Shelley Austin is a CFP® with 12 years of experience in the financial services industry. She is currently an advisor at Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Quarry Hill Advisors, LPL Financial, and Summit Planning Group. Austin is also a licensed notary in Saint Paul, MN. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, using a diversified investment approach that blends passive and active managers and is overseen by an internal Investment Committee.

David Foster is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2014. Outside of his advisory work, he has been involved with Metropolitan Painting Co. since 1977. Primerica Advisors serves a broad retail client base with both transaction-based brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms to manage accounts on both discretionary and non-discretionary bases.

Shawn Wermerskirchen is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Metlife Securities, Inc. and Massmutual Life Insurance Co. He is also the owner of Wealth Harbor Advisory, LLC, an entity related to pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative planning relationships and a range of investment and event-driven planning services.

Grace Olson is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Vector Marketing. Outside of her advisory role, she is involved as an employee with Superior Lawn and Landscape, a retail and online store in St. Bonifacious, Minnesota. Morgan Stanley Wealth Management offers advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through a broad range of retail and institutional offerings.

Ian Eklin is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Emil Fleischauer is a financial advisor with Ameriprise in Victoria, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior roles include leadership at Fleischauer Financial Management Inc. and tenure with Principal Life Insurance Company. Outside of advising, he is also an author. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions as a large institutional provider.

Susan Anderson is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Osaic Wealth, Inc. and Financial Dimensions Group, Inc. Anderson also operates Anderson Financial Group, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Connor Miene is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2021, he worked at Equitable Advisors and Axa Advisors, LLC. Outside of his primary role, he is also an Associate Financial Advisor at Soderstrom & Associates, LLC. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include customized Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic modeling and research with personalized advice, primarily for clients with significant assets under management at Ameriprise.

Tyler Shilson is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2024. Prior to entering the financial industry, he was involved with Pursuit Wrestling MN and Body Rejuvenation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles and investment goals.

Tyler Mattson is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 1988. Outside of his advisory role, he is involved in a personal service corporation, GLMM, LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory services and offers a broad range of brokerage and insurance solutions through its affiliated companies.

Adam Lukens is a financial advisor with Ameriprise in Chanhassen, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Lukens serves on the Board of Directors for St. Therese Parish and School and participates on the Wings for Widows Advisory Council; he also provides pro bono financial planning for cancer patients through the Angel Foundation’s Financial Cancer Care Program. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering comprehensive, research-driven recommendation reports that incorporate tax-smart strategies and Social Security options. The firm blends algorithmic automation with advisor input to tailor retirement income plans and provides a broad range of advisory, brokerage, and insurance solutions.

Jon Kattke is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 18 years of industry experience and has worked with firms including LPL Financial, Strategic Wealth Group Registered Investment Advisors, and ProEquities. Outside of his advisory work, he is involved in co-owning a company that buys and sells raw land. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved tools and collaborative annual planning engagements.

Alyssa Hall is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she works part-time as a sales representative for The Country Register Newspaper and is an independent consultant selling food products through Tastefully Simple. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Lee Maciej is a financial advisor with Ameriprise in Champlin, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of his advisory role, he serves as COO and Chief Investment Officer of TC Family LLC, where he is involved in strategic, operational, and financial management. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brady Coyle is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Ashton McGee Restoration Group, and involvement with the University of Minnesota Duluth. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning arrangements.

Amanda Cribbs is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Capital Management Securities. Her background also includes roles at JPMorgan Chase Bank, N.A. and Discovery Benefits. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis, with clients retaining final decision-making authority.

Adam Wondra is a financial advisor with Robert W. Baird & Co. in Minnetonka, MN, holding Series 65 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at BMO Bank NA, LPL Financial, Wells Fargo Bank and Clearing, and Northwestern Mutual. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and brokerage services with a mix of manager-traded and model-traded strategies supported by internal research and advanced tools, including artificial intelligence.

Scott Broman is a CFP®-credentialed financial advisor with 10 years of industry experience. He has worked at MML Investors Services since 2020 and was previously with Merrill from 2013 to 2020. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using proprietary software and offers a range of programs including wrap accounts and educational seminars.

Jennifer Fitzgerald is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Ansu Kourouma is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Wipfli LLP. Outside of his advisory role, he serves as a boys' high school basketball coach. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to manage portfolios across multiple asset classes.