Daniel Berg is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 license and seven years of industry experience. His prior roles include positions at various insurance carriers, Angela Granquist, Waddell & Reed Inc, and Collaborative Financial Group, LLC. Outside of his advisory work, he has a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Daniel Schlesinger is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2013 and City National Bank since 2019. Outside of advising, he has served on the finance committee of Forecast Public Art, a nonprofit connecting artists with community needs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs and employs both in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Kit Leary is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial in 2017, Leary worked at Nationwide Securities LLC and has been involved with the McKenna Agency since 2015. Leary also serves as an active trustee of the Leary Family Investment Trust. 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 portfolios, third-party asset management access, and institutional platforms.

Daniel Prostrollo is a CFP® professional with eight years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2022, following roles at Wells Fargo Clearing Services LLC and Wells Fargo Home Mortgage. Prostrollo holds ownership in DPWA LLC, a finance-related enterprise. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, serving clients who meet specified net-worth criteria.

Jason Plank is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Edina, MN. He has been with Ameriprise and its affiliate firms since 2005. In addition to his advisory role, he volunteers with nonprofit organizations focused on financial literacy and pro bono financial education for low- to middle-income households. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Eric Swanson is a CFP® with 21 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Lakeville, MN. Outside of his advisory role, Swanson serves as Treasurer on the Board of Directors for the Eagan Kick-Start Rotary Foundation. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dominic Stencel is a Series 66-registered advisor with Equitable Advisors in Minneapolis, MN, beginning his financial advisory career in 2026. Prior to joining Equitable Advisors, he held positions outside the financial industry, including roles at Chesters Kitchen and Bar and Buffalo Wild Wings. He has also been involved with the Minnesota Youth Athletic Service since 2018. Equitable Advisors serves a broad client base, including individuals, plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Nicole Daleiden is a financial advisor with Ameriprise in Hugo, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Her other business activities include fiduciary services. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider delivering a broad range of advisory, brokerage, and insurance solutions.

Ashley Mellem is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is involved as a registered team member with BDLR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brad Fairchild is currently serving as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2010, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Brad worked as a Financial Advisor at Edward Jones in 2009. With over 15 years of experience in the financial industry, Brad has worked with clients facing a variety of unique financial situations. His professional approach focuses on helping clients and their families understand the complexities of their personal finances. His extensive experience at Fidelity has equipped him with knowledge across various aspects of financial planning. Brad emphasizes Fidelity's trusted brand in the financial industry and is committed to providing guidance tailored to all styles of investors. His process and business values are centered on assisting clients as they pursue their financial goals.

Patricia Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with Raymond James & Associates and its related entities continuously since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Cara Corey is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 license and one year of industry experience. She has operated Cara Corey Designs since 2010, providing class instruction and retail sales, and is involved in family dog sitting services through the Rover platform. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Derek Iverson is a financial advisor with LPL Financial in Eagan, Minnesota, holding Series 65 and Series 66 credentials and 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. for 23 years and has involvement with Irish Group, Inc. since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing various portfolio strategies and advisory platforms.

Dallas Eldeen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Peter Ward is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions in collegiate athletics and environmental studies at Macalester College, as well as public service with the City of Coon Rapids and the Hernando County Public Defender's Office. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through its network of Investment Adviser Representatives. The firm employs a range of investment models and fiduciary services, utilizing both proprietary and third-party solutions.

Chad Stranlund is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he owns and manages a property management business operating under The Bailey Group. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Paul Bayer is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent since 2014, with prior experience at the firm beginning in 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning across various topics without managing discretionary assets for institutional clients, combining planning and managed-account services under a consolidated billing option called “WealthPlan.”

Paul Thurin is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and five years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at New Horizons, Mike's Cafe, Brau Brothers Brewing, and Southwest Minnesota State University. Thurin is also a registered team member of the AFA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, employing a combination of proprietary research and third-party data within a defined investment framework.

Christopher Peterson is a CFP® with 18 years of experience in the financial services industry, all of which have been with Edward Jones since 2008. He is based in Burnsville, MN and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Stephanie Betz is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has worked at RBC Wealth Management since 2006. Outside of her advisory role, she has been employed at J.Crew since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers.