Beth Anderson is a Series 66-licensed financial advisor with five years of industry experience, currently with LPL Enterprise since 2024. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2021 to 2024. Outside of her advisory role, Anderson is a skincare consultant with Rodan + Fields. LPL Enterprise provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation. The firm also facilitates insurance sales and provides affiliated trust and lending services.

Christopher Smith is a financial advisor with Ameriprise in Richfield, MN, holding a Series 63 designation and with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Smith is also the owner of Chris Smith Consulting, LLC, a business related to managing his advisory activities. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant 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 support its clients, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated committee.

Thomas Sundberg is a financial advisor with Ameriprise in Hastings, MN, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Scott Morgan is a financial advisor with LPL Financial in Burnsville, MN, holding a Series 63 designation and 17 years of industry experience. His career includes roles at MassMutual Life Insurance Co and Mass Mutual Investors Services from 2008 to 2021, alongside founding Morgan Planning Group, LLC in 2010, through which he also owns an insurance agency. LPL Financial serves individuals, retirement plan participants, banks, trust companies, and institutions by providing advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and investment management solutions that include model portfolios, third-party asset management, and institutional platforms.

Samantha Ims is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles at Canopy Financial Group and the University of St. Thomas, as well as work outside finance at IMS Contracting and Northfield Community Education. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, delivering services that include mutual funds, ETFs, separately managed accounts, and select alternatives.

Jeffry Robinson is a CFP® with 30 years of industry experience, currently affiliated with Cetera. He previously worked at Avantax Investment Services and Kingdom Advisors and has operated Family Financial Services, a tax preparation and accounting business, since 1992. His background includes extensive experience in wealth advisory and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to affiliated and third-party managers across multiple program structures.

Gavin Menning is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation. He has been with Ameriprise since 2025 and has previous experience working in educational and service roles, including at the University of Minnesota and Homeworks for Students. 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 written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Gregg Mekler is a financial advisor with Raymond James & Associates in Edina, MN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James & Associates since 2006. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Anne Nelson is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VOYA Financial Advisors and Cetera Wealth Services prior to her current role. Nelson is also an independent insurance agent involved in the sale of fixed insurance products through her own firm, Adams Consulting Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management solutions and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Craig Jarvinen is a financial advisor with LPL Financial based in Edina, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes prior roles at Southwestern Consulting and involvement with The Loppet Foundation for eight years. 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, utilizing both proprietary research and third-party strategies, and supports its advisors with operational tools and a broad platform of financial products.

Nathan Whited is a financial advisor with Edward Jones in Lilydale, MN, holding CFP® and Series 66 designations and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Camping World / Gander Outdoors and Gander Mountain Company. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ishaa Conley is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held various roles at the University of Minnesota, Victoria's Secret, and Doc Popcorn. Outside of her advisory work, she occasionally provides babysitting services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income and tax-aware withdrawal strategies. Its retirement income program features a centralized team that collaborates with advisors to deliver personalized recommendation reports and ongoing advice.

Zebedee Weyrick is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and prior work includes roles at Cambridge Investment Research, Inc., and founding Institute Inc. Outside of advisory work, he is involved in a technology services business as owner of Z8 Holdings LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Lindsay Gordon is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Investments, LLC, and Wells Fargo Clearing since 2005. 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 a broad range of brokerage and advisory solutions.

Brendan Drager is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Park Valley United and Service Point Pro. Outside of his advisory work, he coaches soccer with Park Valley United. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm works through a network of Investment Adviser Representatives, offering access to both proprietary and third-party investment solutions.

Sue Nauss is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Nauss serves on the Board of Directors for the Lakewoods Townhome Association. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and a focus on assets managed within Ameriprise accounts.

Michael Haverkamp is a CFP®-certified financial advisor with LPL Financial in St. Paul, MN, where he has worked since 2003. He has 38 years of industry experience. Outside of his advisory role, he is involved with tax preparation support through Dakota Tax Services and administrative work for Breezy Meadows LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a broad suite of non-advisory financial services.

Adam Collins is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios for 17 years. Collins is also involved as an agent in fixed, life, and health insurance sales. OSAIC Wealth serves a diverse clientele including retail and institutional investors, offering a broad range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Eric Ebsen is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services and its affiliated entities since 2014. 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 written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Megan Hrabe is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and has worked at various Fidelity entities since 2015. 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 employs a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios.