Mollie Perrault is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2020 and previously worked at UnitedHealth Group for 13 years. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Willy Zimmerman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His background includes roles at Waddell & Reed Inc and managing Cedar Ridge Wealth Management Group. He has also been involved with the Woodbury High School Girls Hockey Booster Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research and employs both discretionary and non-discretionary management approaches.

Laura Arntson is a financial advisor with Morgan Stanley in St. Paul, MN, holding a Series 63 license and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. Outside of her advisory work, she is involved in retail operations with Bath and Body Works. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and modeling techniques.

Amy Rosivach is a financial advisor with Ameriprise in New Brighton, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Ameriprise in 2022, she worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

Laura Bickel is a financial advisor with UBS Financial Services in St. Paul, MN, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with UBS since 2017 and previously worked at Cambridge Investment Research, Inc. for one year. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Brent Van Beusekom is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked at The North Church for four years. Outside of his advisory role, he serves as a substitute teacher in the Anoka Hennepin School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering both one-time and ongoing planning engagements focused on a broad range of topics without managing client portfolios directly.

Julio Castillo is a financial advisor at RBC Capital Markets in St. Paul, MN, holding Series 63 and Series 66 licenses with six years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Morgan Stanley. RBC Wealth Management serves a wide range of clients including individual investors, institutions, pension plans, and charitable organizations. The firm offers advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients' risk profiles.

Chad Elfe is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2022. Prior to joining Thrivent, he held positions at Autoselect, Dorsch Ford Lincoln Kia, and Raized. Outside of finance, Elfe serves as Lead Pastor at Luther Memorial Lutheran Church in River Falls, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across topics like retirement, tax, estate, and special needs planning without discretionary portfolio management.

Jeffrey Siegle is a financial advisor with Ameriprise in Vadnais Heights, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021, following prior roles at Andersen Windows and Sleep Number Inc. Ameriprise provides retirement-income planning services for individuals typically holding at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Christina Kruse is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 credential and eight years of industry experience. She previously worked at Novitex and Phoenix Entertainment. Outside of advisory work, she participates in plasma donation through Octapharma. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary and discretionary investment management with a focus on multi-asset model portfolios and alternative investments.

Eric Stmartin is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as an officer and board member for the Stillwater Area High School Hockey Boosters - Girls, where he manages budgeting and financial records. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofit organizations. The firm offers customizable advisory programs that integrate discretionary and non-discretionary portfolio management with access to both in-house and third-party investment managers.

Eric Erickson is a financial advisor at Primerica Advisors in St. Paul, MN, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Revolutionary Science for 23 years. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Stephen Porter is a financial advisor with Merrill in Saint Paul, MN, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Merrill since 1977 and also with Bank of America since 2009. Outside of his advisory role, he serves as trustee for an irrevocable life insurance trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gregg Anderson is a financial advisor with OSAIC who holds the CFP® designation and has 48 years of industry experience. He has been affiliated with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995 and previously worked at Financial Dimensions Group, Inc. for 23 years. Outside of his advisory work, he is involved in several non-investment activities, including ownership in a Jimmy John's franchise, operating a cattle farm, and preparing tax returns on a volunteer basis. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various third-party programs to manage portfolios across a broad range of investment types.

Harrison Grandgenett is a Series 66-licensed financial advisor at Robert W. Baird & Co. with two years of industry experience. Prior to joining Baird in 2022, he worked briefly at Wells Fargo and spent four years at the University of St Thomas. He serves as a board member and on the investment/finance committee for St John the Baptist Catholic Church. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Russell Engstrom is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has been with Cetera since 2023, following a longer tenure at Cetera Wealth Services, LLC. Outside of his advisory work, he is involved with Free Bikes 4 Kidz MN, a nonprofit organization that provides bicycles to children in need, where he serves as a quality control trainer and supervisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Erik Griep is a financial advisor at Ameriprise Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

Jonathan Kvasnik is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent nine years with Securities America Advisors and has held a dual employee role at Cherokee State Bank since 2003. Outside of finance, he is involved in beekeeping and honey sales and participates as a guest host and officer in a comedy podcasting network. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mark Halstensgard is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has 13 years of industry experience, including over a decade at Thrivent Financial for Lutherans and Thrivent Investment Management. 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 financial planning and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

John Burlager is a financial advisor with RBC Capital Markets holding a Series 66 designation and has two years of industry experience. His prior experience includes positions at Wells Fargo Bank NA and Robert Half. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.