David Skraba is a financial advisor at Equitable Advisors with 33 years of industry experience. He has held Series 63 and Series 65 licenses and has worked at Equitable Advisors since 1999, previously affiliated with AXA Advisors, LLC. He also operates a business under the name Falcon Financial Group LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Jason Medin is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 1997. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Landon Vath is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has worked at Cetera since 2019 and previously spent over three decades at Foresters Financial Services and its affiliated firm. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual clients, employer-sponsored retirement plans, corporate and charitable accounts, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through various program structures, managing over $256 billion in assets with a nationwide network of more than 10,000 advisors.

Michael Rebischke is a financial advisor with LPL Financial in Lakeville, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Voya Financial Advisors, Inc. from 2016 to 2021 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

Rajendra Joshi is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2002 and Charles Schwab Bank since 2005. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Lance Butner is a financial advisor with Ameriprise in Eden Prairie, MN, holding CFP® and ChFC® designations and over 36 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for Benilde St Margaret High School. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement, typically with substantial investable assets, providing detailed recommendation reports that incorporate tax-smart strategies and Social Security options. The firm combines algorithmic automation with personalized oversight and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Patricia Jones is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 credential and bringing 24 years of industry experience. She has been with LPL Financial since 2012 and serves as president of Jones Financial Group, Inc. Outside of her advisory work, she is involved with the Community University Health Care Clinic in Minneapolis. 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 advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support from LPL Research and third-party subadvisors.

Erica Stalo is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018. Outside of her advisory role, she is a Twitch affiliate, dedicating 20-40 hours per month to this activity. Erica is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing internal research and various investment strategies, including model-traded SMA strategies and tax-management capabilities.

Justin Braun is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. He is based in Edina, MN. 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 provides a client relationship model that combines non-discretionary advisory services with access to discretionary separately managed accounts, supported by strategic asset allocation, research, and alternative investment due diligence.

Carol Brundieck is a financial advisor at RBC Capital Markets with 26 years of industry experience. She has held prior roles at Merrill, Wells Fargo Clearing, and Morgan Stanley Smith Barney. She holds the Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored investment strategies and portfolio management services.

Troy Kurth is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is a contract sales and marketing director at Kurth Holdings LLC. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant 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, non-discretionary recommendations through a centralized consulting team.

Jon Bodin is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 66 designation and ten years of industry experience. He has been with Ameriprise and its affiliated entities since 2017, including six years at Ameriprise itself. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

Marc Heagney is a financial advisor with J.P. Morgan Securities in Chanhassen, MN, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Wells Fargo Bank and Edward Jones. Outside of his advisory work, he is involved with the Minnetonka Lacrosse Association. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm employs an ESG eligibility framework and delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Bruce Hennen is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in tax preparation through his ownership of Agate Stone Tax LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with individual advisors.

Daniel Harris is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mikel Dumonceaux is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Blue Heron Professional Group LLC and Waddell & Reed Inc. He is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, leveraging model portfolios, third-party subadvisors, and advanced technologies to support diverse investment strategies.

Michelle Howell is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2009. She has been working in the securities industry for over 20 years, with experience that includes roles as Financial Planning Consultant, Investment Representative, and Financial Representative at Fidelity Investments, as well as Financial Consultant at Strong Investments. Her expertise lies in supporting clients and their families with wealth planning strategies. Michelle has contributed as a panelist on Fidelity Insights Webinars and has written articles for Fidelity Viewpoints. She holds an Arkansas Insurance License.

Mark Larson is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Larson serves as Vice President of the Century Middle School PTO in Lakeville, supporting projects that benefit students and teachers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on a range of financial topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Joseph Hedrick is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. His prior experience includes a year at Freightquote and four years at the University of Minnesota - Twin Cities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based investment solutions tailored to clients' goals and risk tolerances.

Stephen Huber is a financial advisor at Edward Jones in Shakopee, MN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Jerrys Enterprise's. Outside of his advisory role, Huber is involved in real estate through Huber Real Estate Properties and is a member of HM Capital Group, an investment LLC. 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 large nationwide network of financial advisors and branch offices.