David Netjes is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2021 and previously retired from the industry between 2008 and 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jeremy Jackson is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial and Fred Alger & Company. Based in Wayzata, MN, he has been with Ameriprise since 2026. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Rachel Greenwald is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and has previously been involved in entrepreneurial ventures, including ownership of a restaurant. Prior to her advisory role, she also worked in education at the University of Kansas. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions. The firm offers tailored portfolio management and financial planning services through various advisory programs, utilizing a combination of in-house and third-party Investment Managers.

Adriano Batista is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with OSAIC since 2012. Outside of his advisory role, he owns Soaring Eagles Wealth Management, a firm focused on retirement analysis, investment reviews, and consulting. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of financial advisers, utilizing advanced asset-allocation tools and offering a broad range of investment options and third-party management solutions.

Dean Breitbach is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He joined Wells Fargo Advisors in 2026 after spending 17 years at UBS Financial Services. He holds the Series 63, Series 65, and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Karanveer Nagpal is a financial advisor at Robert W. Baird & Co. based in Minnetonka, MN, with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Great Waters Financial and RBC Wealth Management. The DDK Group at Robert W. Baird & Co., where Nagpal is a team member, serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and proprietary research, managing approximately $394 billion in assets as of December 2025.

Jocelyn Fena is a financial advisor at Charles Schwab with Series 66 credentials and four years of industry experience. Prior to joining Schwab, Jocelyn worked at Berger Montague PC, Gartner, Inc., and The Advisory Board Company. Charles Schwab & Co., Inc. serves mainly 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Jason Holt is a financial advisor with Ameriprise in Mound, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, Holt serves as the mayor of the City of Mound and operates a small business selling items on eBay. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service that supports advisors in delivering tailored retirement advice.

Zachariah Wylie is a financial advisor at Edward Jones with a Series 66 designation. He has experience at several firms, including SPS Commerce, Ameriprise, and Thrivent Financial. His background also includes work at Northwestern Mutual and involvement with University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ashley Stensrud is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 credential and seven years of industry experience. Prior to joining RBC in 2022, she worked at Bank of America and Merrill from 2016 to 2020. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing both in-house and third-party investment resources.

Jennifer Nelson is a financial advisor with LPL Financial based in Maple Grove, MN, holding a Series 66 credential and three years of industry experience. She has worked at firms including OSAIC and State Farm and maintains an active role with Jukin Media in social media. Jennifer also continues employment with Hilton Garden Inn alongside her advisory career. 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 advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from multiple sources.

Kathleen Soberg is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized services for business owners and other niche clients.

Milissa Grimsbo is a financial advisor at LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses with 12 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and BMO Bank NA. Outside of finance, she owns Grim Ink and Grimsbo Trucking Inc., a trucking company. 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. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by internal and third-party research.

John May Jr. is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. He has worked with several firms including AdvisorNet Wealth Partners and Cetera Wealth Services. Outside of his advisory role, he volunteers as a hockey coach for local youth teams and serves as a financial counsel member on the board of St. Jude of the Lake Catholic Church. Cetera Investment Advisers LLC operates a multi-manager platform serving a diverse client base including individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management and financial planning services, utilizing a range of program structures and third-party managers.

Coleman Wurzer is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, N.A. 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 broad range of advisory programs. The firm emphasizes structured financial planning using firm-approved tools and offers various investment and wealth management services.

Andrew Gagnon is a financial advisor at Ameriprise with 9 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise Financial Services since 2016. Outside of his advisory role, he coaches 7th grade basketball and helps organize a youth baseball organization in Watertown, MN. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jay Untiedt is a financial advisor at Ameriprise with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Jay manages two agriculture-related business ventures, Maple Knoll Farm LLC and Maple Lane LLC, alongside his advisory role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice.

Jennifer Carroll is a Series 63–registered financial advisor with Morgan Stanley in Wayzata, Minnesota. She has 21 years of industry experience and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Jason Bowles is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 credential and 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Bowles serves on the Board of Trustees for The Blake School and is Treasurer of the Sigma Pi Phi Omicron Chapter, a professional fraternity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside specialized services such as tax management and responsible investing.

Pradeep Sukhani is a financial advisor with LPL Financial, holding a Series 66 designation and with 14 years of industry experience. He has worked at LPL Financial since 2021 and previously operated Life Map Wealth Advisors LLC. His outside activities include involvement with the India Association of Minnesota and he has experience in real estate business ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.