Christopher Bayliss is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to ensure they have a positive experience and focuses on assisting them with retirement planning. His approach emphasizes attentive service and understanding each client's unique needs to build strong, lasting relationships. Before his current role, Christopher held positions as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024, both at Fidelity Investments. He holds an Arkansas Insurance License, supporting his expertise in financial and insurance planning. Outside of his professional responsibilities, Christopher engages in fitness activities including horseback riding, reading, running, and skiing.

Christine Peterson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Cetera since 2019 and has prior experience with Bremer Bank, Raymond James Financial Services, and LIVE Wealth Planners, a business she continues to own and operate. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and maintains over $256 billion in assets under management.

Nicholas Andresen is a financial advisor with LPL Financial in Eagan, MN, holding a CFP® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including roles at CliftonLarsonAllen Wealth Advisors, LLC and 360 Financial. Andresen operates Oak Leaf Financial Group, an investment-related business connected to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various investment strategies.

Scott Burns is a Series 66-credentialed financial advisor with 26 years of industry experience. He is affiliated with LPL Financial since 2017 and previously worked at National Planning Corporation for one year. He has maintained his own practice, Burns Bros Financial Group, since 2000. Outside of advising, Burns is also involved in tax preparation and serves as a notary public. 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 a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Alex Grausnick is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2013 to 2020. Outside of advising, he is involved with May, Inc. as a paraplanner supporting his Ameriprise practice. Ameriprise is an institutional firm serving clients, particularly those approaching or in retirement with significant investable assets, through its Premier Retirement Income service. The firm combines research, modeling, and tax-efficiency analysis to provide personalized retirement-income planning and offers a broad range of advisory, brokerage, and insurance solutions.

Kathryn Rodgers is a financial advisor with Morgan Stanley Wealth Management in Bloomington, MN, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Nepsis. Outside of her advisory work, she is involved with Partners in Community Service in St. Paul, MN, where she provides care to mentally handicapped adults. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct relationships and corporate financial planning agreements.

Jonathan Halvorson is a CFP®-certified financial advisor with 20 years of industry experience, currently serving at OSAIC since 2024. He previously worked for Securities America Advisors and Securities America Inc for 10 years. Halvorson is also president of Jmark Financial LLC, an entity he created to receive advisory compensation and manage office leasing. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of financial advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to third-party managers to construct portfolios across multiple asset classes.

Cody Cullen is a financial advisor with Edward Jones in Minneapolis, MN, holding a Series 66 designation. He has prior experience at Wells Fargo and other firms, and he volunteers as a home technology consultant teaching digital literacy to senior citizens through Senior Community Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and maintains a large nationwide network of advisors and branches.

Mark Strangis is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and with 52 years of industry experience. He has been affiliated with Linsco Private Ledger since 2007 and operates under the DBA Strangis Wealth Management. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting services.

Matthew Tuttle is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. He is co-owner of Great Service Model LLC and Excellent Management Model LLC, both involved in managing his Ameriprise business. Additionally, he is a co-founder and board member of Farcical Fertility, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Farley is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has worked at Cetera and its predecessor firms since 2007 and is the owner and president of Farley Financial Partners, Inc., where he has been involved since 1999. He volunteers with St. Thomas Academy, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Kevin Rollwagen is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Kevin is part of The DDK Group, a team within Baird’s Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, with an investment approach that includes manager-traded and model-traded strategies, tax management, and ongoing manager selection supported by internal research and advanced tools.

Elizabeth Mccarty is a financial advisor at Ameriprise with 21 years of industry experience. She holds the Series 63 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves on the Board of Directors and as Unit Treasurer for Pack 9561 Committee at Capitol Hill School in St. Paul, MN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Stacey Michels is a financial advisor with UBS Financial Services in Kailua, HI, holding Series 63 and Series 66 designations and offering 28 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Richard Kirchoff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008 and Thrivent Investment Management since 2007. Outside of his advisory work, Kirchoff is part owner of an LLC that manages the office building he works in and personally handles snowplowing for the business parking lot through a separate LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach emphasizes holistic, goal-based planning across a broad range of topics, with an option to combine planning with managed-account services under a consolidated billing arrangement.

John Quinn is a financial advisor with Wells Fargo Advisors in Saint Paul, MN, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior experience includes 13 years at Ameriprise Financial Services and several years at Wells Fargo Clearing before joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and tools to develop tailored recommendations.

Connor Josephson is a financial advisor at Thrivent Investment Management in Edina, MN, holding a Series 66 designation. He has been with Thrivent and its related entities since 2022 and has experience working in educational and community organizations prior to his financial advisory role. 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 planning with options to combine it with managed-account services while keeping the two separate.

Chad Tuschen is a financial advisor with OSAIC holding the CFP® designation and Series 63 license, with 20 years of industry experience. He previously worked for Lincoln Financial Advisors and Lincoln National Life Insurance Company for 25 years before joining OSAIC and Bottoms Financial in 2025. Outside of his advisory role, he is involved in insurance sales, offering group benefits, disability insurance, annuities, and life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services with access to third-party money managers and a variety of investment and portfolio management tools.

Mark Daly is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked with Old National Bank, Woodbury Financial Services, Sandvold Financial Group, and served in various roles at the University of Minnesota. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Paul Trobiani is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Ameriprise. 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.