Chansoknea Theng is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2024, they worked at the Royal Bank of Canada and U.S. Bancorp Investments, Inc. Theng has entrepreneurial experience as the owner of BZBar, a packaged food business, and served as Chief Recruiting Officer at ChefNote LLC, a software company focused on social media recipe influencers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Foote is a CFP® professional with 14 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has been affiliated with Wells Fargo Bank NA since 2010. Outside of his advisory role, he acts as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm combines research and analytics with diversified investment principles to provide both brokerage and advisory solutions.

Nathaniel Willaert is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Nicollet Buchmayer is a financial advisor at Ameriprise in Roseville, MN, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to returning to Ameriprise in 2025, Buchmayer worked at American Enterprise Investment Services and Ameriprise Financial Services. Outside of advisory work, Buchmayer serves on the board of the Ramsey Square Condominiums Association and participates in online research activities unrelated to finance. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals nearing or in retirement, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies.

Nathaniel Conery is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Edward Jones and has previously worked at LPL Financial, U.S. Bank, RBC Capital Markets, and Bank of America/Merrill Lynch. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Zachary Ancel is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His work history includes roles at Equitable Advisors since 2021 and an extended tenure at Von Hanson's Meats. He is also involved in a business operating under the name The Bailey Group. 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 and third-party asset managers.

Greta Farley is a Wealth Management Advisor with the Duddingston Sylvester Group at Merrill, where she develops long-term relationships with clients and their families, guiding them through significant financial decision points. Her expertise includes wealth planning, pre- and post-retirement strategies, tax-sensitive investing, and trust and estate planning services. Greta prioritizes clear communication to help clients weigh their options and align solutions with their individual parameters. She holds a Bachelor's degree from Iowa State University and is a CERTIFIED FINANCIAL PLANNER® professional. Greta combines technical insight with practical knowledge to support clients in pursuing their financial goals and securing their wealth outlook. Residing in Lake Elmo, Minnesota, with her husband and two children, Greta enjoys spending time with her family, outdoor activities, skiing, reading, and watching movies.

Thomas Rossini is a financial advisor with Cetera based in Minneapolis, MN. He holds the Series 66 designation and has recently started his career in the industry. Outside of advising, he has experience working in various roles including positions in hospitality and education. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Ryan Golden is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2003. Outside of finance, he is also a musician who performs with clarinets, flutes, and saxophones. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Caroline Beuning is a financial professional with 15 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 licenses and has worked with firms including Securian Financial Services and CRI Securities. She is also involved with North Star Resource Group as a financial professional. Cetera Investment Advisers LLC serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment options.

Thomas Berlin is a financial advisor with Edward Jones in Roseville, MN, holding the CFP® and ChFC® designations and the Series 66 license. He has six years of industry experience, including prior roles at K12 Transportation Management Services and founding Berlin Creative LLC. Outside of finance, he performs as a bassist with local music groups. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Elspeth Weis is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch since 2010. Outside of her advisory role, she works as a consultant for Beautycounter, a personal care product company. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Brian Baca is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has been with Wells Fargo Bank, NA since 2010 and transitioned to Wells Fargo Clearing in 2023. Outside of his advisory role, he maintains ownership of a rental property in Cottage Grove, MN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep options.

Christian Tietz is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2018. His prior experience includes four years at Robert W. Baird & Co. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Matthew Bosway is a financial advisor with Raymond James Financial in Coon Rapids, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he worked for 20 years at 3M Company and spent two years at Sunscape Landscaping, LLC. He is also employed as a wealth advisor at MissionBridge Wealth, where he focuses on prospecting for new clients and servicing existing accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports its services with analytical tools and a broad network of affiliated advisors.

Nicholas Morland is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation with approximately one year of industry experience. His work history includes roles at Wells Fargo Clearing, Hard Work Yard Work, and Alerus, as well as multiple positions at North Dakota State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Dean Ravenscroft is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and service with the Department of the Army. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Emily Ost is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and nine years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she serves on the Board of Directors for ECFE Advisory Council and is involved with Royal Ideas, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cara Kinowski is a financial advisor with Wells Fargo Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a wide range of planning services and leverages Wells Fargo research and planning tools to develop personalized recommendations.

Esmeralda Cortes Ruiz is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and five years of industry experience. Her background includes roles at Bank of America, Merrill, Fidelity Investments, and Travelers Insurance. Outside of her advisory work, she owns a floral arranging business and a construction-related company where she handles project billing and negotiation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.