Linda Bentz is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. Her professional journey at Fidelity began in 2012, progressing through roles such as Financial Consultant, Investment Representative, and Financial Representative. Prior to her tenure at Fidelity, she worked at Wells Fargo from 2006 to 2012, serving as Branch Manager and Premier Banker. Her approach to financial planning emphasizes active listening and attention to detail, aiming to address each client's unique financial goals. Linda holds a California Insurance License, supporting her expertise in the financial services industry. Outside of her professional work, she has personal interests in reading and traveling.

Kiley Demery is a financial advisor at LPL Financial with 17 years of industry experience. She has held positions at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors prior to joining LPL Financial. Demery is a Series 63 and Series 66 license holder and operates a related insurance agency focused on fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies in its investment management approach.

Charles Reimers is a financial advisor at LPL Financial with 14 years of industry experience. He has held his current position since 2016 and previously worked at Metlife Securities from 2012 to 2016. Reimers holds the Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various management strategies.

Daren Koppendrayer is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 17 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial and Foresters Advisory Services. He also maintains ownership of Koppendrayer S Corp for tax purposes and is involved with the CCS Educational Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment approaches.

Willow Fields is a Series 66-licensed financial advisor with Fidelity Investments, based in Edina, MN, and has one year of industry experience. Prior to joining Fidelity, Willow held positions at several organizations including Jovie, Power Nutrition, and Northrock Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies, offering discretionary and non-discretionary advisory services and delivering model portfolios through systematic methodologies.

Judy Cameron is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 63 credential and having 32 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously spent ten years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging a combination of in-house and third-party investment managers to meet clients’ specific risk profiles.

Jessica Schulberg is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Irish Group Inc, Business Networking International, various insurance carriers with W & R Insurance Agencies, and Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Krista Winograd is a CFP® certificant and Series 66 licensee with 10 years of industry experience. She has worked at LPL Financial since 2024, alongside roles at Olson Wealth Group, Origin Financial, Intriq, LLC, and Aurochs Financial Group. She is also a commissioned notary in Minnesota. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to proprietary and third-party research, model portfolios, and various investment strategies.

Andrew Peters is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with an emphasis on tailored solutions and fiduciary responsibility.

Everett Bakke is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2020, following an 11-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. In addition to his advisory role, Bakke is involved with BDLR Group, Inc. and serves as a registered team member of AFA. 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 income sources and tax-aware withdrawal strategies.

Vitali Kan is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Prior to that, he had roles at several financial services firms and was briefly involved with Classic Gymnastics. Kan also contributes as a paraplanner to support his Ameriprise practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides tailored, non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies, with advice supported by internal research and third-party data.

Daniel Engberg is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016 and is involved with the Bloomington Youth Soccer Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of advisors and branch offices.

William Weyandt is a Senior Financial Advisor specializing in helping individuals, families, and businesses achieve complex financial goals through comprehensive planning. He leads the Bentley|Weyandt Group, which employs robust financial modeling and analytical tools to design thorough plans supporting clients' aspirations and maximizing opportunities. Their focus includes tax-efficient strategies, retirement and income planning, legacy and estate planning, investment management, and financial strategies for families with special-needs children. Bill holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree from the University of Minnesota System. His client services encompass college education planning, executive compensation, legacy planning, managing new wealth, retirement income, and philanthropic planning, among other areas. Born and raised in Minnesota, Bill resides in the south metro area with his wife and three children. Outside of his professional work, he enjoys spending time with family and friends, participating in outdoor activities such as fishing and camping. He is involved with organizations including Delta Waterfowl, Habitat For Humanity, and the Saint Paul Area Chamber's Ambassador Committee.

Nicholas Devasia is a financial advisor with Ameriprise in Edina, MN, holding Series 65 and Series 63 designations and four years of industry experience. He previously worked at Equitable Advisors and has a background that includes roles in education and sports organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sydney Kirchoff is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles at Thrivent Financial and its affiliates since 2017. Outside of financial services, she has entrepreneurial experience operating Sydney's Services for ten years and has worked in childcare and educational settings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm combines planning with managed-account services through its WealthPlan option while maintaining separation between the two.

Lane Gans is a CFP® with 39 years of industry experience, currently an advisor at Ameriprise in Eagan, MN. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he is a limited partner in The Prairie Group LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Bradford Woodstra is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies based on clients’ Advisory Risk Profiles, integrating in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Cheryl Larsen is a financial advisor at Ameriprise with 23 years of industry experience. She holds the Series 63 designation and has worked at Ameriprise Financial Services LLC since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized consulting team.

Andrew Hicks is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 license. He has professional experience from roles at Caliber Accounting & Tax, LLP and North Coop, LLC prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through employer-based agreements.

Corryn Lyons is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Lyons worked in roles at Lane Bryant and several charter schools over an eight-year period. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and algorithmic tools, with recommendations delivered through a non-discretionary service tailored to clients meeting specific asset criteria.