Harrison Grandgenett is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and the University of St Thomas. He serves as a board member on the Investment/Finance Committee for St John the Baptist Catholic Church. He is part of the DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate clients, and charitable organizations. The firm utilizes a variety of managed account strategies and internal resources, managing approximately $394 billion in assets as of December 31, 2025.

Russell Engstrom is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has been with Cetera since 2023, following a longer tenure at Cetera Wealth Services, LLC. Outside of his advisory work, he is involved with Free Bikes 4 Kidz MN, a nonprofit organization that provides bicycles to children in need, where he serves as a quality control trainer and supervisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Erik Griep is a financial advisor at Ameriprise Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2016. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Kvasnik is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent nine years with Securities America Advisors and has held a dual employee role at Cherokee State Bank since 2003. Outside of finance, he is involved in beekeeping and honey sales and participates as a guest host and officer in a comedy podcasting network. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mark Halstensgard is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has 13 years of industry experience, including over a decade at Thrivent Financial for Lutherans and Thrivent Investment Management. 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 and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

John Burlager is a financial advisor with RBC Capital Markets holding a Series 66 designation and has two years of industry experience. His prior experience includes positions at Wells Fargo Bank NA and Robert Half. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Jeffrey Mars is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at City National Bank from 2019 to 2025. Outside of his advisory work, he has served as an assistant high school hockey coach. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Jennifer Winge is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has previously worked at U.S. Bancorp Investments and U.S. Bank. Prior to her finance career, she spent twelve years at Olive Garden. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Brett Manning is a CFP®-designated financial advisor with Ameriprise in Arden Hills, MN, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Manning is involved in business ownership through the Bartel Manning Group and also provides client service support and business leadership for GEM Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joseph Mccullough is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Ema Hunt is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at several firms, including Securian Financial Services Inc and CRI Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors.

Greg Hanson is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at Woodbury Financial Services for 24 years. Hanson also owns a sole proprietorship focused on life and chronic care insurance coverage. OSAIC serves a diverse client base including retail and institutional investors, offering a range of advisory services and investment management solutions through a large network of affiliated advisers and multiple platforms.

Erik Gorsuch is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, including time at AMERIPRISE FINANCIAL SERVICES INC and LPL Financial. He serves on the Board of Directors for the Boys & Girls Club of the Twin Cities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.

Tina Swanson is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Morgan Stanley in St. Paul, MN. Her prior work includes roles at Bank of America, Merrill, Purshe Kaplan Sterling Investments, and Thrivent Financial. She is a board member and Club Service Chair of the Stillwater Sunrise Rotary. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Erik Swenson is a financial advisor with Ameriprise in W St Paul, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports, supported by a centralized consulting team and algorithmic tools.

Anthony Martins is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2023. Prior to that, he was with Cri Securities, LLC for 16 years and Securian Financial Services/Minnesota Life Insurance Co. for 19 years. Martins serves as a board member of the Juvenile Diabetes Research Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform with discretionary and non-discretionary options.

Tara Atwood Krebs is a Series 66-licensed financial advisor with Edward Jones in Roseville, MN, bringing three years of industry experience. Prior to joining Edward Jones, she worked for eight years at Living Life Home Care. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm 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.

Judson Doman is a financial advisor at Thrivent Investment Management with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Treasure Island Resort and Casino, the Minnesota Army National Guard, the University of Wisconsin - River Falls, and Rib Lake High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brandon Blumenstein is a financial advisor at Edward Jones in St. Paul, MN, holding the Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns Blackwing Group LLC, which manages a multi-use property serving as his office space and rental tenants. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jamie Smetana is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation with 5 years of industry experience. She has worked at Edward Jones since 2010. 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.