Craig Zeeb is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Cody Johnson is a financial advisor at Ameriprise in Minneapolis, MN, with 22 years of industry experience. He holds the Series 63 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he serves as a trustee on the board of St. Helena Catholic Church and manages a family LLC that oversees several rental real estate properties. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

Joel Ottley is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 credentials. In addition to his advisory role, he has been involved with Clear Cut Xteriors LLC from 2022 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jacob Johnson is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds Series 63 and Series 66 designations and has previously worked at RiverLink Financial Advisors, Element Squared Private Wealth, and Thrivent Financial. Prior to his advisory career, he was employed at Topgolf and Fun.com. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing a range of portfolio construction tools and offering both discretionary and non-discretionary account management.

Christine Mc Coy is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with Edward Jones since 2015. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maxwell Bull is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a manager for Lenny LLC, a real estate entity based in Colorado. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Christopher Casey is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Mutual/United Of Omaha for 18 years. In addition to his advisory role, he operates Casey Financial Services, LLC and serves as a health insurance referral partner through Clarity Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using firm-supported asset allocation tools and multiple third-party managed account platforms.

Matthew Dornik is a CFP® and CFA® with 22 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as a financial advisor in Excelsior, MN. Outside of his advisory role, he owns and manages WDA, Inc., which oversees his Ameriprise business operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice, with a focus on assets held within Ameriprise-managed accounts.

Ryan Haddorff is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes over two decades at Waddell & Reed and leadership of The Haddorff Team. Outside of his advisory work, he has served as a high school tennis coach and has been involved with the Haddorff Family Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research from internal and third-party sources.

Jasen Braun is a CFP® professional with six years of experience at Ameriprise, based in Minneapolis, MN. He has held roles within Ameriprise and Ameriprise Financial Services since 2014. Outside of his advisory work, Braun is the owner of JSB Solutions, which manages his Ameriprise business, and serves as Chief Operating Officer for a franchise consultancy supporting financial advisors within the Ameriprise system. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Cole Kelly is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Kelly serves on the finance committee for Love INC, a nonprofit organization, where he helps review financial processes and structures. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program platforms with discretionary and non-discretionary options.

Phillip Curoe is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. He has worked at Cetera and its affiliates since 2020 and previously spent nine years with U.S. Bancorp Investments. Curoe also operates Tailormade Wealth Management, a financial services DBA, and is an insurance agent specializing in life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Payton Miller is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. Prior to joining Equitable Advisors in 2020, Miller held roles in athletics and sports media, including positions with the Creighton University Athletics Department and SPORTalk. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Matthew Kuplic is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Riddle and Bloom and teaching at the University of St. Thomas. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored annual retirement-income planning advice based on proprietary research and third-party data. The firm’s approach includes asset allocation strategies and Social Security claiming guidance within a defined investment framework.

Kelly Broneak is a financial advisor at Morgan Stanley in Bloomington, MN, with 31 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Mark Foreman is a financial advisor with LPL Financial based in Bloomington, MN, holding the Series 63 and Series 65 designations and having 26 years of industry experience. He has previously served on the Board of Directors for First Minnesota Bank and has operated several financial and accounting-related businesses since 1990. Foreman also provides limited services through The Capital Advisory Group Advisory Services, an independent Registered Investment Advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, research, and institutional services.

Darcy Dahl is a Series 66-licensed financial advisor with Morgan Stanley in Bloomington, MN, and has 13 years of industry experience. Dahl has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of advisory work, Dahl is a fitness instructor at Barre 3 and serves on the Investment Committee for the Japanese American Citizens League. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and global market analyses.

James Payton is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC provides a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors managing more than $256 billion in assets.

Michael Sturgis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 25 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Jeffrey Jarnes is a CFP® and ChFC® credentialed advisor with 45 years of industry experience. He is currently affiliated with Cetera and has a longstanding career including roles with Fortune Financial Holdings, Securian Financial Services, and Minnesota Life Insurance Company. Outside of advisory work, he is involved in fixed insurance sales and operates a financial services business. Cetera Investment Advisers LLC is a large nationwide network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a broad selection of investment strategies and custodial relationships.