Sydney Jirak is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Ameriprise, Sydney worked at MML Investors Services, MassMutual, and Posh Jesmer, among other roles. Outside of advising, Sydney has been involved with Scannell LLC in a registered staff capacity. 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 clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Garrett Quady is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation. He has recently transitioned to the financial industry, joining UBS in 2025 after diverse work experience including roles at Black Bird Limo and Three Rivers Park District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.

Michael Schwartz is a financial advisor with Cetera, holding a Series 63 designation and bringing 18 years of industry experience. He has previously worked with firms including LPL Financial and Principal Financial Services. Outside of his advisory role, Schwartz serves as president of Eastwood Wayne, LLC, a transportation business coordinating travel and lodging for groups. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform. The firm offers a variety of portfolio management and retirement services with access to both affiliated and third-party managers.

John Haerle is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with RBC Dain Rauscher since 2008. Outside of his advisory role, he works as an independent contractor consultant promoting nutritional products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Derek Spavin is a financial advisor with Ameriprise in Birchwood, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Lori Busch is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 63 designation and 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient withdrawal strategies to provide written recommendation reports. The firm serves a broad client base and provides a range of advisory, brokerage, and insurance solutions through affiliated entities.

Cruz Lemmerhirt is a Series 66 licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, Cruz held roles at Target Corporation, Town & Country Club, University of St. Thomas, Grand View Lodge, and Brainerd High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides comprehensive, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed account services under a consolidated billing option.

Bradley Newbauer is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and manages a cabin rental business, handling janitorial duties and bookkeeping. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

Dana Roberts is a financial advisor with Ameriprise in Richfield, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Roberts also serves as a FINRA arbitrator. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Stephen Braatz is a financial advisor with LPL Financial in Oakdale, MN, holding a Series 66 designation and 18 years of industry experience. He has previously worked at City National Bank, RBC Capital Markets, and Wells Fargo in various advisory roles. Braatz serves as Board Chair for Resolute, a family ministry nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Molly Schutz is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2002. Outside of her advisory role, she has worked as an independent consultant selling and educating consumers on therapeutic-grade essential oils and has served as an election judge for the City of Eagan. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Kristin Printon is a financial professional at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked with firms including Securian Financial Services, Minnesota Life Insurance Company, and North Star Consultants. Kristin serves on the advisory board of the Diaper Bank of Minnesota, a nonprofit supporting families with young children. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to a variety of investment programs and third-party managers.

Warren Ludford is a CFP®-credentialed financial advisor with 29 years of industry experience. He has been with LPL Financial since 2008, working at the firm for 18 years. Ludford is based in Roseville, MN, and holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research tools.

Daniel Griep is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with UBS since 1993. Mr. Griep serves on the investment committee for DeLaSalle High School’s endowment funds, contributing to the drafting of the Investment Policy Statement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies aligned with client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Steven Van Sloun is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Deepwater Asset Management and F2 Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Brandon Barkosky is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Waddell & Reed and A Vision Partners. His background also includes managing real estate rental activities through Gray Barkosky Real Estate, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Anthony Scheuring is a Senior Vice President, Senior Financial Advisor, and Portfolio Manager at Merrill in Minneapolis, Minnesota. He has been a Partner with The Scheuring Group at Merrill since August 2010. Prior to joining Merrill, Anthony worked at Piper Jaffray & Company from 2006 to 2010, where he spent three years in the Operations Department on the Fixed Income Trading Desk and one and a half years as a Registered Sales Assistant for a Corporate Cash Management Team. Anthony serves multiple generations of clientele, guiding families toward their financial objectives through tailored asset and liability management. His approach incorporates a diligent goals-discovery process, knowledge of financial markets, and rigorous financial strategies to address various family circumstances and philanthropic giving. As a Portfolio Manager, he manages discretionary strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds Series 7 and Series 66 FINRA registrations, and the Certified Plan Fiduciary Advisor (CPFA) designation. Anthony earned a Bachelor's degree in Business Administration from the University of St. Thomas and is an alumnus of Cretin-Derham Hall High School. He served in AmeriCorps from 2004 to 2005 as a Construction Supervisor with Dallas Area Habitat for Humanity. Anthony is involved with Prodeo Academy and Twin Cities Habitat for Humanity. He resides in Mendota Heights, Minnesota, with his wife and four children.

Evan Thornton is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. He is a part owner of Thornton Brothers, LLC and is involved in design marketing through Twin Cities Saxophone. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.

Kenneth Duhadway is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Kyle Hidlebaugh is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.