Marc Heagney is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, Wells Fargo Clearing, and Edward Jones. He has also been involved with the Minnetonka Lacrosse Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Bruce Hennen is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in tax preparation through his ownership of Agate Stone Tax LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with individual advisors.

Daniel Harris is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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.

Mark Larson is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Larson serves as Vice President of the Century Middle School PTO in Lakeville, supporting projects that benefit students and teachers. 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 analyses and planning on a range of financial topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Joseph Hedrick is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. His prior experience includes a year at Freightquote and four years at the University of Minnesota - Twin Cities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based investment solutions tailored to clients' goals and risk tolerances.

Stephen Huber is a financial advisor at Edward Jones in Shakopee, MN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Jerrys Enterprise's. Outside of his advisory role, Huber is involved in real estate through Huber Real Estate Properties and is a member of HM Capital Group, an investment LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Bridget Lueck is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been 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 with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Christopher Sue is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Scorpion Design LLC for five years and Regency Lighting for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Mollie Perrault is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2020 and previously worked at UnitedHealth Group for 13 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Sharmila Prathipati is a financial advisor at Ameriprise with 22 years of industry experience. She has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate recommendations, serving clients through a centralized retirement-income consulting team and offering a broad range of advisory, brokerage, and insurance solutions.

Ricky Nelson is a financial advisor with Primerica Advisors in St. Louis Park, MN, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Primerica Advisors since 2003 and also has involvement with Kim Fishman Audiology, LLC, operating as an independent contractor for Midwest Hearing Loops since 2016. Besides his advisory role, he is engaged in selling home security and automation products through affiliated companies. 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 curates third-party asset managers and uses a tiered wrap-fee structure without fixed fees, focusing on retail clients rather than institutional or pension plans.

Gail Nieuwsma is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding Series 63, 65, and 66 credentials and 22 years of industry experience. She previously worked at Wells Fargo Bank from 1992 to 2020 before joining Thrivent in 2020. Outside of advising, she owns a rental condo in Ft Myers, Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across multiple topics. The firm offers planning as either a one-time or ongoing engagement and integrates these services with managed-account programs under a consolidated billing option called “WealthPlan.”

Bradley Reichenberger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets and employing over 14,000 financial advisors.

James Lunde is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of systematic methodologies, and integration of AI-driven research in portfolio management.

Benjamin Birk is a CFP® professional with 24 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing for nine years. He holds partial ownership in Birk and Lee Wealth Management Inc., a financial practice based in Bloomington, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations supported by Wells Fargo research and planning tools.

Kevin Kraemer is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he co-owns a horseback riding lesson business in Minnesota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Mark Ohlmann is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006. He has 20 years of industry experience. Outside of his advisory role, he is involved in managing several rental properties with family members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning focused on topics such as retirement, tax, estate, and special needs planning, separate from portfolio management or institutional advisory services.

Kelly Contreras is a Series 66-licensed financial advisor with Edward Jones in Lakeville, MN, and has 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Derek Steele is a CFP® and Series 66-licensed financial advisor with Ameriprise, based in Lakeville, MN, and has 11 years of industry experience. He has been with Ameriprise since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Jamie Lexvold is a financial advisor at Edward Jones with seven years at the firm and five years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he has worked as an independent contractor shopper for Instacart. 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, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.