Michael Hoffman is a CFP®-designated financial advisor with Ameriprise in Plymouth, MN, and has 36 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1989 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved as Chief Manager of Migadeza Partners LLC, a real estate investment and leasing business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Martin Sheetz is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, State Farm, and Ludwig and Company. Outside of his advisory role, he owns a small business creating and selling Norse-themed handcrafted products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers a range of financial planning and consulting services.

Jadyn Huber is a financial advisor at Edward Jones in Minnetonka, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Jadyn worked at Mr. Cooper, Sigma Beauty, Alma Homes, Quorum Federal Credit Union, Huntington National Bank, and Signature Consultants. Outside of financial services, Jadyn is a fitness instructor and a content creator focused on fashion, wellness, and beauty. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Adams is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co., Inc. since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Kevin Johnson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RBC Capital Markets. Outside of his advisory role, he serves as an executor for his sister’s estate. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions while utilizing research and analytics to support diversified investment strategies.

William Rodgers IV is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and with nine years of industry experience. His previous roles include positions at Avant Management Inc and Gradient Securities, LLC. Outside of his advisory work, he coaches CrossFit classes at CrossFit SISU. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Patrick Holmay is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 registrations and 21 years of industry experience. He previously worked at Park Avenue Securities, LLC and Guardian Life Insurance Co. He serves as a trustee managing financial matters for a family trust and maintains an insurance brokerage practice focused on life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs with an emphasis on collaborative client relationships and event-driven planning services.

Jason Fredrickson is a financial advisor with Wells Fargo Clearing based in Wayzata, MN. He holds the Series 66 designation and has 23 years of industry experience, including over 30 years with Wells Fargo Bank, N.A. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Daniel Fouberg is a financial advisor with Osaic who holds the Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and Sunamerica Securities, Inc. for one year. Outside of his advisory role, he is involved in life insurance and fixed annuity sales through a corporation he is statutory agent for. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services delivered through a multi-advisor platform and its network of affiliated broker-dealers and RIAs.

Mark Cheeley is a financial advisor with Ameriprise in Wayzata, MN, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership and management activities, including co-owning a networking group territory and serving as a business development manager for a CPA firm. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Chad Villagomez is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory role, he coaches high school golf and is involved in public speaking for a Bible study group. 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 tailored retirement income planning advice supported by in-house investment research and third-party data.

Shannon Johnshoy is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2014 and is a co-owner of Constellation Holdings LLC, an investment-related business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team that supports its financial advisors.

Jessica Johnson is a financial advisor with Raymond James Financial Services, Inc., holding a Series 66 credential and seven years of industry experience. She has also worked with PFK Financial Services Inc. and EXECUTIVE Public Accountants, where she provides clerical and client service support. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports various advisory programs and public finance services.

David Sandvold is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Questar Asset Management. He is also involved with Sandvold Financial Group, an LLC where he assists with trade entry and customer service. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various investment programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by technological tools and multiple custodial arrangements.

Tiffany Hammer is a financial advisor with Morgan Stanley in Plymouth, MN, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and operates a rental cabin in Crosslake, California. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and approved planning tools, serving clients through both direct and corporate agreements.

Diane Lang is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2005. Outside of her advisory role, she is involved with TC Trailmarkers LLC in a paraplanner and administrative capacity. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gaylen Harms is a CFP® and ChFC® with 43 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at multiple firms, including Securian Financial Services and North Star Consultants, where he has been active since 1983. Harms serves as a director on the board of Walker Methodist and as treasurer and finance chair for Wolf Ridge ELC. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, managing over $256 billion in assets. The firm offers a range of portfolio management and consulting services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform.

Phillip Heles is a financial advisor at Edward Jones in Chanhassen, MN, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Bruce Barron is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Waddell & Reed, Nations Financial Group, Wells Fargo Clearing, and Prudential Equity Group, among others. 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 access to third-party asset management.

Michael Soshnik is a financial advisor with Raymond James Financial in Wayzata, MN, holding a Series 63 designation and 42 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2003 and has served as a trustee since 1991. Outside of his advisor role, he owns two support companies, GPS Capital Management, LLC, and North Shore Capital Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs, including municipal and public finance work through a unique affiliation with a municipal advisor.