Molly Root is a financial advisor at LPL Enterprise with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial for Lutherans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Sarah Jackson is a financial advisor at RBC Capital Markets with 18 years of industry experience. She has held her current position since 2015 and holds Series 63, Series 66, and Series 65 credentials. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individuals, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party managers.

Jacob Sterling is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has worked at City National Bank and Live Nation. Outside of finance, Sterling is the founder and co-owner of Swanky Systems LLC, a concert and event lighting and sound production company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, using both in-house and third-party investment managers.

Teresa Lane is a financial advisor at Wells Fargo Clearing with 9 years of experience at Wells Fargo and 4 years in the industry. She holds Series 66 and Series 63 licenses and is based in Wayzata, MN. Prior to her current role, she worked at Wells Fargo Bank, N.A. for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Seth Rugroden is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has recently begun his career in the industry, joining LPL Enterprise in 2025. Prior to entering financial advising, his work experience includes roles at Western Governors University, Fraser, and Robert Half. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products through an integrated platform.

Jennifer Matter is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Bank since 2012 and has been with Wells Fargo Clearing since 2021. Prior to her career in finance, she was employed at Caribou Coffee Co Inc for one year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brady Josewski is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation. He has been with Ameriprise since 2020 and has prior experience in education at the Big Lake School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Jordan Komendowski is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Blake Gleason is a financial advisor at OSAIC Wealth Inc with five years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and MassMutual Life Insurance Company. Outside of his advisory role, he is a partner in an investment club focused on market trends and securities investing. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios comprising various securities and alternative investments.

Thomas Tollefson is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He has been with Cambridge since 2011 and holds a Series 66 designation. Outside of his role at Cambridge, he serves as president of CPHASE Financial, an investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various platform arrangements and both proprietary and third-party strategies.

Joshua Schultheis is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at firms including UBS Financial Services and Piper Jaffray Investment Management. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Donald Hutson is a financial advisor with Merrill based in Wayzata, MN, holding Series 63 and Series 65 designations and with 40 years of industry experience. He has worked with Merrill since 1985 and has been affiliated with Bank of America, N.A. since 2011. Merrill offers managed account services through the Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies and provides access to a wide range of products through its affiliation with Bank of America.

Michael Mc Conachie is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously held roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. He is the owner and CEO of The McConachie Team LLC, a business entity he established in 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Kory Steil is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1996, bringing decades of market experience to his role. Kory specializes in developing personalized wealth management strategies that reflect his clients’ unique financial situations and long-term goals. His expertise includes managing investment opportunities and navigating market challenges, drawing on his experience through events such as the 2008 financial crisis and the 2020 pandemic. Kory earned his Bachelor's degree in business administration from the University of Arizona, graduating Summa Cum Laude with Honors. He further advanced his professional credentials by obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and becoming qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. He maintains professional designations including CFP and Personal Investment Advisor (PIA). Outside of his professional career, Kory participates in community volunteering activities. He and his wife are parents of two sons and enjoy spending their free time playing pickleball.

Ryan Montgomery is a Series 66 licensed financial advisor with three years of industry experience, currently with Cetera. He has previously worked at Avantax Advisory Services and Avantax Investment Services Inc. in advisory roles. Montgomery is also involved with Midwest Financial Group LLC and MFG Financial Advisors, where he assists financial advisors and manages client accounts, and he prepares basic tax returns for individual clients through MFG Tax Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating a multi-manager platform that supports various investment strategies across discretionary and non-discretionary authorities.

Jackson Truax is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial in various roles from 2020 to 2023. Outside of finance, he owns and manages Independent Sleepers, a virtual sleep coaching service for parents of young children. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers.

Cinda Collins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She worked at RBC Capital Markets for 21 years before joining Wells Fargo Clearing in 2019. Collins serves as co-trustee for her spouse's trust. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Cody Pollock is a financial advisor with OSAIC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at SagePoint Financial, Thrivent Financial, and Principal Financial Group. In addition to his advisory work, he operates a sole proprietorship offering fixed insurance products. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of advisers, providing integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs.

Abby Dority is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley from 2014 to 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement-income advice through a centralized consulting team.

Kathleen Leistikow is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has worked at Royal Alliance Associates since 2017. In addition to her advisory role, she is involved with Brokerage Resources as a licensing specialist, assisting advisors with insurance carrier licensing. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to various managed account solutions. The firm utilizes asset-allocation tools, risk assessments, and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.