Patrick Boldischar is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank since 2016 and previously worked at Banc of America Investment Services, Inc. in 2009. He serves as a board member of the Make-A-Wish Foundation Minnesota. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Beth Abrahamson is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63, 65, and 66 credentials and 26 years of industry experience. She has worked at Morgan Stanley since 2020 and previously spent over a decade with Wealth Enhancement Group and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and employer-based agreements.

Dustin Christopherson is a CFP® with 27 years of industry experience, currently serving at Osaic Wealth since 2023. He previously worked at SagePoint Financial Inc. and Cetera Advisors LLC, and operates a sole proprietorship selling life, health, disability insurance, annuities, and long-term care products. He is also involved in life settlements as an insurance agent. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform, employing model-based asset allocation and portfolio optimization strategies.

Kevin Cunniff is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he is the owner of a courier delivery business. 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 planning that covers a wide range of topics but does not include implementation of recommendations or discretionary portfolio management.

Heather Harden is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research technology.

Constance Erickson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 27 years of industry experience. Her career includes roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Erickson also owns Constance Financial Consulting, providing tax services, and has experience in mortgage lending through Lendsmart Mortgage. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

Steven Treberg is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 designation and previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. In addition to his advisory role, he is involved in non-variable insurance activities through Beacon Benefits Group and his own insurance practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary strategies supported by research and advisor-facing technology.

Jeffrey Pierce is a financial advisor with OSAIC, holding a Series 63 designation and 28 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc., and he has operated J. Pierce Financial Services since 2006. Pierce serves as event chair for the Gabby Pierce Memorial Golf Tournament, which raises funds for scholarships at Waldorf University, and is a board member of the Chaska Baseball Association, where he oversees umpire training. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Jeffrey Myers is a financial advisor at Osaic with 20 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Ameriprise Financial Services. Outside of his advising role, he is a scout leader and a small group leader at Hosanna Church. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Jessica Fields is a CFP®, ChFC®, and holds a Series 66 license with 13 years of experience in the financial industry, all with Edward Jones. Based in Apple Valley, MN, she has been with Edward Jones since 2013. Outside of her advisory role, she serves as a co-trustee of a family trust. 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. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Kalb is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory work, he serves as an official for USA Hockey, performing officiating duties for games. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Craig Settje is a financial advisor with Wells Fargo Advisors in Bloomington, MN, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked with Wells Fargo Clearing and First Clearing, LLC throughout his career. Outside of finance, he has worked as a truck driver for Corona Grain and Feed in South Dakota. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to provide tailored recommendations.

Michael Bryant is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has previously worked at CAPTRUST Financial Advisors LLC and Thrivent. His background also includes academic roles at Iowa State University and John F. Kennedy Jr. School. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a range of investment programs including Unified Managed Accounts and third-party money manager options.

Anuradha Ramakrishna is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Merrill and Wells Fargo prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, along with specialized roles such as commodity pool operation and formal advisory to registered investment companies.

Scott Notman is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously worked three years at Jimmy John's. Notman is co-owner of Woelfle-Notman LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes a centralized service team that leverages investment research and algorithmic tools, with recommendations implemented non-discretionarily by clients or their advisors.

Nickolas Vucenich is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior roles include positions at Farmers Insurance and Air T, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with third-party data, offering both brokerage and advisory solutions across a broad asset base.

Richard Hoel is a CFP® professional with 22 years of experience in the financial services industry. He has been with LPL Financial since 2022 and previously held roles at CUNA Mutual Group, CUNA Brokerage Services, Robert Half, and Kaplan Education. He also conducts outside work with Axtell, Haller, Slachta. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment strategies that may be discretionary or non-discretionary.

Adam Marso is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he held academic positions at the University of Minnesota, University of North Dakota, Henderson State University, and Arkansas State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under its WealthPlan option.

Evan Caye is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 66 designations. He has one year of industry experience and has previously worked at firms including AdvisorNet Financial and Hallett Financial Group. Outside of his advisory role, he is registered as an insurance agent in human resources. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

Ross Udell is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill, Wells Fargo Clearing, Wells Fargo Bank, N.A., and Bank of America, N.A. Prior to his financial career, he was involved with Youth With A Mission San Diego Bja and Grand Canyon University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.