Chanda Sour is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 66 licenses. She has 29 years of industry experience, including roles at Securities America Advisors, Inc. and Sunset Financial Services. Sour also serves as president of Ludwig Financial Group, a marketing entity based in Minneapolis. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages roughly $12.77 billion in assets, primarily on a non-discretionary basis, and utilizes a variety of custodians, third-party money managers, and platform programs to implement client strategies.

Michael Paone is a financial advisor at Wells Fargo Investment Institute, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Wealth Management and Piper Jaffray & Co., as well as running a custom woodworking business. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses and select external clients. The firm delivers research and model guidance across specialized divisions without exercising investment discretion or holding custody of client assets.

Larry Mathison is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Integrity Funds Distributor. He is a co-owner of inherited farmland in western Minnesota, managing property-related duties outside of trading hours. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models and operating with a large advisor network.

Rick Peterson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Principal Securities since 2016 and has additional experience with Atlas Wealth & Retirement and CSP & Associates. He is involved in outside insurance activities related to long-term care, disability, fixed life and annuities, health, and supplemental medical insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Bailey is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2011. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary portfolio construction tools developed in partnership with Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Cameron Strobel is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Valic Financial Advisors since 1997 and is also associated with Agia, where he offers non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts supported by centralized technology and third-party model managers.

Aaron Fulton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2020. Prior to Mariner, he worked at Proequities, Inc. and Honkamp Krueger Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for an enterprise of its size.

Lars Engman is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at One Source Virtual and Ceridian. Engman is also a partner at New Horizons BFS LLC, where he provides investment advice and financial planning. J. W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, implementing investment decisions on both a discretionary and non-discretionary basis.

Amanda Parsons is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Savant Wealth Management and previously worked at Prairieview Partners, Christianson PLLP, and MD Financial / Vestment Financial, among others. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supporting a broad range of investment approaches overseen by an investment committee.

Michael Velin is a CFP® professional with 15 years of industry experience, currently serving as a Private Wealth Advisor at Kestra Advisory. He has been with Kestra since 2010 across various affiliated entities and also coaches the boys varsity soccer team at Mounds Park Academy. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from plan sponsors to sovereign wealth funds.

James Ganger is a financial advisor with OSAIC Institutions, Inc. He holds a Series 63 designation and has 36 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Securities America Advisors, and Securities America Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Deana Healy is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding CFP®, Series 63, and Series 66 designations and possessing 25 years of industry experience. She has worked at Ameriprise since 2020 and previously held roles at Randstad Technologies and Salo LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bryan Wildes is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing one year of experience to his role. His prior work includes four years at Willis Towers Watson and multiple positions at Thrivent Financial since 2018. Outside of his advisory work, he is a singer and bass player in a post-punk electronic experimental rock band and also writes and self-publishes short and long fiction. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic goal-based analyses and planning without discretionary trading authority. The firm’s services cover a wide range of topics, including retirement, tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing structure.

Matthew Wangler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and The Huntington Investment Company. Outside of advising, he owns a home improvement business and works as a food delivery driver. 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 grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Cole Babcock is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Wealth Enhancement Advisory Services, LPL Financial, New Era Financial Advisors, and Huntington Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a disciplined process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its management of multiple registered investment companies, use of systematic methodologies, and advisory role within Fidelity Institutional Wealth Adviser.

Antony Fisher is a Financial Advisor at Merrill Lynch Wealth Management who specializes in helping individuals and families align their current financial situation with their long-term vision for retirement. He focuses on areas such as college education planning, family wealth management strategies, employee financial health, managing new wealth, sports and entertainment, and retirement income. With experience rooted in comprehensive wealth management planning, Antony assists clients in understanding the timing and amount needed for retirement savings, spending, and Social Security benefits. He emphasizes acting with integrity and prioritizing his clients' best interests to provide clarity and confidence. Antony holds a Bachelor's Degree from Southern University and is a Personal Investment Advisor (PIA). He is a member of Kappa Alpha Psi and The Monitors Club and is involved with the Phyllis Wheatley Community Center. Outside of his professional work, Antony enjoys adventure sports, baseball, basketball, chess, football, music, pickleball, reading, watching movies, and yoga.

Alan Tyson is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as involvement with companies outside the financial sector. He is a partner at Clear Image Press, Inc., a specialty printing business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Palmatier is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and previously at Focus Financial for six years. Outside of finance, he has a role as a night auditor and manager on duty at a downtown Minneapolis hotel. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.

John Khalil is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at Altacent and has a diverse background including roles in the restaurant and parking industries as well as various positions in education and sports organizations. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies implemented through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services.