Jennifer Hicks is a Series 66 licensed financial advisor with Wells Fargo Clearing, where she has worked for 10 years. She has 16 years of industry experience and has been with Wells Fargo Bank, N.A. for 28 years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Carol Sullivan is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of her advisory role, she operates a sole proprietorship in the advertising specialty and promotions business, servicing existing customers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Andrea Radke is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at City National Bank, Jefferies, and Heritage Partners Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management strategies incorporating both in-house and third-party investment managers.

Anthony Schuster is a CFP®-designated financial advisor with Ameriprise, possessing 23 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he provides financial planning advice and investment management recommendations through his outside employment with WDA, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a retirement income service that provides clients with written recommendations and ongoing planning advice focused on income and tax-aware withdrawal strategies.

Luke Lange is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to that, he held roles at Stauer and Simple Living Boutique, among other positions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Samuel Allen is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has held roles at several Cetera entities as well as AdvisorNet Financial Inc. Outside of advising, he has worked as an operations and billing specialist for AdvisorNet Financial Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to use a range of portfolio management strategies and program structures.

Joseph Falldin is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2020. Prior to that, he had roles at Cameron, A Schlumberger Company, OneSubsea, A Schlumberger Company, Altec Spray Equipment, and the University of Minnesota. 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 planning advice focused on retirement income and tax-aware withdrawal strategies.

Connor Reilly is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at KPMG LLP for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Will Gilbert is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Ameriprise and has held various roles across multiple industries, including operations and event services. Gilbert attended Arizona State University from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.

Kyle Beeson is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously at Ameriprise Financial Services from 2016 to 2019. Morgan Stanley Wealth Management offers advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines a range of retail and institutional investment services with specialized offerings such as private funds and commodity pool operations.

Madeline Vraa is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laurie Raps is a financial advisor at Fisher Investments with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fisher Investments since 2017, following six years at U.S. Bancorp Investments, Inc. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and uses various risk management techniques including derivatives and tax-loss harvesting.

Ryan Anderson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He previously worked at Securian Financial Services and Minnesota Life for 24 years and has been involved with North Star Consultants Inc. for 28 years. Anderson is also a board member of Bob Allison Ataxin Research. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates as a multi-manager platform with various program options and custodial relationships.

Daniel Lichtblau is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at LPL Financial and MassMutual Life Insurance Company. Outside of financial services, he serves on the advisory board of Peaceful Passing for Pets, assisting with marketing and events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements and a range of educational and specialized planning programs.

Ginger Carson is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1983 and holds the CERTIFIED FINANCIAL PLANNER® certification, along with the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Ginger earned her Bachelor's Degree from the University of Minnesota System. Ginger focuses on retirement and estate planning services, working with high net worth clients to review their ongoing financial strategies, estate goals, and overall financial objectives. Her client focus areas include college education planning, family wealth management strategies, legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. In addition to her professional work, Ginger is active in the community through participation in cultural and health-related charities such as Brains Together for a Cure and Legal Assistance of Olmsted County. Her personal interests include cooking, football, golfing, reading, and traveling.

Peter Hess is a financial advisor with Thrivent Investment Management based in Waconia, MN, holding a Series 66 designation and 15 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Hess serves as a track coach for middle-distance runners at Waconia High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Daniel Ament is a financial advisor with Morgan Stanley Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he frequently appears as a guest commentator on radio shows, providing financial market insights on stations including WCCO Radio and Cities 97. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and a dedicated Financial Advisors and Estate Planning Strategies Group.

David Roderick is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he has held roles at Starters Sports Training LLC and various educational institutions. Outside of his advisory work, he coaches youth baseball in a nearby city. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Robert Ebert is a CFP® with 23 years of experience in the financial services industry. He is currently with Cetera, where he has worked since 2023, and he has held roles at Minnesota Life Insurance Company and Securian Financial Services, Inc. outside of his advisory work, he is involved in fixed insurance sales and operates a tax reporting business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Lance Flannery is a financial advisor with LPL Financial, holding a Series 63 license and 18 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and his own firms, Flannery Holdings, LLC and Wealth Guidance, Inc., where he maintains ongoing involvement. 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 portfolio programs, and institutional platforms, supported by both proprietary research and third-party asset management.