Joseph Yeado is a financial advisor with Edward Jones in Delano, MN, holding a ChFC® designation along with Series 63 and 65 licenses. He has 11 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeremy Mitchell is a financial advisor at Morgan Stanley with five years of industry experience. His prior roles include positions at Howden Re, Fidelity Brokerage Services LLC, and Thrivent Investment Management Inc. Outside of his advisory work, he has been involved in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Collin Titus is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at several firms including The Leaders Group, Inc. and EPICVanbridge. In addition to his advisory role, he is involved in fixed insurance sales, working as an insurance agent and groups benefit concierge. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various program options and third-party manager access.

Anthony Bushman, CFP®, serves as the Resident Director and Wealth Management Advisor with Merrill. He began his career with Merrill as an intern in the fall of 2004. Following five years of military service, he earned a Bachelor's Degree in Applied Economics and Management from Cornell University. Anthony's expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, and retirement income. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Anthony applies advanced technology to deliver Personal Wealth Analysis, focusing on helping clients meet their personal and financial goals. In addition to his professional commitments, Anthony is involved with Salute MN. His personal interests include boating, cooking, hiking, skiing, and spending time with his family.

Troy Boyle is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked with Cetera and its affiliates since 2021 and previously spent seven years at VOYA Financial Advisors. Outside of his advisory work, he serves as president of the Hopkins Girls Basketball Booster Club, supporting the local girls' basketball program. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various investment models and program options.

Emmalee Tollerud is a financial advisor at Edward Jones in Maple Grove, MN, holding a Series 66 designation. She has been with Edward Jones since 2022 and has prior experience with Allianz Life Financial Services and the Salvation Army Divisional Headquarters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Laverty is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at General Mills and Epic Systems. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized 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.

John Skubitz is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry since 2024, with prior roles including positions at Ascend Financial and Minneapolis Financial Group. Outside of financial services, he has experience in educational roles at the University of Minnesota Twin Cities and local schools. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual planning engagements.

Andrew Knutson is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory work, he serves as President of the American Bandy Association, an amateur sports organization focused on developing the sport of bandy in the United States and supporting youth programs. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and sports & entertainment planning. The firm combines advisory services with other financial products and referral channels.

Darin Dunham is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and U.S. Bancorp Investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of needs including retirement, education, and specialized planning areas. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to implement them through various brokerage or advisory options.

John Crandall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Cetera since 2021, following a seven-year tenure at Voya Financial Advisors and over two decades with The Prideaux Company. In addition to his advisory work, he is an independent insurance agent with involvement in fixed insurance and long-term care insurance products through The Prideaux Agency and other ventures. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual clients, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both discretionary and non-discretionary strategies and access to third-party money managers.

David Chan is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he is involved with TC Trailmarkers LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

James Wiberg is a financial advisor at Thrivent Investment Management in Chaska, MN, with 30 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Sean Kane is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management as a partner in a rental property venture in Wayzata, Minnesota. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Thomas Wood is a financial advisor at Edward Jones in Shakopee, MN, with seven years of industry experience. He has held his current role since 2018 and previously worked at SUPERVALU, Inc. from 2014 to 2018. Wood holds the Series 66 designation. 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 operates a large nationwide network of advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.

Britt Tappen is a financial advisor with Ameriprise in Mound, MN, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she co-owns Backyard Bars LLC, a construction business. Ameriprise is an institutional firm serving clients with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax analysis to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Nancy Aadalen is a Financial Consultant currently working at Fidelity Investments since 2017. She has over 33 years of experience in the Financial Services Industry, focusing on wealth planning and assisting clients in pursuing their financial goals. Her professional approach is centered on understanding her clients both personally and professionally. Nancy's prior roles include Investment Consultant at Fidelity Investments from 2013 to 2017, Director of Business Development at Geraty Investments between 2010 and 2011, and several positions at Ameriprise Financial including Business Development & Sales (2006-2009), Director of Investment Analytics (2000-2006), and Marketing Manager (1996-2000). Earlier in her career, she was a Mutual Fund Analyst and Marketing Associate at John G. Kinnard & Co. from 1990 to 1996. Outside of her professional work, Nancy has interests in fitness, golf, hiking, kayaking, outdoor adventures, and yoga.

Janice Hatlestad is a financial advisor with UBS Financial Services in Lakeville, MN, holding a Series 66 designation and 23 years of industry experience. She has worked with UBS since 2015. Outside of her advisory role, she serves as a notary in the State of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jason Lach is a financial advisor with OSAIC in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with OSAIC since 2012 and is also involved in coaching high school football. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services with a range of portfolio construction tools and options, supporting both discretionary and non-discretionary management.

Maria Taylor is a financial advisor with Edward Jones in Eden Prairie, MN, holding CFP® and Series 66 designations. She has eight years of industry experience, all of which has been with Edward Jones since 2018, following a two-year period out of the workforce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.