Emily Herzog is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Daniel Brooks is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Keith Maahs is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for six years. In addition to his advisory work, Maahs is a licensed real estate agent and operates an independent life insurance sales business. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Ryan Zywotko is a CFA® charterholder with nine years of industry experience. He is currently with J.P. Morgan Securities in Minneapolis and has previously worked at Caissa Wealth Strategies, Orgel Wealth Management, Foremost Capital Management, and as a self-employed advisor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering non-discretionary advice through a select group of Wealth Advisors.

Linnea Rounds is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Ameriprise Financial Services and Lincoln Investment. 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 seminars, emphasizing collaborative, annual planning relationships and event-driven services such as divorce and estate-settlement planning.

Jack Young is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2018. Prior to his advisory role, he worked at White Eagle Golf Club for two years and attended the University of St. Thomas. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Michael O'Brien is a financial advisor with J.P. Morgan Securities in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 27 years of experience in the industry. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Daniel Terry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was employed at Teleflex Inc. and Abdo, Eick & Meyers, LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Luke Opsahl is a financial advisor with OSAIC in Forest Lake, MN, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Gaughan Companies, and U.S. Bancorp Investments. OSAIC 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, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a range of investment vehicles and can be managed on either a discretionary or non-discretionary basis.

Colin Ahern is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at Hasenberg Financial Group and JF Ahern Co. From 2019 to 2021, he was involved with The First Tee of Southeast Wisconsin. RBC Wealth Management, a division of RBC Capital Markets, 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, supported by RBC’s capital-markets resources and affiliated asset managers.

Erika Granowski is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has previously worked in various roles outside the financial industry, including positions at Free People and the University of Wisconsin-Madison. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Philip D'entremont is a financial advisor at RBC Capital Markets with seven years of industry experience. He has worked at RBC Capital Markets since 2018 and previously spent three years at Two Harbors Investment Corp. He holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles through a combination of in-house and third-party investment managers.

John Mead is a financial advisor with Edward Jones in Lake Elmo, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Mead serves on the Lake Elmo Old Village Office Condo Association board and is president of CJM Office Holdings LLC, a commercial property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Susan Nelson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 13 years of industry experience. She has been with RBC Capital Markets since 2006. Outside of her advisory role, she works occasionally as a receptionist at a local salon and beauty bar. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Elizabeth Dunsworth is a financial advisor at Edward Jones with 27 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 1998. Outside of her advisory role, she is president, secretary, and treasurer of a family-owned LLC related to real estate in Minong, Wisconsin, though she currently holds no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Adam Cachero is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Morgan Stanley, E*TRADE, TD Ameritrade, Charles Schwab, and Applied Underwriters. He is based in Forest Lake, Minnesota. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Michael Schuette is a financial advisor with RBC Capital Markets in Minneapolis, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through various advisory programs tailored to clients’ risk profiles.

Jay Friberg is a financial advisor at RBC Capital Markets in Minneapolis, MN, with eight years of industry experience. He previously worked at Ameriprise Financial Services Inc and C&L Distributing. Outside the financial sector, he has worked as an independent contractor for DoorDash. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles using a combination of in-house and third-party managers.

Kelly Fellows is a financial advisor with Thrivent Investment Management in Lino Lakes, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as an election judge for the City of Lino Lakes and is a board member of Ballet Co.Laboratory, a professional ballet company and school in Saint Paul. 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 financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Michelle Overbeek is a financial advisor at RBC Capital Markets with 23 years of industry experience. She has been with RBC Capital Markets LLC since 2008 and holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.