Jacob Pleschourt is a financial advisor with LPL Financial in Eagan, MN, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and short-term engagements with Derek Iverson and Jessica Schulberg. He was involved with the Lakeville South Baseball Association for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Brett Kasak is a financial advisor with LPL Financial in Lakeville, MN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked at U.S. Bancorp Investments, Inc. for 23 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved in a small home-based non-investment business selling cards. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Karen Groves is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment services separate.

Sharon Olson is a CFP®-designated financial advisor with LPL Financial in Bloomington, MN, bringing 43 years of industry experience. She has been with LPL Financial since 2000. Olson also engages in fixed insurance sales through Olson Wealth Group on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Anthony Myren is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Charles Schwab and its affiliated entities since 2017, as well as a brief tenure at Quality Companies, LLC. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and operational infrastructure.

Alexis Didier is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Alexis held positions at several hospitality and service businesses, including Hudl, McKinney's Irish Pub, and Mahogany Prime Steakhouse. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

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 credentials and over 30 years of industry experience. He has been with UBS since 1995. Durand serves on the board of the Durand Heritage Foundation, a charitable organization. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management offerings and leveraging 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 over 31 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes roles at The Oak Ridge Financial Services Group, UBS Financial Services, and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amber Fagan is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2014, including her current role since 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Connor Duffy is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Door County Creamery for nine years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Melissa Albrecht is a financial advisor at Merrill with eight years of industry experience, including nine years at Merrill since 2017 and three years prior at First Call Hospitality. She holds a Series 66 designation. Outside of her advisory role, she serves as secretary of the Tigersharks Swim Club, a charitable organization in Farmington, Minnesota. 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, and institutions.

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.

Gary Demee is a financial advisor with Osaic Wealth, Inc. and holds a Series 63 designation. He has 40 years of industry experience, including over a decade at Securities America Advisors and work as an independent reference counselor. Outside of advising, he has occasional involvement in fixed insurance sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers.

Jill Jacobson is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Gregory Wallace from 2015 to 2017. In addition to her advisory work, she serves as a personal representative and trustee for her spouse’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an emphasis on a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Derek Brinkman is a financial advisor with Edward Jones in Prior Lake, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the City of Savage Police Department for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Vogel is a financial advisor with Ameriprise in Farmington, MN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at RIVERSOURCE DISTRIBUTORS INC for eight years before joining Ameriprise in 2020. Vogel serves on the Board of Directors for the Farmington Youth Basketball Association and acts as a tournament director. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Donna Badley is a Series 63 licensed financial advisor with Primerica Advisors in Burnsville, MN, where she has worked since 1997. She has 28 years of industry experience and has been affiliated with Primerica Financial Services since 1983. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a wrap-fee structure and curates third-party asset managers while maintaining oversight of portfolio models and trading execution.