Bailey Doll is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise, Bailey gained diverse work experience including roles at Wild Bill's Sports Saloon and The Tap House. Outside of finance, Bailey assists with family farm operations at Wilhelm Farms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through written reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Alexa Grupa is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Her prior roles include positions at Merrill and Bank of America, N.A. She is also a registered team member at Pinnacle Private Wealth Group, where she manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations delivered through a centralized consulting team.

Pravin Kumar is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His career includes 28 years at CIBC Wood Gundy prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. He serves on the boards of the World Diabetes Foundation and the World India MedEd Academy, organizations focused on healthcare and education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and offers a broad range of retail and institutional investment services.

Kurt Bakken is a financial advisor with RBC Capital Markets in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and tailored investment strategies implemented through both in-house and third-party managers.

Tina Gregor is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 24 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2011, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo’s research and tools, allowing clients to choose whether and how to implement recommendations through various brokerage or advisory programs.

Kelly Engler is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, Engler worked for Bremer Bank, National Association from 2014 to 2023. Engler serves as President of the Rochester Estate Planning Council. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, custody, and brokerage services.

Matthew Seehusen is a financial advisor with Edward Jones in Rochester, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Mayo Clinic from 2017 to 2022 and the Mayo School of Health Sciences from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Keegan Schmidt is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. He has a background in the United States Marine Corps Reserve, where he has served since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Steven Epp is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Think Mutual Bank for sixteen years. In addition to his advisory role, he serves as a program manager for Think Financial Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

James Bidwell is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, with prior experience at Waddell & Reed Inc and various insurance agencies. Bidwell is also licensed as an insurance agent. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various financial service offerings.

Carissa Schuster serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she supports clients in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income, among other financial planning services. Carissa is part of a team that emphasizes attention to detail and a personalized approach to meet the unique needs of each individual and family. The team is committed to handling all aspects of client relationships with professionalism and care. She resides in Washington, DC, and enjoys golfing, hiking, skiing, and traveling.

James Lambert is a financial advisor at Thrivent Investment Management based in Rochester, MN. He holds Series 65 and Series 63 licenses and has been with Thrivent since 2025. Prior to joining the firm, Lambert was involved with several business ventures including Solid Rock Concrete Coating LLC and Penntek Industrial Coatings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses without discretionary trading authority. The firm offers planning as either a one-time or ongoing service and combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Sara Tilberg is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2021. She previously operated her own advisory practices and provided divorce financial consulting through Divorce Settlement Solutions, LLC. Outside of finance, she has experience in early childhood education and networking organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment models and third-party asset managers.

Cynthia Sheppard is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She previously worked at Sara Tilberg and Waddell & Reed Inc., and has been involved with the American Heart Association’s Go Red for Women initiative as well as the American Business Women’s Association. 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 a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Peter Doherty is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and 22 years of industry experience. His work history includes roles at Ag Partners, PFS Investments Inc., Primerica Financial Services, and All American Coop. Outside of his advisory work, he owns Pete's Power Sports LLC. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure to manage client portfolios.

Mitchell Allen is a financial advisor with OSAIC in Rochester, MN, holding CFP® and Series 63 designations and possessing 19 years of industry experience. Before joining OSAIC in 2018, he worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is involved in selling collectibles online through a sole proprietorship. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Joshua Sirek is a financial advisor at Osaic Wealth, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2018. Prior to that, he was with Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, Sirek serves as president of the Pierce County Economic Development nonprofit, where he participates in meetings and decision-making to support local business growth. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and managed-account solutions.

Randy Baker is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with a hunting television show focused on field production during the fall months. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Marlin Hofer is a financial advisor with Edward Jones in Rochester, MN, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is president of MJH Enterprises LLC, a real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services backed by a large network of financial advisors and branch offices.

Christopher Berg is a financial advisor with Stifel in Rochester, MN, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he serves as a bookkeeper for The Landings Association, a homeowners association in Spirit Lake, Iowa, and will join the board of the Folwell Ridge Homeowners Association in Rochester beginning in 2025. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.