Ryan Andert is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Bremer Bank. He is also involved with Old National Bank advisor referral programs. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory, and brokerage services with both discretionary and non-discretionary management options.

Scott Fleming is a financial advisor with OSAIC in Edina, MN, holding Series 63 and Series 65 registrations and 37 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc., SII Investments, Inc., and MN Financial Alliance. He is also an owner and advisor of Minnesota Financial Resources Inc., a financial services business that markets insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Richard Mukomela is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anthony Larson is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary, algorithm-supported recommendations through a centralized consulting team.

Kimberly Crook is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation with two years of industry experience. She previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC from 2021 to 2023. Before entering the financial industry, Kimberly had roles in education and caregiving. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs supported by a structured planning process and advanced modeling tools.

Gena Wey is a Series 66 licensed financial advisor with Edward Jones in Savage, MN, bringing three years of industry experience. She previously worked at WolfNet Technologies and Forum Communications. In addition to her advisory role, she has performed administrative tasks as an assistant for a local CPA firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Anthony Mason is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Mason is also a registered team member at May, Inc., where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Blackwood is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. In addition to his advisory work, he owns and manages several rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Genevieve Bajaj is Vice President, Wealth Planner at Fidelity Investments. In her role, she works with clients to align their personal and financial goals through a consultative approach. She emphasizes increasing financial literacy as a key part of curating and implementing financial plans tailored to wealth accumulation, preservation, or balancing both. Genevieve has professional experience spanning over a decade in financial services. She has held positions as a Wealth Planner and Financial Consultant at Fidelity Investments since 2021. Prior to that, she worked as an Associate at NorthRock Partners from 2017 to 2021 and as a Private Client Banker at J.P. Morgan Chase from 2010 to 2017. Outside of her professional work, Genevieve enjoys activities such as biking, Pilates, and running. She is also a parent and has an interest in food.

Dean Dawson is a CFP® with 33 years of experience in the financial industry. He has been with Ameriprise since 1992 and is currently based in Shakopee, MN. Outside of his advisory role, he volunteers to provide financial advice to clients with cancer through the Angle Foundation. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet certain asset criteria. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Peter Gabler is a Certified Financial Planner® with 25 years of industry experience. He has worked at UBS Financial Services since 2006 and was previously with U.S. Bancorp Piper Jaffray starting in 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

John Hedrick is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. He has been with UBS since 2009. He also serves as a trustee for a revocable trust managing funds for the children of a deceased friend. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with comprehensive wealth management services.

Andrew Jankowiak is a financial advisor with LPL Financial in St. Louis Park, MN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Old National Bank, Bremer, Raymond James Financial Services, Bank of America, Merrill, Infinex Investments, Alerus, and BMO Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Kelsi Rahm is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and models outcomes with its Global Investment Committee’s estimates and Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

Lara Healy is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2021. She is a CERTIFIED FINANCIAL PLANNER™ who focuses on understanding clients' goals and concerns to develop tailored financial plans. Her approach emphasizes building trusting relationships and simplifying personal finance complexities. Lara's career in financial services began at Wells Fargo Bank, where she held positions from Teller to Service Manager between 2010 and 2013. She joined Fidelity Investments in 2019, progressing from Financial Representative to Relationship Manager before her current role. Her experience spans client relationship management and financial consulting within major financial institutions.

Amanda Barney is a financial advisor with Edward Jones in Bloomington, MN. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked at the National Security Agency for four years and has experience with NVR Inc, Broadreach Retail Partners LLC, and Cowan Systems, 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Thomas Tollefson is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He has been with Cambridge since 2011 and holds a Series 66 designation. Outside of his role at Cambridge, he serves as president of CPHASE Financial, an investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various platform arrangements and both proprietary and third-party strategies.

Megan Duff is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and two years of industry experience. She has worked at Ameriprise since 2023 and previously at Parametric Portfolio Associates and Bethel University. Megan also has experience as a paraplanner, assisting with client tasks and managing advisory business activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Deborah Mc Kinney is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley since 2017 and previously worked at Merrill from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured planning process.

Ayefoune Alagbo is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2023, Alagbo held positions at Audi Richfield, Northwestern Mutual, Patagonia, and Genesys Works. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.