Thomas Johnson is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Froedtert Health, the University of Wisconsin - Milwaukee, Fox Valley Autism Treatment Program, and Loras College. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Lindsey Clark is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her career includes roles at TruStone Financial Credit Union and Wealth Enhancement Advisory Services. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Luke Illgen is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023, with prior experience at various firms and roles outside the financial sector. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain eligibility criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.

Keith Josewski Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is co-owner and CFO of PASJ LLC, a legal entity established to manage his practice and related business activities. Ameriprise is an institutional firm offering a retirement-income planning service primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Youkang Gao is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Merrill, Bank of America, Wells Fargo, and LaoLai International (America) INC., as well as managing Happy Heart Floral. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering non-discretionary advice supported by a centralized due diligence framework.

Natalie Knutson is a financial advisor at UBS Financial Services in Orono, MN, holding a Series 66 designation with 11 years of industry experience. She has been with UBS since 2014. Outside of her advisory work, she serves on the board of directors for Children’s Workshop Montessori School, a facility serving young children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial plans and portfolio management supported by proprietary research.

Malia Haskins is a financial advisor at Edward Jones with 24 years of industry experience and holds a Series 66 designation. Her career includes roles at Nepsis, Inc., RBC Capital Markets, LLC, LPL Financial, and BMO Harris Private Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laurence Altman is a CFP®-certified financial advisor with 44 years of industry experience, currently affiliated with Cetera in Minnetonka, MN. His career includes long-term roles at Minnesota Life Insurance Company and Securian Financial Services, as well as ownership and partnership in several financial and consulting businesses. Outside of advisory work, he owns Altman Financial, Inc., an expense management firm. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options including discretionary and non-discretionary strategies, leveraging a large network of advisors and affiliated managers.

Troy Wiebler is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he serves as a board member for the Edina Hockey Association, overseeing the youth hockey program in Edina, Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and tailored asset allocations.

Chad Haas is a financial advisor with Raymond James Financial in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2007. In addition to his advisory role, he is an associate employee at PFK Financial Services, Inc., where he performs clerical and client service duties. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting supported by extensive research and multiple implementation options, with a notable emphasis on advisory services that leave final decision authority with the client.

Ryan Livingston is a financial advisor with Edward Jones in Wayzata, MN. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he spent ten years at the University of Minnesota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Morgan Kane is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and previously worked at Transwestern for six years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Benjamin Johnshoy is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise since 2005 in various capacities. He holds Series 66 registration and is involved in managing his advisory business through entities such as Constellation Holdings LLC. Johnshoy also serves as Vice President on the Board of Directors for the Shakopee Fairway Club. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Anne Guzman is a CFP® and holds a Series 66 license with seven years of industry experience. She currently works at Morgan Stanley and has prior experience at UBS Financial Services Inc, TransMedics Inc, and PricewaterhouseCoopers. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Jessica Louisiana is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2018, having previously worked at Wells Fargo Bank NA since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Sok is a financial advisor at Charles Schwab with 2 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at the Hennepin County Sheriff's Office and the U.S. Army. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm combines centralized custody and brokerage services with multi-asset model portfolios and alternative investment options.

Brian Oehler is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and based in St Louis Park, MN. He joined LPL Enterprise in 2026 and has prior experience at Pioneer Management Consulting, Perficient Inc, Gigit Inc, and IHS Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Ashley Moore is a Financial Solutions Advisor at Merrill Lynch Wealth Management, where she joined the BWA Wealth Management Group in 2022. In her role, she supports comprehensive wealth planning approaches and works directly with clients to develop strategies aligned with their personal values and goals. Ashley leverages the global investing resources of Merrill along with credit, lending, and banking services from Bank of America to support her clients' financial needs. Ashley holds a Bachelor of Arts degree in French Studies from Wake Forest University. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is recognized as a Personal Investment Advisor (PIA). These credentials support her expertise in personal investment advising and financial planning. Outside of her professional work, Ashley is involved with the Tonkawood Ski School, Inc. She is a native of Minnesota, a graduate of Hopkins High School, and resides in the Twin Cities area. Ashley's interests include equestrian activities and volunteering, including teaching ski lessons to children during the winter months.

Cally Haderaj is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at M Health Fairview for ten years and held positions at the University of Minnesota and Saint Catherine University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored client recommendations.

Elizabeth Kenney is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. She has worked at UBS since 2017 and previously at Assimilated Strategy Group and Kari Lynn & Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.