Jennifer Fitzgerald is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Ansu Kourouma is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Wipfli LLP. Outside of his advisory role, he serves as a boys' high school basketball coach. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to manage portfolios across multiple asset classes.

Adam Nobs is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he held positions at Traylor Bros and Sensors Inc, and attended the University of Denver from 2020 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joellen Coffman is a Senior Financial Advisor specializing in wealth management at Merrill Lynch Wealth Management. She joined Merrill in 1998 after nearly two years at American Funds and previously served in the US Navy from 1990 to 1997. Her military experience instilled a commitment to dedication, strategic planning, and service, which she applies in her role advising clients. Her expertise includes family wealth management strategies, personal retirement planning, socially responsible and ESG investing, and advising women on wealth management. Joellen utilizes a disciplined goals-based process to help clients address priorities such as income generation, education savings, retirement savings, healthcare, and insurance strategies. She holds the Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA) designations and is a member of USSIF. Joellen attended Austin High School and Lake Mills High School and pursued studies at Saint Leo University, Central Texas College, and Austin Community College without degree conferral. She actively participates in community organizations such as 23rd Veteran, First Witness Child Advocacy Center, Tee It Up for The Troops, and The Nature Conservancy. Her personal interests include cooking, gardening, golfing, and traveling.

John Brey is a financial advisor at Equitable Advisors in Minneapolis, MN, with six years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. His prior roles include positions at AXA Advisors, St. Cloud State University, the City of Brooklyn Park, Riverview Sports and Marine, and Buona Sera Ristorante. He is also involved with Falcon Financial LLC. 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 asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Brooke Ament is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Xcel Energy and Posh Bridal Couture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and customized financial planning supported by structured discovery processes and advanced modeling tools.

Brett Klang is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Julie Klimp is a financial advisor with UBS Financial Services, holding a Series 66 designation and 10 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for six years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

James Dokken is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His previous roles include positions at U.S. Bancorp Investments, U.S. Bank, and Woodbury Financial Services. He also serves as a notary at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Luther is a financial advisor with Ameriprise in Victoria, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he owns a commercial real estate property through New Prague Advisors, LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations that incorporate tax-smart strategies and income planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jeremi Marten is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC. Marten is based in Wayzata, MN. 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 process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Joshua Brandner is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Odom Health & Wellness for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shawn Gaustad is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with INVEST Financial Corp., Topline Fcu, Wells Fargo Clearing, Wells Fargo Investments, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, providing various investment strategies supported by research and technology tools.

Alan Johnson is a financial advisor with OSAIC based in Plymouth, MN, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Royal Alliance and multiple AdvisorNet Financial entities. Outside of advisory work, he owns and operates a woodworking business where he designs and sells custom gifts, signs, and furniture. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across a variety of asset classes.

Thomas Coppersmith is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a background with Wells Fargo Bank dating back to 2013. Outside of his advisory role, he works as a clerk at a Kwik Trip gas station in Delano, MN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Molly Wilson is a financial advisor with Ameriprise in Long Lake, MN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Ameriprise and its related entities since 2007. Outside of her advisory role, she co-owns Zimmerman and Associates and is involved with the Orono Foundation, a nonprofit supporting local schools. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Terresa Laird is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 credential and previously worked at RBC Capital Markets for six years. In addition to her advisory role, she serves as a registered administrative assistant at AdvisorNet Financial Inc DBA Portfolio Partners, where she implements SMA accounts and manages various account-related activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, overseeing more than $256 billion in assets.

John Jacobson is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Primerica Advisors, Guardian Life Insurance Company, and The Jacobson Group, Inc. Outside of his advisory role, he serves as a trustee for multiple trusts and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with planning engagements structured as annual collaborative reviews using firm-approved analytical tools.

Kyle Burleson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Burleson has been with Fidelity Investments since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Joseph Miller is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC, he held roles at MDRC and Literacy Minnesota, and participated in the Fulbright U.S. Student Program. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized investment strategies through various advisory programs and access to both in-house and third-party managers.