Leah Theorin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 11 years. Leah also owns Theorin Trautwein LLC, operating as Trivas Financial Group, and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm employs a range of investment strategies, including proprietary models and third-party managers, with both discretionary and non-discretionary implementation options.

Nickolas Holper is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing a combination of in-house and third-party investment managers.

Marlond Day is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Riversource Distributors, Inc. and Ameriprise Financial Services Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing both proprietary research and third-party data within a defined investment framework.

Bradley Lange is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and Cetera Advisor Networks LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary management options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Ryan Lewis is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial. His prior work includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sheila Dempski is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 license and four years of industry experience. Prior to joining Thrivent, she worked at Raymond James Financial Services Advisors and Addison Avenue Investment Services, where she also held an associate role supporting financial advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Jill Arbogast is a financial advisor with LPL Financial in Eagan, MN, holding a Series 63 license and 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Bremer Bank, and Wells Fargo Advisors. She is also involved with Old National Bank's employee referral program. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management and utilizing various model portfolios and research resources.

Craig Pedersen is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds the Series 63 designation. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John James is a Series 66-licensed financial advisor with Thrivent Investment Management in Minneapolis, MN. He has experience at Thrivent Financial and Thrivent Investment Management since 2026, and prior to that worked in education and at Sherwin Williams. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various planning topics without direct implementation or discretionary trading authority.

Christine Kane is a financial advisor at Ameriprise in Minneapolis, MN, with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise and its affiliated entities since 2015. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zachary Stockdale Green is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and Box Financial Advisors, where he also serves as a business processing specialist. Green is based in Minneapolis, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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.

Wayne Helm is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch as a Financial Advisor in 1996 and holds the Chartered Financial Analyst (CFA) charter as well as the CERTIFIED FINANCIAL PLANNER (CFP) certification. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). Wayne is a member of professional organizations including the CFA Institute, CFA Society of Minnesota, and the Certified Financial Planner Board of Standards, Inc. With extensive experience in wealth management, Wayne helps clients pursue their financial goals whether professional, personal, or a combination of both. He leverages the investment insights and banking capabilities of Merrill Lynch and Bank of America, including access to specialists in retirement planning, wealth transfer, insurance, estate, and trust services. He has appeared on the nationally syndicated television program "On the Money" and has been a guest speaker at forums such as the Star Tribune Personal Investment Strategies Conference, the University of Minnesota’s Carlson School of Management, and Hamline University’s graduate program in Public Finance. Wayne earned a bachelor's degree in mathematics from Old Dominion University and an MBA in finance from the University of Minnesota, where he was recognized as a Carlson Scholar. He also earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning Institutes Corp. Outside of his professional work, Wayne's personal interests include photography, surfing, and swimming.

Aaron Venasky is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and possessing 17 years of industry experience. He has been with RBC Capital Markets since 2007. Outside of his advisory role, he serves as a scout and helps with roster construction for the Austin Bruins Hockey Club, a junior hockey team. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors and institutional clients. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and using a combination of in-house and third-party investment managers.

Joanne Basile is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools.

Heather Foley is a financial advisor with Wells Fargo Advisors in Minneapolis, MN, holding Series 63 and Series 65 designations and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 investment and fee-based financial planning services, using proprietary research and planning tools to develop tailored client recommendations.

Callie Wurst is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Advisory Services and MRK Financial Solutions. Her background also includes roles outside of financial advising. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

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.

Connor Murphy is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation. He joined Merrill in 2026 after an 11-year tenure with South St. Paul Public Schools. 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.