Brittany Cage is a financial advisor at Edward Jones in Chaska, MN, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Meghan Villanueva is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2016, initially working with Ameriprise Financial Services, Inc. before continuing at the current entity. The firm serves both individual and institutional clients and offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and annual advice focused on income reliability and tax-aware withdrawal strategies.

Lawrence Calhoun is a financial advisor with LPL Financial in West St. Paul, MN, holding Series 63 and Series 65 credentials and 12 years of industry experience. His career includes over a decade at Old National Bank (formerly Anchor Bank) and prior work with Wells Fargo Clearing. 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 services and platforms, combining traditional and technology-supported investment strategies across a large network of advisors.

Tyler Swanson is a CFP®-certified financial advisor at LPL Financial with 13 years of industry experience. He previously worked at CliftonLarsonAllen Wealth Advisors, Commonwealth Financial Network, and FPS Financial, Inc. He is based in Bloomington, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of advisors, providing access to financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adrian Johnson is a CFP® credentialed financial advisor with 26 years of industry experience, currently with Ameriprise in Edina, MN. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Alexander Morrall is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms, including Fortune Financial and Securian Financial Services. Outside of his advisory work, Morrall owns the Twin Cities Wellness Collective, a business based in Minnetonka, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that supports customized investment strategies and access to third-party money managers.

Reese Prellwitz is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo Clearing, Reese held roles at Wells Fargo Advisors and Northwestern Mutual, as well as academic positions at Minnesota State University, Mankato, and St. Cloud State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute, providing both brokerage and advisory solutions.

Chansoknea Theng is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2024, they worked at the Royal Bank of Canada and U.S. Bancorp Investments, Inc. Theng has entrepreneurial experience as the owner of BZBar, a packaged food business, and served as Chief Recruiting Officer at ChefNote LLC, a software company focused on social media recipe influencers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Goenner is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials. His prior firms include BFC Planning, Securities Management & Research, and Proequities. Outside of financial advising, he serves as treasurer for both the Township of Clear Lake and the St. Marcus Cemetery Board in Minnesota. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of investment implementation options through independent Financial Professionals, utilizing proprietary model strategies and access to unaffiliated strategists.

Christina Klug is a Certified Financial Planner (CFP®) with four years of industry experience, currently serving at Edward Jones since 2022. Her prior experience includes roles at Designed for Learning and EdTechTeam, among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory strategies along with affiliated investment products.

Mitchel Johnson is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise since 2013 in various capacities. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines automated and tailored approaches in its retirement planning.

Adam Jakes is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2016. Outside of his advisory role, he leads Paragon Operations, LLC, where he sets the direction and participates in board decisions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a combination of investment research, third-party data, and algorithmic tools.

Zachary Ancel is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His work history includes roles at Equitable Advisors since 2021 and an extended tenure at Von Hanson's Meats. He is also involved in a business operating under the name The Bailey Group. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

John Shrewsbury is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Merrill since 2018. Prior to that, he spent three years with various Federated entities, including Federated Investment Counseling. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Karen Oaster is a Series 63 licensed advisor with Primerica Advisors in Burnsville, MN, and has 35 years of industry experience. She has been with Primerica Advisors since 1990 and Primerica Financial Services since 1999. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Kyle Kronlokken is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to inform its investment approach.

Patrick Krall is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Expeditors International of Washington and had roles with the Oakland Athletics and Clemson University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Richard Hanna is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo in various capacities since 1984, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory work, he is involved in a catering business based in Minneapolis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Grant Fjosne is a financial advisor at Ameriprise with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role since 2020, he spent 15 years at Ameriprise Financial Services, Inc. He is also the owner of Fjosne Capstone Group, where he manages an advisory business. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, utilizing a centralized consulting team to deliver tailored, research-based retirement income recommendations.

Gary Aiken is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 credential and has worked at Cetera Advisors LLC since 2016, as well as operating Tonka Financial since 2011. Aiken serves as chair of the Golden Valley Business Council, a local business organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform allowing advisors to implement a range of portfolio strategies with discretionary and non-discretionary services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.