Mathias Hoefferle is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with six years of industry experience. His career includes multiple periods at Edward Jones beginning in 2019, interspersed with roles in education, realty, and transportation. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Brook Holzinger is a Series 66-licensed financial advisor with 14 years of industry experience, currently with LPL Financial since 2021. His prior roles include work with Waddell & Reed, Irish Group, Inc., and various insurance carriers. Holzinger has also acted as a notary and operated a business entity, IRISH Group, Inc., for tax and investment-related purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Oleson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Midwest Special Instruments from 2011 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Anderson Jr. is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2019, following 15 years at FSC Securities Corporation. In addition to his advisory role, he is a notary and an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Barton Kosen is a financial advisor with Ameriprise in Minnetonka, MN, holding the CFP® and Series 63 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Samuel Lambert is a financial advisor with Edward Jones in Bloomington, MN. He holds the Series 66 designation and has one year of experience at Edward Jones, following prior roles at City & County Credit Union and HTLF Bank. Outside of finance, he worked at Surly Brewing Company 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 investment advisory programs and affiliated financial services.

Aimee Speier is a Series 66-credentialed financial advisor with 13 years of industry experience. She currently works at Cetera Wealth Services, LLC and Cetera, and has prior experience with firms including Fortune Financial and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Heather Gilbertson is a financial advisor at Charles Schwab with one year of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2023. Prior to that, she was involved with Promas Landlord Software Center for eleven years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, supported by centralized custody and operational systems.

Nathan Odegard is a financial advisor with Ameriprise in Burnsville, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he manages a personal Solo 401(k) plan through his ownership of Profundity Gambit LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Alexander Townsend is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior roles include positions at UMB Bank, Dubuque Bank and Trust, Heartland Financial, and the University of Iowa Health Care. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

William Hennessey is a financial advisor at LPL Financial in St. Paul, MN, holding a Series 63 designation with 25 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research.

Erik Plaisted is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Osaic in 2024, he worked for Woodbury Financial Services, Inc. for 17 years. He is also the Branch President at Sterling State Bank, where he underwrites loans and manages staff. Osaic Wealth, Inc. serves a diverse range of clients, including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisers. The firm employs advanced asset-allocation tools and offers access to multiple investment products and third-party managed solutions.

Jason Briscoe is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 designations and possessing 20 years of industry experience. He has been with Thrivent Financial for Lutherans since 2007 and with Thrivent Investment Management since 2005. Outside of his advisory role, he is the owner of a real estate investment company focused on rehabbing homes for resale, primarily as a financier. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, income tax, estate, and special needs planning, with the option to combine planning with a managed-account program called “WealthPlan” under a consolidated billing arrangement.

Nadine Gapp is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. She began her career in financial services as a Financial Representative with Northwestern Mutual from 2016 to 2018 and later joined Fidelity Investments, holding positions including Financial Representative, Relationship Manager, and Financial Consultant Trainee before her current role. Throughout her career, Nadine has focused on building trust-based relationships to co-create financial plans that align with clients' personal and financial goals. She emphasizes the importance of financial education and guidance, helping clients develop, implement, and maintain plans with confidence. Outside of her professional work, Nadine enjoys camping, attending concerts, cooking and baking, hiking, skiing, and spending time with her pets.

Aidan Liker is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2023 and has no prior industry experience before joining the firm. Outside of his advisory role, he has been involved with the Minnetonka Youth Hockey Association and has experience working in educational settings. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers centralized, non-discretionary advice supported by algorithmic tools and emphasizes the use of products from affiliated fund families.

Joe Hajjali is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and was involved in the retail and food service industries, including operating Lustrous Spirits Inc. Dba MGM Wine and Spirits and Maki International Restaurant Co. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Anthony Johnson is a financial advisor with Ameriprise in Savage, MN, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Ameriprise in 2021, he worked for RIVERSOURCE DISTRIBUTORS INC for six years. Outside of his advisory role, he is associated with Certainty of Uncertainty, LLC as an Associate Financial Advisor and Insurance Specialist. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured, algorithm-supported approach to retirement income planning.

Abigail Mc Clay is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked in photography and various service roles before joining Baird in 2022. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with support from internal research and technology.

Jeffery Wurst is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Monica Luxem is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation with four years of industry experience. She has been with Ameriprise since 2016 and previously worked at the University of St. Thomas from 2015 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.