Joshua Stanbrough is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Wells Fargo Clearing since 2020. Prior to his financial industry career, he worked in various roles including at Sur La Table and Alpine Country Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Raana Grant is a financial advisor at LPL Financial with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NEXT Financial Group for 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management supported by research and various investment strategies.

Sean Picht is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Edward Jones since 2013. He holds a Series 66 designation and is based in Eden Prairie, MN. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Nevermann is a financial advisor with Edward Jones in St Louis Park, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as an election judge for the City of St Louis Park. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Garrett Meyer is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has been a part of Fidelity Investments since 2015, initially joining as a Financial Consultant. Prior to that, he worked as a Financial Advisor at Ameriprise Financial from 2010 to 2015, and as a Regional Private Banker at Wells Fargo Advisors from 2013 to 2014. As a CFP® practitioner, Garrett partners with clients to develop customized financial plans by setting goals, assessing risks, and making adjustments over time to help clients achieve their financial potential. He emphasizes the importance of building trust through honesty, integrity, and transparency, aiming to become his clients' most trusted advisor.

Jacob Stark is a financial advisor with Ameriprise in St. Louis Park, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Stark is involved in business development and back office support for franchise advisors through MJW Group LLC. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Mark Flannery is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Flannery has also operated his own firms, including Wealth Guidance, Inc. and Flannery Holdings, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through its network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Tai Kotler is a financial advisor at LPL Financial with a Series 66 credential and four years of industry experience. His prior roles include positions at Arazon Financial Group and Orbis International. Kotler also works as a non-variable insurance agent at Peak Pro Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Ahndi Fridell is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previously worked in various roles including yoga instruction through her own business, Ahndi Fridell Yoga, which she operated for several years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Nicholas Starosta is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial before joining J.P. Morgan. 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 applying an ESG eligibility framework in its recommendations.

Peter Kelly is a financial advisor with Cetera in Minnetonka, MN, holding a Series 63 designation and 20 years of industry experience. He has worked with Avantax Insurance Agency LLC and Avantax Advisory Services, among other firms, and is a partner at Kelly & Muehler, PLLP, an accounting and bookkeeping firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and a multi-manager platform with access to affiliated and third-party managers.

Todd Terhorst is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Arbor Point Advisors and Securities America Advisors, Inc. Outside of his advisory work, he is a guitar player in a band called Empty Attic. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients, offering brokerage, advisory, and retirement plan consulting services. The firm provides a range of investment solutions using asset-allocation tools and supports discretionary and non-discretionary accounts with access to third-party money managers and model portfolios.

Brian Nieken is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses and with four years of industry experience. His prior roles include positions at American Enterprise Investment Services and Equitable. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Melissa Olson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has previously worked at The Oak Ridge Financial Services Group, Inc., Landmark Creations, RBC Capital Markets, and CH Robinson. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Matt Galazen serves as a Planning Consultant at Fidelity Investments, where he works closely with clients to develop customized financial plans. His approach emphasizes understanding individual goals, values, and priorities to provide practical guidance tailored to each client's unique circumstances. Matt has progressed through several roles at Fidelity Investments, including Financial Representative and Relationship Manager, before his current position. This experience has contributed to his professional expertise in financial planning and client relationship management. Outside of his professional work, Matt enjoys activities such as camping, hiking, traveling, reading, and spending time with his family.

Joseph Macdonald is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and RobertHalf, as well as positions at the University of St. Thomas and CoreResources. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and an emphasis on assets held in Ameriprise Managed Accounts.

Derrick Damm is a financial advisor with Cetera in Edina, MN, holding ChFC®, Series 63, and Series 65 designations and bringing 24 years of industry experience. He previously worked at Foresters Financial and Foresters Investors Advisory Services, LLC before joining Cetera in 2019. He also serves as a trustee for the D&D Voehl Trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors nationwide.

Ayotunde Idowu is a financial advisor with Ameriprise in St. Paul, MN, holding a Series 66 designation and 10 years of industry experience. Prior to joining Ameriprise in 2020, Idowu worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in coaching and consulting athletes and participates in financial literacy initiatives, including public speaking and podcast interviews on personal wealth management. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research-driven strategies and tax-efficient withdrawal planning. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Hannah Chung is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2019, she worked in advising and support roles at Purdue University's Mechanical Engineering Advising Office and Women in Engineering/Science Programs. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations through a centralized consulting team.

Alexander Vandyke is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2007. Outside of his advisory role, he spends a portion of his time involved in non-variable insurance products, including life, health, disability, long-term care, and fixed annuities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to diversified model portfolios and research.