Lindsey Oldre is a financial advisor with Edward Jones in Delano, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, Lindsey worked at Allianz Technology of America and Allianz Life for a combined 16 years. Outside of her financial career, she makes and sells handmade mittens seasonally on Etsy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Grant Fossum is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 17 years of industry experience. He has worked at firms including Cetera and Voya Financial Advisors and currently serves as Director of Basketball Operations at Maranatha Christian Academy. 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 and institutional platforms, with account management provided through a network of investment adviser representatives using various investment strategies.

William Juncker is a financial advisor at RBC Capital Markets with a Series 66 designation. He has recently begun his career in the industry and previously held roles outside of finance, including involvement with Team 36 Lacrosse and participation in the University of St. Thomas Men's Lacrosse program. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, providing tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes both in-house and third-party investment managers and offers a range of investment options and strategies customized to clients’ risk profiles.

Thomas Van De Walker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1999 and serves a select group of individual and corporate clients. Thomas works with clients on a wide range of financial matters including investments, estate planning strategies, retirement forecasting and planning, as well as credit and lending through Bank of America, N.A. He aims to create customized financial strategies that address the unique complexities of each client's situation. Thomas holds a B.A. in Religion and Philosophy from St. Olaf College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He focuses on areas such as college education planning, legacy planning, LGBT wealth planning, retirement income, portfolio management, and socially responsible investing among others. He is active in the Twin Cities community, volunteering with organizations like Habitat for Humanity, SWWS Booster President, and Wishes and More. Thomas lives in Minneapolis with his wife Sara, their three children, and a golden retriever named Mylo.

Jamal Abu Shamala is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Princor Financial Services Corporation and Principal Life Insurance Company before joining UBS in 2017. Outside of his advisory work, he is involved in youth basketball training and coaching, founding JAS Elite Training and serving as an assistant coach for Blake High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Chris Daniel is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and six years of industry experience. He has worked with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Eklin is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is the proprietor of Bad Medicine Brewing LLC, a brewery business based in Minneapolis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances.

Charles Wayne is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 license, and has 35 years of industry experience. His prior work includes 14 years at Metlife Securities Inc. and ongoing roles at MassMutual Life Insurance Company since 2016. In addition to his advisory work, he operates as an independent insurance agent specializing in property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a structured approach that includes collaborative, annual financial planning engagements.

Taryn Zimmerman is a financial advisor with UBS Financial Services in North Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at UBS since 2018 and previously spent two years with Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Lizbeth Baker is a financial advisor at RBC Capital Markets with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, previously spending eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.

Garett Perdue is a financial advisor with Raymond James Financial in Wayzata, MN, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, Korn Ferry, and Volkart May. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning using risk profiling and analytical tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Stephanie Johnson is a financial advisor with OSAIC based in Plymouth, MN, holding Series 66 and Series 63 credentials and 27 years of industry experience. She has held positions at Royal Alliance, AdvisorNet Financial Partners, AdvisorNet Wealth Management, and Cetera Advisor Networks over the past two decades. Outside of her advisory role, she is the owner member of JMAE, LLC, which provides managed services to other businesses, and she is also the owner of Johnson Wealth Management, LLC, offering fixed insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that include a variety of investment options and support both discretionary and non-discretionary account management.

Ronald Aho is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 63 designation and has worked with firms including Avantax Advisory Services and ASR Consulting Group. Outside of his advisory role, he owns a prepaid legal services business and participates in multi-level marketing activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services with access to affiliated and third-party managers.

Maxwell Greseth is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His background includes roles within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as previous experience in small business operations. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Wade Schuknecht is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Investments. Wade also owns and operates Maple Grove Wealth Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, covering diverse planning areas such as retirement, education, and business-owner transitions.

Philip Mehrer is a financial advisor with RBC Capital Markets based in Wayzata, MN, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers tailored to each client’s risk profile.

Raymond Messenbrink is a financial advisor with Ameriprise in St. Michael, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Luke Hannahan is a financial professional with 14 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at various firms including Advisornet Wealth Partners and American Heritage Group. His roles have included financial planning and investment advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to various portfolio management options and financial planning services.

Amanda Johnson is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She specializes in long-term retirement cash-flow planning, risk management, tax-efficient investment strategies, and estate plan considerations. Amanda works closely with her clients, focusing on collaborative relationships to understand their unique goals and design personalized financial roadmaps. Her professional experience spans over a decade in the financial services industry. Prior to her current position, Amanda served as Vice President of Financial Planning and Financial Advisor at LGM Wealth Management - LPL Financial from 2021 to 2023. She has also held senior financial advisory roles at Secured Retirements and Lurie Wealth Management, as well as a private wealth management position at Integrated Equity Management. Early in her career, she worked as a Registered Representative at New England Financial. Outside of her professional life, Amanda enjoys concerts, cooking and baking, family activities, exploring food as a foodie, golf, and traveling.

Jessica Bridgeman is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, and Ameriprise Financial Services. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.