Daniel Fritz is a financial advisor at Stifel with 23 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2006. Fritz serves on the Board of Directors for the University of Minnesota Fraternity Purchasing Association, advising student leaders. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Brennan Burchill is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2019. His prior roles include positions at Coverall, Doctible, and Pearl Forwarding. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad array of investment strategies supported by proprietary research and operational tools.

Sydney Eckhart is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, Sydney worked at Wells, Schluter, Hanson & Co and held roles at the University of South Dakota and Werry Family. Sydney has been with Ameriprise since 2017. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports prepared by a centralized consulting team in partnership with financial advisors.

Paul Mumma is a CFA® charterholder with 31 years of industry experience. He has been with Ameriprise since 2013, currently serving in Saint Louis Park, MN. He is a member of the Board of Directors for the Institute for Portfolio Alternatives, providing guidance on the organization's strategy and ongoing affairs. Ameriprise offers a retirement-income planning service focused on 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.

Jeffrey Kuhlman is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. Outside of his advisory role, he works as a freight operator for Mills Fleet Farm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Mathew Nyakundi is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, TCF National Bank, and REM Ramsey. Outside of his advisory role, he is the owner of a healthcare staffing agency and volunteers as the finance director for a Minnesota House Representatives campaign. 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 that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Trenton Fletcher is a Series 66-licensed financial advisor with LPL Financial, based in Maple Grove, MN, and has one year of industry experience. He previously worked at Cetera and holds an operations manager role at Prowealth Financial, where he manages day-to-day operations and oversees hiring and training. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of advisory and brokerage services supported by extensive technology and operational resources.

Jordan Shockley is a financial advisor with Ameriprise in Wayzata, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Lumitas Wealth Strategies and Wells Fargo, as well as experience outside finance at Best Oil Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Beth Johnson is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining MML Investors Services and MassMutual Life Insurance Co in 2025, she worked for the State of Minnesota Commerce Fraud Bureau from 2013 to 2021. Outside of her advisory role, she is involved in real estate through ownership of BDL Real Estate LLC and BDL Legacy LLC. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized services including divorce planning and estate settlement.

Amy Holewa is a CFP® professional with 29 years of experience in the financial industry. She has worked for LPL Financial since 2024 and previously spent 15 years at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Outside of her advisory role, she is involved with Intentional Wealth LLC, a business entity established for tax and investment purposes. 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 advanced advisor-facing tools and a broad network of investment professionals.

Zachary Johnston is a financial advisor at UBS Financial Services in Minneapolis, MN, with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services since 2017. Prior to that, he was employed at Securian Financial Services, Inc and Minnesota Life Insurance Company from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

John Randolph is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at UBS Financial Services and City National Bank. He serves as a trustee on the board of Adirondack Mountain Reserve, a private club established over 100 years ago. 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 tailored strategies implemented through a combination of in-house and third-party managers, and provides a range of portfolio management and financial planning services.

John Anderson, Jr. Jr. is a Private Wealth Advisor at Merrill Private Wealth Management and co-leader of the Anderson Winberg Group. He works with a select group of families and businesses across the United States, focusing on relationship management, strategic team initiatives, and business development. His practice primarily serves early employees, founders, and finance teams of high-growth startups, entrepreneurs, and multigenerational families navigating liquidity events and transitions, including those related to public markets and multigenerational family wealth. John and his team integrate Environmental, Social, and Governance (ESG) focused investments into their services and prioritize asking meaningful questions to define clients' goals while collaborating with trusted advisors such as CPAs and attorneys. Their experience includes wealth management, professional portfolio management, business succession planning, retirement planning, lending, structured products, pre-IPO planning, and insurance. He holds a Bachelor's degree from the University of Colorado System and has earned the CERTIFIED FINANCIAL PLANNER® certification, as well as the Certified Exit Planning Advisor (CEPA) and Chartered Socially Responsible Investment Counselor™ (CSRIC) designations. John is proficient in both English and Spanish. In his free time, he enjoys adventure sports, fishing, golfing, skiing, and spending time with his family.

John Overson is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with LPL Financial since 2018 and previously spent 22 years at SII Investments, Inc. He also operates Overson Financial Services and is licensed as an insurance agent, offering annuities and life insurance, and provides tax preparation services. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technological and operational resources.

Cynthia Pikala is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds a Series 63 designation and has been with UBS since 2013. Based in Minneapolis, MN, her career includes over a decade advising clients through a major financial institution. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored investment solutions.

Sophia Skidmore is a financial advisor at Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 66 registrations with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at The Vanguard Group and has experience in public defense and nonprofit sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Joseph Fleming is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior work includes nine years at RBC Capital Markets Corporation and several years at Ameriprise Financial Services before joining Ameriprise in 2020. Fleming serves on the Board of Directors for Twin Cities PBS, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Bindi Swammi is a financial advisor at UBS Financial Services with 26 years of industry experience. He previously worked at Ameriprise Financial Services LLC for 16 years before joining UBS in 2022. Outside of his advisory role, he serves as adjunct faculty at Mitchell Hamline School of Law and is a board member of Advocates for Human Rights. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

Brody Hardacre is a Series 66–licensed advisor at J.P. Morgan Securities with one year of industry experience. His background includes roles at Polaris Industries, LUNR Capital, and the University of Minnesota. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Julie Whittaker is a financial advisor at Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 credentials with two years of industry experience. Her prior roles include positions at Mark J Heurung and Northwestern Mutual Investment Services LLC. Outside of finance, she has experience working with YMCA Camp St Croix over several years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.