Robert Liddle is a financial advisor with Cetera and holds a Series 63 designation. He has 31 years of industry experience, including prior roles at Foresters Financial and Foresters Investors Advisory Services. He is the sole owner of Liddle Consulting, a separate business entity for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Eszter Tamas is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, and Ameriprise Financial Services. Tamas has been with Morgan Stanley Smith Barney LLC since 2018. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an emphasis on advisory roles rather than individual security recommendations.

Blake Webster is a CFP® and Series 66-licensed financial advisor at Charles Schwab with four years of industry experience. He has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, Fidelity Investments, Justice Finance Co, and Atlet Sports. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Yevgeniy Drozdov is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2016. He serves as a board member of the Slavic Church Golgotha and is a Business and Finance Committee member of the Minnesota CFA Society. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management delivered through multi-asset model portfolios and provides centralized supervisory, custody, and order-routing services.

Stephon Williams is Vice President and Financial Consultant. He works with individuals and families to develop personalized financial strategies aligned with their goals. His approach emphasizes education and fostering understanding to help clients make informed decisions. Stephon has experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2021 to 2026, and as a Financial Advisor at Thrivent Financial from 2020 to 2022. He holds a California Insurance License.

Rebecca Devine is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has worked at Thrivent in various capacities since 2019. Prior to joining Thrivent, she spent 18 years at CBRE. 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 planning that covers a wide range of topics, while keeping planning and managed-account services distinct.

Shawna Hurst is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously spent nine years with Raymond James & Associates. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Corey Hawe is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2018. Prior to his financial services career, he worked at Kwik Trip Inc and Panera Bread and also attended the University of Wisconsin-River Falls. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed account services under a consolidated billing option.

Jacob Mischke is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at firms including Cetera and Voya Financial Advisors, and operates Mischke Financial Group, LLC. He is also the owner of VersAttach LLC, a business unrelated to routine advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Kevin Monn is a financial advisor with RBC Capital Markets in St. Paul, MN. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Monn has worked with RBC Capital Markets since 2009. 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 various wrap fee advisory programs and customizes investment strategies based on each client’s risk profile, utilizing a combination of in-house and third-party managers.

Cheri Jewison is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Richard Gilbert is a CFP® with 29 years of experience in the financial industry. He is currently a financial advisor at Morgan Stanley and previously worked at E*TRADE Capital Management and E*Trade Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Christian Ahlgren Williams is a CFP® professional with 14 years of industry experience. He is currently affiliated with Cetera and has prior experience at Allianz Life Insurance Company and related entities. Outside of his advisory role, he serves as an administrative assistant for Human Capital Advantage and holds a notary position. 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 range of portfolio management and financial planning services and operates a multi-manager platform allowing for diverse investment strategies and program structures.

Brian Van Dyke is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has prior experience spanning 23 years at Travelers Insurance and three years as a self-employed professional before joining Thrivent in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Melissa Schneider is a CFP® and holds a Series 66 license with four years of industry experience. She has been with Edward Jones since 2022 and previously worked at Target Corporation for ten years. Outside of her advisory role, she owns and operates an internet sales business focused on purchasing and reselling products through platforms like Amazon and eBay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and provides a range of investment advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Robert Ray is a financial advisor at Ameriprise in Minneapolis, MN, holding CFP®, ChFC®, and Series 63 credentials with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including ownership in lawn and garden equipment and storage products, as well as short-term vacation rentals. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Skraba is a financial advisor at Equitable Advisors with 33 years of industry experience. He has held Series 63 and Series 65 licenses and has worked at Equitable Advisors since 1999, previously affiliated with AXA Advisors, LLC. He also operates a business under the name Falcon Financial 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 asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Jason Medin is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 1997. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Landon Vath is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has worked at Cetera since 2019 and previously spent over three decades at Foresters Financial Services and its affiliated firm. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual clients, employer-sponsored retirement plans, corporate and charitable accounts, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through various program structures, managing over $256 billion in assets with a nationwide network of more than 10,000 advisors.

Michael Rebischke is a financial advisor with LPL Financial in Lakeville, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Voya Financial Advisors, Inc. from 2016 to 2021 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology.