William Schwind is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custodial services. The firm is noted for its large client base, integrated operational structure, and multi-asset investment approach.

Ann Marie Wilson is a financial advisor at Thrivent Investment Management with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Thrivent and its affiliated entities since 2002. Outside of her advisory role, she serves on the board of a charity focused on improving training for individuals with autism. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on various financial planning topics without managing client portfolios directly. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Kit Leary is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Leary has worked at LPL Financial since 2017 and previously at Nationwide Securities LLC. Outside of advisory work, Leary serves as an active trustee of the Leary Family Investment Trust and is an associate agent with Covenant Insurance Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

Daniel Prostrollo is a CFP® professional with eight years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2022, following roles at Wells Fargo Clearing Services LLC and Wells Fargo Home Mortgage. Prostrollo holds ownership in DPWA LLC, a finance-related enterprise. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, serving clients who meet specified net-worth criteria.

Jason Plank is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he volunteers with BestPrep to provide financial literacy education to students and offers pro bono financial guidance through Prepare and Prosper, a nonprofit assisting low to middle income households. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Eric Ekman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Allianz Life Insurance Company and RBC Capital Markets. He is currently based in Bloomington, MN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering a broad range of investment and fee-based financial planning services. The firm’s approach includes tailored recommendations developed from internal research and tools, with planning services covering areas such as retirement, education, and business-owner transition planning.

Brian Stern is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. He also operates several financial and insurance businesses, including Advanced Financial Consultants and Brian Stern Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across a diversified set of investment vehicles.

Christian Nelson is a financial advisor at LPL Financial with 33 years of industry experience. He has worked at LPL Financial since 1999 and has also been affiliated with Old National Bank since 1996. Nelson holds the Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

David Madetzke is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include nearly a decade at Focus Financial and positions at Securities America Advisors before joining OSAIC. Outside of his advisory work, he volunteers as a girls hockey coach and serves as a trustee of a family irrevocable trust. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Cara Corey is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 license and one year of industry experience. She has operated Cara Corey Designs since 2010, providing class instruction and retail sales, and is involved in family dog sitting services through the Rover platform. Ameriprise Financial Services is a diversified 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.

Mark Edlund is a CFP® professional with 27 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory work, he is involved with Strategic Financial Concepts, a business focused on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides diverse advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management strategies.

Derek Iverson is a financial advisor with LPL Financial in Eagan, MN, holding Series 65 and Series 66 credentials and 28 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the Irish Group, Inc. Outside of advising, he is associated with Irish Group, Inc., a business entity unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by research and model portfolios.

Dallas Eldeen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Kevin Mc Donnell is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Bank of America and Merrill Lynch since 2022 and has consulting experience with Loot Tavern Publishing, a company that produces digital and print materials for tabletop role playing games. 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 individuals, high-net-worth clients, and institutional investors.

James Casey is a CFP® and ChFC® with 34 years of industry experience. He is currently with Cetera and has previously worked at North American Wealth Advisors and VOYA Financial Advisors. Casey also operates as an independent insurance agent offering fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, providing various portfolio management and financial planning services through a nationwide network of independent advisors.

Mary Marko Quinn is a financial advisor with Edward Jones in Savage, MN. She holds a Series 66 designation and began her financial services career in 2025. Prior to joining Edward Jones, she has experience working in various industries, including life and leadership coaching through her ownership of NSpire LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Joy Henry is a financial advisor with Ameriprise in Eden Prairie, MN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Henry is also a registered team member at May, Inc., where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Hanley is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007, including the Private Bank since 2015. Outside of his advisory role, he serves on the Finance Committee of the Minnetonka Yacht Club and is a partner in Chaos II, LLC, a recreational venture. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

David Rehmann is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked for The Bernard Group from 2008 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Edward Warn is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked with several firms including Cetera Wealth Services, Vestcore Financial Group, and HD Vest Advisory Services. Warn is also principal of WARN Financial Group Ltd, a CPA tax and business consulting firm providing tax planning and business consulting services. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, with access to both affiliated and third-party investment managers.