Jacob Helberg is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo and Advisornet Financial. Outside of advisory work, he serves as a Public Notary in Minnesota. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services utilizing a multi-manager platform with access to both affiliated and third-party managers.

John Steel is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 1999. He holds Series 63 and Series 65 licenses and is based in Edina, MN. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Camisha Needom is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America and Ameriprise Financial Services Inc. Outside of her advisory role, she owns and operates a photo booth business in Blaine, MN. 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, pension plans, corporations, and charitable organizations.

Kathleen Vaughan is a financial advisor with Merrill based in Bloomington, MN. She holds a Series 63 designation and has 30 years of industry experience, including 10 years with Merrill. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Robert Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves a nationwide clientele, primarily senior-level corporate executives, focusing on managing high concentrations of wealth and complex financial situations such as restricted stock, grants, options, and strategies to hedge and minimize tax exposure on concentrated positions. His approach involves working closely with clients through all phases of financial planning, from goal setting to implementation and ongoing review of personalized strategies. Rob began his financial services career at 18 with American Express Financial Advisors while still in college. After earning a Bachelor's degree in Finance from the University of St. Thomas, he joined A.G. Edward in 2004 as a financial advisor and moved to Merrill Lynch in 2007. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized on Forbes/SHOOK "Best-in-State" advisor lists in multiple years, reflecting his expertise and client service. A lifelong resident of the Twin Cities, Robert lives in Prior Lake with his wife, two daughters, and two Labrador retrievers. Outside of his professional work, he is a private pilot and participates in the Minnesota Center for Advanced Professional Studies (MNCAPS).

Brittany Traub is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and affiliated firms since 2014, as well as at Personal Wealth Partners and LPL Financial. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation.

Jennifer Eckert is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 28 years of industry experience. She has been with RBC Capital Markets since 2008 and also operated J. Eckert, LLC, a residential real estate rehabilitation business, from 2012 to 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies using a combination of in-house and third-party managers, along with integrated capital-markets and asset management capabilities.

Casey Crandall is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Baird since 2022, following prior roles at RBC Wealth Management and 3M Company. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real-asset exposures.

Dane Hammer is a financial advisor with Cetera holding a Series 66 credential and two years of industry experience. He has worked at Cetera Wealth Services, Cetera Investment Advisors, Advanced Wealth Management, LPL Financial, and Royal Credit Union. Outside of his advisory roles, he also provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Lester Bolstad III is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2000. He also conducts annuity sales continuing education training as a monthly speaker. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research with fiduciary financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management solutions.

Karl Pawlowski is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he has involvement in commercial real estate business ownership in Shakopee, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-based modeling and tax-efficient strategies to generate personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dale Kersten is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. His prior work includes positions at The Home Depot and Exlar Corp. Outside of his advisory role, he serves as an election judge in Dakota County and is a board member of Project Miracle, a nonprofit organization focused on providing resources to underserved communities. Thrivent Investment Management delivers dedicated planning services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses across a broad range of financial topics without discretionary trading authority. The firm’s approach allows clients to integrate planning with managed-account programs while maintaining separate service relationships.

Joshua Hinsch is a Certified Financial Planner® (CFP®) with 18 years of industry experience. He has been with Ameriprise since 2008, currently serving as an advisor at the firm’s Bloomington, MN office. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Dario Bilardello is a Series 66 credentialed advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he spent 13 years at the University of Minnesota. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Grace Thurin is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she held positions in education and community services, including roles at Mankato Area Public Schools and Northfield Retirement Community. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, with a service approach that includes algorithmic automation and oversight to tailor recommendations.

Krista Kurth is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at RBC Capital Markets, LLC since 2017 and previously held positions at Siteimprove and Origin Meals. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies that incorporate multiple investment managers, tax management options, and responsible-investing screens.

Scott Fleming is a financial advisor with OSAIC in Edina, MN, holding Series 63 and Series 65 registrations and 37 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc., SII Investments, Inc., and MN Financial Alliance. He is also an owner and advisor of Minnesota Financial Resources Inc., a financial services business that markets insurance. OSAIC 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 advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Richard Mukomela is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lisa Baker is a financial advisor with RBC Capital Markets in Edina, MN. She holds a Series 66 designation and has 25 years of industry experience. Her prior work includes eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services.

Lisa Mulcare is a CFP® and ChFC® with 34 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor in Minneapolis, MN. Outside of her advisory role, she is involved in business ownership, including a brewpub in Minneapolis. Ameriprise is an institutional firm offering retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written recommendations, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.