Marc Kenville is a financial advisor with LPL Financial based in Apple Valley, MN, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked with Wings Financial Credit Union since 2014 and was previously with CUNA Brokerage Services, Inc. from 2014 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining scale and a broad set of financial services alongside its advisory platform.

Mark Mischke is a financial advisor with LPL Financial, holding a Series 63 registration and bringing 28 years of industry experience. His prior roles include positions at Cetera, Voya Financial Advisors, and over three decades with Blaeser Mischke Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 ChFC®-designated financial advisor with over 53 years of industry experience. He has worked at OSAIC since 2025 and previously spent 25 years at Lincoln Financial Advisors. Outside of advising, he consults on marketing strategies for a publisher of educational materials and assists clients with life settlements upon request. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports multiple platform programs, including 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 Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory role, he 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 a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Alex Fjeld is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various positions including roles in the hospitality and retail industries. He was involved in operating hospitality businesses such as 2 Brothers Sports Bar & Grill and Zaza's Pub & Pizzera LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of investment solutions through a network of Investment Adviser Representatives, utilizing third-party advisory programs and diversified investment products.

Kurt Bester is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Thrivent Financial and Purshe Kaplan Sterling Investments. Outside of financial advising, he is involved in agricultural business through EF Bester Farms. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment platforms and strategies, combining proprietary models with access to unaffiliated managers, and includes unique institutional features such as advisor transition support and documented business relationships with legal and accounting professionals.

Jason Collins is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Raymond Ramirez is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Ramirez is co-owner of Exeter Operational Support, LLC. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Kolenda is an Investment Consultant currently working at Fidelity Investments since 2024. In his role, he focuses on building a foundation of trust and understanding with clients to empower them in making informed investment decisions. He works with a range of clients, from experienced investors to those just starting out, to develop personalized financial plans. David has accumulated professional experience in the financial industry since 2017. Prior to his current role, he was a Paraplanner and Investment Advisor Representative at RidgeBrooke Tax and Retirement Planning from 2022 to 2024. He also worked as a Broker Agent at TD Ameritrade and Charles Schwab between 2020 and 2021, and as a Defined Contributions Associate at Fidelity Investments from 2017 to 2018. Outside of his professional work, David has interests in camping, fitness, football, military service, outdoor adventures, and parenthood.

Gregory Strunk is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked with Thrivent Financial and has experience providing paraplanner support through Paragon Operations, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which offers retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Soderstrom is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he manages Soderstrom & Associates, LLC, a business related to his advisory work. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, with a centralized team supporting advisors in preparing personalized retirement income strategies.

Peter Arneson is a Series 66-licensed financial advisor at Edward Jones in St. Paul, MN, with two years of industry experience. Prior to joining Edward Jones, he worked at the Institute of Chinese Studies and was involved with various nonprofit organizations focused on community support and cultural initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and nondiscretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.