Jacob Johnson is a Wealth Management Advisor at Merrill, serving clients by developing personalized financial strategies aligned with their long-term goals. He joined Merrill in 2022 and leverages sophisticated wealth management tools to create comprehensive plans addressing various aspects of clients’ financial lives. Jacob brings over a decade of experience in financial services, including roles in wealth management and leadership at several national banks and financial companies. His expertise encompasses college education planning, corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, retirement income, philanthropic planning, and socially responsible investing. He holds a Bachelor of Arts degree in Political Science and Religion from Concordia College – Moorhead. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor™ and Certified Trust and Fiduciary Advisor designations. Residing in Eagan, Jacob lives with his wife, Marisa, their two daughters, and their golden retriever. In his personal time, he enjoys golfing and exploring local parks with his family.

Lindsey Stokes is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various Fidelity entities since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jody Gunderson is a financial advisor with LPL Financial in Edina, MN. He holds a Series 66 designation and has 14 years of industry experience. His prior roles include positions at Great Point Capital, S2K Financial, and various real estate and financial services firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven investment strategies.

Ashley Jager is a financial advisor with Edward Jones in Bloomington, MN, holding CFP® and Series 66 credentials and having six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Raytheon Technologies Corporation for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brandon Hoium is a financial advisor at Thrivent Investment Management with Series 66 credentials. He has one year of industry experience and previously worked for Furniture Mart USA for ten years in sales. Thrivent provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account services under its WealthPlan option.

Scott Swenson is a financial advisor at UBS Financial Services in Bloomington, MN, with 28 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Sneha Mishra is a financial advisor at Merrill with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, JP Morgan Chase Bank, and Bremer Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Lewis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as CEO on the board of directors for the nonprofit Just Cause. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Gary Olson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his financial career, Olson served for 18 years with Mdewakanton Public Safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics without managing client accounts directly.

Timothy Flynn is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial, he worked with the Minnesota Department of Health and the Epilepsy Foundation of Minnesota. He is also a commissioned notary for the State of Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Natalie Johnson is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2018 and previously held a position at Benedictine College for three years. 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 recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Derek Delsing is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and previously was employed at Securian Financial Services, Inc and Minnesota Life Insurance Company from 2015 to 2023. Outside of his advisory role, he is a co-owner of a single-family home rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management strategies, financial planning, and retirement services across various program structures and custodial relationships.

Scott Pierce is a financial advisor with Edward Jones in Prior Lake, MN, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, he consults and provides training for his family-owned painting business, Minnesota's Best Painting Company Inc., which operates with a small team and mostly without his daily involvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Rae Velasquez is a financial advisor at Cetera with five years of industry experience and holds a Series 66 credential. She has worked at several firms, including Fortune Financial and Securian Financial Services. Velasquez also supports team members at Fortune Financial in securities, insurance, and planning business. Cetera Investment Advisers LLC serves a broad range of clients including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Luke Iverson is a CFP® professional affiliated with Ameriprise Financial Services, with 10 years of industry experience. He has worked at Ameriprise since 2015. Outside of his advisory role, he is involved with MJW Group LLC, providing tax preparation services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Monica Magnuson is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2019. Outside of her advisory role, Monica works annually as a baker at Sweet Martha's Cookie Jar during the Minnesota State Fair. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers advisory programs tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers, along with various portfolio management and financial planning services.

Gregg Burrell is a financial advisor with LPL Financial in Apple Valley, MN, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in a direct sales business related to nutrition products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, with access to model portfolios, third-party research, and technology-driven investment solutions.

Carly Jaffee is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of systematic methodologies, and advisory services that include model portfolio delivery and oversight of multiple sub-advisers.

Anne Kersten is a financial advisor with Thrivent Investment Management in Mendota Heights, MN, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2012 and 2013, respectively. Outside of her advisory role, she serves as treasurer for CGTA Research Group, a nonprofit organization focused on Huntington’s research. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and written recommendations across multiple planning areas. The firm’s approach separates planning from implementation and managed-account services, maintaining a focus on advisory relationships without discretionary trading authority.

Thomas Gillund is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools.