Scott Erickson is a Series 63 licensed financial advisor with Edward Jones in Eagan, MN, where he has worked since 2000, accumulating 25 years of industry experience. Outside of his advisory role, he is occasionally involved in a family-owned preschool business, Mamie's Corner Preschool, which he co-owns with his spouse. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Todd Hyland is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he is a partner and lead trainer at Bell-2-Bell Technologies and co-owner of Serendipity by Design, LLC, a consulting business focused on improving client business processes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and maintains an operational model that includes tiered wrap fees and ongoing oversight of its investment offerings.

David Frick is a financial advisor with Thrivent Investment Management in Eagan, MN, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics, which can be combined with managed-account services under a consolidated billing option while maintaining separate planning and account management.

Scott Jarnot is a financial advisor with LPL Financial in New Brighton, MN, holding a Series 63 designation and 30 years of industry experience. He previously spent 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). Outside of advising, he is a notary in Brooklyn Park, MN. 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 and financial planning services, employing both discretionary and non-discretionary management and utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Jeffrey Hagen is a CFP®-designated financial advisor with LPL Financial, where he has worked since 2005. He has 35 years of industry experience and holds a Series 63 license. Outside of his advisory role, he serves as Treasurer and board member of St Johns Home Corp in Stillwater, MN. 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 provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Jody Mcdonough is a CFP® professional at OSAIC with 30 years of industry experience. Prior to joining OSAIC in 2024, Jody worked at Woodbury Financial Services and Thrivent Financial for Lutherans. She serves as president of Women in Insurance and Finance, a nonprofit organization focused on supporting women in the financial industry, and holds board roles with Irish Arts Minnesota and Boss Women United. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory, and retirement consulting services. The firm employs a range of investment tools and third-party platforms to construct portfolios across various asset classes.

Maria Sandoz is a Planning Consultant at Fidelity Investments, where she collaborates with advisors to assist clients in working toward their financial goals. She emphasizes an educational approach to creating comprehensive retirement and investment plans, aiming to tailor strategies to what is most important to each client. Maria's professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments since 2024. Prior to that, she was a Supervision Specialist Client Service Advisor at Cetera Advisor Networks LLC and a Business Operations Senior Analyst Client Service Advisor at Securian Financial Services. She began her career as a Financial Representative with New York Life Insurance Company. Maria holds a California Insurance License. Outside of her professional work, she enjoys cooking and baking, participating in family activities, fitness, exploring food, gardening, and spending time with pets.

Courtney Doerfler is a financial advisor with LPL Financial in Hudson, WI, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with GWM Advisors, LLC and Investment Centers of America, Inc. prior to her current role. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Emily Malecha is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 24 years of industry experience. She is the owner of E. Malecha, LLC, a financial services firm, and is also affiliated with North Star Resource Group. Her prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, 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.

Allen Short is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He currently works at Morgan Stanley and has held prior positions at Wells Fargo Advisors and Wells Fargo Clearing. He is based in St. Paul, MN. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Daniel Enright is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Beth Wills is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving clients at their Arden Hills, MN office. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by dedicated committees and emphasizes the use of affiliated funds within its product-selection process.

Philip Johnson is a financial advisor at LPL Financial in Eagan, MN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, Thrivent Financial, and Northwestern Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 both discretionary and non-discretionary management supported by internal and third-party research.

Sara Paradies is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. She has been with Thrivent Financial and its affiliates since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Robert Royce is a Series 66-licensed financial advisor with RBC Capital Markets in St. Paul, MN, where he has worked since 2016. He has nine years of industry experience. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a range of in-house and third-party investment managers and tailored strategies based on clients’ risk profiles.

Ross Hillukka is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at Prudential Annuities Distributors and Prudential Insurance Company of America. He serves as Treasurer of the Woodbury Community Foundation, where he assists with budgeting and financial education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across various financial planning topics, while keeping planning and managed-account services separate.

Michael Ponto is a financial advisor at Ameriprise in Blaine, MN, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a limited partner in The Prairie Group LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Creighton Silvain is a financial advisor at UBS Financial Services in St. Paul, MN, with one year of industry experience. His prior roles include positions at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Cetera Advisor Networks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor investment plans. The firm provides a wide range of services including fee-based financial planning, portfolio management, and capital markets activities.

Adam Gilmore is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2025, he spent 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. fka Royal Alliance Associates, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment strategies.

Courtney Kero is a financial advisor with RBC Capital Markets, holding the Series 66 designation and seven years with the firm. She has two years of industry experience and previously worked at the College of Saint Benedict for four years. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.