Daniel Myers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of advising, he is a co-member of Bonanza Grove LLC, a commercial property management entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account services through its WealthPlan consolidated billing option.

Terry Schaff is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Baseball Factory and Champs Sports. He serves as a board member and basketball coach for the Laker Athletic Booster Club associated with Prior Lake High School, coordinating volunteers and organizing basketball tournaments. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm’s approach includes personalized risk assessment and access to a range of investment programs implemented through third-party managers and in-house advisory platforms.

Ryan Hemmingsen is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds a Series 66 designation and has been associated with Wells Fargo in various capacities since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shawn Finn is a CFP® with 21 years of experience in financial advising, currently working at RBC Capital Markets since 2018. He has prior experience at Financial Planning Solutions LLC and Ameriprise Financial Services, Inc. Finn has authored a book on financial decision making for high school graduates. 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 tailored investment programs that integrate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Matthew Berg is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 12 years of industry experience. He is currently with Ameriprise Financial Services and previously worked at RBC Capital Markets, LLC for 10 years. Berg serves as treasurer on the board of a local homeowners association. 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 annual advice focused on retirement income planning, utilizing a combination of proprietary research, third-party data, and algorithmic tools.

David Kloster is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and written recommendations across various financial topics. The firm’s planning services are separate from managed-account programs and do not include discretionary trading authority.

Aaron Raskin is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with six years of industry experience. Prior to joining UBS in 2020, he worked at Grant Thornton LLP from 2018 to 2020 and completed full-time education from 2010 to 2018. He serves on the board of Jewfolk, Inc., a nonprofit focused on promoting Jewish activities and organizations in Minneapolis, where he assists with budgeting and financial oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Lisa Byrne is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services, City National Bank, and RBC Capital Markets. Outside of her advisory work, Byrne is involved in community activities including founding divorce workshops and serving on the boards of a women’s empowerment organization and an animal rescue. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized portfolio management and financial planning services. The firm utilizes a range of in-house and third-party investment managers and offers tailored strategies based on clients’ risk profiles.

Sailaja Nambury is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. She has worked with Wells Fargo since 1999, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Gregory Peterson is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. He is also involved in a trust-related business activity outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Theodore Zawadski is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he engages in retail sales by selling items online on platforms such as eBay. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jason Vogel is a financial advisor with Ameriprise in Ham Lake, MN, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2007 and is currently involved with American Enterprise Investment Services Inc. Outside of his advisory role, Vogel is employed with Roseville Youth Hockey, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Caroline Ward is a Private Wealth Advisor and partner with Broughton Ward, a team within Merrill Private Wealth Management that has served families and institutions for over 40 years. She collaborates with early-stage employees and founders, executives, families, and institutions across the country on a variety of financial needs, including equity compensation planning, liquidity strategies, portfolio management, wealth and estate strategies, and banking and lending services. Caroline's approach focuses on simplifying complex financial situations and guiding clients to realize what their wealth can achieve, grounded in the team's core values of humility, intellectual honesty, and empathy. Caroline began her career in financial services in 2016, bringing prior experience as an institutional investment professional at Artisan Partners and Travelers Insurance, where she contributed to managing a $70 billion fixed income portfolio. She holds an MBA in Finance from the UCLA Anderson School of Management and a Bachelor of Arts from Claremont McKenna College, where she co-captained the women's tennis team and was a seven-time NCAA All-American. Caroline is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the CFA Society of Minnesota. Residing in Northeast Minneapolis with her husband and their rescue cat, Caroline spends her free time engaged in activities such as yoga, cooking, exploring local restaurants, and spending time with family and friends.

Matthew Anderson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and over 20 years of industry experience. He has been with Thrivent Investment Management since 2005 and with THRIVENT Financial since 2010. 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 while keeping these services separate.

Jolene Moody is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at RBC Capital Markets from 2014 to 2023 and again starting in 2025, as well as positions at US Bank and the Metropolitan Council of the Twin Cities. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to each client’s risk profile.

Anais Prado is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. She holds Series 65 and Series 63 licenses and has eight years of industry experience. Prado has worked with Wells Fargo Clearing Services LLC since 2018 and has been employed with Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jennifer Linder is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with 14 years of industry experience. She has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Maureen Gray is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and various insurance carriers over two decades, as well as managing entities such as Gray Barkosky Real Estate, LLC and Gray Barkosky Group, Inc. She also serves in fiduciary capacities for family members. LPL Financial is a national broker-dealer and SEC-registered investment adviser supporting individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers diverse investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Poydras is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 designations and nine years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2012. Outside of his advisory role, he owns a trucking business, Zeus Auto Transport, and works as a security guard for Watson Express. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data, managing approximately $671 billion in assets across more than 14,000 advisors.

Robert Darragh is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2004. He has 33 years of industry experience and holds the Series 63 designation. Outside of his advisory role, he is a commissioned notary in Eagan, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios and third-party subadvisors, supported by advanced operational tools.