Payton Miller is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has a varied work history including roles in collegiate athletics and sports media. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through its network of representatives, utilizing both proprietary and third-party asset management programs.

Matthew Kuplic is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Riddle and Bloom and teaching at the University of St. Thomas. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored annual retirement-income planning advice based on proprietary research and third-party data. The firm’s approach includes asset allocation strategies and Social Security claiming guidance within a defined investment framework.

Kelly Broneak is a financial advisor at Morgan Stanley in Bloomington, MN, with 31 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Mark Foreman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has held roles at First Minnesota Bank’s Board of Directors and United Planners Financial Services, and maintains ongoing involvement with Foreman and Airhart, a tax preparation and accounting firm. Foreman also manages multiple business entities related to financial and insurance services as well as tax accounting. 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 a range of financial planning and investment management solutions, utilizing model portfolios and third-party subadvisors with both discretionary and non-discretionary strategies.

Darcy Dahl is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation with 14 years of industry experience. Dahl has been with Morgan Stanley since 2012 and has spent the past decade also working with Morgan Stanley Private Bank, N.A. Outside of advisory work, Dahl serves on the Investment Committee of the Japanese American Citizens League and works as a fitness instructor at Barre 3 in Edina, Minnesota. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Bryant Waller is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, in addition to his tenure at Morgan Stanley Smith Barney LLC beginning in 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

James Payton is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC provides a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors managing more than $256 billion in assets.

Michael Sturgis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 25 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Jeffrey Jarnes is a CFP® and ChFC® credentialed advisor with 45 years of industry experience. He is currently affiliated with Cetera and has a longstanding career including roles with Fortune Financial Holdings, Securian Financial Services, and Minnesota Life Insurance Company. Outside of advisory work, he is involved in fixed insurance sales and operates a financial services business. Cetera Investment Advisers LLC is a large nationwide network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a broad selection of investment strategies and custodial relationships.

Ryan Antkowiak is a CFP® professional with 21 years of industry experience, currently serving at Robert W. Baird & Company since 2007. He holds the Series 63 designation and is based in St. Paul, MN. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Jeffrey Olson is a financial advisor with Edward Jones in Burnsville, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Development Resources from 2008 to 2017. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Raul Fuentes Diaz is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he has held roles at various organizations including Integrated Training, LLC, where he is also the owner. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party asset managers and proprietary advisory programs.

Kyle Schiffler is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, where he has worked since 2001. He has 24 years of industry experience and previously worked with Axa Advisors, LLC for 19 years. Outside of his advisory role, he serves as Chief Manager of Canopy Financial Group, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models, delivering services through a network of Investment Adviser Representatives.

Jon Gadberry Jr. is a CFP® and CFA® credentialed financial advisor with 10 years of industry experience. He is currently with Ameriprise in Eden Prairie, MN, having previously worked at Orgel Wealth Management, Northwestern Mutual Investment Services LLC, Steve Miura, American Century Investment Services, Inc., and Ameriprise Financial Services, Inc. Outside of his advisory work, he is a co-owner of Coteau Holdings, LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary advice through a centralized consulting team.

Lydia Hawley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at Window Nation, MindsetGo, and Impel (Outsell), along with six years of self-employment managing Lydia Hawley, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

William Guthrie is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Wells Fargo Home Mortgage. Raymond James & Associates, Inc. is a large dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutional investors, and municipal entities—and offers financial planning, consulting, and municipal advisory services supported by a nationwide adviser network.

Oskar Tauring Traxler is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at various insurance carriers and financial firms, as well as involvement with the Minnesota Urban Debate League. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of advisory and brokerage services through a large network of investment adviser representatives.

Scott Erickson is a Series 63 licensed financial advisor with Edward Jones in Eagan, MN, where he has worked since 2000, accumulating 25 years of industry experience. Outside of his advisory role, he is occasionally involved in a family-owned preschool business, Mamie's Corner Preschool, which he co-owns with his spouse. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Megan Carlson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2017, previously working at Insight Global and The University of Arizona. 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 annual retirement planning advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary analysis tools.

Richard Fromstein is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning guided by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services directly to individuals as well as through Corporate Financial Planning agreements with employers.