Nakita Kirchner is a financial advisor with Osaic Wealth, Inc. based in Minnetonka, MN. She holds the Series 66 designation and has three years of industry experience. Kirchner also serves as a board member for the US Palestinian Community Network in Minnesota, where she helps organize community and cultural events. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a range of investment vehicles and third-party solutions.

Taylor Compton is a financial advisor with Edward Jones in Eden Prairie, MN. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, he worked in education within the Eden Prairie school district and at the University of Minnesota-Twin Cities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and maintains a large nationwide network of advisors and branches.

Mark Daly is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Woodbury Financial Services Inc, Sandvold Financial Group, and Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a broad platform that includes financial planning, model portfolios, third-party management, and institutional programs.

Scott Larson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Larson is involved as a partner in a farming business and owns a financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Gregory Olson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a partner in two real estate investment entities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Jamison Lippert Negen is a financial advisor at Ameriprise with 17 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015 and holds the Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Lund is a financial advisor with Wells Fargo Clearing in Saint Cloud, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2013. Outside of his advisory role, his spouse owns a hair studio business in Waite Park, MN. 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 advisory services. The firm’s process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jacob Johnson is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He previously worked at UBS Financial Services and U.S. Bancorp Investments. Outside of his advisory role, he coaches high school wrestling and serves on the board of his condominium association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options through a large network of financial advisors.

Kathryn Pennington is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services since 2010. Outside of her advisory role, she co-owns Synergy Wealth Group LLC, a franchise ownership entity, and serves as Fund Development Chair on the Board of Directors for the Park Nicollet Foundation. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

Thomas Johnson is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Froedtert Health, the University of Wisconsin - Milwaukee, Fox Valley Autism Treatment Program, and Loras College. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Lindsey Clark is a financial advisor with LPL Financial in Chanhassen, MN, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at TruStone Financial Credit Union and Wealth Enhancement Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and incorporating advanced tools for operational support.

Luke Illgen is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023, with prior experience at various firms and roles outside the financial sector. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain eligibility criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.

Keith Josewski Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is co-owner and CFO of PASJ LLC, a legal entity established to manage his practice and related business activities. Ameriprise is an institutional firm offering a retirement-income planning service primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Youkang Gao is a financial advisor with J.P. Morgan Securities in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2020, he worked at Merrill and Bank of America and has experience in both financial services and other sectors, including operating a floral business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Natalie Knutson is a financial advisor at UBS Financial Services in Orono, MN, holding a Series 66 designation with 11 years of industry experience. She has been with UBS since 2014. Outside of her advisory work, she serves on the board of directors for Children’s Workshop Montessori School, a facility serving young children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial plans and portfolio management supported by proprietary research.

Malia Haskins is a financial advisor at Edward Jones with 24 years of industry experience and holds a Series 66 designation. Her career includes roles at Nepsis, Inc., RBC Capital Markets, LLC, LPL Financial, and BMO Harris Private Bank. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laurence Altman is a CFP®-certified financial advisor with 44 years of industry experience, currently affiliated with Cetera in Minnetonka, MN. His career includes long-term roles at Minnesota Life Insurance Company and Securian Financial Services, as well as ownership and partnership in several financial and consulting businesses. Outside of advisory work, he owns Altman Financial, Inc., an expense management firm. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options including discretionary and non-discretionary strategies, leveraging a large network of advisors and affiliated managers.

Troy Wiebler is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he serves as a board member for the Edina Hockey Association, overseeing the youth hockey program in Edina, Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and tailored asset allocations.

Chad Haas is a financial advisor with Raymond James Financial Services, Inc. based in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Raymond James since 2007. Outside of his advisory role, he is an associate at PFK Financial Services, Inc., where he performs clerical and client service duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and has unique affiliations supporting municipal and public finance work.

Donna Carpenter is a financial advisor with Ameriprise in Corcoran, MN, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she is involved in direct sales with Young Living Essential Oils. Ameriprise serves individuals approaching or in retirement, typically with substantial investable assets, offering a retirement-income planning service that includes written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team, emphasizing managed accounts and employing algorithmic automation in its advisory process.