Genevieve Bajaj is Vice President, Wealth Planner at Fidelity Investments. In her role, she works with clients to align their personal and financial goals through a consultative approach. She emphasizes increasing financial literacy as a key part of curating and implementing financial plans tailored to wealth accumulation, preservation, or balancing both. Genevieve has professional experience spanning over a decade in financial services. She has held positions as a Wealth Planner and Financial Consultant at Fidelity Investments since 2021. Prior to that, she worked as an Associate at NorthRock Partners from 2017 to 2021 and as a Private Client Banker at J.P. Morgan Chase from 2010 to 2017. Outside of her professional work, Genevieve enjoys activities such as biking, Pilates, and running. She is also a parent and has an interest in food.

Kellee Ablard is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she was employed with Nerium International and Fairview Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, affiliated mutual funds, and fiduciary services, supported by a nationwide network of more than 23,000 financial advisors.

Dean Dawson is a CFP® with 33 years of experience in the financial industry. He has been with Ameriprise since 1992 and is currently based in Shakopee, MN. Outside of his advisory role, he volunteers to provide financial advice to clients with cancer through the Angle Foundation. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet certain asset criteria. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Adam Evenson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, and FRANDSEN BANK & Trust. He is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers diverse investment platforms and strategies tailored to client needs, including proprietary models and access to third-party managers.

Peter Gabler is a Certified Financial Planner® with 25 years of industry experience. He has worked at UBS Financial Services since 2006 and was previously with U.S. Bancorp Piper Jaffray starting in 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

John Hedrick is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. He has been with UBS since 2009. He also serves as a trustee for a revocable trust managing funds for the children of a deceased friend. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with comprehensive wealth management services.

Andrew Jankowiak is a financial advisor with LPL Financial in St. Louis Park, MN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Old National Bank, Bremer, Raymond James Financial Services, Bank of America, Merrill, BMO Wealth Management, and Wells Fargo Investments. He is involved in advisor referral programs at Old National Bank through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with both discretionary and non-discretionary investment strategies.

Kelsi Rahm is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and models outcomes with its Global Investment Committee’s estimates and Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

Marc Kenville is a financial advisor with LPL Financial based in Apple Valley, MN, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked with Wings Financial Credit Union since 2014 and was previously with CUNA Brokerage Services, Inc. from 2014 to 2022. 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 investment management solutions, combining scale and a broad set of financial services alongside its advisory platform.

Kurt Kobes is a financial advisor with Robert W. Baird & Co. INC. in Inver Grove Heights, MN, holding a Series 66 designation and 15 years of industry experience. He worked at Wells Fargo Advisors, LLC from 2013 to 2016 before joining Baird in 2016. Outside of financial advising, he operates a small photography business, specializing in one wedding or event per year. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The firm offers a range of investment strategies and overlays, including traditional and non-traditional asset allocations, and provides municipal advisory and public finance services alongside its broader capabilities.

Mark Mischke is a financial advisor with LPL Financial, holding a Series 63 registration and bringing 28 years of industry experience. His prior roles include positions at Cetera, Voya Financial Advisors, and over three decades with Blaeser Mischke Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Lara Healy is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2021. She is a CERTIFIED FINANCIAL PLANNER™ who focuses on understanding clients' goals and concerns to develop tailored financial plans. Her approach emphasizes building trusting relationships and simplifying personal finance complexities. Lara's career in financial services began at Wells Fargo Bank, where she held positions from Teller to Service Manager between 2010 and 2013. She joined Fidelity Investments in 2019, progressing from Financial Representative to Relationship Manager before her current role. Her experience spans client relationship management and financial consulting within major financial institutions.

Zachary Erickson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Fields Law Firm and Mitchell Hamline School of Law. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Amanda Barney is a financial advisor with Edward Jones in Bloomington, MN. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked at the National Security Agency for four years and has experience with NVR Inc, Broadreach Retail Partners LLC, and Cowan Systems, LLC. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Michael Khoury is a ChFC®-designated financial advisor with over 53 years of industry experience. He has worked at OSAIC since 2025 and previously spent 25 years at Lincoln Financial Advisors. Outside of advising, he consults on marketing strategies for a publisher of educational materials and assists clients with life settlements upon request. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports multiple platform programs, including discretionary and non-discretionary account management.

Wendy Gilmer is a CFP® with four years of industry experience, currently serving as a financial advisor at RBC Capital Markets. Her prior experience includes roles at City National Bank, CorTrust Bank, and State Bank of Delano. Outside of her advisory work, she is involved with the Minnesota Timberwolves Senior Dancers and serves on the board of Delano 4th of July Inc., a nonprofit organizing community fundraisers. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide tailored portfolio management and financial planning services using both in-house and third-party investment managers.

Alexander Farley is a financial advisor with Cetera in Eagan, MN, holding a Series 66 designation. He has recent experience with Farley Financial Partners and Infor, and has been with Cetera since 2025. His background includes roles at educational institutions and retail prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment options and oversight, supporting over 10,000 advisors and managing more than $256 billion in assets.

Rebecca Bown is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and offers access to various investment products and strategies, managing approximately $2.74 trillion in client assets.

Megan Duff is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and two years of industry experience. She has worked at Ameriprise since 2023 and previously at Parametric Portfolio Associates and Bethel University. Megan also has experience as a paraplanner, assisting with client tasks and managing advisory business activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Deborah Mc Kinney is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley since 2017 and previously worked at Merrill from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured planning process.