Renee Woodford is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, 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 both in-house and third-party managers, supported by comprehensive portfolio management and financial planning services.

Michael Goff is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors and Securities America, Inc. from 2015 to 2024. Goff also operates Goff, Pruitt & Associates, a financial advisory business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and various investment options to construct portfolios managed on discretionary or non-discretionary bases.

Laura Fischer is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 26 years of industry experience. She has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Phillip Swann is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and having one year of industry experience. His career includes roles at JPMorgan Chase Bank, Farmers Financial Solutions, Farmers Insurance, and New York Life Insurance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Beverly Connelly is a Series 66 licensed financial advisor with 23 years of industry experience, currently with Merrill since 2011. She is based in Woodbury, MN. Outside of her advisory role, she has a rental property business in Fort Wayne, Indiana. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Zachary Boesel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions with the Forest Lake Police Department, Chisago County Sheriff's Office, and Washington County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Dena Degroat is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Degroat serves as a board member for the Minnesota Planned Giving Council and Family Promise in Anoka County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Joseph Plank is a financial advisor with Wells Fargo Advisors in Golden Valley, MN, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2025. He also owns and operates WILD BLUE ADVISOR LLC, a financial planning business based in Excelsior, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers broad investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients who meet certain net-worth thresholds with a diverse menu of planning services.

Garrett Samb is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. Garrett has been with Ameriprise since 2016, initially with its affiliated entities and currently as an advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Peterson is a financial advisor with Ameriprise in Apple Valley, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement planning advice.

Matthew Heerey is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Quinn Elliott is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to Ameriprise, Quinn was involved in several roles including at Wally's Falafel and Hummus and Ovative Group. Quinn also worked at the University of Minnesota Twin Cities for four years. 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 sources and tax-aware withdrawal strategies.

Roberto Devilla is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at firms including NYLIFE Securities LLC and The Prudential Insurance Company of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans without discretionary trading authority. The firm’s approach includes periodic reviews and the option to combine planning with managed-account services through its WealthPlan program.

David Peterson is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment research.

Vivian Toomer is a Series 66-licensed financial advisor at Thrivent Investment Management in Minneapolis, MN, with 13 years of experience as an independent advisor and 2 years with Thrivent. 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 a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Gary Nelson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he serves as power of attorney for a family member. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Emily Irwin is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Services since 2021, following a tenure at Wells Fargo Bank that began in 2016. She is also a non-practicing attorney licensed in Arizona and Minnesota. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad array of investment and financial planning services, utilizing research and planning tools to deliver tailored recommendations.

Amanda Byam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Chris Beck is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America Inc for ten years. Beck is also an insurance agent involved in insurance sales. OSAIC serves a broad range of clients, including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers and employs various investment tools and third-party platforms to construct diversified portfolios.

Braden Kocer is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He has worked with MML Investors Services and Mass Mutual/M&E Catalyst since 2020 and previously held positions at Dan Reichert State Farm and the Austin Minnesota Parks and Recreation. Outside of his advisory role, Kocer facilitates client referrals for property and casualty insurance by coordinating quotes and introductions to insurance agents. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning using firm-approved tools and delivers written recommendations, with implementation requiring separate brokerage or insurance arrangements.