and serves as treasurer and board member of the Prior Lake Rotary Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans and offers access to a wide range of investment solutions through both brokerage and advisory accounts.

Caleb Thiess is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Archer Daniels Midland Company. Outside of finance, Caleb operates a photography business and owns an online watch retail store. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools, focusing on advisory services rather than individual security recommendations.

Britt Tappen is a financial advisor with Ameriprise in Mound, MN, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she co-owns Backyard Bars LLC, a construction business. Ameriprise is an institutional firm serving clients with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax analysis to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Edmund Speck II is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 63 designation and has prior work history at Park Avenue Securities and Guardian Life Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

Maria Taylor is a financial advisor with Edward Jones in Eden Prairie, MN, holding CFP® and Series 66 designations. She has eight years of industry experience, all of which has been with Edward Jones since 2018, following a two-year period out of the workforce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Christopher Holthe is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Leslie Joon is a financial advisor at Fidelity with 13 years of industry experience. They hold Series 63 and Series 65 licenses and have worked in various roles within Fidelity since 2015, including 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 fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Taylor White is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and has been involved with Vision Financial Group since 2013, where he serves as a director. He is also owner or partner of several related business entities, including Vision Holdings LLC and Financial Integrators. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple investment platforms and strategies, combining proprietary models and third-party solutions, with options for discretionary and non-discretionary management.

Aleksandra Munson is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 63 designation and 25 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she works as a sales associate at a retail store specializing in women's athletic clothing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor client plans.

Hannah Spasojevic is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent four years at Starkey Hearing Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytics.

Jennifer Waletski is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 license and six years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and positions in insurance and at Sun Country Airlines. She is a partner in Tokach Group LLC, a real estate business based in Mandan, North Dakota. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment research.

Bridget Root is a financial advisor at Ameriprise with 25 years of industry experience. She holds the Series 66 designation and has worked previously at Riversource Distributors, Inc. and American Enterprise Investment Services, INC. Root is also an associate financial advisor for May, Inc., a business owned by franchise advisor Michelle Young. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Colin Shaughnessy is a CFP® professional with 23 years of industry experience, currently advising at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he serves as Vice-President on the Board of Directors for the Orono Westonka Soccer Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides tailored retirement-income planning and recommendations.

Christopher Dock is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services. He is also the owner of Solucient Consulting, LLC, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research from LPL and third-party subadvisors.

Chad Ellman is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning guided by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Fabian Gutierrez is a financial advisor at Merrill in Minnetonka, MN, holding a Series 66 designation with three years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc since 2022, and previously spent 12 years at United Bank. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Barton Kosen is a financial advisor with Ameriprise in Minnetonka, MN, holding the CFP® and Series 63 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset 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 deliver tailored retirement-income recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Aimee Speier is a Series 66-credentialed financial advisor with 13 years of industry experience. She currently works at Cetera Wealth Services, LLC and Cetera, and has prior experience with firms including Fortune Financial and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.