Bobby Burns is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Northwestern Mutual Wealth Management Company and Austin Wagner. Burns is based in Milwaukee, WI. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a variety of investment strategies and offering both discretionary and non-discretionary management options.

Daniel Phillips is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert W. Baird since 2013. Phillips serves as a trustee on the investment committee of Buena Vista University. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio management services. The group offers a range of investment strategies, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

Hannah Spasojevic is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent four years at Starkey Hearing Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytics.

David Jungquist is a ChFC® with 40 years of experience in the financial industry. He is currently with OSAIC and has prior experience at Octagon Wealth Management, LLC and FSC Securities Corporation. He serves on the investment committee for DeLaSalle High School’s endowment fund and is a member of the parish council at Annunciation Catholic Church. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm uses a variety of asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers.

Jennifer Waletski is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 license and six years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and positions in insurance and at Sun Country Airlines. She is a partner in Tokach Group LLC, a real estate business based in Mandan, North Dakota. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment research.

Paul Dentinger is a financial advisor with Primerica Advisors in Lakeville, MN, holding a Series 63 designation and 34 years of industry experience. He has worked at PFS Investments Inc and Primerica Financial Services since 1992. In addition to investment-related activities, he receives compensation for referral of home security, automation, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies with discretionary management and custodial support from BNY Mellon Advisors and Pershing.

Bridget Root is a financial advisor at Ameriprise with 25 years of industry experience. She holds the Series 66 designation and has worked previously at Riversource Distributors, Inc. and American Enterprise Investment Services, INC. Root is also an associate financial advisor for May, Inc., a business owned by franchise advisor Michelle Young. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Colin Shaughnessy is a CFP® professional with 23 years of industry experience, currently advising at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he serves as Vice-President on the Board of Directors for the Orono Westonka Soccer Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides tailored retirement-income planning and recommendations.

John Geier is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked for six years at Pepsi Beverages Company. He is also a registered team member at BDLR Group, Inc., where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides detailed retirement-income planning and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Terrence Leiendecker is a CFP® and ChFC® with 39 years of experience in financial advising, currently serving clients at Ameriprise since 2012. He is also a co-owner of MVL, LLC, which manages his Ameriprise business. Outside of finance, he coaches elite soccer goalkeepers at MN Thunder Academy and provides pro bono financial planning to cancer patients through the Angel Foundation’s Financial Cancer Care Program. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed, research-based recommendations to support tax-efficient withdrawal strategies and Social Security options.

Christopher Dock is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services. He is also the owner of Solucient Consulting, LLC, a non-investment related business. 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 of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research from LPL and third-party subadvisors.

Chad Ellman is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning guided by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Jacob Mertens is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Computershare, Wells Fargo, Aerotek, and the Young Men's Christian Association. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment solutions supported by centralized operations and comprehensive due diligence.

Grant Galarneau Becker is a financial advisor at Equitable Advisors with a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors, he held positions at Papa Murphy's and KGAN-TV, among others. He also works as a Dasher for Door Dash on a part-time basis. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, partnering with program sponsors and third-party managers to deliver advisory and brokerage solutions.

David Anderson Jr. is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2019, following 15 years at FSC Securities Corporation. In addition to his advisory role, he is a notary and an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Barton Kosen is a financial advisor with Ameriprise in Minnetonka, MN, holding the CFP® and Series 63 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Samuel Lambert is a financial advisor with Edward Jones in Bloomington, MN. He holds the Series 66 designation and has one year of experience at Edward Jones, following prior roles at City & County Credit Union and HTLF Bank. Outside of finance, he worked at Surly Brewing Company for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services.

Aimee Speier is a Series 66-credentialed financial advisor with 13 years of industry experience. She currently works at Cetera Wealth Services, LLC and Cetera, and has prior experience with firms including Fortune Financial and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Heather Gilbertson is a financial advisor at Charles Schwab with one year of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2023. Prior to that, she was involved with Promas Landlord Software Center for eleven years. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, supported by centralized custody and operational systems.

Nathan Odegard is a financial advisor with Ameriprise in Burnsville, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he manages a personal Solo 401(k) plan through his ownership of Profundity Gambit LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.