Maxwell Schermerhorn is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. His previous roles include positions at Natixis Advisors, Natixis Distribution, Blue Line Financial, NYLIFE Securities, and New York Life Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and employs strategic and tactical model portfolios supported by research from LPL Research and third-party subadvisors.

Todd Grace is a financial advisor with Edward Jones in Rosemount, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions through a large network of financial advisors and branch offices across the United States.

Michael Stenach is a financial advisor at Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Equitable Advisors since 2013 and was previously with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver a range of advisory and brokerage solutions.

Suzanne Siebert is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Farmers Financial Solutions, Farmers Insurance, and Peoples Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight controls and a focus on addressing conflicts of interest.

Parker Shannon is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes positions in education and customer service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jason Erno is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Thrivent Financial and PRGI. Outside of his advisory role, he works as a rideshare driver for Uber, Lyft, and HICH on a flexible schedule. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jacob Kettwig is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He previously worked at Diversified Financial Advisory Group and FSC Securities Corporation. Kettwig is also the owner of Diversified Financial Group of Lakeville LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and proprietary model strategies, with both discretionary and non-discretionary implementation tailored to client objectives.

Susan Neibacher is a financial advisor at Edward Jones with 26 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Wyman is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2012. Outside of his advisory role, Wyman is involved with Centennial Group II, LLC, a business managing costs of office space for advisors and staff. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning. The firm’s approach includes the use of proprietary research, third-party data, and structured withdrawal strategies within a defined investment universe influenced by affiliated products.

Jeffrey Wahl is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and 66 licenses and bringing 26 years of industry experience. He has been with Raymond James and its affiliated entities since 2008. Wahl owns Wahl & Wire Wealth Capital Partners LLC, a support company operating within the securities business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through advisory programs and specialized consulting services.

Angela Rice is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Magdalena Werger is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2023. Outside of her advisory role, Werger is a ballet instructor with Victoria Dance Productions in Edina, MN. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports and combining research with modeling and tax-efficiency analysis. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Margo Clarke is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and 35 years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. Outside of her advisory work, she has involvement in real estate ownership unrelated to investment activities. Ameriprise serves clients primarily through retirement-income planning, offering tailored recommendation reports and a range of advisory, brokerage, and insurance solutions. The firm’s approach integrates research, modeling, and tax-efficiency analysis, with a focus on clients meeting specific asset thresholds and emphasizes the use of Ameriprise-managed accounts.

Stephanie Shaffer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Her prior roles include positions at Matthew Anderson, The Lakeshore Group, Jason Ledermann, and Waddell & Reed, among others. She has been affiliated with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Anthony Ricker is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 24 years of industry experience. He has been with RBC Capital Markets LLC since 2009 and previously worked at City National Bank from 2016 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management.

Luke Johnson is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions with CETERA Advisor Networks LLC, Sterling Bridge Insurance Agency Inc, Carroll Enterprises Inc, LYFT, and Riversource Distributors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services with an emphasis on systematic methodologies and long-term asset allocation.

Alexander Stetson is a Series 66-licensed financial advisor with nine years of industry experience. He has been with RBC Capital Markets, LLC since 2017, following a brief tenure at North Shore Bank of Commerce. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Nancy Larocque is a financial advisor with Primerica Advisors in Apple Valley, MN, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1993. Outside of advisory activities, she is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

John Hillman is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He previously worked at Wells Fargo & Company and has been with Ameriprise since 2018. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients approaching or in retirement. The firm’s approach includes the use of proprietary research, third-party data, and algorithmic tools to develop personalized recommendations.

William Lagoo is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 63 designation and bringing 42 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Investors Financial Group Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by diverse investment strategies and research from multiple sources.