Kalley Leer is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at RBC Capital Markets since 2011 and also has experience with City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations, offering tailored investment strategies and advisory programs that incorporate both discretionary and non-discretionary portfolio management.

Jeremy Steward is a financial advisor with Ameriprise in Farmington, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Morgan Owens is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He holds the Series 66 designation and is based in Bloomington, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors offering a range of discretionary and non-discretionary strategies under a fiduciary standard.

Brandon Enriquez serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has accumulated over 25 years of experience in the financial services industry, with a career that includes roles such as Account Executive at Fidelity Investments, Financial Advisor positions at Transamerica, UBS, and Waddell and Reed, as well as Advisor Assistant roles at Citigroup, Wachovia Securities, and Dain Rauscher, and Broker at American Express Financial Advisors. Brandon is committed to providing sound and collaborative financial guidance tailored to the unique needs of individuals and families. He prioritizes delivering a superior level of service to help clients work toward their financial goals. He holds an Arkansas Insurance License. Outside of his professional work, Brandon has interests in fitness, football, golf, reading, traveling, and volunteering.

Michael Woods is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes roles at Wipfli Financial Advisors, The Leaders Group, Allianz Life Financial Services, and GBS Insurance and Financial Services. Woods also works as an Associate Financial Advisor with Paragon Operations, LLC, providing client service and administrative support within the Ameriprise franchise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm delivers non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation.

Glory Rodewald is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing in 2024, she worked at Wells Fargo Bank, N.A. since 2021 and was employed by Noodles and Company from 2015 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and includes insurance-related investment options alongside traditional products.

Reid Saarela is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His background includes roles at DoorDash, TLC of Duluth, and the University of Minnesota Duluth. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Cecelia Miller is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked in various roles including education and community center positions, as well as puzzle room operations. Miller also serves as an associate advisor at Paragon Operations, LLC, providing client service and administrative support. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Bruce Olson is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He is based in Edina, MN. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Joshua Waterman is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including six years at Ameriprise Financial Services. Outside of his advisory role, he serves as a board member for the Wyndemere Homeowners Association and works as a firefighter with the Apple Valley Fire Department. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing collaborative planning relationships and educational seminars, focusing on recommending investment categories and strategies rather than specific products.

Matthew Brunner is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2020. Prior to his financial services career, he was involved with Finnegans Brew Co. and Grandmas Restaurants Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account options under consolidated billing while maintaining separate service structures.

Charmaine Ouellette is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved with FAB Weddings, LLC, where she serves as a banquet server. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research and third-party analytics with diversification principles to support its investment solutions.

Connor Hassing is a financial advisor at Edward Jones in Inver Grove Heights, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked as a camera operator for the University of Minnesota Duluth Athletics Department. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,701 advisors.

Joshua Grossman is a CFP® professional with 20 years of industry experience, all spent at Edward Jones since 2006. He holds a Series 63 license and is based in Hastings, MN. Outside of his advisory role, he is involved as an owner and partner in a real estate business, Jellen LLC, located in Rosemount, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Natalie Burns is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her career includes roles at LPL Financial since 2017, the National Planning Corporation from 2016 to 2017, and running Burns Brothers Financial Group since 2001. In addition to advising, she is a licensed independent insurance agent and self-employed tax preparer. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Nicholas Snow is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial since 2024. He has held positions at several firms including Sagepoint Financial, Third Street Advisors, and OSAIC. Outside of his advisory role, he has employment ties to SB Nation, VOX, and Alpha Dog Advisors. 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 various financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advisor-facing technology.

Ryan Corbin is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In his role, he partners with clients to understand their financial situations and collaboratively develop strategies aimed at achieving financial comfort and protecting their important assets. Ryan has extensive experience in the financial services industry, having worked in various capacities at Fidelity Investments since 2013. Prior to his current role, he served as a Financial Consultant and Investment Representative at Fidelity. Before joining Fidelity, he was an Investment Representative at TopLine Investment Services from 2012 to 2013, and he held the position of Branch Manager, AVP at TCF National Bank from 2003 to 2012.

Jordan Blank is a Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Jordan focuses on helping clients progress towards their financial goals by building relationships centered on trust, transparency, and education. Jordan has been with Fidelity Investments since 2022, serving in various capacities including Investment Consultant from 2023 to 2025, Relationship Manager in 2023, and Financial Representative from 2022 to 2023. This experience has provided Jordan with a comprehensive understanding of financial planning and investment strategies.

Susan Emerson is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 43 years of industry experience and has been with Ameriprise since 2009. Outside of her financial advisory role, she owns and operates a dog training business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm’s approach integrates research, modeling, and tax-efficient strategies, delivering tailored, non-discretionary recommendations through a centralized consulting team.

Michael Becker is a financial advisor at OSAIC with 30 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes long-term roles at Mutual/United of Omaha Insurance Company and related entities from 1995 to 2021, followed by positions at Securities America Advisors before joining OSAIC in 2024. Outside of his advisory work, he volunteers on the Burnsville Chamber of Commerce Public Policy Committee and serves on the finance council at his church in Savage, MN. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account programs.