Kathryn Nollette is a Series 66–registered financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, she worked in various roles including positions at Edina Country Club and the University of St. Thomas. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Benjamin Klaers is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Klaers is involved with Royal Ideas, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Petronack is a financial advisor with LPL Financial, holding CFP® certification and Series 63, 65, and 66 licenses. He has 19 years of industry experience, including prior roles at Wings Financial Credit Union, CUNA Brokerage Services, Inc., and Morgan Stanley. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a network of investment adviser representatives using a range of investment strategies and operational support tools.

Courtney Myers is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2014. Outside of her advisory role, Myers serves as chair of Secondhand Hounds, a nonprofit animal rescue organization in Minnesota. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service delivery.

Joy Le Tendre is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Huntington National Bank and The Huntington Investment Company, and she is also involved with Intense Fitness LLC. Additionally, she serves as a notary in the state of Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Thomas Tarr is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. He collaborates with high net worth individuals and families to provide guidance on complex investment strategies, including tax-efficient investing and estate planning considerations. Thomas holds the Certified Financial Planner (CFP®) designation and has 14 years of experience in financial planning. His career at Fidelity Investments began in 2011 as a Financial Representative, advancing through roles such as Investments Consultant and Financial Consultant before becoming Vice President in 2015. Thomas applies his expertise to help clients work toward their financial goals based on their unique situations. Outside of his professional work, Thomas has interests in cars, fishing, golf, tennis, and traveling.

Carissa Palm is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at Allianz Life Financial Services LLC and Wings Financial Credit Union. She also operates Prepare + Prosper, a tax preparation and accounting service. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jett Lakari is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and previously was employed at Green Bay Exposition Services and the University of Wisconsin-Eau Claire. Outside of his advisory role, he manages an advisory business through Northern Edge Operations LLC. Ameriprise serves clients primarily through retirement-income planning for individuals with significant investable assets, offering written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored retirement-income advice.

Robert Mccrea Jr. is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. from 2009 to 2018. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies from traditional allocations to complex non-traditional investments.

Philip Postlewaite is a CFP® credentialed financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has worked at multiple Wells Fargo entities since 2005. Outside of advising, he owns a tree farm and operates a beekeeping business selling honey. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo’s research and tools. The firm integrates advisory services with other financial products and channels.

Shane Irons is a financial advisor at LPL Financial with 26 years of industry experience. His career includes roles at Wings Financial Credit Union, CUNA Brokerage Services, Cetera, MidCountry Bank, and TD Ameritrade. He holds Series 63, 65, and 66 licenses. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Darya Volvatch is a Series 66-licensed financial advisor with Ameriprise in Richfield, MN, bringing nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Volvatch serves as Treasurer on the board of Animal Ark, a nonprofit organization. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jay Dobbs is a financial advisor with Ameriprise Financial Services in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Ameriprise since 2009 across different entities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research, third-party data, and algorithmic tools.

Nicholas Palzer is a financial advisor at Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of advising, Palzer is also a sales agent for Blue Cross Blue Shield Dental, Health, and Vision insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes third-party asset managers and offers a range of investment products without sponsoring its own wrap fee program.

Brian Schreiber is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 registrations and has held positions at Merrill, Bank of America, and Wells Fargo prior to joining J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and includes broader derivatives and commodities capabilities.

Todd Watts is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory work, he is involved with the Minnesota Sports Media 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, utilizing a range of third-party and proprietary investment solutions.

Jon Ylinen is a financial advisor with Cetera holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Securian Financial Services, Minnesota Life Insurance, CRI Securities, and North Star Consultants. Outside of advising, he serves as an elected board member of The Scott Richards North Star Foundation and is an advisory board member of the Gilmore Family Foundation. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize model portfolios or select third-party managers, with program options ranging from automated allocations to customized strategies.

Jack Flynn is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 credential with four years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Bank of America, Merrill, Wells Fargo, and a period at the University of St. Thomas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service offering written recommendation reports and ongoing retirement income planning advice. The firm’s approach incorporates proprietary investment research and third-party data, focusing on dependable income sources and tax-aware withdrawal strategies within a defined investment universe.

Bryant Lundahl is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at Equitable Advisors since 2011. Prior to the rebranding of Axa Advisors, he served at that firm from 2011 to 2020. Outside of his advisory role, he acts as successor power of attorney for his parents. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.

Jess Troyak is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and has been with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and implementing features such as tax management and responsible investing screens.