Alexander Reed is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2013. Outside of his advisory role, he is involved in managing capital and consulting through AJR Evolution Group and works with TRLT Ventures LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates internal research and collaboration with clients to deliver non-discretionary recommendations within a defined investment framework.

Robert Ebert is a CFP® with 22 years of industry experience, currently advising clients at Cetera since 2023. His prior experience includes roles at Minnesota Life Insurance Company and Securian Financial Services, each for 20 years. He is involved as an insurance agent across various fixed insurance companies and also operates a separate entity for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a national network of more than 10,000 advisors.

Joey Esposito is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served in various capacities at Fidelity Investments including Investment Consultant, Planning Consultant, and Relationship Manager from 2024 to 2026. Before joining Fidelity, Joey worked as an Associate Financial Advisor at Ameriprise from 2021 to 2024. In his role as a Financial Consultant, Joey partners with clients to develop financial plans aligned with their retirement objectives. He emphasizes trust and communication in building client relationships, focusing on understanding each client's priorities and providing ongoing guidance as they work together to implement tailored solutions. Joey holds a California Insurance License. Outside of his professional responsibilities, he enjoys baseball, football, fitness, spending time with family and friends, and caring for pets.

Creighton Silvain is a financial advisor at UBS Financial Services in St. Paul, MN, with one year of industry experience. His prior roles include positions at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Cetera Advisor Networks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor investment plans. The firm provides a wide range of services including fee-based financial planning, portfolio management, and capital markets activities.

Calvin Mc Kenney is a CFP® professional affiliated with Cetera, with seven years of industry experience. He has held roles at Cetera, Fortune Financial, and Securian Financial Services, among others. Outside of his advisory work, he serves as the president of a local Business Network International chapter, managing meetings and group activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Julie Mize is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has been with UBS since 2021 and previously worked with U.S. Bancorp Investments since 2012. Outside of her advisory role, she works as a sales representative for Norwex USA and part-time as a cashier at Lunds and Byerlys grocery store. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Thomas Running is a Series 66-registered financial advisor with UBS Financial Services in St. Paul, MN. He joined UBS in 2024 and has prior work experience in various industries including retail and insurance. Before entering the financial sector, he worked at Erik's Bike Shop and the Jeremy Savageau State Farm Agency. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Cari Bakken is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and 21 years of industry experience. Prior to joining LPL Financial in 2021, Bakken worked at Ryan Haddorff and The Haddorff Team, as well as various insurance carriers and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Sydney Shah is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera Investment Adviser LLC and Cetera Wealth Services, LLC, Shah was involved with Chain Ritual LLC and Vow’d Weddings. He also has work experience with organizations including Meriprise Financial Services, Surly Brewing Company, and the Minnesota Timberwolves. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth segments, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and custodial relationships.

Spencer Draghi is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and two years of industry experience. His career includes roles at the Wisconsin Department of Revenue, Nicolet National Bank, and the University of Wisconsin-Madison. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendation reports and ongoing advice on income and tax strategies.

Parker Weber is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Summit Credit Union, Citizens State Bank, US Bank, and UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Kevin Gathje is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2015. Outside of his advisory role, he serves as an assistant boys varsity soccer coach for South St. Paul Public Schools. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Andrea Olson is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA prior to joining Baird. Outside of her advisory role, Olson serves as a waterless beauty consultant for Oliveda-The Olive Tree People. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, supported by internal research and technology including artificial intelligence.

Steven Savage is a Series 66-registered advisor with Fidelity Investments in Edina, MN. He joined Fidelity in 2025 and has held various positions in both corporate and nonprofit sectors, including roles at Pedalheads, Delta Zeta, and West Metro Pediatric Dentistry. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also provides oversight of sub-advisers and manages a range of fund advisory activities, including those involving complex model portfolios.

Peggy Christensen is a financial advisor with Wells Fargo Clearing in Wayzata, MN. She holds a Series 66 designation and has 18 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank N.A./Marquette. Outside of her advisory work, she serves as an executor for a family estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

James Adams is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera, he worked at VOYA Financial Advisors and has operated Adams Consulting Group since 1995, where he provides financial education sessions and consulting related to employee benefit programs. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Erika Greeney is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and three years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and Green Mill. She is also the owner of MamaMakingThings, a small business based in Cottage Grove, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Timothy Johanson is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and has worked at Diversified Wealth Management, Securities America, and Cargill. Outside of advising, he coaches pickleball at Chip's Pickleball Club and serves as a commodities trading advisor at Marex. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools and risk-tolerance analysis to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Stephen Doody is a CFP® with 22 years of industry experience, currently practicing at Edward Jones since 2003. He serves as a director for the South St. Paul Lions and is president of South St. Paul Future, Inc., a nonprofit focused on economic development in South St. Paul, MN. Additionally, he acts as a PA announcer for the South St. Paul School District athletic events. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Asenbrenner is a CFP® professional with 33 years of industry experience, currently serving at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in business ownership related to bookkeeping and tax matters and serves on the board of the Nicollet Ridge Business Center Association. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.