William Beardmore is a financial advisor with J.P. Morgan Securities in Chaska, MN, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Prudential Financial, and several other financial firms. Beardmore has also worked with the Lafayette Catholic School System and the Diocese of Lafayette-in-Indiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Candela Larson is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles at Equitable Advisors, Northwestern Mutual, and several non-financial positions, including teaching and retail. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes use of Ameriprise-managed accounts and affiliated investment products.

Erik Holmstrom is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and three years of industry experience. Prior to Ameriprise, he worked at UBS Financial Services and Northwestern Mutual. Outside of his advisory role, he is involved with BDLR Group, Inc. as a registered team member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Paul Woolfrey is a financial advisor with Ameriprise in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Securities America, Cambridge Investment Research, and his own firm, Woolfrey Financial Consulting, Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax analysis in its approach, with an emphasis on assets held in Ameriprise Managed Accounts and a product selection that includes affiliated funds.

Stacy Kupsky is a Series 66 licensed financial advisor with 11 years of industry experience, currently practicing at Wells Fargo Advisors since 2022. Prior to this, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC between 2014 and 2022. Kupsky is involved in outside activities including ownership of Breakthrough Financial, LLC and participation as a panelist on the Thrive Business Panel. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations through meetings and written summaries. The firm’s broad planning menu includes specialized services such as business-owner transition planning and special-needs analysis, delivered via a combination of advisory services and affiliated financial products.

Scott Musgjerd is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including financial planning, portfolio management, and capital markets activities.

Lance Benzer is a Series 66 licensed financial advisor with Morgan Stanley, based in Bloomington, MN. He has 18 years of industry experience and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Timothy Campion is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert Baird since 2012. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real assets.

Jean Kerr is a CFP® with 18 years of industry experience, currently affiliated with Cetera in Minnetonka, MN. Prior to joining Cetera in 2025, she held positions at Avantax Advisory Services and Avantax Investment Services, and she maintains ownership and a leadership role as President of J E Kerr Tax Service, Inc., a tax preparation and business management firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party investment managers with various program structures and custodial relationships.

Nicholas Sodahl is a financial advisor at Merrill based in Eden Prairie, MN, with three years of industry experience. He holds the Series 66 designation and has prior work experience including roles at Bank of America and other firms. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Shestak is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Fortune Financial, Securian Financial Services, Minnesota Life Insurance, and CRI Securities. He also participates in the Catholic Financial Planners Network, a referral group for financial advisors who are Catholic. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform where advisors can utilize model portfolios, third-party managers, or bespoke strategies across various program and custody structures.

Conor Hentges is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Before joining Wells Fargo Advisors in 2018, he worked at Bank of America and Merrill from 2016 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing research and planning tools to develop tailored recommendations.

Garrett Anderson is a financial advisor based in Bloomington, MN, affiliated with Morgan Stanley. He holds a Series 66 designation and has 14 years of industry experience. Anderson has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and broad investment offerings.

John Vaudreuil is a financial advisor at UBS Financial Services with 13 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services including financial planning, portfolio management, and distribution of mutual funds and alternative products.

Neal Doty is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial since 2001. 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 provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and participant advice programs.

Jason Eide is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. He holds the Series 63 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, risk management, and specialized services that require specific credentials.

Joseph Lipovetz is a financial advisor at Wells Fargo Clearing in Hopkins, MN, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Clearing since 2026 and previously worked at Wells Fargo Bank, nA from 2024 to 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Roy Hanson is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of his advisory role, Hanson is involved in managing real estate through business ownership in Centennial Group II, LLC and co-ownership of Hanson Family LLC. 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 retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Travis Jensen is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022. His prior experience includes roles at Bank of America, N.A. and Merrill, spanning over a decade at each firm. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Paul Notermann is a financial advisor with Ameriprise in Punta Gorda, FL, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves on the Board of Directors for Rotary International in Burnsville, MN, where he is also the Membership Chairperson. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.