Larry Litt is a financial advisor with Ameriprise in Eagan, MN, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for seven years. 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 written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matt Galazen serves as a Planning Consultant at Fidelity Investments, where he works closely with clients to develop customized financial plans. His approach emphasizes understanding individual goals, values, and priorities to provide practical guidance tailored to each client's unique circumstances. Matt has progressed through several roles at Fidelity Investments, including Financial Representative and Relationship Manager, before his current position. This experience has contributed to his professional expertise in financial planning and client relationship management. Outside of his professional work, Matt enjoys activities such as camping, hiking, traveling, reading, and spending time with his family.

Kayelani Mcvey Galvan is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Andersen Windows Corporation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research to support its advisory services.

Ayotunde Idowu is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he is involved in coaching and consulting through Line of Scrimmage Coaching and programs focused on athlete training, as well as delivering financial literacy presentations and participating in podcast interviews on personal wealth management topics. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendations and annual advice centered on dependable income sources and tax-aware withdrawal strategies, integrating investment research and algorithmic tools within an affiliated product ecosystem.

Robert Bayer is a financial advisor at LPL Financial with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2010, he worked at Thrivent Investment Management from 2005 to 2009. Outside of his advisory role, he provides fixed life insurance solutions through Stonebrooke Wealth Management. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by a large network of investment adviser representatives.

Benjamin Koemptgen is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Ruttger's Bay Lake Lodge, Drake University, Chevrolet, and Cretin-Derham Hall. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Angela Mather is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. In this role, she partners with clients to help them grow and protect their wealth through a structured five-step financial planning process. This process includes understanding clients' current financial situations, creating written financial plans, proposing strategies, implementing next steps, and monitoring the plan as financial and life events occur. Angela has extensive experience in the financial services industry, having held several positions at Fidelity Investments since 2009, including Financial Consultant, Investments Representative, Private Client Specialist, and Financial Representative. Prior to joining Fidelity, she worked as a Registered Client Service Associate at Raymond James and Associates from 2007 to 2009. She holds a California Insurance License. Outside of her professional work, Angela enjoys cooking and baking, participating in family activities, and engaging in outdoor pursuits such as hiking, running, yoga, and other outdoor adventures.

Alexander Crusan is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2026. His prior work history includes roles at Saint Mary's University of Minnesota, Walmart, and the City of Bloomington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in portfolio management and its advisory role to multiple registered investment companies and fund-of-funds.

Blake Webster is a CFP® and ChFC® with four years of industry experience. He is currently with Charles Schwab & Co., Inc., where he has worked since 2024. His prior experience includes roles at Fidelity Investments, Justice Finance Co, and Atlet Sports. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and an integrated operational structure.

Stephon Williams is Vice President and Financial Consultant. He works with individuals and families to develop personalized financial strategies aligned with their goals. His approach emphasizes education and fostering understanding to help clients make informed decisions. Stephon has experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2021 to 2026, and as a Financial Advisor at Thrivent Financial from 2020 to 2022. He holds a California Insurance License.

Rebecca Devine is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has worked at Thrivent in various capacities since 2019. Prior to joining Thrivent, she spent 18 years at CBRE. 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 that covers a wide range of topics, while keeping planning and managed-account services distinct.

Shawna Hurst is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously spent nine years with Raymond James & Associates. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Corey Hawe is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2018. Prior to his financial services career, he worked at Kwik Trip Inc and Panera Bread and also attended the University of Wisconsin-River Falls. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed account services under a consolidated billing option.

Jacob Mischke is a financial advisor with LPL Financial in Eagan, MN, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Cetera, Voya Financial Advisors, and ownership of Versattach LLC. Mischke is also involved with Mischke Financial Group, LLC, an entity related to his advisory business. 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 portfolios, third-party asset management, and institutional platforms, combining advisory services with a wide range of financial products and support tools for its network of over 22,800 advisors.

Timothy Tousignant is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a notary public in Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced advisor tools.

Kevin Monn is a financial advisor with RBC Capital Markets in St. Paul, MN. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Monn has worked with RBC Capital Markets since 2009. 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 various wrap fee advisory programs and customizes investment strategies based on each client’s risk profile, utilizing a combination of in-house and third-party managers.

Cheri Jewison is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christian Ahlgren Williams is a CFP® with 14 years of experience in financial advisory. He is currently with Cetera and has held roles at Cetera Wealth Services LLC, AJW Financial, and Allianz Life Financial Services. He also performs administrative duties for a human resources company and serves as a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services and operates a multi-manager platform with diverse program options and supervisory structures.

Brian Van Dyke is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has prior experience spanning 23 years at Travelers Insurance and three years as a self-employed professional before joining Thrivent in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Melissa Schneider is a CFP® and holds a Series 66 license with four years of industry experience. She has been with Edward Jones since 2022 and previously worked at Target Corporation for ten years. Outside of her advisory role, she owns and operates an internet sales business focused on purchasing and reselling products through platforms like Amazon and eBay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and provides a range of investment advisory programs, supported by a large network of financial advisors and branch offices nationwide.