Zachariah Wylie is a financial advisor at Edward Jones with a Series 66 designation. He has experience at several firms, including SPS Commerce, Ameriprise, and Thrivent Financial. His background also includes work at Northwestern Mutual and involvement with University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Nelson is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial, she has held roles at Jukin Media and State Farm, among others. In addition to her advisory work, she is involved with Jukin Media in a social media capacity and maintains a longstanding role with Hilton Garden Inn. 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 extensive technological tools and a large network of investment adviser representatives.

Kathleen Soberg is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Marques Barnes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Bank of America, N.A. and various positions in logistics and automotive sectors. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Murray is a financial advisor with Ameriprise in New Brighton, MN. He holds a Series 66 designation and began his advisory career in 2025. Prior to his current role, he has been involved with Wilson Golf Group since 2021. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored income recommendations. The firm serves individuals approaching or in retirement and integrates algorithmic tools alongside advisor input in its planning approach.

Robert Korluka is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at AXA Advisors, LLC. His background also includes roles at the River Valley Athletic Club, Midwest Fitness Co., and Courage Kenny Rehabilitation Institute. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers. The firm emphasizes risk assessment and tailored investment model matching, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Milissa Grimsbo is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing and BMO Bank NA. Outside of advising, she owns a trucking company and a separate business called Grim Ink. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gordon Defiel is a CFP® professional with two years of industry experience, currently affiliated with OSAIC. His background includes roles at Gradient Financial Group and First Resource Group. In addition to his advisory work, he acts as an insurance agent providing life insurance and fixed annuities. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement consulting. The firm utilizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers both discretionary and advisor-managed investment strategies.

Polly Dedrick is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 17 years of industry experience. She has been with Primerica Advisors since 2008 and Primerica Financial Services since 2007. Outside of her advisory role, Dedrick is involved as Vice President of a general contracting and handyman services business and is a self-employed musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure for its services.

Melissa Machlitt is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Cetera Advisor Networks and AdvisorNet Financial. Outside of her advisory role, she owns an LLC that sublets office space to other advisors and is licensed to sell fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Christopher Sieg is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses. He has 29 years of industry experience, including roles at Prosperwell Financial since 2012 and Linsco Private Ledger since 2007. Sieg operates under the DBA Sieg Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including access to third-party managers and model portfolios, supported by a large network of advisors and extensive operational resources.

Eric Kajer is a CFP® with 28 years of experience in the financial services industry. He is currently with OSAIC and has worked at Financial Dimensions Group, Inc. for 19 years. Kajer also sells fixed insurance products, including life, disability, and medical insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization supported by a multi-advisor platform.

Connor Luetke is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. 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 recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Adam Maki is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, he serves as treasurer on the boards of the Northsky Road Association and Northsky Dock Association, and he is also a board member of the W.C. Heiam Medical Foundation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michelle Nisbet is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Thrivent Financial for Lutherans since 2012 and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics, offering clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Gregory Schraufnagel is a financial advisor with Thrivent Investment Management in Blaine, MN, holding a Series 66 designation and 11 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he is involved as contract labor representing manufacturers of industrial hose products and is a co-owner of Schraufnagel Bros. LLC, which manages family-owned wooded land. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers planning engagements on a one-time or ongoing basis with a separation between planning and managed-account programs.

Daniel Grassman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Blaine, MN since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic automation in its planning process.

Jace Roach is a financial advisor with Ameriprise in Coon Rapids, MN, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Ameriprise since 2019, with prior tenure at Walton Securities, Inc. and Triton Pacific Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and algorithmic tools, with recommendations delivered through a centralized team working alongside advisors.

Justin Rutar is a financial advisor at Osaic with 23 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 17 years. Outside of advisory services, he operates an independent insurance agency offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Russell Dedrick is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at PFS Investments, Inc., Century College, and Primerica Financial Services. Outside of finance, he is a self-employed flutist and owns Dedrick Construction, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering approaches that include Strategic, Tactical, Tax-Aware, and Income Distribution models.