Daniel Harris is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mikel Dumonceaux is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Blue Heron Professional Group LLC and Waddell & Reed Inc. He is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, leveraging model portfolios, third-party subadvisors, and advanced technologies to support diverse investment strategies.

Michelle Howell is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2009. She has been working in the securities industry for over 20 years, with experience that includes roles as Financial Planning Consultant, Investment Representative, and Financial Representative at Fidelity Investments, as well as Financial Consultant at Strong Investments. Her expertise lies in supporting clients and their families with wealth planning strategies. Michelle has contributed as a panelist on Fidelity Insights Webinars and has written articles for Fidelity Viewpoints. She holds an Arkansas Insurance License.

Martin Andreasen is a financial advisor with OSAIC based in Minnetonka, MN, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience and has been with Royal Alliance since 2012. Outside of his advisory work, Andreasen co-owns Andreasen Photography, a company focused on photography services. OSAIC serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, and various organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction tools and access to third-party managers.

Joseph Hedrick is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. His prior experience includes a year at Freightquote and four years at the University of Minnesota - Twin Cities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based investment solutions tailored to clients' goals and risk tolerances.

Stephen Huber is a financial advisor at Edward Jones in Shakopee, MN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Jerrys Enterprise's. Outside of his advisory role, Huber is involved in real estate through Huber Real Estate Properties and is a member of HM Capital Group, an investment LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Bridget Lueck is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Christopher Sue is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Scorpion Design LLC for five years and Regency Lighting for two years. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Janel Goff is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by both proprietary and third-party research and technology.

David Comstock is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Wells Fargo. He is also a relationship manager at Prosperwell Financial. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and specialized programs for small businesses and municipal clients.

Bradley Reichenberger is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Sonja Bjork is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Highview Advisors and Voya Financial Advisors. Outside of her advisory role, she serves as a co-leader for a local Girl Scouts troop and is active in community and networking organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.

Benjamin Birk is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He has spent most of his career with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Birk is a 50% owner of Birk and Lee Wealth Management Inc., a separate practice based in Bloomington, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Kevin Kraemer is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he co-owns a horseback riding lesson business in Minnesota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Karen Wehner is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations, and has 40 years of industry experience. She previously worked at Investacorp, Inc. for 19 years and more recently at Securities America Advisors and Royal Alliance. Outside of her advisory work, she has served as president of the National Organization for Women and is involved with Penn Mutual for fixed life insurance business. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client risk profiles.

Mark Ohlmann is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006. He has 20 years of industry experience. Outside of his advisory role, he is involved in managing several rental properties with family members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning focused on topics such as retirement, tax, estate, and special needs planning, separate from portfolio management or institutional advisory services.

James Tabery is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate firms since 2010. Tabery provides pro bono financial planning services to cancer patients through the Angel Foundation’s Financial Cancer Care Program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies, with recommendations supported by proprietary research and third-party data.

Matthew Christensen is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2025. His prior experience includes roles at Baker Tilly and Biotechne, as well as positions in education and hospitality. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Darin Mastroianni is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked with reMASTROed LLC and spent a year with the Minnesota Twins. Outside of his advisory role, he is involved in baseball coaching with several local organizations, including Edina High School and the Edina Baseball Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branches.

Jeffrey Hammer is a financial advisor at Ameriprise with two years of industry experience. He previously worked at U.S. Bank from 2017 to 2021 and had an earlier tenure at Ameriprise from 2015 to 2017. Outside of advising, he is involved as a paraplanner with WDA, Inc., assisting with financial planning and practice operations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with a focus on clients meeting specific investable asset criteria.