Philip Mehrer is a financial advisor with RBC Capital Markets based in Wayzata, MN, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and at City National Bank since 2017. 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 a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers tailored to each client’s risk profile.

Jennifer Akins is a financial advisor with Edward Jones in Prior Lake, MN, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Rivertown Dental for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond traditional advisory services.

Luke Hannahan is a financial professional with 14 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill and AdvisorNet Wealth Partners. Hannahan is involved in financial planning and also sells fixed insurance products such as life insurance, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform that supports model portfolios, third-party managers, and bespoke strategies across various program structures and custodial relationships.

Jessica Bridgeman is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, and Ameriprise Financial Services. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Briana Schmidt is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2009. Outside of her financial advisory role, she is involved as a wellness advocate with doTERRA Essential Oils and serves as a volleyball camp coach. 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 offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Kurt Marple is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience with Prudential Insurance Company of America and PRUCO Securities, LLC. Marple is also involved in annuity sales and advisory services as a Prudential statutory agent. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Elizabeth Earleywine is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked for sixteen years with the Anoka Hennepin School District #11. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Justin Breyer is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has six years of industry experience, including roles at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader set of investment vehicles including insurance-related products.

Kevin Schmitz is a financial advisor with LPL Financial based in Excelsior, MN. He holds a Series 65 designation and has recently transitioned from a 21-year career at Illinois Tool Works (ITW) to advisory roles beginning in 2025. Outside of his advisory work, he is involved with Schmitz Iowa Farmland, a real estate rental business. 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 a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ian Mc Cready Flora is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent ten years at the University of Virginia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Karla Lindsay is a financial advisor at Morgan Stanley in St. Paul, Minnesota, with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012. Outside of her advisory work, she is involved as an artist and has a role in a retail and online footwear business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jack Samuels is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 65 and Series 63 licenses and with 11 years of industry experience. Prior to joining UBS in 2020, he worked at the same firm from 2017 to 2020 and at Ehlers Investment Partners, LLC from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Adam Phillipich is a Series 66-licensed advisor with 17 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020, following an 11-year tenure at Axa Advisors, LLC. Outside of his advisory role, Phillipich serves as Chairperson of the Bloomington Future Leaders Steering Committee through the Bloomington Chamber of Commerce. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Daniel Wolkerstorfer is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining UBS in 2017, he worked at Wealth Enhancement Advisory Services and its affiliated entities, as well as LPL Financial. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Annette Funke Thompson is a financial advisor at Edward Jones with 28 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Christopher Anderson is a Series 63-licensed financial advisor with Ameriprise in Minnetonka, MN, bringing 14 years of industry experience. He previously worked at LPL Financial before joining Ameriprise in 2017. Outside of his advisory role, Anderson is managing partner at Paragon Operations, LLC, where he provides leadership and strategic direction, and he is involved with Generations Legal Services, offering educational events and consulting on estate planning and charitable giving. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations through a centralized consulting team.

Madeline Thun is a Series 66-licensed advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2014 and has worked at Bank of America, N.A. for seven years. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alex Reader is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Financial Engines Advisors L.L.C. and TD Ameritrade, Inc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through both advisor-led and online platforms.

Jeremy Phillips is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel in 2023, he worked at Best Buy Corp for twelve years. He serves as a board member for Children's Workshop Montessori, assisting with human resources and staffing. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to support clients' financial planning and asset allocation decisions.

Elianna Baldwin is a financial advisor with Cetera, holding a Series 66 designation and beginning her career in 2023. Her prior work experience includes roles at Farmers Insurance, Boulder Pointe Golf Course, and Ford Robert Black Agency. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.