Ryan Antkowiak is a CFP® professional with 21 years of industry experience, currently serving at Robert W. Baird & Company since 2007. He holds the Series 63 designation and is based in St. Paul, MN. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Jeffrey Olson is a financial advisor with Edward Jones in Burnsville, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Development Resources from 2008 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Raul Fuentes Diaz is a financial advisor at Equitable Advisors with a Series 66 designation. He has one year of industry experience and is the owner of Integrated Training, LLC. Prior to joining Equitable Advisors, he held various roles including positions at Macalester College, Bass Pro Outdoor World, and United Parcel Service. Equitable Advisors serves a wide range of clients including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Kyle Schiffler is a financial advisor with Equitable Advisors in Lakeville, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2001, previously affiliated with Axa Advisors, LLC until 2020. Outside of his advisory role, he serves as chief manager of Canopy Financial Group, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes both advisory and brokerage channels to implement client recommendations.

Jon Gadberry Jr. is a CFP® and CFA® credentialed financial advisor with 10 years of industry experience. He is currently with Ameriprise in Eden Prairie, MN, having previously worked at Orgel Wealth Management, Northwestern Mutual Investment Services LLC, Steve Miura, American Century Investment Services, Inc., and Ameriprise Financial Services, Inc. Outside of his advisory work, he is a co-owner of Coteau Holdings, LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary advice through a centralized consulting team.

Lydia Hawley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at Window Nation, MindsetGo, and Impel (Outsell), along with six years of self-employment managing Lydia Hawley, 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 options, supported by a large network of financial advisors and branch offices nationwide.

William Guthrie is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Wells Fargo Home Mortgage. Raymond James & Associates, Inc. is a large dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutional investors, and municipal entities—and offers financial planning, consulting, and municipal advisory services supported by a nationwide adviser network.

Oskar Tauring Traxler is a financial advisor at LPL Financial with seven years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2021 and has prior experience with various insurance carriers and firms including Waddell & Reed, Inc. Outside of advisory work, he has been involved with the Minnesota Urban Debate League in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a wide range of advisory programs, financial planning, and retirement services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Scott Erickson is a Series 63 licensed financial advisor with Edward Jones in Eagan, MN, where he has worked since 2000, accumulating 25 years of industry experience. Outside of his advisory role, he is occasionally involved in a family-owned preschool business, Mamie's Corner Preschool, which he co-owns with his spouse. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Megan Carlson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2017, previously working at Insight Global and The University of Arizona. 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 annual retirement planning advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary analysis tools.

Richard Fromstein is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning guided by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services directly to individuals as well as through Corporate Financial Planning agreements with employers.

David Frick is a financial advisor with Thrivent Investment Management in Eagan, MN, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 planning across various topics, which can be combined with managed-account services under a consolidated billing option while maintaining separate planning and account management.

Nathan Rolek is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2021. Prior to that, he was employed by Equitable Advisors, Axa Advisors, and TD Ameritrade. Outside of his advisory role, he serves as President on the Board of Directors for the Jefferson High School Softball program. Ameriprise provides retirement-income planning services tailored for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Satoru Asato is a CFP® with 33 years of industry experience, currently affiliated with Raymond James Financial in Bloomington, MN. He has worked with Raymond James Financial Services Advisory, Inc. since 2008 and was involved with McNellis & Asato, Ltd, an independent financial advisory business of which he is president. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning and investment consulting, utilizing risk profiling and modeling tools to guide client decisions.

Chad Bovee is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000, also working through its affiliation with Bank of America since 2011. Outside of his advisory role, he serves as a part-time soccer referee for the Tonka United Soccer Association, a nonprofit organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Dveris is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2001, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Jeffrey Schwingler is a financial advisor at OSAIC with 15 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services Inc. for eight years. He is also a principal at Pathway Financial Advisors, a partnership involved in insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Austin Jacobus is a financial advisor with Equitable Advisors, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles in public works and the food service industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Roderick Dixon is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and possessing 18 years of industry experience. His career includes roles at Scottrade, UBER, Angi Homeservices, and the US Census Bureau. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Brian Connelly is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2022. His prior roles include nearly two decades at Jackson National Life Distributors and positions at Focus Financial and Securities America Advisors. He is also an insurance agent involved in the sales and service of non-securities insurance products. OSAIC Wealth, Inc. supports a diverse client base, including individuals, high-net-worth investors, and institutional clients, through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options, utilizing asset-allocation tools and third-party solutions to construct and manage portfolios.