Michelle Backholm is a financial advisor with RBC Capital Markets in Rochester, MN, holding Series 63, 65, and 66 licenses and 28 years of industry experience. Her prior roles include seven years at Morgan Stanley and eight years at Stifel. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning services, utilizing both in-house and third-party managers to align with each client’s advisory risk profile.

Joseph Kalis is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 license and 26 years of industry experience. His work history includes roles at RIHM Leasing, Inc., Sanco Equipment, LLC, and Lawrence Leasing Inc., alongside his long tenure at Primerica. He is involved in the sale of investment-related products and also participates in referral activities for home security and automation services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Mary Jane Dewitte is a financial advisor with Edward Jones in Rochester, MN, holding a Series 66 designation and 24 years of industry experience, all with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports its services with a large network of financial advisors and branch offices nationwide.

Aaron Thurow is a Series 66-licensed financial advisor with Ameriprise Financial Services, bringing seven years of industry experience. He previously worked at Edward Jones and has held roles in insurance and food services. Outside of his advisory work, Thurow serves as a volleyball referee for local middle and high school matches. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team collaborating with advisors.

Cheryl Helder is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 2014 following experience as a financial analyst at a large computer services firm. Cheryl works alongside her husband and son, supporting families, individuals, and small business owners with personalized wealth management strategies and guided investing. As a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor (PIA), Cheryl focuses on areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, and retirement income. She aims to empower clients to live for today while planning for tomorrow by developing tailored financial strategies designed to help clients pursue their long-term goals. Cheryl holds a bachelor's degree from the University of Wisconsin System. Outside of her professional work, Cheryl spends time with family and friends at home and at the cabin. She also volunteers with community organizations, continuing the Merrill tradition of community participation. Her personal interests include boating, cooking, traveling, and watching movies.

Andrea Bredesen is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has professional experience at Ameriprise, Western Governors University, Return, LLC, Riverland Community College, and MassMutual. Outside the industry, she has been a homemaker since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers 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.

Jill Roux is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has held roles at Robert W. Baird & Co. since 2021 and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined 28 years. She holds a Series 66 designation. Jill is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Matthew Winkle is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at Merjent and Sevenwinds Casino. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, while generally acting in an advisory capacity for plans.

Justin Nelson is a financial advisor with Thrivent Investment Management in Mantorville, MN, holding a Series 66 license and bringing seven years of industry experience. He previously worked at Rochester Ford and has been with Thrivent and its affiliates since 2018. Nelson serves on the board of the Cindy Glazier Outreach for Children Foundation, a nonprofit focused on supporting underprivileged children and families receiving medical treatment in the local community. 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 without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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.

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.

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.