Sneha Mishra is a financial advisor at Merrill with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, JP Morgan Chase Bank, and Bremer Bank. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Lewis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as CEO on the board of directors for the nonprofit Just Cause. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Gary Olson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his financial career, Olson served for 18 years with Mdewakanton Public Safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics without managing client accounts directly.

Timothy Flynn is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial, he worked with the Minnesota Department of Health and the Epilepsy Foundation of Minnesota. He is also a commissioned notary for the State of Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Natalie Johnson is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2018 and previously held a position at Benedictine College for three years. 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 written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Scott Pierce is a financial advisor with Edward Jones in Prior Lake, MN, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, he consults and provides training for his family-owned painting business, Minnesota's Best Painting Company Inc., which operates with a small team and mostly without his daily involvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Rae Velasquez is a financial advisor at Cetera with five years of industry experience and holds a Series 66 credential. She has worked at several firms, including Fortune Financial and Securian Financial Services. Velasquez also supports team members at Fortune Financial in securities, insurance, and planning business. Cetera Investment Advisers LLC serves a broad range of clients including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Luke Iverson is a CFP® professional affiliated with Ameriprise Financial Services, with 10 years of industry experience. He has worked at Ameriprise since 2015. Outside of his advisory role, he is involved with MJW Group LLC, providing tax preparation services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Dana Sandborgh is a financial advisor with UBS Financial Services in Cottage Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Monica Magnuson is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2019. Outside of her advisory role, Monica works annually as a baker at Sweet Martha's Cookie Jar during the Minnesota State Fair. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers advisory programs tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers, along with various portfolio management and financial planning services.

Gregg Burrell is a financial advisor with LPL Financial in Apple Valley, MN, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in a direct sales business related to nutrition products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, with access to model portfolios, third-party research, and technology-driven investment solutions.

Carly Jaffee is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of systematic methodologies, and advisory services that include model portfolio delivery and oversight of multiple sub-advisers.

Anne Kersten is a financial advisor with Thrivent Investment Management in Mendota Heights, MN, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2012 and 2013, respectively. Outside of her advisory role, she serves as treasurer for CGTA Research Group, a nonprofit organization focused on Huntington’s research. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and written recommendations across multiple planning areas. The firm’s approach separates planning from implementation and managed-account services, maintaining a focus on advisory relationships without discretionary trading authority.

Thomas Gillund is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools.

Linda Bentz is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. Her professional journey at Fidelity began in 2012, progressing through roles such as Financial Consultant, Investment Representative, and Financial Representative. Prior to her tenure at Fidelity, she worked at Wells Fargo from 2006 to 2012, serving as Branch Manager and Premier Banker. Her approach to financial planning emphasizes active listening and attention to detail, aiming to address each client's unique financial goals. Linda holds a California Insurance License, supporting her expertise in the financial services industry. Outside of her professional work, she has personal interests in reading and traveling.

Kiley Demery is a financial advisor at LPL Financial with 17 years of industry experience. She has held positions at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors prior to joining LPL Financial. Demery is a Series 63 and Series 66 license holder and operates a related insurance agency focused on fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies in its investment management approach.

Charles Reimers is a financial advisor at LPL Financial with 14 years of industry experience. He has held his current position since 2016 and previously worked at Metlife Securities from 2012 to 2016. Reimers holds the Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various management strategies.

Daren Koppendrayer is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 17 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial and Foresters Advisory Services. He also maintains ownership of Koppendrayer S Corp for tax purposes and is involved with the CCS Educational Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment approaches.

Willow Fields is a Series 66-licensed financial advisor with Fidelity Investments, based in Edina, MN, and has one year of industry experience. Prior to joining Fidelity, Willow held positions at several organizations including Jovie, Power Nutrition, and Northrock Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies, offering discretionary and non-discretionary advisory services and delivering model portfolios through systematic methodologies.

Judy Cameron is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 63 credential and having 32 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously spent ten years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging a combination of in-house and third-party investment managers to meet clients’ specific risk profiles.