Richard Fromstein is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning guided by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services directly to individuals as well as through Corporate Financial Planning agreements with employers.

Nathan Rolek is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2021. Prior to that, he was employed by Equitable Advisors, Axa Advisors, and TD Ameritrade. Outside of his advisory role, he serves as President on the Board of Directors for the Jefferson High School Softball program. Ameriprise provides retirement-income planning services tailored for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Satoru Asato is a CFP® with 33 years of industry experience, currently affiliated with Raymond James Financial in Bloomington, MN. He has worked with Raymond James Financial Services Advisory, Inc. since 2008 and was involved with McNellis & Asato, Ltd, an independent financial advisory business of which he is president. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning and investment consulting, utilizing risk profiling and modeling tools to guide client decisions.

Chad Bovee is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000, also working through its affiliation with Bank of America since 2011. Outside of his advisory role, he serves as a part-time soccer referee for the Tonka United Soccer Association, a nonprofit organization. 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 plans, corporations, and charitable organizations.

John Gutowsky Jr. is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at SagePoint Financial Inc. and Cetera Advisors LLC. He serves on the board of the Fellowship of Christian Athletes, a nonprofit organization. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Adam Dveris is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2001, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Jeffrey Schwingler is a financial advisor at OSAIC with 15 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services Inc. for eight years. He is also a principal at Pathway Financial Advisors, a partnership involved in insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Austin Jacobus is a financial advisor with Equitable Advisors, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles in public works and the food service industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Brian Connelly is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2022. His prior roles include nearly two decades at Jackson National Life Distributors and positions at Focus Financial and Securities America Advisors. He is also an insurance agent involved in the sales and service of non-securities insurance products. OSAIC Wealth, Inc. supports a diverse client base, including individuals, high-net-worth investors, and institutional clients, through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options, utilizing asset-allocation tools and third-party solutions to construct and manage portfolios.

Jason Christenson is a Series 66-licensed financial advisor at Edward Jones in Lakeville, MN, with 13 years of industry experience, all of which have been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carol Sullivan is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of her advisory role, she operates a sole proprietorship in the advertising specialty and promotions business, servicing existing customers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Tristan Lehnen is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at Dodge of Burnsville, Crisp and Green, and the University of Minnesota. He also operates a DBA under Turning Leaf Financial. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm partners with LPL and other program sponsors to provide advisory and brokerage solutions through various managed account platforms.

Anna Lucas is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Burnsville, MN. She has four years of industry experience and previously worked at Chipotle and California Baptist University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning across multiple areas without managing client portfolios directly.

Christina Asmus is a financial advisor with Ameriprise Financial Services in Bloomington, MN, holding a Series 66 designation and 12 years of industry experience. She has worked with Ameriprise since 2013 and is also the owner of Sassypants Photography, a photography business. In addition, she owns CASMUS LLC, a finance-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Haddorff is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include working with Waddell & Reed, INC. and operating The Haddorff Team. He also serves as president of the Haddorff Family Foundation, a 501(c)(3) nonprofit organization. LPL Financial is an SEC-registered adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by proprietary and third-party research.

Luke Lange is a financial advisor with J.P. Morgan Securities in Edina, MN, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at Stauer, Simple Living Boutique, State Farm, Perkins, and spent a year in full-time education. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its non-discretionary advisory services.

Jacob Ledermann is a Series 66-licensed financial advisor with LPL Financial in Bloomington, MN, and has one year of industry experience. Prior to joining LPL Financial, he was associated with Lakeshore Group Wealth Management and has a diverse work background including roles in education and various business sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party providers.

Trevor Vanheel is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of advising, he is co-owner of MVL, LLC, where he manages an Ameriprise business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Miriam Hobart is a CFP® with 27 years of experience in the financial services industry. She has been with Ameriprise since 1998, including its affiliated entity Ameriprise Financial Services, Inc. She is based in Saint Paul, MN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Daggett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo entities since 2016. 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 provides both brokerage and advisory solutions supported by research and analytics.