Darin Rokke is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 2008. Rokke is a 25% owner of Rokke Family Farms LLC, a family entity owning farmland in northern Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing various model portfolios and research to support diversified investment strategies.

Scott Larson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Larson is involved as a partner in a farming business and owns a financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Jeffrey Erpelding is a financial advisor with LPL Financial in Coon Rapids, MN, holding the CFA®, PFS™, and Series 66 credentials and bringing 24 years of industry experience. He has worked with Trustone Financial Credit Union and LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Paul Trobiani is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Olson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a partner in two real estate investment entities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Jamison Lippert Negen is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2015. He is based in Chanhassen, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Lund is a financial advisor with Wells Fargo Clearing in Saint Cloud, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2013. Outside of his advisory role, his spouse owns a hair studio business in Waite Park, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Peter Zvanovec is a CFP® professional with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Securities America Inc. from 2009 to 2024. Outside of his advisory role, he is involved in insurance sales, assisting clients with coverage selection and carrier applications. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.

Jacob Johnson is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He previously worked at UBS Financial Services and U.S. Bancorp Investments. Outside of his advisory role, he coaches high school wrestling and serves on the board of his condominium association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options through a large network of financial advisors.

Kathryn Pennington is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services since 2010. Outside of her advisory role, she co-owns Synergy Wealth Group LLC, a franchise ownership entity, and serves as Fund Development Chair on the Board of Directors for the Park Nicollet Foundation. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

Thomas Johnson is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Froedtert Health, the University of Wisconsin - Milwaukee, Fox Valley Autism Treatment Program, and Loras College. 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 through a centralized consulting team.

Max Mattila is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been part of The Mattila Wealth Management Group since 2013. He focuses on providing multigenerational financial solutions tailored to each client’s risk tolerance, time horizon, liquidity needs, and investment goals. His client expertise includes executive and equity compensation services, liquidity management, tax minimization, retirement income, and working with clients in sports and entertainment. Max earned a Bachelor of Science degree in Finance from Southwest Minnesota State University and holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He continues to advance his financial education through the College for Financial Planning. Outside of his professional work, Max enjoys following football, golfing, racquetball, reading, table tennis, and spending time with his family and friends.

Luke Illgen is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023, with prior experience at various firms and roles outside the financial sector. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain eligibility criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.

Richard Mussell is a financial advisor at Cetera with Series 63 and Series 65 licenses and over 56 years of industry experience. His career includes roles at VOYA Financial Advisors and longstanding involvement with Northwestern National Life Insurance Co. and his own Dick Mussell Agency. He is also active as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with various investment program options.

Joseph Miller is a CFP® with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. He holds the Series 63 designation and is based in St. Louis Park, MN. Miller is involved in several community and professional activities, including serving as a board member for Collaborative Divorce Professionals and as an advisory board member of the endowment fund at Glory of Christ Lutheran Church. He also volunteers with SavvyLadies Inc., providing financial education. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Brian Tutland is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Advisors Asset Management, Inc and Navian Capital Securities, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including tax-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered funds and model portfolio platforms.

Keith Josewski Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is co-owner and CFO of PASJ LLC, a legal entity established to manage his practice and related business activities. Ameriprise is an institutional firm offering a retirement-income planning service primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Youkang Gao is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Merrill, Bank of America, Wells Fargo, and LaoLai International (America) INC., as well as managing Happy Heart Floral. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering non-discretionary advice supported by a centralized due diligence framework.

Natalie Knutson is a financial advisor at UBS Financial Services in Orono, MN, holding a Series 66 designation with 11 years of industry experience. She has been with UBS since 2014. Outside of her advisory work, she serves on the board of directors for Children’s Workshop Montessori School, a facility serving young children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial plans and portfolio management supported by proprietary research.

Malia Haskins is a financial advisor at Edward Jones with 24 years of industry experience and holds a Series 66 designation. Her career includes roles at Nepsis, Inc., RBC Capital Markets, LLC, LPL Financial, and BMO Harris Private Bank. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.