Bradley Brager is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has 14 years of experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. 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 a broad range of topics without discretionary trading authority, emphasizing ongoing client engagement and periodic plan reviews.

Shane Swanke is a financial advisor with LPL Financial in Prior Lake, MN, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years with VOYA Financial Advisors. He also operates Swanke Financial Group, which he founded in 2010. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with model portfolios and research from multiple sources.

Leslie Cadle is a CFP® professional with 38 years of industry experience, currently with Ameriprise in Edina, MN. Leslie has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Leslie serves on the board of directors at Benilde-St. Margaret's School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Jacob Damhof is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at KPMG before joining Ameriprise Financial Services in 2017. 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 recommendation reports and ongoing tax-aware retirement income planning advice based on proprietary research and algorithmic tools.

Scott Dennison is a financial advisor at Edward Jones with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Dennison has been with Edward Jones since 2004, working in the Eagan, MN office. 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 through a nationwide network of financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Michael Gergen is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and having 10 years of industry experience. He has been associated with both City National Bank and RBC Capital Markets since 2016. Outside of his advisory role, he manages family farmland in Hastings, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment resources.

Ann Adams Lilke is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Daniel Myers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of advising, he is a co-member of Bonanza Grove LLC, a commercial property management entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account services through its WealthPlan consolidated billing option.

Terry Schaff is a financial advisor with Equitable Advisors in Minneapolis, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in sports-related roles including at Baseball Factory and Champs Sports. He serves as a board member and basketball coach for the Laker Athletic Booster Club associated with Prior Lake High School, where he coordinates volunteers and basketball tournaments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered broker-dealer and SEC-registered investment adviser model.

Dustin Keomysy is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Newman Long Term Care Financial Services. Outside of advisory work, he is involved in real estate brokerage as an agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools to align investment strategies with client goals.

Katheryn Powell Larson is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and two years of industry experience. She previously worked at BMO for nine years and at US Bank for one year. 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 offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, research, and various management approaches.

Thomas Vaudreuil is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1988 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is the proprietor and sole owner of a private family vacation property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform of capital markets and banking solutions.

John Stanger is a Series 66-registered financial advisor with Thrivent Investment Management, based in Burnsville, MN, with eight years of industry experience. Prior to his financial career, he served 22 years with the Prior Lake Police Department. He is involved in community activities, serving as a committee member for the Prior Lake Polar Plunge event benefiting Special Olympics and as a board member of Protectors' Peak, a Christian retreat center for law enforcement, military, and clergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning across a range of topics without portfolio management or discretionary trading authority.

Erin Neutz is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Tucker Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, a position he has held since 2013. He specializes in Goals Based Wealth Management planning and is involved in introducing new technology tools offered by Merrill to clients. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Tucker holds a Bachelor's Degree in Business from the University of St. Thomas. He is a Personal Investment Advisor (PIA) and is a member of the professional organization Folds of Honor Minnesota, in which he also participates as part of his community involvement. Tucker resides in Edina with his wife and their baby daughter, born in March 2022. The family attends Our Lady Of Grace Church. Outside of work, Tucker enjoys a variety of outdoor activities such as boating, golfing, ice hockey, pickleball, skiing, surfing, and tennis. He is also active in the community, volunteering his time and serving on the board of a local non-profit. When not in the office, Tucker enjoys skiing in Vail and spending time at their family cabin in Crosslake, Minnesota.

Stacy Dawson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She worked at Merrill from 2010 to 2022 before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Kevin Fruechte is a financial advisor with LPL Financial, holding a Series 66 designation and ten years of industry experience. He has been with LPL Financial since 2016. 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 offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Maureen Gray is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her career background includes two decades at Waddell & Reed, Inc. and various insurance carriers, along with managing Gray Barkosky Real Estate, LLC and Gray Barkosky Group, Inc. She also serves in fiduciary capacities for family members. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Michael Miller is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he owns Son Light Productions, a nonprofit-focused video production company through which he produces videos to help organizations communicate their messages without receiving compensation. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Robert Darragh is a CFP®-certified financial advisor with LPL Financial in Eagan, MN, with 32 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is also a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.