Garett Perdue is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work history includes roles at Equitable Advisors, Korn Ferry, and Volkart May, as well as academic positions at the University of St. Thomas and Pennsylvania State University. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Eric Rousslange is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked within various Wells Fargo entities since 2005, including Wells Fargo Bank and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary plan-level investment management and a broader range of financial products than many institutional advisers.

Andrew Michaelides is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Ic Advisory Services, Inc. and The Investment Center, Inc. Outside of his advisory roles, he is also employed as a financial advisor with Pinnacle Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Stephanie Johnson is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 66 and Series 63 credentials and has worked at firms including Royal Alliance, Advisornet Financial Partners, and Cetera Advisor Networks. Johnson is also an owner member of JMAE, LLC, which provides managed office services, and owns Johnson Wealth Management, LLC, a firm offering fixed insurance services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party managers, supporting both discretionary and non-discretionary account management.

Charles Cooper is a CFA® charterholder with 18 years of industry experience. He is affiliated with LPL Financial and has held roles at AdvisorNet Wealth Management and Cetera Advisor Networks. Cooper also serves as Controller for James R Hill, Inc., an outside employment position he has held since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Ronald Aho is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 63 designation and has worked with firms including Avantax Advisory Services and ASR Consulting Group. Outside of his advisory role, he owns a prepaid legal services business and participates in multi-level marketing activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services with access to affiliated and third-party managers.

Hannah Hall is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she held various roles including positions at Jpmorgan Chase Bank, N.A., Affinity Plus Federal Credit Union, and the University of Wisconsin. Outside of finance, she has been involved with the University of Wisconsin RecWell and youth sports organizations. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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, distribution, and investment management capabilities.

Maxwell Greseth is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His background includes roles within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as previous experience in small business operations. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Wade Schuknecht is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. He is also the owner of Maple Grove Wealth Advisors LLC, a separate financial planning practice based in Maple Grove, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Philip Mehrer is a financial advisor with RBC Capital Markets based in Wayzata, MN, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and at City National Bank since 2017. 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 a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers tailored to each client’s risk profile.

Raymond Messenbrink is a financial advisor with Ameriprise in St. Michael, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Luke Hannahan is a financial professional with 14 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at various firms including Advisornet Wealth Partners and American Heritage Group. His roles have included financial planning and investment advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to various portfolio management options and financial planning services.

Amanda Johnson is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She specializes in long-term retirement cash-flow planning, risk management, tax-efficient investment strategies, and estate plan considerations. Amanda works closely with her clients, focusing on collaborative relationships to understand their unique goals and design personalized financial roadmaps. Her professional experience spans over a decade in the financial services industry. Prior to her current position, Amanda served as Vice President of Financial Planning and Financial Advisor at LGM Wealth Management - LPL Financial from 2021 to 2023. She has also held senior financial advisory roles at Secured Retirements and Lurie Wealth Management, as well as a private wealth management position at Integrated Equity Management. Early in her career, she worked as a Registered Representative at New England Financial. Outside of her professional life, Amanda enjoys concerts, cooking and baking, family activities, exploring food as a foodie, golf, and traveling.

Jessica Bridgeman is a financial advisor at Fidelity with nine years of industry experience. She previously worked at Ameriprise Financial Services and Allianz Life before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Briana Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Outside of her advisory role, she is a wellness advocate for doTERRA Essential Oils and serves as a volleyball camp coach in Watertown, WI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kurt Marple is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC. He is also involved in non-variable insurance and annuity sales as a Prudential statutory agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Elizabeth Earleywine is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked for sixteen years with the Anoka Hennepin School District #11. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Justin Breyer is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has six years of industry experience, including roles at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader set of investment vehicles including insurance-related products.

Karla Lindsay is a financial advisor at Morgan Stanley in St. Paul, Minnesota, with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012. Outside of her advisory work, she is involved as an artist and has a role in a retail and online footwear business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jack Samuels is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 65 and Series 63 designations and 11 years of industry experience. He previously worked at Ehlers Investment Partners, LLC before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment plans.