Jay Bibelheimer is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including time when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, leveraging both proprietary and third-party solutions delivered through a large network of Investment Adviser Representatives.

Joseph Dolan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with Ameriprise since 2017 and has a background that includes a role as a lancer at the Minnesota Zoo. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Benhur Fernandes is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Waddell & Reed Inc., various insurance carriers for W & R Insurance Agencies, Baak, Inc., and Southeast Community College. He serves as owner and president of Baak, Inc., a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions with an emphasis on both discretionary and non-discretionary strategies supported by proprietary research and technology tools.

Stacey Nelson is a CFP®-designated financial advisor with 20 years of industry experience, currently with Edward Jones since 2020. Prior to joining Edward Jones, she worked for 19 years at Birchwood Financial Partners Inc. She has held a distributor role at Enagic, although it is currently inactive. Edward Jones is a full-service wealth management firm serving individuals and institutions with over $1 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Kristopher Staples is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Allied Advisory Services and First Allied Securities for eight years. Outside of his advisory role, he operates a non-variable insurance business through Staples Financial, Inc. 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.

Steven Lorenz is a financial advisor with LPL Financial in Apple Valley, MN, holding CFP® and ChFC® designations and over 41 years of industry experience. His prior work includes roles at National Planning Corporation and Discovery Financial Centers, Inc. He serves as Treasurer for the Lakeville Area Chamber Foundation. 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 technology tools and a broad spectrum of financial activities.

Jordan Swanson is a financial advisor with LPL Financial in Apple Valley, MN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Wings Financial Credit Union from 2022 to 2025. He is also a commissioned notary in the state of Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning and model portfolio programs, with advice provided primarily by investment adviser representatives who utilize various strategies and advisor-facing tools.

Tucker De Vos is a financial advisor at Ameriprise in Burnsville, MN, holding a Series 66 designation with one year of industry experience. His background includes roles in education and business operations across several organizations. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Elicasith You is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has a background that includes eighteen years at TEKsystems before joining Thrivent in 2023. 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 planning and offers integrated planning and managed-account options while maintaining separate advisory services.

Samuel Pond is a Series 66–licensed advisor with Thrivent Investment Management and has three years of industry experience. Prior to his current role, he held engineering positions at firms including Eckersley O'Callaghan and Enclos. Outside of finance, he works as a facade engineer providing consulting services and also serves as an on-track riding coach for a motorcycle training school. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas without discretionary trading authority. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining separate service structures.

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.

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.

David Hoppe is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2008, including roles at Charles Schwab Bank and Charles Schwab Premier Bank. Prior to Schwab, he worked for Ameriprise Advisor Services, Inc. for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combined advisory, brokerage, custody, and cash-sweep service model that integrates non-discretionary client relationships with access to discretionary separately managed accounts.

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.

Michael Shinnick is a CFP® professional with 27 years of experience in the financial industry. He has been with Charles Schwab since 1999 and has served at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

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.

John Quigley is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2012. His prior experience includes roles at Financial Dimensions Group, Inc. and John Hancock Mutual Life Insurance Co. Quigley serves as president of the Therese Foundation, a family nonprofit that reviews grant requests from various organizations. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a range of managed account programs supported by a complex affiliate network.