Vernon Syverson is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds the Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kurt Sharp is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Sharp serves on the board of directors for Trinity Lutheran Church Council as treasurer. Ameriprise Financial Services is a large, 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.

Theresa Ferrise is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. She has previously worked at Waddell & Reed, Inc., Thrivent Investment Management, and THRIVENT Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various strategies and tools to support its network of over 22,800 advisors.

Matthew Kleffman is a financial advisor with Edward Jones in Savage, MN, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Lindsey Haefemeyer is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 registration with 12 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and concurrently with Wells Fargo Securities, LLC since 2013. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm provides both discretionary and non-discretionary management options and develops proprietary model strategies under the Founders Gate Capital brand.

Mohammed Darwish is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Spire Credit Union and Wells Fargo. Merrill, together 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 strategies for a range of individual and institutional clients.

Kenneth Brown is a financial advisor with Raymond James Financial in Bloomington, MN, holding a Series 63 designation and 45 years of industry experience. His career includes roles at McNellis, Brown & Asato, Inc., Newman Financial Long Term Care, and Park Avenue United Methodist Church. Outside of his advisory work, he is the CEO of K. L. Brown & Associates, Ltd., a Minnesota corporation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical and risk-profiling tools and supports municipal and public finance clients through its affiliation with a municipal advisor.

Jacob Pleschourt is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles with Waddell & Reed, various insurance carriers, and local organizations such as the Lakeville South Baseball Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory services and platforms, combining model portfolios, third-party asset management, and institutional solutions.

Brett Kasak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He worked at U.S. Bancorp Investments, Inc. for 23 years prior to joining LPL Financial in 2022. Outside of his advisory work, he is involved in a family business selling cards. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Karen Groves is a financial advisor with Thrivent Investment Management in Burnsville, MN. She holds the Series 66 designation and has 19 years of industry experience, all with Thrivent since 2007. 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 planning on a range of financial issues, delivering written recommendations without portfolio management or discretionary trading authority.

Sharon Olson is a CFP® professional with 43 years of industry experience, currently serving at LPL Financial since 2000. She holds a Series 63 license and operates out of Bloomington, MN. Outside of her advisory role, Olson is involved in fixed insurance sales through Olson Wealth Group. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Warner Young is a financial advisor at UBS Financial Services in Bloomington, MN, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience in various roles including managing a sports bar and grill, and involvement with hockey development camps. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Peter Durand is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with UBS since 1995. Durand serves as a director on the board of the Durand Heritage Foundation, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations.

Rachel Mc Cready Flora is a financial advisor at Edward Jones with six years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2014. Outside of her advisory role, she owns Rachel Evelyn Design, a freelance front-end web development business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including both discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor and branch network as well as affiliated investment capabilities.

Darin Hargreaves is a CFP® professional with 31 years of industry experience. He is currently with Wells Fargo Clearing and has held prior roles at The Oak Ridge Financial Services Group, UBS Financial Services, Ameriprise, Robert Baird & Co., and Prudential Equity Group. 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.

Amber Fagan is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.

Cassandra Schmidt is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Prudential Financial and Securian Financial Group. Outside of her advisory role, she is a partner in a residential rental property business. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors. The firm offers a variety of investment strategies and maintains a large network of advisors and branch offices across the country.

Geri Paquette is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as an election judge for the City of Eagan, assisting with the administration of election procedures. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Tait Kelly is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his industry experience recently. His work history includes roles at Endurance Wealth Management, LPL Financial LLC, and Marsh McLennan Agency. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and modeling tools to tailor non-discretionary planning and supports various advisory programs and institutional portfolio management.

Gary Demee is a financial advisor at Osaic Wealth with 40 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors and Securities America Inc for 11 years. Demee also operates an independent reference counseling business and is involved in occasional fixed insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by model-driven asset allocation and portfolio optimization tools.