Jesse Bull is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at UBS Financial Services since 2015 and was previously at Merrill for two years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and a range of capital markets services to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Terry Sandvold is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as CEO of Sandvold Financial Group, overseeing insurance sales and business operations. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process and multiple custodial and legacy program arrangements.

Mark Rethlake is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Ireen Sommer is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. Outside of her advisory role, she serves on the Board of Directors for the Minnesota Hunter & Jumper Association and participates in its Membership and Year End Awards Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Daniel Monahan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Monahan serves on a committee managing the endowment fund for Shepherd of the Valley Lutheran Church. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Morgan Vondrachek is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He has previously worked at UBS Financial Services Inc., U.S. Bancorp Investments, Inc., and US Bank. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

Janet Mcconkey is a financial advisor at RBC Capital Markets with eight years at the firm and a total of 14 years in the industry. She holds the Series 66 designation and previously worked at Schluchter Investment Advisors. Outside of her advisory role, she owns North Star Grant Writing, LLC, which provides grant writing and nonprofit consultation services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Lauren Williams Kirsch is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Wealth Enhancement Group, Peterson Company Ltd, and CliftonLarsonAllen LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Frederick Welch is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding a Series 63 designation and 24 years of industry experience. He previously worked at MetLife Securities, Inc. for 16 years before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Welch is also an independent health insurance agent. 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, using collaborative, software-assisted planning approaches without discretionary investment authority.

Christopher Root is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliates since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies through a centralized team in collaboration with advisors.

Alexander Healy is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Andre Marshall is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at AdvisorNet Wealth Partners and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a deacon and board member at Zion Baptist Church, where he participates in financial oversight and community fundraising. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a large nationwide network of independent advisors. It serves individual, corporate, charitable, and institutional clients with offerings such as portfolio management, financial planning, and access to third-party money managers across various program structures.

Erik Endersbe is a CFP® professional with 11 years of industry experience, currently serving at OSAIC since 2023. Prior to this, he worked for nine years at SagePoint Financial. He is involved in operational leadership of a small partnership through EKE Marketing, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, offering a variety of advisory and brokerage services across multiple platforms.

Geneva Bowden is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017. Outside of her advisory role, she is involved with TC Trailmarkers LLC in a paraplanner and administrative capacity. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create customized, non-discretionary recommendations delivered through a centralized consulting team.

Ryan Juliot is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Wells Fargo, Luminate Home Loans, Royal Credit Union, and Lake Area Bank. He works at Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including registered investment companies and fund-of-funds.

Rick Sterling is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been associated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies that utilize both in-house and third-party investment managers.

Susan Pauling is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for six years at Allina Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Michael Hogan is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and Rivercrest Financial. Outside of advisory roles, Hogan operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.

David Wenthold is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and five years of industry experience. He has held positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. Outside of his advisory role, he serves as Vice President of the Park Meadows Home Owners Association and is active in philanthropic fundraising as President of SACS Dads, a nonprofit supporting the Shakopee Area Catholic School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and other financial services.

Eliot Searls is a financial advisor at Ameriprise with 14 years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at Cetera Wealth Services, North Star Resource Group, Equitable Advisors, and American Enterprise Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating asset allocation, tax-aware withdrawal strategies, and Social Security options.