Lynn Elmer is a financial advisor with Mass Mutual Investors Services based in Plymouth, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, Elmer worked at Partners Financial Solutions and Principal Securities Inc., with extensive experience spanning both firms. Outside of advising, Elmer is an insurance broker with ROYA LLC, focusing on life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to deliver collaborative, goal-oriented planning.

Kyle Neubauer is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. His prior roles include positions at Mercer, Amazon, and Optum. 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 nationwide.

Jonathan Bryant is a financial advisor at OSAIC with 24 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. Outside of his advisory role, Bryant owns TripleThreat Training, Inc., a basketball skills training business, and serves as the head varsity boys basketball coach at Edina High School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with a broad range of program options including Unified Managed Accounts and third-party money manager strategies.

Kyle Laube is a financial advisor at Ameriprise Financial Services LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual Investment Management, U.S. Bancorp Investments, and Waddell & Reed. Laube also manages an advisory business outside of Ameriprise, providing financial services to individuals. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.

Mark Wolpert is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. His career includes over two decades at Metlife Securities Inc. before joining Mass Mutual Life Insurance Company and its affiliated investor services firm. He is also the owner of W Financial Group, a separate legal entity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative planning engagements using firm-approved analytical tools and offers event-driven planning programs alongside educational seminars.

Chad Fullington is a CFP® certificant and holds a Series 66 license, with 15 years of experience in financial advising at Edward Jones, where he has worked since 2011. Outside of his advisory role, he has earned income from umpiring youth baseball games in Rogers, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

John Beard is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Beard serves as a citizen member on the Lessard-Sams Outdoor Heritage Council’s Legislative Commission to Promote Conservation and is a board member of the Gyro Club in Edina, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and uses structured discovery processes and advanced modeling techniques as part of its planning approach.

Megan Gehrman is a CFP® with 20 years of experience in the financial services industry, currently affiliated with Cetera. She has worked at Cetera Wealth Services, AdvisorNet Wealth Partners, and National Planning Corporation. In addition to her advisory role, she partners at Sterling Retirement Resources, a financial planning firm, and provides notary services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Jeannine Strand Marquez is a financial advisor with Ameriprise in Hopkins, MN, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages a business, Strand & Associates, related to her Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Jeremy Schmidt is a CFP® professional with 23 years of experience in financial advising. He has worked at Ameriprise since 2024 and previously spent 16 years at Marks Group Wealth Management, Inc. and 13 years at LPL Financial, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice through a written Recommendation Report and emphasizes tax-aware withdrawal strategies and dependable income sources.

Tyanna Graner is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has been with RBC Capital Markets since 2016, following a brief tenure at Wells Fargo Clearing the same year. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Jay Rothmeier is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Advisors, and Morgan Stanley. He is also involved as a registered team member with BDLR Group, Inc., managing an advisory business outside of his primary employment. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Neil Greenwaldt is a financial advisor with Edward Jones in Rogers, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Luther Brookdale Toyota from 2007 to 2017. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Macmullan is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analyses from its Global Investment Committee.

Raj Bhattacharya is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has previously worked at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment goals.

Krisi Helland is a financial advisor at Edward Jones in Otsego, MN, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, she worked for seven years at Twin Cities Orthopedics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Garret Bartel is Vice President Private Wealth Management Advisor at Fidelity Investments. He partners with clients to understand their short- and long-term family goals and works with them to develop plans that align with their needs. Garret has held several roles at Fidelity Investments, including Vice President, Wealth Planner from 2022 to 2024 and Financial Consultant from 2018 to 2022. Prior to Fidelity, he was a Senior Financial Advisor at BCU Wealth Advisors from 2017 to 2018 and a Financial Advisor at Ameriprise Financial from 2011 to 2017.

Randall Berns is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at UBS since 2006 and also has a long tenure with Piper Jaffray Inc. Outside of his advisory role, Berns serves on the board of directors for the Annandale Lion Club, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market insights.

David Barberot is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in offering a comprehensive approach to wealth and risk management for high-net-worth families, focusing on creating customized wealth management plans tailored to clients' financial situations and priorities. He provides access to the investment insights of Merrill and the banking services of Bank of America. Prior to his advisory career, David spent 17 years in corporate finance within the financial services industry. He holds a Bachelor of Science degree in Accounting and Management Information Systems as well as a Master of Business Administration degree from the University of Virginia. He served four years on active duty in the United States Marine Corps, attaining the rank of Captain. David holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David is actively involved in his community, serving as the Scoutmaster of Scouts BSA Troop 102 at Our Lady of Grace and as a board member for the Folds of Honor Minnesota Chapter. He is also affiliated with several organizations including the Boy Scouts of America, Center House Association - Marine Barracks, Washington, DC, Sons of the American Revolution, and the University of Virginia Alumni Association. Outside of work, he enjoys spending time with his family, playing golf, camping, hiking, cooking New Orleans cuisine, and volunteering.

John Comer is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, and has 19 years of industry experience. He previously worked at Raymond James Financial Services and Waddell & Reed, and has owned Comer Consulting since 2003, where he delivers presentations on ethics and marketing and teaches continuing education for CFP professionals. Comer is also involved in authoring and promoting the book "Join the Longevity Revolution" through Longevity Revolution Press. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology tools and a broad network of over 22,800 advisors.