Michael Andersen is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FSC and Red Pine Investment Counsel, where he was the owner of an S-Corp associated with his legacy RIA. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.

John Steel is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 1999. He holds Series 63 and Series 65 licenses and is based in Edina, MN. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Camisha Needom is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Ameriprise Financial Services, and Wells Fargo. Outside of her advisory role, she owns and operates a photo booth business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model‑based and discretionary investment strategies supported by internal and third‑party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathleen Vaughan is a financial advisor at Merrill with 31 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 2016, previously spending two years at Morgan Stanley. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jackson Raskob is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm, T-Mobile, and the American Diabetes Association, where he was involved for five years. He also has a decade of experience with Medina Entertainment Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive planning across a range of topics without portfolio management or institutional advisory services.

Aaron Fritz is a CFP® professional at Ameriprise with 18 years of industry experience. He has worked at Ameriprise since 2022 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fritz serves as Treasurer on the Boards of Directors for both the Eastview Hockey Association and Eastview Athletic Association Football. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing advice.

Robert Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides comprehensive financial services, including portfolio management on a discretionary basis through Personalized or Defined Strategies. His practice serves a nationwide clientele, including many senior-level corporate executives, with a focus on managing complex financial situations involving concentrated company equity and executive compensation. Rob began his financial services career at 18 with American Express Financial Advisors while attending the University of St. Thomas, where he earned a Bachelor's degree in Finance. He subsequently joined A.G. Edwards in 2004 and moved to Merrill Lynch in 2007. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In 2012, he contributed as a subject matter expert for the CFP Board in developing examination questions. Robert lives in Prior Lake, Minnesota, with his wife, two daughters, and two Labrador Retrievers. He is a private pilot and participates in community involvement with the Minnesota Center for Advanced Professional Studies (MNCAPS). His personal interests include ice hockey and tennis.

Jeremy Sammons is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 license and is based in Lilydale, MN. Outside of his advisory role, Sammons is involved as a member of an investment club. 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brittany Traub is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and affiliated firms since 2014, as well as at Personal Wealth Partners and LPL Financial. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation.

Jennifer Eckert is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 28 years of industry experience. She has been with RBC Capital Markets since 2008 and also operated J. Eckert, LLC, a residential real estate rehabilitation business, from 2012 to 2013. 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 various advisory programs with tailored portfolio strategies using a combination of in-house and third-party managers, along with integrated capital-markets and asset management capabilities.

Casey Crandall is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Baird since 2022, following prior roles at RBC Wealth Management and 3M Company. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real-asset exposures.

Alexander Gaustad is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments, The Vanguard Group, and Wold Architects & Engineers. He also worked with the Bloomington Jefferson Hockey Association and Jackfish Bay Property Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning and advice through a centralized team working alongside advisors.

Dane Hammer is a financial advisor with Cetera holding a Series 66 credential and two years of industry experience. He has worked at Cetera Wealth Services, Cetera Investment Advisors, Advanced Wealth Management, LPL Financial, and Royal Credit Union. Outside of his advisory roles, he also provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Lester Bolstad III is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2000. He also conducts annuity sales continuing education training as a monthly speaker. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research with fiduciary financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management solutions.

Karl Pawlowski is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he has involvement in commercial real estate business ownership in Shakopee, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-based modeling and tax-efficient strategies to generate personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ryan Andert is a financial advisor with LPL Financial in St. Louis Park, MN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Raymond James Financial Services, Bremer Bank, Infinex Investments, and Alerus Financial. He is also involved with Old National Bank through advisor referral programs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, using both proprietary and third-party strategies, supported by advanced operational tools and a broad platform of non-advisory financial services.

Dale Kersten is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. His prior work includes positions at The Home Depot and Exlar Corp. Outside of his advisory role, he serves as an election judge in Dakota County and is a board member of Project Miracle, a nonprofit organization focused on providing resources to underserved communities. Thrivent Investment Management delivers dedicated planning services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses across a broad range of financial topics without discretionary trading authority. The firm’s approach allows clients to integrate planning with managed-account programs while maintaining separate service relationships.

Joshua Hinsch is a Certified Financial Planner® (CFP®) with 18 years of industry experience. He has been with Ameriprise since 2008, currently serving as an advisor at the firm’s Bloomington, MN office. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Dario Bilardello is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Minnesota for 13 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while keeping these services separate.

Grace Thurin is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation. Prior to joining Ameriprise, she held roles in education and senior care organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing proprietary research and collaboration between a centralized team and the client’s advisor.