Maxwell Stowe is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services, Inc., and CRI Securities, Inc. Stowe is also an associate at WDA LLC, where he manages an advisory business. 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 retirement income planning advice through written Recommendation Reports and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Kelly Schrempp is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is also affiliated with the Illinois Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Igor Shevchenko is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Plymouth, MN, and has two years of industry experience. He has held roles within Thrivent Financial and its investment management division since 2021. Outside of finance, he was involved with South Central Minnesota Youth For Christ-Prairie River Camp from 2021 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. These services include goal-based financial planning across a range of topics without discretionary trading authority and can be combined with managed-account programs under a consolidated billing arrangement.

Todd Hanneman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, D.A. Davidson & Co., and Piper Jaffray & Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition, sports and entertainment, and special-needs analysis.

Angela Kiefer is a financial advisor with RBC Capital Markets in Wayzata, MN, holding CFP®, Series 63, and Series 65 designations and 41 years of industry experience. She has worked at RBC Capital Markets since 2011 and previously at City National Bank. Angela is also a notary public in Minnesota. 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 provides a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and custody services.

Joseph Delmonico is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, emphasizing structured financial planning and tailored investment solutions. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and Corporate Financial Planning agreements.

Amy O'Keefe is a financial advisor with LPL Financial in Minnetonka, MN, holding a Series 63 license and bringing 21 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she is involved with Wealth Strategies, a DBA for LPL 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Arlen Stern II is a CFP® professional with 18 years of industry experience, currently serving at Ameriprise in Minnetonka, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on providing written recommendations and ongoing retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Matthew Germscheid is a financial advisor at OSAIC with 21 years of industry experience. He previously worked at Woodbury Financial Services Inc. for 15 years before joining OSAIC in 2024. Germscheid holds a Series 66 designation and is also the owner of Solid Ground Wealth Management, a partnership formed through a recent business name change. Outside of his advisory work, he serves as treasurer for the Northwest Alpine Ski Team, a club his children participate in. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated financial services and employs various portfolio construction and management tools, providing access to diverse investment options and third-party managed account solutions.

Joseph Hanson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, and Merrill. He serves as a board member and investment committee member for True Friends, a nonprofit focused on health and welfare for children and youth. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive asset management.

Donna Bailey is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Bailey serves as a board member overseeing Midwest chapters for the National Association of Stock Plan Professionals. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial services including estate planning and corporate financial planning agreements.

John Savoie is a financial advisor with LPL Financial in Waconia, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior work includes roles at Prudential, Associated Financial Group, USAA Financial Planning Services, and Old National Bank. He currently has a part-time financial institution duty role at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with customizable strategies supported by proprietary research and technology.

Ryan Pederson is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It 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, operating under a fiduciary standard.

Taylor Ripka is a financial advisor with LPL Financial, holding the CFP® designation and a Series 63 license, with 16 years of industry experience. He previously worked at Berthel Fisher & Company Planning, Inc. and Ameriprise, accumulating over a decade of experience before joining LPL Financial. Outside of his advisory role, he is involved with Taylor Insurance, focusing on life insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Jeffrey Coplan is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Raymond James Financial since 2006, currently serving at Raymond James Financial Services, Inc. in Eden Prairie, MN. Outside of his advisory role, he is an insurance agent and the owner of a commercial property business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports its offerings with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Caleb Quenzer is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor client plans.

John Hatton is a Series 66 licensed financial advisor with Wells Fargo Advisors in Wayzata, MN, with three years of industry experience. Before joining Wells Fargo Advisors in 2026, he worked at UBS Financial Services for four years and has held various roles including positions with the St. Louis Blues and Saint Mary's University of Minnesota. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, delivering these through client meetings and summary letters.

Bradley Shrader is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Royal Alliance since 2012. Outside of advisory work, he operates a sole proprietorship focused on the sales and maintenance of individual life insurance products and small group health insurance. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Nicholas Klug is a financial advisor at Edward Jones in Chaska, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Examination Resources, LLC, Ameriprise Financial Services, Inc., and Insurance Logic Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide advisor and branch network.

Thomas Spanier is a financial advisor with LPL Financial in Eden Prairie, MN, holding a Series 63 designation and over 30 years of industry experience. He has been with LPL Financial since 2002. Spanier also operates financial planning and retirement plan counseling businesses under the names Financial Planning of Minnesota, Inc. and Counsel Retirement Plans, Inc. 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, including financial planning, model portfolio programs, and institutional platforms, supported by over 22,800 advisors and extensive technology tools.