Neal Doty is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial since 2001. 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 provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and participant advice programs.

Jeffrey Crowl is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2010, with a concurrent role at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies and utilizes a combination of in-house and third-party managers to implement client portfolios.

Joseph Lipovetz is a financial advisor at Wells Fargo Clearing in Hopkins, MN, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Clearing since 2026 and previously worked at Wells Fargo Bank, nA from 2024 to 2026. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Roy Hanson is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of his advisory role, Hanson is involved in managing real estate through business ownership in Centennial Group II, LLC and co-ownership of Hanson Family LLC. 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 retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Vinar is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Harbour Investments, Inc. for 19 years and has operated Vinar Financial Group LLC since 2011. Outside of his advisory role, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Zachary Bollom is a financial advisor at Equitable Advisors based in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Hanna CRE and the Hennepin County Appraisers Office. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model focused on LPL-sponsored programs and endorsed third-party managers.

Travis Jensen is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022. His prior experience includes roles at Bank of America, N.A. and Merrill, spanning over a decade at each firm. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Paul Notermann is a financial advisor with Ameriprise in Punta Gorda, FL, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves on the Board of Directors for Rotary International in Burnsville, MN, where he is also the Membership Chairperson. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

Keenan Cavanor is a CFP® and holds a Series 66 license, with six years of experience in the financial industry. He currently works at Charles Schwab, where he has been employed since 2017 across various roles, including at Charles Schwab Bank, SSB. His earlier experience includes positions at Indiana University, The Mather Group, and Ferry Capital Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services within a centralized operational structure.

Spencer Fossey is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation. He has previous experience at Merrill Lynch and a background that includes positions at the University of Minnesota and Lakeville North High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Michael Fischer is a financial advisor with UBS Financial Services in St. Paul, MN, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Robert Meints Jr. is a financial advisor with OSAIC in Edina, MN, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services, Inc. for 13 years. He also operates a sole proprietorship, Pathway Financial Advisors, providing guidance on insurance, fixed annuities, disability income, and long-term care as part of comprehensive lifestyle planning. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios for individual and institutional investors.

Brad Melsa is a CFP® professional with 26 years of experience in financial services. He is currently with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., where he has worked since 2022. Prior to this, he spent ten years at Commonwealth Financial Network and has been associated with Think Mutual Bank since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Matthew Casey is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Invest Financial Corporation for eight years and has been associated with Royal Credit Union since 2008. 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 range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Daniel Tuohy is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Ameriprise in Bloomington, MN since 2020. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual Investment Services. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated consulting team.

Michael Benson is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2017. Benson serves on the Board of Directors for the Apostle Islands Historic Preservation Conservancy, a foundation focused on preserving historic structures in Northern Wisconsin. 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 with customizable investment strategies implemented through a combination of in-house and third-party managers.

Riley La Mott is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. Riley has one year of industry experience, beginning their advisory career at Equitable Advisors in 2026. Prior to this role, Riley's work history includes roles outside the financial industry as well as studies at the University of Minnesota. Equitable Advisors serves a broad range of clients including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, focusing on both advisory and brokerage solutions.

Samuel Streetar is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, his work experience includes roles at MosquitoRator, Lyman Lumber, and Iowa State University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, collaborating extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

Michael Mcdonald is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Raymond James Financial Services Advisors Inc., Bremer Investment Services, and Bremer Bank. He is also involved with Simplicity Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Jeremy Oliver is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Woodbury Financial Services, Inc. for 22 years before joining OSAIC in 2024. In addition to his advisory role, he owns a sole proprietorship providing fixed insurance products such as life insurance and long-term care. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charities, through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios with diverse investment options.