Matthew Kley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2012. He is based in Chanhassen, MN. Outside of his advisory role, Matthew is a firefighter with the Chanhassen Fire Department, participating in emergency medical response. Ameriprise serves primarily high-net-worth individuals, offering retirement-income planning and a broad range of advisory, brokerage, and insurance solutions. The firm utilizes a centralized retirement-income consulting team and combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Todd Andersen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

James Sampair Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Securities America Advisors and HD Vest Investment Services. He also operates Sampair CPA, a tax and accounting practice. 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 representatives. The firm offers a range of advisory programs and financial planning services, including both discretionary and non-discretionary management, supported by proprietary and third-party research.

Christian Dane is a financial advisor with Thrivent Investment Management in Lakeville, MN. He holds a Series 66 designation and has 10 years of industry experience. His career includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments, Inc. prior to his current position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various financial topics, delivered as either one-time or ongoing engagements without discretionary trading authority.

Harper Jankowski is a Planning Consultant who partners with Financial Consultants to develop and analyze financial plans tailored to clients' goals. Her role involves co-creating plans that incorporate both data and client preferences to foster confidence in their financial futures. She is dedicated to building strong relationships with clients and supporting them throughout different stages of their lives. Harper's professional experience includes roles at Fidelity Investments, where she has served as a Relationship Manager from 2025 to 2026, a Financial Representative from 2024 to 2025, and an Intern in 2022. These positions have contributed to her expertise in client relationship management and financial planning processes. Outside of her professional work, Harper's personal interests include camping, comedy, fitness, football, museums, and traveling.

Carrie Berard is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation. Prior to joining Baird, she worked at Stitch Fix and HomeServices Lending LLC dba Edina Realty Mortgage. Outside of her advisory role, she is a member of Hands of the Kingdom, a nonprofit organization. Baird’s DDK Group operates within its Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and use of technology to support client advice.

Autumn Folsom is a CFP® certificant with 10 years of industry experience. She currently works at OSAIC and has previously been affiliated with Securities America Advisors and Securities America, Inc. Autumn also serves as an advisor with First Capital Management, Inc. and works as an insurance agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm provides brokerage and investment advisory services, financial planning, retirement consulting, unified managed accounts, and access to third-party money managers, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Alexander Tuttle is a financial advisor at Ameriprise in Minneapolis, MN, with 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010 and holds a Series 63 designation. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to create written recommendation reports, emphasizing managed accounts and incorporating algorithmic tools overseen by a dedicated consulting team.

Jacob Helberg is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo and Advisornet Financial. Outside of advisory work, he serves as a Public Notary in Minnesota. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services utilizing a multi-manager platform with access to both affiliated and third-party managers.

John Steel is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 1999. He holds Series 63 and Series 65 licenses and is based in Edina, MN. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Camisha Needom is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America and Ameriprise Financial Services Inc. Outside of her advisory role, she owns and operates a photo booth business in Blaine, MN. 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.

Kathleen Vaughan is a financial advisor with Merrill based in Bloomington, MN. She holds a Series 63 designation and has 30 years of industry experience, including 10 years with Merrill. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Aaron Fritz is a CFP® professional at Ameriprise with 18 years of industry experience. He has worked at Ameriprise since 2022 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fritz serves as Treasurer on the Boards of Directors for both the Eastview Hockey Association and Eastview Athletic Association Football. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing advice.

Robert Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves a nationwide clientele, primarily senior-level corporate executives, focusing on managing high concentrations of wealth and complex financial situations such as restricted stock, grants, options, and strategies to hedge and minimize tax exposure on concentrated positions. His approach involves working closely with clients through all phases of financial planning, from goal setting to implementation and ongoing review of personalized strategies. Rob began his financial services career at 18 with American Express Financial Advisors while still in college. After earning a Bachelor's degree in Finance from the University of St. Thomas, he joined A.G. Edward in 2004 as a financial advisor and moved to Merrill Lynch in 2007. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized on Forbes/SHOOK "Best-in-State" advisor lists in multiple years, reflecting his expertise and client service. A lifelong resident of the Twin Cities, Robert lives in Prior Lake with his wife, two daughters, and two Labrador retrievers. Outside of his professional work, he is a private pilot and participates in the Minnesota Center for Advanced Professional Studies (MNCAPS).

Jeremy Sammons is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 license and is based in Lilydale, MN. Outside of his advisory role, Sammons is involved as a member of an investment club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brittany Traub is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and affiliated firms since 2014, as well as at Personal Wealth Partners and LPL Financial. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation.

Jennifer Eckert is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 28 years of industry experience. She has been with RBC Capital Markets since 2008 and also operated J. Eckert, LLC, a residential real estate rehabilitation business, from 2012 to 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies using a combination of in-house and third-party managers, along with integrated capital-markets and asset management capabilities.

Casey Crandall is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Baird since 2022, following prior roles at RBC Wealth Management and 3M Company. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real-asset exposures.

Alexander Gaustad is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments, The Vanguard Group, and Wold Architects & Engineers. He also worked with the Bloomington Jefferson Hockey Association and Jackfish Bay Property Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning and advice through a centralized team working alongside advisors.

Dane Hammer is a financial advisor with Cetera holding a Series 66 credential and two years of industry experience. He has worked at Cetera Wealth Services, Cetera Investment Advisors, Advanced Wealth Management, LPL Financial, and Royal Credit Union. Outside of his advisory roles, he also provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.