Ally Shuman is a financial advisor at Robert Baird & Co. with 23 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and alternative investment strategies.

Julie Klimp is a financial advisor with UBS Financial Services, holding a Series 66 designation and 10 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for six years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

John Casement is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 1998. He holds Series 63 and Series 66 credentials. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kenneth Loehlein is a financial advisor with OSAIC in Burnsville, MN, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 14 years. Outside of his advisory role, he owns a rental property in Florida that is managed locally. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services with access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Eva Stukenberg is a financial advisor with Thrivent Investment Management who holds a Series 66 designation and has 12 years of industry experience. She has been with Thrivent and its affiliated entities since 2014. Outside of her advisory role, she serves as Secretary and Treasurer on the Board of Directors for the Riverwood Place Business Condominium Association in Mendota Heights, MN. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Lee Amiot is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 13 years of industry experience. Amiot has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Hannah Hofmeister is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she partners with Financial Consultants and their clients to build and maintain financial plans aligned with their goals. She focuses on understanding each person's unique background and needs to assist in co-creating confident strategies. Prior to her current role, Hannah served as a Relationship Manager at Fidelity Investments in 2023 and as a Financial Representative at the same company from 2022 to 2023. These roles have contributed to her experience in financial planning and client relationship management.

Cody Skarning is a financial advisor with Ameriprise, holding CFP® and Series 66 designations and bringing 22 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he co-owns a business with his spouse, who is an actress and independent contractor. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Teresa Mattson is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2006. She 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 team offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies from traditional to complex approaches.

Joshua Brandner is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Odom Health & Wellness for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Eleria is a Financial Consultant with extensive experience in the financial services industry. He has held roles including Financial Consultant and Relationship Manager at E*TRADE from Morgan Stanley between 2007 and 2024, Financial Education Specialist at Amerprise from 2005 to 2007, Financial Services Officer and Assistant Branch Manager at Affinity Plus Federal Credit Union from 2003 to 2005, and Financial Advisor at Waddell & Reed from 1998 to 2003. As a CERTIFIED FINANCIAL PLANNER™, Alan brings over 23 years of experience, focusing on helping clients plan for their financial goals by understanding their unique situations and co-creating financial plans. Outside of his professional work, Alan engages in family activities, fitness, social events with friends, soccer, traveling, and volunteering.

Scott Schachtman is a financial advisor at RBC Capital Markets with 30 years of industry experience. He has been with RBC Capital Markets since 2009 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Terresa Laird is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 credential and previously worked at RBC Capital Markets for six years. In addition to her advisory role, she serves as a registered administrative assistant at AdvisorNet Financial Inc DBA Portfolio Partners, where she implements SMA accounts and manages various account-related activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, overseeing more than $256 billion in assets.

David Chisholm is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 offers structured financial planning supported by firm-approved tools and analyses.

Justin Willmott is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of industry experience, including roles at Securian Financial Services and CRI Securities prior to joining Mass Mutual in 2014. Outside of his advisory work, he has a part-time sales role in the health industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs, focusing on collaborative, goal-based financial planning without discretionary investment authority.

Hannah Rivard is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing four years of industry experience. She has been with Thrivent and its affiliated entities since 2021. Prior to her financial advisory career, Rivard worked for Minneapolis Public Schools for seven years. 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, focusing on written recommendations across various topics without discretionary trading authority.

Reilly Lee is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Lee is a 50% owner of Birk and Lee Wealth Management Inc., a dedicated financial practice in Bloomington, MN. 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 services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Doan Trinh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. They hold a Series 66 designation and have previously worked at Merrill, Bank of America, and Wells Fargo NA. 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 an ESG eligibility framework to inform its recommendations.

Christopher Mullin is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 2004, and previously at Ameriprise from 2001 to 2003. Outside of advising, he serves as secretary for an informal horse riding club and as treasurer for Horsemen Inc. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses third-party advisory programs and model portfolios, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Steven Woolery is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Woolery is also a musician who performs as a guitarist and vocalist in multiple bands. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and offering planning engagements separate from portfolio management.