Frank Ell is a CFP® certified financial advisor with 38 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked at National Planning Corporation and has been associated with Burns Brothers Financial Group since 1986, where he is also involved in tax preparation and accounting services. He performs notary functions and holds an independent insurance license related to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advanced operational tools and a broad non-advisory financial services platform.

Kevin Schultz is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Wells Fargo Bank, BMO Bank, and U.S. Trust. 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 offers a broad range of brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Jerald Prostrollo is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 30 years. He also owns Prostrollo Wealth Advisors, Inc., an investment-related business based in Minneapolis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers specialized planning in areas such as retirement, education, risk, business-owner transitions, and other niche services, using proprietary research and tools to develop customized recommendations.

Jerrod Resseman is a Series 66 credentialed financial advisor with Edward Jones in Eagan, MN, where he has nine years of industry experience. Before joining Edward Jones in 2017, he worked at Red Robin International from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the United States.

Joel Miller is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2014. Outside of his advisory role, he serves as a director for the 2026 Prior Lake - Lakers Baseball Club, a nonprofit organization involved in fundraising and organizing baseball trips. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rebecca Blaine is a financial advisor with Merrill in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Merrill since 1990. Merrill, together 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Leigh is a financial advisor with Edward Jones in Eagan, MN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as a brand ambassador for Gray Duck Spirits, promoting their products at regional events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the country.

Ryan Fisher is a financial advisor with Edward Jones in Bloomington, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advisory work, he owns a rental property business in Aberdeen, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Craig Wait is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked in various positions including at Wings Financial Credit Union and in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a large network of investment adviser representatives.

John Coldagelli is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2010. 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 without discretionary trading authority, combining planning with managed-account services under a consolidated billing option known as “WealthPlan.”

David Irvin is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide customized financial planning and portfolio management solutions.

Amanda Kraus is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2021, she worked at CRI Securities, LLC and Securian Financial Services Inc. Outside of her advisory role, she is the owner of a retail business focused on essential oils and also operates a consulting service. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team and proprietary tools to deliver written recommendation reports and ongoing advice, with an investment approach influenced by its affiliated product ecosystem.

Greg Lein is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leif Hagen is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 2002. Outside of his advisory role, he is involved in managing an art gallery. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad spectrum of investment strategies.

Kevin Kunnari is a Series 66-licensed financial advisor with Edward Jones in Eden Prairie, MN, where he has worked since 2016. He has 10 years of industry experience. 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 and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Carpentier is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has held positions at firms including Avantax Investment Services and AdvisorNET, and currently serves as CEO of Midwest Financial Group, a shared services company for financial advisors. He is also involved with Zoar United Church of Christ in a board capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Raun Nelson Wenmark is a CFP® with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and is based in Bloomington, MN. He serves as a board member for the Laketown Community Homeowners Association in Victoria, MN. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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 data sources.

Daniel Utoft is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Degelmann is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wings Financial Credit Union, CUNA Brokerage Services, Edward Jones, and First Trust Advisors LP. He is also associated with Wings Financial Credit Union as an advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

David Wittenberg is a Series 66-registered financial advisor with Thrivent Investment Management, based in Bloomington, MN, and has 12 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Outside of his advisory role, he serves as the secretary for his local homeowners association, responsible for recording and distributing meeting summaries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial analyses without managing client portfolios directly. The firm offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.