Linnea Rounds is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Ameriprise Financial Services and Lincoln Investment. Mass Mutual Investors Services 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, emphasizing collaborative, annual planning relationships and event-driven services such as divorce and estate-settlement planning.

Timothy Meyer is a CFA® charterholder with 23 years of experience in the financial services industry. He currently works with Cetera and also serves as a financial professional at North Star Resource Group. Previously, he held roles at Securian Financial Services, Allianz Life, and CRI Securities. Outside of his advisory work, he was involved in the Bishops Cuts and Color franchise for five years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes both affiliated and third-party managers.

Chelsea Spande is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated entities since 2023, following nearly a decade at Securian Financial Services Inc and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform offering both discretionary and non-discretionary program options.

Valerie Ralph is a financial advisor with Ameriprise Financial Services in St. Paul, MN. She holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Ameriprise in 2025, she worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2020 to 2025, as well as Edward Jones from 2008 to 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning. The firm’s retirement service relies on proprietary research and algorithmic tools and features enrollment criteria that require a minimum level of investable assets, with a product lineup influenced by its affiliated fund firms.

Keith Vandell is a financial professional with 28 years of industry experience, currently associated with Cetera. He holds a Series 63 designation and has previously worked with Securian Financial Services, Inc. and Minnesota Life. Vandell is also a partner in Waypoint Wealth Group LLC and engages in fixed insurance sales through North Star Consultants. 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 various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Erika Granowski is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including at Free People and the University of Wisconsin-Madison. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Darin Brommer is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 14 years of industry experience. He has been associated with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of his advisory work, he co-owns a catering and fine woodworking business with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing Wells Fargo's research and planning tools to develop tailored recommendations.

John Mead is a financial advisor with Edward Jones in Lake Elmo, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Mead serves on the Lake Elmo Old Village Office Condo Association board and is president of CJM Office Holdings LLC, a commercial property management company. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Shayna Boyle is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 credentials and two years of industry experience. She has been with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of her advisory role, she is involved with Wings Homeschool, Instacart, Lifetime Fitness, and the YMCA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

William Style is a financial advisor with Morgan Stanley in St. Paul, MN, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market models to support client financial plans.

Emma Monk is a CFP® professional affiliated with OSAIC, with three years of industry experience. Her prior roles include positions at Woodbury Financial Services Inc, GT Financial Advisors LLC, and WMG Waznik Moseler Group LLC. Outside of her advisory work, she serves as a Zamboni driver and facility manager at the Roseville Skating Center. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a platform that supports both discretionary and advisor-managed strategies.

Samantha Pilacinski is a financial advisor at LPL Financial with two years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work history includes roles at QBE North America and True Vision MN LLC. 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 variety of investment programs and uses both proprietary and third-party strategies, supporting advisors with research and technology tools.

Andrew Vincelli is a Series 66-licensed financial advisor with UBS Financial Services in St. Paul, MN, where he has worked since 2015, accumulating 11 years of industry experience. He serves on the board of directors for the Rotary Club of St. Paul, a volunteer organization focused on local and international community initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets and financial planning solutions.

Ann Cirullo is a financial advisor with Merrill in Stillwater, MN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked at Merrill since 2013 and was previously associated with Morgan Stanley Smith Barney. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Johnson is a Series 66-licensed financial advisor with LPL Financial, based in Woodbury, MN, and has two years of industry experience. He previously worked with North Oaks Financial Group and has held a tax preparer role at Law Tax and Financial Services. Nathan's background also includes diverse roles outside finance, such as positions in education and retail. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a broad network, offering access to financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglass Paine is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple Cetera affiliates since 2023 and was previously self-employed as a real estate agent and broker for 11 years. He serves as secretary and board member of the River Hills Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of investment program options and oversees more than $256 billion in assets.

Magdalena Zborowski is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following four years at Bank of America, N.A. She is also an owner of rental properties in Minneapolis and Poland. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers customized financial planning and portfolio management services, utilizing a variety of strategies and managers tailored to client goals and risk tolerances.

Gordon Bentley Jr. is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Bank of America, N.A. and Merrill since 2016. Bentley serves as a board member of the Down Syndrome Foundation and is a committee member for Minnesota Valley Young Life, both nonprofit organizations. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Stephen Weber is a financial advisor with UBS Financial Services in St. Paul, MN, holding Series 63 and Series 65 designations and totaling 29 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services Inc. 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 combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ronald Click is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he is a 15% owner of a private company named paralab eau Claire Wi. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.