Michelle Lee Tverberg is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Hansen is a financial advisor with Thrivent Investment Management in Lake Elmo, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2009. 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 that covers topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning, without discretionary trading authority or institutional portfolio management.

Eric Kajer is a CFP® with 28 years of experience, currently affiliated with OSAIC and Financial Dimensions Group, Inc., where he has worked since 2005. His background includes providing investment advice and selling fixed insurance products, such as life, disability, and long-term care insurance. Kajer also holds a power of attorney for his mother and is involved in managing a personal real estate investment. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with access to third-party money managers, employing asset-allocation tools and risk analysis to construct portfolios across various asset classes.

Joshua Wikstrom is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing five years of industry experience. Prior to his current role, he worked at General Motors from 2014 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Connor Luetke is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility 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 personalized recommendations, primarily for clients with substantial assets managed within Ameriprise.

Lori Hoefener is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Saint Paul, MN. She has 20 years of industry experience, including more than a decade with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she holds power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Paul Traczyk is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns MOCA Wealth Management LLC, an independent investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold and integrates advisory services with banking and other financial products.

Kristin Wanser is a Financial Consultant at Fidelity Investments, a role she has held since 2023. Prior to this position, she served as an Investment Consultant at Fidelity Investments from 2021 to 2023 and as a Financial Representative in 2021. In her professional capacity, Kristin collaborates with clients to develop personalized financial plans tailored to their unique goals, values, and preferences. She emphasizes trust, open communication, and ongoing learning in building long-term client relationships, focusing on protecting, growing, and spending wealth across various market conditions. Outside of her professional work, Kristin engages in activities such as biking, fitness, social events with friends, outdoor adventures, traveling, and yoga.

Tiffany Bell is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at the Saint Paul Conservatory for Performing Artists and the Minnesota Waldorf School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Granville Jordan is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Diversified Investors Securities Corp. and Diversified Investment Advisors for 12 years. Outside of his advisory role, Jordan serves as secretary for the World Barbarian Foundation RFC, a rugby organization, and is vice president of the condo board at Mews at City Walk in Woodbury, Minnesota. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios delivered to intermediary platforms.

David Johnson is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and previously worked for Securian Financial Services and Minnesota Life Insurance Company for 30 years each. Johnson is also the owner of Augustine & Johnson, a separate business activity. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and manager options.

Steven Madden is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and has spent 11 years working at Morgan Stanley Private Bank, N.A. Madden holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by a structured discovery process and firm-approved tools.

Abigail Lundquist is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. She has worked at several firms including Avantax Investment Services Inc and Sagepoint Financial, Inc. Outside of her advisory role, Abigail owns and operates ACEAGEN Photography, a wedding and personal photography business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Russell Dedrick is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at PFS Investments, Inc., Century College, and Primerica Financial Services. Outside of finance, he is a self-employed flutist and owns Dedrick Construction, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering approaches that include Strategic, Tactical, Tax-Aware, and Income Distribution models.

David Skeens is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation. He has recent experience in the automotive retail industry, including roles at Lexus of Wayzata and BMW of Minnetonka. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and research.

Paul Demro is a financial advisor with Cambridge Investment Research Advisors in St. Paul, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2012. Outside of his advisory role, Demro volunteers as a firefighter and serves as vice president and board member of the Ham Lake Firefighters Relief Association. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

Linda Hensel is a financial advisor at Thrivent Investment Management with a Series 66 designation and two years of industry experience. Prior to joining Thrivent, she worked at Hy-Vee and managed family business activities. She serves on the board of You're Not Alone, a nonprofit that partners with local schools to bring volunteer therapy dog teams into educational settings to support mental health and wellness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing system called WealthPlan.

Christina Sarazin is a Series 66-credentialed financial advisor with six years of industry experience. She is currently affiliated with LPL Financial and Old National Bank, having previously worked at Raymond James Financial Services and Bremer Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.

Joseph Mahlke is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. He has eight years of industry experience and has been with Thrivent Financial and its investment management division since 2018. Outside of his advisory role, Mahlke volunteers as a worship leader for special events at Crossroads Church and works as a contract musician for various events at Covenant Church. 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 financial planning and allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate planning and investment management components.

Jacob Olson is a Series 65 licensed financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2018. Prior to joining Fisher, he worked at Stillwater Investments LLC and Gustavus Adolphus College. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses tax-aware strategies and risk management techniques.