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, Infinex Investments, Alerus, and BMO Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

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 in Apple Valley, MN, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves at Cuna Brokerage Services, Inc. and Wings Financial Credit Union since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party subadvisors, and advanced research.

Mark Mischke is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. His prior roles include positions at Cetera, Voya Financial Advisors, and running Blaeser Mischke Financial Group, Inc. He is also involved with Mischke Financial Group, LLC, an entity related to his LPL business. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a variety of advisory programs and financial planning services through a national network of investment adviser representatives.

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 financial advisor at OSAIC with 53 years of industry experience. He previously spent 25 years with Lincoln Financial Advisors. Outside of his advisory role, he consults on marketing strategies for Project Read, a publisher of educational materials focused on reading and writing, and provides insurance services including traditional life and disability insurance as well as life settlements. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided tools and multiple advisory platforms to construct portfolios that may include a range of investment types and supports both 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.

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.

Ayefoune Alagbo is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2023, Alagbo held positions at Audi Richfield, Northwestern Mutual, Patagonia, and Genesys Works. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Healy is a financial advisor with Equitable Advisors in Chaska, MN, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, Healy is involved as a sales associate with Realty Benefit Services and Dergalis Associates, and is a member of Clarity Solutions Group LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Alex Fjeld is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. He has one year of industry experience, having joined Equitable Advisors in 2026. Prior to his current role, his background includes positions at Northwestern Mutual and involvement in hospitality businesses such as 2 Brothers Sports Bar & Grill and Zaza's Pub & Pizzera LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.