Ryan Haddorff is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes over two decades at Waddell & Reed and leadership of The Haddorff Team. Outside of his advisory work, he has served as a high school tennis coach and has been involved with the Haddorff Family Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research from internal and third-party sources.

Jasen Braun is a CFP® professional with six years of experience at Ameriprise, based in Minneapolis, MN. He has held roles within Ameriprise and Ameriprise Financial Services since 2014. Outside of his advisory work, Braun is the owner of JSB Solutions, which manages his Ameriprise business, and serves as Chief Operating Officer for a franchise consultancy supporting financial advisors within the Ameriprise system. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Cole Kelly is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Kelly serves on the finance committee for Love INC, a nonprofit organization, where he helps review financial processes and structures. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program platforms with discretionary and non-discretionary options.

Payton Miller is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. Prior to joining Equitable Advisors in 2020, Miller held roles in athletics and sports media, including positions with the Creighton University Athletics Department and SPORTalk. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Matthew Kuplic is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Riddle and Bloom and teaching at the University of St. Thomas. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored annual retirement-income planning advice based on proprietary research and third-party data. The firm’s approach includes asset allocation strategies and Social Security claiming guidance within a defined investment framework.

Matthew Brakefield is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes five years at Securities America Advisors and Securities America Inc. He is also president of Citizens Asset Strategies in Cologne, MN. Cambridge Investment Research Advisors serves a diverse client base, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm employs a range of investment approaches, including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary implementation.

Kelly Broneak is a financial advisor at Morgan Stanley in Bloomington, MN, with 31 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Mark Foreman is a financial advisor with LPL Financial based in Bloomington, MN, holding the Series 63 and Series 65 designations and having 26 years of industry experience. He has previously served on the Board of Directors for First Minnesota Bank and has operated several financial and accounting-related businesses since 1990. Foreman also provides limited services through The Capital Advisory Group Advisory Services, an independent Registered Investment Advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, research, and institutional services.

Darcy Dahl is a Series 66-licensed financial advisor with Morgan Stanley in Bloomington, MN, and has 13 years of industry experience. Dahl has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of advisory work, Dahl is a fitness instructor at Barre 3 and serves on the Investment Committee for the Japanese American Citizens League. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and global market analyses.

James Payton is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC provides a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors managing more than $256 billion in assets.

Michael Sturgis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 25 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Jeffrey Jarnes is a CFP® and ChFC® credentialed advisor with 45 years of industry experience. He is currently affiliated with Cetera and has a longstanding career including roles with Fortune Financial Holdings, Securian Financial Services, and Minnesota Life Insurance Company. Outside of advisory work, he is involved in fixed insurance sales and operates a financial services business. Cetera Investment Advisers LLC is a large nationwide network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a broad selection of investment strategies and custodial relationships.

Ryan Antkowiak is a CFP® professional with 21 years of industry experience, currently serving at Robert W. Baird & Company since 2007. He holds the Series 63 designation and is based in St. Paul, MN. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Jeffrey Olson is a financial advisor with Edward Jones in Burnsville, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Development Resources from 2008 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Raul Fuentes Diaz is a financial advisor at Equitable Advisors with a Series 66 designation. He has one year of industry experience and is the owner of Integrated Training, LLC. Prior to joining Equitable Advisors, he held various roles including positions at Macalester College, Bass Pro Outdoor World, and United Parcel Service. Equitable Advisors serves a wide range of clients including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Kyle Schiffler is a financial advisor with Equitable Advisors in Lakeville, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2001, previously affiliated with Axa Advisors, LLC until 2020. Outside of his advisory role, he serves as chief manager of Canopy Financial Group, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes both advisory and brokerage channels to implement client recommendations.

Jon Gadberry Jr. is a CFP® and CFA® credentialed financial advisor with 10 years of industry experience. He is currently with Ameriprise in Eden Prairie, MN, having previously worked at Orgel Wealth Management, Northwestern Mutual Investment Services LLC, Steve Miura, American Century Investment Services, Inc., and Ameriprise Financial Services, Inc. Outside of his advisory work, he is a co-owner of Coteau Holdings, LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary advice through a centralized consulting team.

William Guthrie is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Wells Fargo Home Mortgage. Raymond James & Associates, Inc. is a large dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutional investors, and municipal entities—and offers financial planning, consulting, and municipal advisory services supported by a nationwide adviser network.

Oskar Tauring Traxler is a financial advisor at LPL Financial with seven years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2021 and has prior experience with various insurance carriers and firms including Waddell & Reed, Inc. Outside of advisory work, he has been involved with the Minnesota Urban Debate League in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a wide range of advisory programs, financial planning, and retirement services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Megan Carlson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2017, previously working at Insight Global and The University of Arizona. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary analysis tools.