Briana Ardolf is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. She has worked at JPMorgan Chase Bank and Wells Fargo Advisors and has experience with the Brewery Running Series. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting delivered through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Paul Dickman is a financial advisor with Cetera in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Valic Financial Advisors and New York Life, among others. Outside of his advisory work, he serves as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and custodial relationships.

Eric Hoebbel is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and Cetera Wealth Services LLC since 2023, and previously spent six years with Securian Financial Services Inc and Minnesota Life Insurance Co, as well as three years at Ameriprise Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, ERISA retirement services, and offers a multi-manager platform with access to various investment strategies and custodial relationships.

Kelly Magnuson is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2006 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ryan Bartel is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Thrivent, he worked in various roles including at Manvel Public School and Scheels. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and business continuation planning. The firm uses goal-based analyses and modeling tools, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Conner Mars is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015, previously spending six years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers, leveraging its capital-markets capabilities and affiliated asset managers.

Vincent Lloyd is a financial advisor at Cetera with 16 years of industry experience. He holds the PFS™ designation and Series 66 license. His work history includes roles at Intuit and Avantax, alongside operating his own CPA practice providing accounting and tax advisory services. He also provides seasonal tax advice remotely for Intuit’s TurboTax customers. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and financial planning services.

Doran O'Brien is a financial advisor with Edward Jones in Scandia, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as president of O'Brien Management LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Brandon Morrell is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and its affiliates since 2011, with brief tenures at U.S. Bancorp Investments and Cadaret Grant & Co. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, focusing on personalized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and serves clients with significant investable assets through a broad range of advisory, brokerage, and insurance solutions.

William Vargas III is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Bank NA for much of his career, with brief tenures at BMO Bank NA and LPL Financial. Outside of his advisory role, he works as a customer service associate at Home Depot. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, providing a broader range of financial products than many large institutional advisers.

Aaron Adams is a financial advisor at Osaic Wealth Inc. with 15 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 12 years. Outside of his advisory role, Adams works as a Door Dash delivery driver on weekends. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios.

William Gudorf is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, he held positions at Thomson Reuters and Talent Net Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Peter Johnson II is a financial advisor with Wells Fargo Clearing in White Bear Lake, MN, holding Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Wells Fargo Clearing since 2018, having also worked at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryant Waller is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, in addition to his tenure at Morgan Stanley Smith Barney LLC beginning in 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

Emily Barber is a financial advisor at Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has experience working with Thrivent and its affiliated entities since 2025. Prior to joining Thrivent, Barber held various roles including five years at The Freelance CFO and earlier positions in hospitality and photography. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option combining planning with managed-account services while maintaining these functions separately.

Chad Holtz is a CFP® professional with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, he owns and manages Red Dog Stables Ltd., a thoroughbred breeding and racing operation in Blaine, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Crystal Soderlind is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Thrivent since 2014. Outside of her advisory role, she judges high school speech competitions in Chaska, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, and estate planning, while maintaining these services separately from portfolio management.

Todd Yeiter is a CFP® with 30 years of industry experience, currently serving at Thrivent Investment Management Inc. since 2002. He is based in Minneapolis, MN, and holds the Series 66 designation. 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 across a wide range of planning topics, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Amanda Peetz is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Piper Jaffray & Co. for five years before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing both in-house and third-party investment managers.

Bradley Melby is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 30 years. Outside of his advisory role, Melby is involved in consulting and organizational support for several business entities and holds the original story rights for an independent film production company. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with its financial advisors.