Jason Callin is a Branch Leader at Fidelity Investments, where he develops and leads a team of associates focused on helping clients create holistic financial plans tailored to their individual and family goals. He emphasizes co-creating solid and understandable plans to enable clients to enjoy a clear and confident retirement. Jason has been with Fidelity Investments since 2013, progressing through roles including Relationship Manager, Retirement Planner, and Workplace Financial Consultant before assuming his current leadership position in 2026. His experience spans various aspects of financial planning and client relationship management within the organization.

Julie Meyer is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. 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. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Danielle Niska is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She is a senior member of the Niska Bongiovanni Group at Merrill and works closely with corporate executives, business owners, retirees, and women navigating significant life transitions. Danielle's approach involves coordinating with specialists in retirement planning, education funding, estate planning services, and lending strategies to provide personalized wealth management that aligns with her clients' unique goals. With over 30 years of experience, Danielle focuses on creating financial strategies that help individuals and families pursue long-term objectives while incorporating sustainable and socially responsible investing. Her expertise includes college education planning, divorce transition planning, executive compensation, family wealth management strategies, LGBT wealth planning, philanthropic planning, and women and wealth. She holds a Bachelor's degree in Mathematics from Saint Olaf College and has also studied at the University of Seville in Spain. Danielle holds professional designations including Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC). Outside of her professional role, Danielle is involved in community activities such as Inner City Tennis, Loaves and Fishes, the Merrill Twin Cities Diversity and Inclusion Committee, and Next Step Housing. She enjoys competitive tennis, exploring the outdoors with her husband, and spending time with their three children.

Luke Westholder is a Series 66-licensed advisor with Raymond James Financial in Bloomington, MN, with one year of industry experience. His work history includes roles at Lifetime Inc. and multiple country clubs, as well as coaching tennis and pickleball. Outside of financial advising, he is involved in tennis and pickleball coaching. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools, and supports various advisory and public finance services.

Alexander Nee is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones in 2019, he worked at Ecolab for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Dennis Fronning is a financial advisor with Primerica Advisors in Burnsville, MN, holding a Series 63 designation and 19 years of industry experience. He has an extensive work history including roles at PFS Investments, Primerica Financial Services, and several cooperative and equity associations. Outside of his advisory work, he serves as Board Chairman of Dalton Coop Creamery, overseeing the company’s dissolution process. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies managed by third-party asset managers.

William Goodnow is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 designation. His prior work includes roles at the University of Minnesota Department of Physics and American Family Insurance. He is also the managing owner of Eternal Springs, LLC. 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 uses research-driven, diversification-based investment approaches and offers a range of brokerage and advisory solutions.

Mitchell Haber is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Thrivent and its predecessor firms since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and written recommendations on a broad range of financial topics without managing client assets directly.

Justin Horsch is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with several firms including Thrivent Financial, Concourse Financial Group Securities Inc, and Innovate Financial Inc, where he provides financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program options, overseeing more than $256 billion in assets.

Alexandra Katya Marston Akervik is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Merrill and Bank of America before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and utilizes proprietary research and model-based asset allocations to tailor client plans.

Robert Bissonett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2005 to 2011. Wells Fargo Advisors is a national firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decision-making.

Matthew Forsman is a ChFC® and holds a Series 66 license. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. He serves as a general member of the Kimble Lake Improvement District, participating in board meetings focused on managing aquatic invasive species and water quality. 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, holistic planning on a range of topics without discretionary trading authority, allowing clients to combine planning with managed-account services if desired.

Chase Bradshaw is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 credential and six years of industry experience. Prior to joining UBS in 2021, he worked at Edward Jones during multiple periods between 2018 and 2021. Outside of his advisory role, Bradshaw serves as a lacrosse coach at Cretin-Derham Hall. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Christopher Schwab is a CFP® with 22 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. His prior experience includes seven years at Morgan Stanley and five years at Merrill. He serves as trustee for his mother's and father's trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Brian Schaap is a CFP® with 15 years of experience in financial services. He is currently with LPL Financial and has prior experience at Waddell & Reed Inc, Mercy Vineyard Church, and running his own business, Brian Schaap LLC. 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 offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a broad range of advisory strategies and operational tools.

Scott De Graff is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and six years of industry experience. Prior to his current role at Thrivent, he worked for AEGIS Therapies for 16 years. Outside of financial advising, he works as a physical therapist on an as-needed basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of advisors, focusing on holistic, goal-based analyses that include retirement, tax, estate, and special needs planning. The firm offers a consolidated billing option called “WealthPlan” that integrates planning with managed accounts while keeping the services separate.

Maxwell Schermerhorn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Natixis Advisors, Natixis Distribution, Blue Line Financial, and New York Life. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Abigael Papa is a financial advisor at Raymond James Financial Services Advisors, Inc. in Bloomington, MN, holding a Series 66 designation with one year of industry experience. Prior to entering the financial advisory field, she worked in various roles including with the Minnesota Department of Employment and Economic Development and public school systems. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and emphasizes municipal and public finance advisory capabilities.

Pam Schroeder is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Parker Shannon is a financial advisor with Ameriprise in Burnsville, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Parker worked in education and held roles at Mystic Lake Casino and LeeAnn Chin. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that includes a written Recommendation Report and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.