Kelsey Kocon is a financial advisor at LPL Financial with 13 years of industry experience. She previously worked at Commonwealth Financial Network and Jack Buckley Financial, with a notable role maintaining an ownership interest in Jack Buckley Financial. Kocon holds a Series 66 designation and is also commissioned as a notary public. LPL Financial is an SEC-registered adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing diversified investment strategies supported by in-house and third-party research.

Nathaniel Loge is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously owned an Amazon sales business called Road Trip. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large nationwide network of advisors and branches.

Sara Martinucci is a Series 66-credentialed financial advisor with 18 years of experience, currently with RBC Capital Markets since 2008. She is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored investment strategies using both in-house and third-party managers, supported by extensive capital-markets capabilities and affiliated asset management resources.

Jill Gutzmer is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at multiple firms including Ameriprise Financial Services, Minnesota Life Insurance Company, and U.S. Bancorp Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial recommendations across a broad range of topics without implementation. The firm emphasizes holistic, goal-based planning and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Anna Maillet is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Harrison Financial Services. Anna has also been involved with Creighton University over multiple years in various capacities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jacob Murphy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at OSAIC since 2026. Prior to joining OSAIC, he worked at Northwestern Mutual in various roles from 2020 to 2026 and held positions at Tennant Company and Tenere Inc earlier in his career. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors and platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing to serve individual, corporate, and charitable investors.

Trevor Malone is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Waypoint Wealth Group, Minnesota Life Insurance Company, and Ameriprise, among others. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a wide range of portfolio management and financial planning services.

Christopher Klobe is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Charles Limberis is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2004. Outside of advising, he manages leasing and tax preparation activities for investment-related entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Michael Clark is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo Advisors and CUNA Brokerage Services. Outside of his advisory role, he works as an independent contractor driver for a ride-sharing service. 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 multiple wrap fee advisory programs and tailors investment strategies through a combination of in-house and third-party managers.

Long Bao is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having four years of industry experience. He has been with RBC Capital Markets since 2018 and previously worked at Bibuta and the University of Minnesota - Twin Cities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, supported by the capital markets capabilities of RBC.

Charles Larson is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and joined RBC Capital Markets in 2026. Prior to his current role, he was involved with Your Boat Club and worked at Orono Public Schools. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Abagael Wills is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, she worked at UnitedHealth Group and spent several years in education at Bemidji State University and Delano High School. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joan Brestel is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. She has worked at LPL Financial since 2022 and also serves with Cuna Brokerage Services Inc and Trustone Financial Credit Union, both since 2012. 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 and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

Theresa Alewine is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with RBC Capital Markets since 2008 and with RBC Global Asset Management (U.S.) Inc. since 2010. Alewine serves on the board of the nonprofit theater company Theater Latte Da and is treasurer of the Lakeview Place Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored portfolio management, financial planning, and brokerage services, implementing investment strategies through a mix of in-house and third-party managers.

Paul Mc Creight is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 2006. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Ryan Johnson is a financial advisor at Ameriprise with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Your Legacy Partners and Prudential Financial. Outside of finance, he has experience working in local government and at Minnesota State University, Mankato. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Abigail Fettinger is a financial advisor with Mass Mutual Investors Services in White Bear Lake, MN. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and M Health Fairview. Outside of finance, she has worked in education and at a golf course. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships using firm-approved analytical tools.

Emmanuel Dickson is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to joining RBC in 2023, he worked at Global Mamas and Fidelity Bank Ghana Limited. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment goals.

Samantha Huber is a financial advisor at Ameriprise in New Brighton, MN, with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Ameriprise and its affiliated entities since 2017, as well as John Reamer and Associates and the College of Saint Benedict earlier in her career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice emphasizing dependable income sources and tax-aware withdrawal strategies.