Stephanie Walz is a financial advisor with Fidelity, holding a Series 66 designation and 13 years of industry experience. She has been with Fidelity Investments since 2013, including seven years at Fidelity Personal and Workplace Advisors prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, combining proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with specialized roles in commodity pool operations and advisory services to registered investment companies.

Rhys Gailah is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at Wells Fargo and USI Insurance Services and is also involved with Think Financial Planning in Edina, MN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Jason Halada is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Charles Schwab in Edina, MN. He has been with Charles Schwab Bank and Charles Schwab & Co. since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory, custody, and order-routing infrastructure.

Josie Reichwald is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she is a minority owner and treasurer of PRJR LLC, a business entity established for tax and payroll purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver written, non-discretionary recommendations, often utilizing algorithmic automation reviewed by a dedicated oversight committee.

Dennis Rowland is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 63 designation and 46 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory work, he sells a private sports card collection on eBay. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Peter Jandric is a financial advisor with Robert W. Baird & Co. in St. Paul, MN, holding a Series 66 designation and 13 years of industry experience. He previously worked at Raymond James Financial Services and Bremer Bank. Outside of his advisory role, he owns and manages three residential rental properties in St. Paul. He is part of The DDK Group at Robert W. Baird, which serves individuals, families, pension plans, corporations, and charitable organizations through a range of financial planning and portfolio management services tailored to client goals and risk tolerances.

Charles Wiestling is a financial advisor at Equitable Advisors in Minneapolis, MN, with one year of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2025. Prior to his advisory role, he was employed in various positions including at Fat Lorenzo's and educational institutions such as Washburn High School and the University of Minnesota–Twin Cities. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a model that matches clients to investment programs or discretionary managers, leveraging third-party asset managers and advisory platforms while offering ERISA fiduciary services through credentialed representatives.

John Mclean is a Series 66-licensed financial advisor with Raymond James & Associates, based in Edina, MN, and has 13 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Crowley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Leaders Group Inc and Diversified Brokerage Services Inc. Crowley is involved with The Haddorff Team, Inc., an entity related to his LPL business activities. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Frank Bevsek is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert Baird & Co. since 1992. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Timothy Missling is a financial advisor with Edward Jones in Burnsville, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2026, he worked at Ameriprise Financial Services for eight years and Wells Fargo Company for four years. He serves as a trustee and fiduciary on the Winona State University Foundation's Finance Committee, Special Projects Committee, and Full Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated financial services.

Steven Swanson is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2023, he worked at Thrivent Financial and Thrivent Investment Management Inc., and served ten years in the U.S. Army. He is a board member and membership chair of the Rotary Club of Lakeville. OSAIC serves a diverse client base including retail and institutional investors, offering advisory and brokerage services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Autumn Schinka is a financial advisor with Thrivent Investment Management in Cottage Grove, MN. She holds the Series 66 designation and has three years of industry experience. Prior to joining Thrivent, she spent 20 years at Best Buy Co., Inc. Outside of advising, she works occasionally as a freelance video producer and director and serves as president of the Stillwater Area High School Girls Golf Booster Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a wide range of financial topics, with the option to combine planning with managed-account services under a consolidated billing system.

Kristy De Los Santos is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo and in the abstract and title industry. Prior to her financial career, she spent five years at a veterinary referral and emergency clinic. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

James Chapman is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of finance, he works as an independent contractor for a modeling and talent agency. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide customized portfolio management, financial planning, and brokerage services using a combination of in-house and third-party investment managers.

George Gove is a Series 66-licensed financial advisor with five years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously held positions at North American Banking Company and Great Western Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning areas. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed accounts through a consolidated billing option.

Joshua Malwitz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 21 years of industry experience, having worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he owns property that includes tillable acreage and manages tenant transitions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based analyses and supports combining planning with managed-account programs, focusing primarily on comprehensive financial planning rather than discretionary portfolio management.

Garret Swenson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at EFS Advisors and Wehner & Associates. Prior to his advisory roles, he was employed at the University of Minnesota, Instacart, and Northfield Public Schools. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, tax analysis, and adaptive withdrawal strategies, delivered through a centralized consulting team in collaboration with the client’s financial advisor.

Ryan Perkovich is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation. His prior work history includes positions at CJW Construction Inc, Jersey Mike's Subs, Tesla Motors Inc, and DoorDash Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios including mutual funds, ETFs, and ETPs.

Rob Larson is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2019, following three years at Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for clients approaching or in retirement. This service provides a written Recommendation Report and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.