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.

Autumn Folsom is a CFP® professional with 10 years of industry experience, currently an advisor at OSAIC since 2024. Prior to joining OSAIC, she worked at Securities America Advisors from 2018 to 2024 and has been affiliated with Securities America, Inc. since 2013. Outside of her advisory role, she assists with virtual tax preparation services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of financial advisers. The firm offers integrated brokerage and advisory services, using firm-provided tools and multiple investment platforms to construct and manage portfolios incorporating a variety of asset classes.

Alexander Tuttle is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 16 years of industry experience. He has worked at Ameriprise and its related entities continuously since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Jacob Helberg is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo and Advisornet Financial. Outside of advisory work, he serves as a Public Notary in Minnesota. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services utilizing a multi-manager platform with access to both affiliated and third-party managers.

Michael Andersen is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FSC and Red Pine Investment Counsel, where he was the owner of an S-Corp associated with his legacy RIA. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.

John Steel is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 1999. He holds Series 63 and Series 65 licenses and is based in Edina, MN. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Camisha Needom is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Ameriprise Financial Services, and Wells Fargo. Outside of her advisory role, she owns and operates a photo booth business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model‑based and discretionary investment strategies supported by internal and third‑party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathleen Vaughan is a financial advisor at Merrill with 31 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 2016, previously spending two years at Morgan Stanley. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jackson Raskob is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm, T-Mobile, and the American Diabetes Association, where he was involved for five years. He also has a decade of experience with Medina Entertainment Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive planning across a range of topics without portfolio management or institutional advisory services.

Aaron Fritz is a CFP® professional at Ameriprise with 18 years of industry experience. He has worked at Ameriprise since 2022 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fritz serves as Treasurer on the Boards of Directors for both the Eastview Hockey Association and Eastview Athletic Association Football. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing advice.

Robert Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides comprehensive financial services, including portfolio management on a discretionary basis through Personalized or Defined Strategies. His practice serves a nationwide clientele, including many senior-level corporate executives, with a focus on managing complex financial situations involving concentrated company equity and executive compensation. Rob began his financial services career at 18 with American Express Financial Advisors while attending the University of St. Thomas, where he earned a Bachelor's degree in Finance. He subsequently joined A.G. Edwards in 2004 and moved to Merrill Lynch in 2007. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In 2012, he contributed as a subject matter expert for the CFP Board in developing examination questions. Robert lives in Prior Lake, Minnesota, with his wife, two daughters, and two Labrador Retrievers. He is a private pilot and participates in community involvement with the Minnesota Center for Advanced Professional Studies (MNCAPS). His personal interests include ice hockey and tennis.

Jeremy Sammons is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 license and is based in Lilydale, MN. Outside of his advisory role, Sammons is involved as a member of an investment club. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brittany Traub is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and affiliated firms since 2014, as well as at Personal Wealth Partners and LPL Financial. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation.

Jennifer Eckert is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 28 years of industry experience. She has been with RBC Capital Markets since 2008 and also operated J. Eckert, LLC, a residential real estate rehabilitation business, from 2012 to 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies using a combination of in-house and third-party managers, along with integrated capital-markets and asset management capabilities.

Casey Crandall is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Baird since 2022, following prior roles at RBC Wealth Management and 3M Company. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real-asset exposures.

James Schmidt is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill for 20 years before joining Morgan Stanley in 2017, including its Private Bank since 2018. He is based in St. Paul, MN. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its financial planning process.

Alexander Gaustad is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments, The Vanguard Group, and Wold Architects & Engineers. He also worked with the Bloomington Jefferson Hockey Association and Jackfish Bay Property Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning and advice through a centralized team working alongside advisors.