Maria Russell is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services, Gradient Securities, LLC, RIA Registrar, LLC, and RBC Capital Markets. Russell is based in Minneapolis, MN. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rory Cardinal is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Zachary Stockdale Green is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and Box Financial Advisors, where he also serves as a business processing specialist. Green is based in Minneapolis, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Nicholas Andresen is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at 360 Financial, CliftonLarsonAllen Wealth Advisors, and RBC Capital Markets. He is also involved with Oak Leaf Financial Group, which operates as a business entity for his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across diverse asset classes.

Scott Burns is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation and Burns Bros Financial Group, where he continues to serve as well. Outside of advising, he is also involved in tax preparation and serves as a notary public. 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 financial planning and asset management solutions, utilizing various portfolio strategies and advisor support tools.

Wayne Helm is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch as a Financial Advisor in 1996 and holds the Chartered Financial Analyst (CFA) charter as well as the CERTIFIED FINANCIAL PLANNER (CFP) certification. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). Wayne is a member of professional organizations including the CFA Institute, CFA Society of Minnesota, and the Certified Financial Planner Board of Standards, Inc. With extensive experience in wealth management, Wayne helps clients pursue their financial goals whether professional, personal, or a combination of both. He leverages the investment insights and banking capabilities of Merrill Lynch and Bank of America, including access to specialists in retirement planning, wealth transfer, insurance, estate, and trust services. He has appeared on the nationally syndicated television program "On the Money" and has been a guest speaker at forums such as the Star Tribune Personal Investment Strategies Conference, the University of Minnesota’s Carlson School of Management, and Hamline University’s graduate program in Public Finance. Wayne earned a bachelor's degree in mathematics from Old Dominion University and an MBA in finance from the University of Minnesota, where he was recognized as a Carlson Scholar. He also earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning Institutes Corp. Outside of his professional work, Wayne's personal interests include photography, surfing, and swimming.

Aaron Venasky is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and possessing 17 years of industry experience. He has been with RBC Capital Markets since 2007. Outside of his advisory role, he serves as a scout and helps with roster construction for the Austin Bruins Hockey Club, a junior hockey team. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors and institutional clients. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and using a combination of in-house and third-party investment managers.

Joanne Basile is a financial advisor with Wells Fargo Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2002 to 2003. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations for clients who meet certain net-worth thresholds.

Heather Foley is a financial advisor at Wells Fargo Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments, LLC from 2010 to 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and planning tools to develop customized recommendations.

Callie Wurst is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Advisory Services and MRK Financial Solutions. Her background also includes roles outside of financial advising. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Cody Cullen is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo for four years. Outside of his advisory role, Cullen teaches digital literacy to senior citizens through a nonprofit organization, Senior Community Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Connor Murphy is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation. He joined Merrill in 2026 after an 11-year tenure with South St. Paul Public Schools. Merrill, together 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 plans, corporations, and charitable organizations.

Joseph Kaufman is a financial advisor at J.P. Morgan Securities in Minneapolis, MN, with 18 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Raymond James Financial Services, Bremer Bank, and Wells Fargo Investments. Kaufman has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations, incorporating an ESG eligibility framework and a range of derivatives and commodities capabilities.

Michael Farley is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has worked at Cetera and its predecessor firms since 2007 and is the owner and president of Farley Financial Partners, Inc., where he has been involved since 1999. He volunteers with St. Thomas Academy, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

David Follett is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2018. Outside of his advisory role, Follett is a partner in Triple Divide Investments, LLC, an entity focused on commercial real estate investment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Norman Gaskins is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 66 and Series 65 designations and has worked at several firms including Securian Financial Services and Quasar Distributor LLC. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice, utilizing proprietary research and algorithmic tools.

Matthew Kelley is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he was affiliated with Titleist and has been involved with the Minneapolis Golf Club. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jodie Hall is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She has worked at Ameriprise since 2015, including time with American Enterprise Investment Services Inc. Ameriprise Financial Services serves individual and institutional clients and offers a Premier Retirement Income service providing written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Quinn is a financial advisor with Wells Fargo Advisors in Saint Paul, MN, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior experience includes 13 years at Ameriprise Financial Services and several years at Wells Fargo Clearing before joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and tools to develop tailored recommendations.

Maxwell Darrington is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at the University of Wisconsin - Eau Claire and held various positions in retail and education. 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 analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.