Brittany Granata is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, following three years at The Oak Ridge Financial Services Group, Inc. 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 advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s offerings include a non-discretionary implementation process and use proprietary tools and third-party data to support asset allocation and Social Security claiming strategies.

William Beardmore is a financial advisor with J.P. Morgan Securities in Chaska, MN, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Prudential Financial, and several other financial firms. Beardmore has also worked with the Lafayette Catholic School System and the Diocese of Lafayette-in-Indiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Candela Larson is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles at Equitable Advisors, Northwestern Mutual, and several non-financial positions, including teaching and retail. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes use of Ameriprise-managed accounts and affiliated investment products.

Erik Holmstrom is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and three years of industry experience. Prior to Ameriprise, he worked at UBS Financial Services and Northwestern Mutual. Outside of his advisory role, he is involved with BDLR Group, Inc. as a registered team member. Ameriprise Financial Services is a large advisory 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 and tax-aware withdrawal strategies.

Paul Woolfrey is a financial advisor with Ameriprise in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Securities America, Cambridge Investment Research, and his own firm, Woolfrey Financial Consulting, Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax analysis in its approach, with an emphasis on assets held in Ameriprise Managed Accounts and a product selection that includes affiliated funds.

Scott Musgjerd is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including financial planning, portfolio management, and capital markets activities.

Lance Benzer is a financial advisor with Morgan Stanley, holding a Series 66 license and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Timothy Campion is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert Baird since 2012. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real assets.

James Christian is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 26 years. He has also been active in community service, serving on the board and as president of the Lakeville Rotary Club. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools and diversified investment portfolios, and supports both discretionary and non-discretionary account management.

Nicholas Sodahl is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Bank of America, Sysco Foodservice, and Apple American Group. He has also worked briefly in the restaurant industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Carter Freeman is a CFP® with 31 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2017. He previously worked at Merrill for 11 years. Freeman holds Series 63 and Series 65 licenses and is based in Edina, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and customizes strategies based on clients’ Advisory Risk Profiles, utilizing a mix of in-house and third-party investment managers.

Lora Nickel is a ChFC®-designated financial advisor with 18 years of industry experience. She is currently with Wells Fargo Advisors and has previously worked with firms including The Oak Ridge Financial Services Group and Guardian Wealth Strategies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses proprietary research and tools to develop tailored recommendations for its clients.

Alexander Rykken is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2008 and also has experience at City National Bank beginning in 2019. Outside of his advisory role, he serves on the advisory board of The Matthew Strother Center for the Examined Life, a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing in-house and third-party investment managers and tailored strategies based on client risk profiles.

David Shestak is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Fortune Financial, Securian Financial Services, Minnesota Life Insurance, and CRI Securities. He also participates in the Catholic Financial Planners Network, a referral group for financial advisors who are Catholic. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform where advisors can utilize model portfolios, third-party managers, or bespoke strategies across various program and custody structures.

James Carlson is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. His prior roles include long tenures at ON Investment Management Co and The O.N. Equity Sales Company, as well as recent experience with Avantax entities. He also manages Carlson Financial Strategies, which provides financial, tax, retirement, and estate planning services. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through multiple program structures and a multi-manager platform.

Garrett Anderson is a financial advisor based in Bloomington, MN, affiliated with Morgan Stanley. He holds a Series 66 designation and has 14 years of industry experience. Anderson has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and broad investment offerings.

John Vaudreuil is a financial advisor at UBS Financial Services with 13 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services including financial planning, portfolio management, and distribution of mutual funds and alternative products.

Neal Doty is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial since 2001. 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 provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and participant advice programs.

Jason Eide is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. He holds the Series 63 designation. 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, including retirement, education, risk management, and specialized services that require specific credentials.

Jeffrey Crowl is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2010, with a concurrent role at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies and utilizes a combination of in-house and third-party managers to implement client portfolios.