Julie Mize is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has been with UBS since 2021 and previously worked with U.S. Bancorp Investments since 2012. Outside of her advisory role, she works as a sales representative for Norwex USA and part-time as a cashier at Lunds and Byerlys grocery store. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Cari Bakken is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and 21 years of industry experience. Prior to joining LPL Financial in 2021, Bakken worked at Ryan Haddorff and The Haddorff Team, as well as various insurance carriers and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

John Connolly III is a financial advisor with Fidelity in Excelsior, MN, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and serves as a commodity pool operator with formal governance procedures for its advised funds.

Parker Weber is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Summit Credit Union, Citizens State Bank, US Bank, and UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Kevin Gathje is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2015. Outside of his advisory role, he serves as an assistant boys varsity soccer coach for South St. Paul Public Schools. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Andrea Olson is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA prior to joining Baird. Outside of her advisory role, Olson serves as a waterless beauty consultant for Oliveda-The Olive Tree People. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, supported by internal research and technology including artificial intelligence.

Steven Savage is a Series 66-registered advisor with Fidelity Investments in Edina, MN. He joined Fidelity in 2025 and has held various positions in both corporate and nonprofit sectors, including roles at Pedalheads, Delta Zeta, and West Metro Pediatric Dentistry. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also provides oversight of sub-advisers and manages a range of fund advisory activities, including those involving complex model portfolios.

Peggy Christensen is a financial advisor with Wells Fargo Clearing in Wayzata, MN. She holds a Series 66 designation and has 18 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank N.A./Marquette. Outside of her advisory work, she serves as an executor for a family estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

James Adams is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera, he worked at VOYA Financial Advisors and has operated Adams Consulting Group since 1995, where he provides financial education sessions and consulting related to employee benefit programs. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Erika Greeney is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and three years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and Green Mill. She is also the owner of MamaMakingThings, a small business based in Cottage Grove, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Stephen Doody is a CFP® with 22 years of industry experience, currently practicing at Edward Jones since 2003. He serves as a director for the South St. Paul Lions and is president of South St. Paul Future, Inc., a nonprofit focused on economic development in South St. Paul, MN. Additionally, he acts as a PA announcer for the South St. Paul School District athletic events. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Asenbrenner is a CFP® professional with 33 years of industry experience, currently serving at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in business ownership related to bookkeeping and tax matters and serves on the board of the Nicollet Ridge Business Center Association. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jose Marrujo is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with investment modeling techniques in its financial planning process.

Kevin Engebretson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, AXA Advisors, LLC, and Waddell and Reed, Inc. Outside of his advisory work, he coaches at the Rockford/Greenfield Athletic Club. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and multiple portfolio management options.

Christopher Thurin is a financial advisor with Ameriprise in Northfield, MN, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Ameriprise and its affiliate since 1998. Outside of his advisory role, he serves as president of the Woodport Homeowners Association and participates in the St. Dominic School Endowment Committee, providing investment allocation recommendations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Luke Loring is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he has worked in various roles including delivery driver for Door Dash. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model that includes advisory and brokerage channels to implement client recommendations.

David Lindberg is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior firms include Woodbury Financial Services and Questar Asset Management and Capital Corporation. He also operates as a Certified Financial Planner and is appointed with multiple carriers to sell fixed and variable annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Anthony Bushman, CFP®, serves as the Resident Director and Wealth Management Advisor with Merrill. He began his career with Merrill as an intern in the fall of 2004. Following five years of military service, he earned a Bachelor's Degree in Applied Economics and Management from Cornell University. Anthony's expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, and retirement income. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Anthony applies advanced technology to deliver Personal Wealth Analysis, focusing on helping clients meet their personal and financial goals. In addition to his professional commitments, Anthony is involved with Salute MN. His personal interests include boating, cooking, hiking, skiing, and spending time with his family.

Joel Manfred is a financial advisor with Charles Schwab based in Edina, MN. He holds the Series 66 designation and has one year of industry experience. Before joining Charles Schwab and Charles Schwab Bank in 2023, he worked at Life Time Fitness from 2015 to 2023. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Nicholas Kelch is a financial advisor with Edward Jones in Burnsville, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Esri for seven years. Outside of his advisory role, he provides personal care support for his disabled daughter through a local waiver program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor network and broad service capabilities.