David Keniston is a financial advisor at Edward Jones in Champlin, MN, holding the ChFC® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm 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.

Brian Bowen is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. He has been with Osaic Wealth, Inc. since 2022 and also works with Financial Dimensions Group, Inc. Beyond his advisory role, Bowen is a licensed insurance agent selling life, fixed, and non-securities related insurance products. OSAIC serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of platforms and uses firm-provided tools to construct diversified portfolios managed on discretionary or non-discretionary bases.

Daniel Elo is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation. He has recently transitioned from a two-year role at Rise LLC and spent 12 years with ISD 622. He has one year of industry experience. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brennen Hill is a financial advisor at Ameriprise in White Bear Lake, MN, holding Series 63 and Series 65 licenses. He joined Ameriprise in 2025 and has prior work experience in various industries, including healthcare and retail. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Cassandra Corbin is a financial advisor with Wells Fargo Advisors in Coon Rapids, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been affiliated with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2016. Corbin has ownership interests in two investment advisory firms, Freedom Wealth Management LLC and Cassandra Corbin LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm integrates advisory services with banking and other financial products, offering tailored recommendations supported by proprietary research and planning tools.

Katherine Flood is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. She previously worked at Ameriprise for four years and has experience in education and private family services. Outside of her advisory role, she is involved with Royal Ideas LLC, where she holds responsibilities related to an Ameriprise franchise. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Eric Peterson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Securian Financial Services Inc, Minnesota Life Insurance Co, and Simplicity Financial Investment Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.

Allen Steppa is a financial advisor at LPL Enterprise with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC over the past five decades. In addition to his advisory role, he provides notary services as a complimentary benefit for clients. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.

David Richter is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously was with City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with personalized strategies and access to in-house and third-party investment managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Charles Williams is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for fourteen years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles, utilizing a combination of in-house and third-party investment managers.

Isaac Radabaugh is a financial advisor with Wells Fargo Advisors based in Coon Rapids, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, his career includes roles in education and service industries. He has also worked at Century College and held various positions at local service and automotive companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing proprietary research and planning tools.

Kyle Laube is a financial advisor at Ameriprise Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of his advisory role, he manages a private wealth advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Paul Hennen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has previously worked at Harbour Investments and National Securities Corporation and has operated Financial Consulting Services, Inc. since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Steven Tix is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Thrivent Financial and operated Blue Sky Guy Handyman Service, LLC. He also spent two decades at Travel Tags. 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 analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Chad Fullington is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Edward Jones since 2011. He also earns income from youth baseball umpiring in Rogers, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Emily Herzog is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, 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 advice through a centralized consulting team.

Amanda Goers is a financial advisor at Edward Jones in Anoka, MN, holding a Series 66 designation with two years of industry experience. She previously worked at Wells Fargo for 12 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Karmin Corkery 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, Karmin worked at United Natural Foods, Inc. for 19 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Keith Maahs is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for six years. In addition to his advisory work, Maahs is a licensed real estate agent and operates an independent life insurance sales business. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Ryan Zywotko is a CFA® charterholder with nine years of industry experience. He is currently with J.P. Morgan Securities in Minneapolis and has previously worked at Caissa Wealth Strategies, Orgel Wealth Management, Foremost Capital Management, and as a self-employed advisor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering non-discretionary advice through a select group of Wealth Advisors.