Eric Wenkus is a financial advisor with UBS Financial Services in Edina, MN, holding a Series 66 designation and 23 years of industry experience. He previously worked at RBC Capital Markets and has been involved with GolfSport, a small golf retail store, for over two decades. Outside of his advisory role, he coaches youth hockey and has served as an assistant hockey coach in various local organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Michael Schall is a financial advisor with Ameriprise, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Jason Hudgens is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Merrill, Bank of America, and The Prudential Insurance Company of America. Outside of his advisory work, he owns a vending machine business. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a non-discretionary, quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.

Thomas Karner is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has worked with firms including Securities America Advisors and SII Investments. Karner is also president of Karner & Associates, Inc., where he focuses on the sale of major medical and Medicare supplement insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and risk assessment methods to create portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Jonathan Althoff is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. He has been with Cetera Investment Services since 2010 and Cetera since 2014. He is also the managing partner for West Shore Brokerage LLC, a pass-through company for Cetera Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and their clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Peter Keller is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Kyla Mechura is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Minnesota Financial Resources, Inc. and Cambridge Investment Research. She is also a commissioned Notary Public in Minnesota. OSAIC serves a diverse client base ranging from individuals to institutions, providing integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios that may include a wide range of investment products.

Angela Hanson is a Series 66-registered advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, she worked at Kelly Education and spent 27 years with the USDA Farm Service Agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning and offers an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Leonard Dayton Jr. is a financial advisor with Cetera, holding a ChFC® designation and a Series 63 license, with 38 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of his advisory work, he manages a family real estate business and is a representative selling fixed life, health, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services through a multi-manager platform, including model portfolios, third-party managers, and bespoke strategies.

John Jordan is a financial advisor with LPL Financial based in Edina, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has previously worked at Sagepoint Financial Inc. and PRUCO Securities, LLC, and is currently also affiliated with Royal Credit Union. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Thomas Mcdonald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 47 years of industry experience. He has been with Raymond James since 1995. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network alongside specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Julie Kearney is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked at Ameriprise Financial Services from 2006 to 2026 before joining LPL Financial. Outside of her advisory role, she is involved with MB Holdings, LLC, serving as a paraplanner for another financial practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Kristin Strom is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with firms including Allianz Life, Questar Capital Corporation, and Securian Financial Services. Outside of her advisory role, she owns Jarne’s Financial and serves as a trustee. Cetera Investment Advisers LLC distributes services through a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, with access to multiple program structures and third-party money managers.

Gregory Witt is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Witt serves as a committee member offering investment and economic perspectives for St. Marys Greek Orthodox Church. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs, tailoring strategies to clients’ risk profiles and utilizing a combination of in-house and third-party investment managers.

Megan Buss is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial and the University of Wisconsin-La Crosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in research.

Ben Brucciani is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built his career over more than 25 years. As a partner of the BWA Wealth Management Group, he focuses on helping clients identify and pursue their financial goals through customized planning and portfolio strategies. Ben works with a broad range of clients managing executive compensation, family wealth, liquidity, retirement planning, investment strategy, tax minimization, and retirement income. He holds a bachelor's degree in business finance from Augsburg College and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Ben resides in Lakeville, Minnesota. Outside his professional work, he is an active member of the Lakeville community and enjoys outdoor activities such as skiing, hunting, fishing, biking, boating, cooking, hiking, running, and soccer, as well as spending time with his family.

Brandon Barkosky is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Waddell & Reed and A Vision Partners. His background also includes managing real estate rental activities through Gray Barkosky Real Estate, LLC. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Andrew Cripps is a financial advisor at Edward Jones with 26 years of industry experience. His prior roles include over two decades at Merrill Lynch/Bank of America and five years as a FINRA arbitrator. He holds Series 63 and Series 65 registrations. Andrew is also part of a private FINRA auditor pool, occasionally serving as an auditor in dispute cases. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Evan Thornton is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. He is a part owner of Thornton Brothers, LLC and is involved in design marketing through Twin Cities Saxophone. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.

Luke Haddorff is a financial advisor with LPL Financial based in Edina, MN, holding a Series 66 credential and two years of industry experience. His prior work includes roles at the USTA National Tennis Center, Nike Tennis Camps, and Gustavus Adolphus College. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.