Zachary Bollom is a financial advisor at Equitable Advisors based in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Hanna CRE and the Hennepin County Appraisers Office. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model focused on LPL-sponsored programs and endorsed third-party managers.

Travis Jensen is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022. His prior experience includes roles at Bank of America, N.A. and Merrill, spanning over a decade at each firm. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Paul Notermann is a financial advisor with Ameriprise in Punta Gorda, FL, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves on the Board of Directors for Rotary International in Burnsville, MN, where he is also the Membership Chairperson. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

Keenan Cavanor is a CFP® and holds a Series 66 license, with six years of experience in the financial industry. He currently works at Charles Schwab, where he has been employed since 2017 across various roles, including at Charles Schwab Bank, SSB. His earlier experience includes positions at Indiana University, The Mather Group, and Ferry Capital Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services within a centralized operational structure.

Spencer Fossey is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation. He has previous experience at Merrill Lynch and a background that includes positions at the University of Minnesota and Lakeville North High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Robert Meints Jr. is a financial advisor with OSAIC in Edina, MN, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services, Inc. for 13 years. He also operates a sole proprietorship, Pathway Financial Advisors, providing guidance on insurance, fixed annuities, disability income, and long-term care as part of comprehensive lifestyle planning. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios for individual and institutional investors.

Brad Melsa is a CFP® professional with 26 years of experience in financial services. He is currently with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., where he has worked since 2022. Prior to this, he spent ten years at Commonwealth Financial Network and has been associated with Think Mutual Bank since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Matthew Casey is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Invest Financial Corporation for eight years and has been associated with Royal Credit Union since 2008. 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 range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Daniel Tuohy is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Ameriprise in Bloomington, MN since 2020. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual Investment Services. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated consulting team.

Michael Benson is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2017. Benson serves on the Board of Directors for the Apostle Islands Historic Preservation Conservancy, a foundation focused on preserving historic structures in Northern Wisconsin. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Riley La Mott is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. Riley has one year of industry experience, beginning their advisory career at Equitable Advisors in 2026. Prior to this role, Riley's work history includes roles outside the financial industry as well as studies at the University of Minnesota. Equitable Advisors serves a broad range of clients including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, focusing on both advisory and brokerage solutions.

Samuel Streetar is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, his work experience includes roles at MosquitoRator, Lyman Lumber, and Iowa State University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, collaborating extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

Jeremy Oliver is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Woodbury Financial Services, Inc. for 22 years before joining OSAIC in 2024. In addition to his advisory role, he owns a sole proprietorship providing fixed insurance products such as life insurance and long-term care. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charities, through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios with diverse investment options.

Matthew Kley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2012. He is based in Chanhassen, MN. Outside of his advisory role, Matthew is a firefighter with the Chanhassen Fire Department, participating in emergency medical response. Ameriprise serves primarily high-net-worth individuals, offering retirement-income planning and a broad range of advisory, brokerage, and insurance solutions. The firm utilizes a centralized retirement-income consulting team and combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Todd Andersen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Nicole Middendorf is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at LPL Financial for 14 years before joining Raymond James in 2017. Middendorf is also an author and media entrepreneur, engaged in public speaking, content creation, and coaching through her company, Nicole Middendorf Media, and serves as president of The Live It List Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm delivers non-discretionary planning and investment consulting tailored to client goals, supported by analytical tools and a large advisor network.

Christian Dane is a financial advisor with Thrivent Investment Management in Lakeville, MN. He holds a Series 66 designation and has 10 years of industry experience. His career includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments, Inc. prior to his current position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various financial topics, delivered as either one-time or ongoing engagements without discretionary trading authority.

Harper Jankowski is a Planning Consultant who partners with Financial Consultants to develop and analyze financial plans tailored to clients' goals. Her role involves co-creating plans that incorporate both data and client preferences to foster confidence in their financial futures. She is dedicated to building strong relationships with clients and supporting them throughout different stages of their lives. Harper's professional experience includes roles at Fidelity Investments, where she has served as a Relationship Manager from 2025 to 2026, a Financial Representative from 2024 to 2025, and an Intern in 2022. These positions have contributed to her expertise in client relationship management and financial planning processes. Outside of her professional work, Harper's personal interests include camping, comedy, fitness, football, museums, and traveling.

Stuart Larsen is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of finance, he is a sailing instructor and owns a music recording studio. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions.

Carrie Berard is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation. Prior to joining Baird, she worked at Stitch Fix and HomeServices Lending LLC dba Edina Realty Mortgage. Outside of her advisory role, she is a member of Hands of the Kingdom, a nonprofit organization. Baird’s DDK Group operates within its Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and use of technology to support client advice.