John Overson is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with LPL Financial since 2018 and previously spent 22 years at SII Investments, Inc. He also operates Overson Financial Services and is licensed as an insurance agent, offering annuities and life insurance, and provides tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by extensive technological and operational resources.

Nolan Pyrz is a financial advisor with Raymond James Financial Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at Avantax Investment Services and MRK Financial Solutions. Outside of his advisory work, he is an associate at Prosperwell Financial, where he focuses on client services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its advisors with tools that incorporate risk profiling and probabilistic modeling.

Andrew Brandt is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 registrations. He has nine years of industry experience, including roles at American Funds and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party managers.

Clinton Faust is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Faust serves on the Board of Regents for Oak Grove Lutheran School. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.

Jay Ricci is a Series 66-licensed financial advisor with Ameriprise Financial Services, LLC, based in Minnetonka, MN. He has seven years of industry experience, including prior roles at Merrill and Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

Ryan Jaskinia is a financial advisor with Edward Jones in Bloomington, MN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously was employed by AT&T from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, along with affiliated mutual funds and securities-based lending options, maintaining a large retail advisor network and branch footprint.

James Grabianowski is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his financial career, he works as a camera operator for high school sporting events. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income service provides clients with a written Recommendation Report and ongoing advice, developed through a combination of internal research and third-party data.

Chase Cardinal is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Nfp, Menards, Uber Eats, the University of Minnesota Duluth, and Forkless. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and an affiliated insurance agency among its services.

Jamison Edlund is a CFP® with 24 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and CorTrust Bank, where he serves as a financial advisor for CorTrust Wealth Management. His prior experience includes roles at Stifel Nicolaus & Co Inc and LPL Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Davis Klund is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Solutions Advisor at Merrill Lynch in 2023 and as a Financial Advisor at Equitable Advisors from 2021 to 2023. His professional experience encompasses a range of financial advisory and planning services. Davis holds a California Insurance License, supporting his work in financial and insurance planning. He is motivated by personal experiences with family financial challenges and is committed to assisting clients in pursuing their financial goals through tailored support and connections. Outside of his professional life, Davis enjoys fitness, football, social events with friends, movies, and snowboarding.

Rebecca Falk is a financial advisor with UBS Financial Services in Minneapolis, Minnesota. She holds a Series 66 designation and has 20 years of industry experience, all with UBS since 2006. She also serves as trustee for a family trust established to distribute assets and manage related tax obligations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets activities as part of its platform.

John Bennett is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 37 years of industry experience. He has been associated with Cetera and its affiliate Cetera Wealth Services since 2013. Bennett is also the CEO of Bennett, Mastin, Kosmak, Inc., where he is involved in business development, coaching, and support, and serves as president of Bennett Financial Group, Inc., providing financial consulting and mortgage referral services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment program options featuring both discretionary and non-discretionary management, with access to affiliated and third-party managers on a multi-manager platform.

Fizal Kassim is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Securities America Advisors and Fintegra, LLC. Kassim is also involved in insurance sales, focusing on life, health, and annuity plans. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment programs and third-party manager options.

Melvin Evans Jr is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has three years of industry experience. He has worked at several firms including The Prudential Insurance Company of America and Bankers Life, and currently owns Melvin Evans Insurance LLC, which offers Medicare Advantage and Medicare supplement plans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, using model-driven investment strategies and offering access to third-party asset managers, with additional services in insurance and trust custody.

Glynne Bassi is a CFP® with seven years of experience in financial services. She is currently with Morgan Stanley, having worked there since 2023, and previously was with Edward Jones from 2018 to 2023. Bassi serves on the board of the Edina Federated Women's Club, a philanthropic organization in Minnesota. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and scenario modeling, with services delivered through its Financial Advisors and Estate Planning Strategies Group.

Tanner Theis is a financial advisor with Ameriprise in Shakopee, MN, holding Series 63 and Series 65 licenses. He has been with Ameriprise and its related entities since 2019. Prior to his advisory role, he worked in the hospitality industry and education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a combination of research, third-party data, and algorithmic tools.

Lyndsay Jankowiak is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank since 2005. 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 offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Mallory Vacek is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, Mallory worked at Polaris Inc. and spent four years in academic roles at the University of Minnesota and Waconia High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and fee-based financial planning. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Blake Sandvold is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Sandvold serves on the board of the Wayzata Lake Effect Conservancy, where he chairs the fundraising committee. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by various analytical tools and offers advisors flexibility in strategy implementation.

Elle Miller is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2020, she worked at Lucid Holdings, LLC for four years. She serves on the Board of Directors and as Treasurer of the Wayzata Rotary Club, a humanitarian service organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.