Angela Hanson is a Series 66-registered advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, she worked at Kelly Education and spent 27 years with the USDA Farm Service Agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning and offers an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Michael Schwartz is a financial advisor with Cetera, holding a Series 63 designation and 18 years of industry experience. He has worked previously at LPL Financial and Investment Centers of America, Inc., and currently serves as president of Eastwood Wayne, LLC, a transportation business. Cetera Investment Advisers LLC is a large SEC-registered firm offering a multi-manager platform to serve individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through multiple program structures.

Leonard Dayton Jr. is a financial advisor with Cetera, holding a ChFC® designation and a Series 63 license, with 38 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of his advisory work, he manages a family real estate business and is a representative selling fixed life, health, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services through a multi-manager platform, including model portfolios, third-party managers, and bespoke strategies.

John Jordan is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. His prior work includes roles at Royal Credit Union and Sagepoint Financial Inc. since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Mcdonald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James since 1995, serving in advisory roles for over three decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning supported by risk profiling and analytical modeling, and offers distinctive services such as municipal advisory support and a SIMPLE IRA Employer Advisory program.

Kristin Strom is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with firms including Allianz Life, Questar Capital Corporation, and Securian Financial Services. Outside of her advisory role, she owns Jarne’s Financial and serves as a trustee. Cetera Investment Advisers LLC distributes services through a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, with access to multiple program structures and third-party money managers.

Gregory Witt is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Witt serves as a committee member offering investment and economic perspectives for St. Marys Greek Orthodox Church. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs, tailoring strategies to clients’ risk profiles and utilizing a combination of in-house and third-party investment managers.

Megan Buss is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial and the University of Wisconsin-La Crosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in research.

Ben Brucciani is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built his career over more than 25 years. As a partner of the BWA Wealth Management Group, he focuses on helping clients identify and pursue their financial goals through customized planning and portfolio strategies. Ben works with a broad range of clients managing executive compensation, family wealth, liquidity, retirement planning, investment strategy, tax minimization, and retirement income. He holds a bachelor's degree in business finance from Augsburg College and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Ben resides in Lakeville, Minnesota. Outside his professional work, he is an active member of the Lakeville community and enjoys outdoor activities such as skiing, hunting, fishing, biking, boating, cooking, hiking, running, and soccer, as well as spending time with his family.

Brandon Barkosky is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and bringing 13 years of industry experience. His career includes roles at Waddell & Reed, various insurance carriers, and entrepreneurial ventures such as Gray Barkosky Real Estate, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Evan Thornton is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 credential and with one year of industry experience. He is also part owner of Thornton Brothers, LLC, and is involved in design marketing through Twin Cities Saxophone. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsing various third-party managers to deliver advisory and brokerage solutions.

Luke Haddorff is a Series 66-registered financial advisor with LPL Financial in Edina, MN, with two years of industry experience. His background includes roles at Gustavus Adolphus College and the USTA National Tennis Center, as well as working with Nike Tennis Camps. 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 representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Richard Kleber is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1998. He specializes in investment planning and portfolio management, providing advice and managing personalized or defined discretionary strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. Mr. Kleber holds a bachelor's degree in Mathematics from St. Olaf College. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional focus areas include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, personal retirement planning, philanthropic planning, portfolio management, and socially responsible, values-based, and ESG investing. Richard Kleber is a member of Rotary International (Edina Noon) and serves on the board of the International Hearing Foundation. He lives in Edina, Minnesota, with his wife Elizabeth and has three grown children.

Heather Johnson is a CFP® professional with 19 years of industry experience. She has worked with RBC Capital Markets since 2017 and previously spent 11 years at Stifel Nicolaus. Outside of her advisory role, she volunteers with Prepare + Prosper, a Minnesota nonprofit focused on improving financial well-being by providing one-on-one financial guidance during tax season. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through multiple advisory programs, utilizing both in-house and third-party investment managers to implement client strategies.

Adam Patterson is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he works part-time as a paraplanner for May Inc., assisting with trades, money movements, and client inquiries. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-efficient withdrawal strategies.

Lori Grams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked at LPL Financial since 2017 and previously was with National Planning Corporation and Integrated Inc, where she continues an ongoing role dating back to 1993. In addition to her advisory work, she serves as a notary. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Rachel Leiendecker is a financial advisor at Ameriprise Financial Services with three years of industry experience. She holds a Series 66 credential and has been with Ameriprise since 2020. Prior to her advisory role, she worked briefly at Olson's Ice Cream and attended the University of Wisconsin Eau Claire. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ava De Vos is a financial advisor with Cetera, holding a Series 66 designation and entering the industry in 2025. She has previously worked with Ameriprise Financial Services LLC and holds an operations administrator role at AJW Financial. Outside of financial services, her background includes a variety of roles in food service and community organizations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Mark Adkins is a CFP® and Series 66 licensed advisor with 26 years of industry experience. He has been with Merrill since 2003 and concurrently with Bank of America, N.A. since 2009. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Bai Mc Guire is a financial advisor with Merrill holding Series 63 and Series 65 licenses. She has experience with Bank of America, Merrill, U.S. Bank, BMO Bank, Wells Fargo, and Serko Ltd. before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.