Jordan Shockley is a financial advisor with Ameriprise in Wayzata, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Lumitas Wealth Strategies and Wells Fargo, as well as experience outside finance at Best Oil Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Amy Holewa is a CFP® professional with 29 years of experience in the financial industry. She has worked for LPL Financial since 2024 and previously spent 15 years at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Outside of her advisory role, she is involved with Intentional Wealth LLC, a business entity established for tax and investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced advisor-facing tools and a broad network of investment professionals.

John Randolph is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at UBS Financial Services and City National Bank. He serves as a trustee on the board of Adirondack Mountain Reserve, a private club established over 100 years ago. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, and provides a range of portfolio management and financial planning services.

John Overson is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with LPL Financial since 2018 and previously spent 22 years at SII Investments, Inc. He also operates Overson Financial Services and is licensed as an insurance agent, offering annuities and life insurance, and provides tax preparation services. 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 and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technological and operational resources.

Nolan Pyrz is a financial advisor with Raymond James Financial Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at Avantax Investment Services and MRK Financial Solutions. Outside of his advisory work, he is an associate at Prosperwell Financial, where he focuses on client services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its advisors with tools that incorporate risk profiling and probabilistic modeling.

Andrew Brandt is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 registrations. He has nine years of industry experience, including roles at American Funds and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party managers.

Brandon Prell is a financial advisor at Edward Jones in Medina, MN, holding the CFP®, ChFC®, and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

George Gagnon is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 65 and Series 66 licenses and having 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stephen Fregosi is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2018 and also operates the Law Office of Stephen E. Fregosi, which he has owned since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, various portfolio management programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

Clinton Faust is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Faust serves on the Board of Regents for Oak Grove Lutheran School. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.

Jay Ricci is a Series 66-licensed financial advisor with Ameriprise Financial Services, LLC, based in Minnetonka, MN. He has seven years of industry experience, including prior roles at Merrill and Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

Paul Wheaton is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise in Wayzata, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership activities unrelated to investment management. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Ryan Jaskinia is a financial advisor with Edward Jones in Bloomington, MN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously was employed by AT&T from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, along with affiliated mutual funds and securities-based lending options, maintaining a large retail advisor network and branch footprint.

James Grabianowski is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his financial career, he works as a camera operator for high school sporting events. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income service provides clients with a written Recommendation Report and ongoing advice, developed through a combination of internal research and third-party data.

Chase Cardinal is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Nfp, Menards, Uber Eats, the University of Minnesota Duluth, and Forkless. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and an affiliated insurance agency among its services.

Terrie Amundson is a Certified Financial Planner (CFP®) with 30 years of industry experience, currently affiliated with Cetera. She has worked with multiple firms including LPL Financial and Royal Credit Union. In addition to her advisory work, she provides tax return assistance to elderly taxpayers through an IRS-funded volunteer program. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets.

Jamison Edlund is a CFP® with 24 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and CorTrust Bank, where he serves as a financial advisor for CorTrust Wealth Management. His prior experience includes roles at Stifel Nicolaus & Co Inc and LPL Financial. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Larry Borlaug is a financial advisor with Thrivent Investment Management in Bloomington, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 42 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Davis Klund is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Solutions Advisor at Merrill Lynch in 2023 and as a Financial Advisor at Equitable Advisors from 2021 to 2023. His professional experience encompasses a range of financial advisory and planning services. Davis holds a California Insurance License, supporting his work in financial and insurance planning. He is motivated by personal experiences with family financial challenges and is committed to assisting clients in pursuing their financial goals through tailored support and connections. Outside of his professional life, Davis enjoys fitness, football, social events with friends, movies, and snowboarding.

Rebecca Falk is a financial advisor with UBS Financial Services in Minneapolis, Minnesota. She holds a Series 66 designation and has 20 years of industry experience, all with UBS since 2006. She also serves as trustee for a family trust established to distribute assets and manage related tax obligations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets activities as part of its platform.