Daniel De St. Aubin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2013. Outside of his advisory role, he is involved in coaching youth athletes with the St. Croix Soccer Club. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides its services through structured planning processes supported by firm-approved tools and investment modeling.

Jason Dekeuster is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 2006. Outside of his advisory role, he is involved in business coaching through a consulting firm he co-owns and participates in a business consulting study group. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Timothy Hennen is a financial advisor with LPL Financial in White Bear Lake, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at nVent, Open Access International Technology, and Border States Electric. Outside of his advisory role, he owns and operates an e-commerce website called Champion E-Comm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Anthony Bumgarner is a financial advisor with LPL Financial based in Fridley, MN. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. Prior to joining LPL Financial in 2022, he worked at CUNA Brokerage Services Inc. and Cuna Mutual Group for 15 years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a broad network of investment adviser representatives.

Nicholas Valento is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has held roles at Osaic Wealth, Gradient Securities, and AKA Sports prior to joining LPL Financial. Outside of his advisory work, Valento is involved as a personal care assistant with Consumer Choice 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 range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Hillary Bement is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding Series 63 and Series 65 licenses. She has two years of industry experience, including roles at Thrivent Financial and prior service at Financial One Credit Union and Magnifi Financial Credit Union. 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 financial planning covering topics such as retirement, income tax, estate, and special needs planning, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Daniel Chrzanowski is a Series 66–licensed financial advisor with Edward Jones in Forest Lake, MN, and has 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over 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.

Andrew Ulland is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Olympus Ventures LLC and Cornerstone Capital Management. His current role at J.P. Morgan Securities began in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization, offering a range of investment strategies and maintaining a non-discretionary advisory approach.

Toni Topp is a financial advisor with Cetera, holding a Series 66 credential and 14 years of industry experience. She has worked at firms including Edward Jones and Wells Fargo Clearing, and is currently involved with Infinity Private Wealth, LLC. Additionally, she serves as an assistant to the dean at Metropolitan State University, conducting research for the College of Business and Management. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Philip Dahlof is a financial advisor with Thrivent Investment Management in Roseville, MN, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2016. 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 covering various topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan."

Tiernan Patrick Talbot is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs and Endeavr Wealth Management. Outside of his advisory role, Talbot is involved in small business ventures including Reliable RAM, LLC and an online men’s clothing sales business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Holden Zinda is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 66 credential. He has one year of experience in the industry and previously worked in various roles outside financial services, including positions at U.S. Medical Supplies, Liberty University, Walmart, and other organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

James Aman is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds the CFP® and ChFC® designations and 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 tailored to a wide range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.

Emma O'Brien is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her work history includes multiple roles both within and outside the financial sector, such as positions at Dick's Fresh Market, Walmart, and Park Tool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Bjorn Miller is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2013. He also has a longstanding role at Northwestern College beginning in 2010. Outside of his advisory work, Miller is a law service representative for North Oaks Legal Services, Inc. and operates a home-based business selling weekly planners on Amazon and eBay. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services network.

Brian Bowen is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth since 2022. Outside of his advisory role, Bowen operates a sole proprietorship selling life and fixed insurance products and serves as a successor power of attorney for his parents. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by advanced asset-allocation tools, multiple advisory platforms, and access to third-party money managers.

Daniel Elo is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation. He has recently transitioned from a two-year role at Rise LLC and spent 12 years with ISD 622. He has one year of industry experience. 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 under management and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brennen Hill is a financial advisor with Ameriprise in White Bear Lake, MN, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he worked at Mainsail Medical. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Katherine Flood is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Her prior roles include four years at Ameriprise and various positions in education and family employment. She is also involved with Royal Ideas LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Allen Steppa is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he provides notary services to clients on a volunteer basis. LPL Enterprise offers investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and provides a range of financial planning and consulting services.