Maria Rohde is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked for eight years at Experience Wellness Chiropractic and six years at PF Chang's China Bistro. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Matthew Hourigan is a financial advisor at UBS Financial Services with 11 years of industry experience and a Series 66 designation. He has been with UBS since 2014. Outside of his advisory role, he serves as head boys lacrosse coach at Cretin-Derham Hall High School and is a member of the board of directors for the charity Mile in My Shoes, which promotes community-building and wellness through running. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Donald Rosen is a CFP® with 52 years of industry experience. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc. and various insurance carriers for over four decades. Rosen is also associated with Bear Hollow LLC, a business entity established for tax or investment purposes. 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 comprehensive advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Vandersall is a financial advisor with Ameriprise in Edina, MN, holding the CFP® and ChFC® designations and possessing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in broadcasting through his ownership of Tafoya Productions, Inc. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Alan Benson is a CFP® with 40 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Investacorp, Inc. for 29 years and Securities America Advisors for four years. Benson also owns Financial Resources Solutions, Inc., where he provides fixed insurance, life insurance, annuities, and long-term care products to clients. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and provides access to various investment strategies and third-party managers.

Joel Silver is a financial advisor at Robert Baird & Co. with 19 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at City National Bank and RBC Capital Markets, LLC. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, with an investment approach that incorporates manager-traded and model-traded strategies, tax management, and ongoing manager selection supported by internal research and technology.

Logan Hershey is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2022, he worked at Deloitte & Touche LLP for five years. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

William Regenscheid is a CFP® professional with 12 years of experience in financial advisory roles. He is currently with Cetera and has previously worked at firms including AdvisorNet Wealth Partners, Trustone Financial Credit Union, LPL Financial, and Ameriprise. Outside of advising, he holds a notary public license and serves as a power of attorney for family members. Cetera Investment Advisers LLC provides advisory services through a large network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and reported assets under management exceeding $256 billion.

Paul Remus is a Series 66 licensed financial advisor with Equitable Advisors in Minneapolis, MN, where he has worked since 2003. He has 22 years of industry experience, including 17 years at Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Maxfield Elliott is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021. Prior roles include positions at Nexa Receptionists, Jaeger Farms Incorporated, and SPS Commerce, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and due diligence on alternative investments, combining extensive scale with an integrated operational structure.

Blake Kroyer is a financial advisor with Ameriprise in Savage, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized retirement income advice supported by a centralized consulting team.

Keenan Devine is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles at the University of St. Thomas and Aero Assemblies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning that covers retirement, tax, estate, and other areas. The firm allows clients to combine planning with managed-account programs while keeping services separate and does not accept discretionary trading authority for its planning offerings.

Randy Lacombe is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

Viridiana Mc Murray is an advisor with LPL Financial and holds a Series 66 credential. She has experience working at LPL Financial since 2021 and has also been associated with Schadel Financial Group and Intermark Management. Prior to her advisory roles, she worked with Learning Care Group and the Boys & Girls Clubs of Indian River County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of investment services and platforms.

Thomas Brand is a financial advisor with LPL Financial and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Wells Fargo Advisors and Waddell & Reed. In addition to his advisory work, he owns Specialty Brand Products, LLC, a company that sells a plastic protective cage for light bulbs. 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 through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Lisa Brula is a financial advisor with Cetera, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Cetera since 2021 and previously at VOYA Financial Advisors for seven years. Brula is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that offers both discretionary and non-discretionary program options.

Kari Mcguire is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Cetera. She has previously been affiliated with Thrivent Financial and has managed her own business, AJW Financial, specializing in divorce planning and mediation. In addition to her advisory role, Mcguire is involved in community services, including serving on a sliding scale fee committee for divorce services and managing administrative duties for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services across diverse program platforms.

Desirae Zarling is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. In addition to her advisory role, she is a registered team member at BDLR Group, Inc., where she manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement income planning advice through a collaborative, non-discretionary approach.

Chase Polacek is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and four years of industry experience. His prior work includes nine years at Target Corporation. Outside of finance, he serves as an on-ice hockey coach and instructor at The Fortis Academy and is a member of the Board of Directors for the Rensselaer Alumni Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party investment managers.

Dylan Graber is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill, among other firms, and has held roles outside the financial sector including at Topper's Pizza and Metropolitan State University. 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, and institutional investors.