David Brown is a financial advisor at Raymond James Financial Services Advisors Inc. with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Raymond James since 2012. Outside of his advisory role, Brown is involved with K L Brown & Associates, where he supports client reporting and online workflow management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Susan Anderson is a financial advisor with LPL Financial, holding the Series 63 and Series 65 credentials and bringing 17 years of industry experience. She previously worked at Osaic Wealth, Inc. and Financial Dimensions Group, Inc. from 2016 to 2024. Anderson is also involved with Anderson Financial Group, LLC, a business entity for tax and investment purposes outside of her advisory role. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive technological tools and a broad non-advisory financial services platform.

Connor Miene is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2021, he worked at Equitable Advisors and Axa Advisors, LLC. Outside of his primary role, he is also an Associate Financial Advisor at Soderstrom & Associates, LLC. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include customized Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic modeling and research with personalized advice, primarily for clients with significant assets under management at Ameriprise.

Tyler Shilson is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2024. Prior to entering the financial industry, he was involved with Pursuit Wrestling MN and Body Rejuvenation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles and investment goals.

Tyler Mattson is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 1988. Outside of his advisory role, he is involved in a personal service corporation, GLMM, LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory services and offers a broad range of brokerage and insurance solutions through its affiliated companies.

Jenny Rasmussen is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Dayton, MN. She has worked with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Adam Lukens is a financial advisor with Ameriprise in Chanhassen, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Lukens serves on the Board of Directors for St. Therese Parish and School and participates on the Wings for Widows Advisory Council; he also provides pro bono financial planning for cancer patients through the Angel Foundation’s Financial Cancer Care Program. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering comprehensive, research-driven recommendation reports that incorporate tax-smart strategies and Social Security options. The firm blends algorithmic automation with advisor input to tailor retirement income plans and provides a broad range of advisory, brokerage, and insurance solutions.

Jon Kattke is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 18 years of industry experience and has worked with firms including LPL Financial, Strategic Wealth Group Registered Investment Advisors, and ProEquities. Outside of his advisory work, he is involved in co-owning a company that buys and sells raw land. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved tools and collaborative annual planning engagements.

Alyssa Hall is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she works part-time as a sales representative for The Country Register Newspaper and is an independent consultant selling food products through Tastefully Simple. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Lee Maciej is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 63 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. In addition to his advisory role, he serves as COO and Chief Investment Officer of TC Family LLC, where he supports strategic vision and operational management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Patrick Furnstahl is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Furnstahl has worked at Wells Fargo Clearing since 2020 and was previously with Wells Fargo Investments, LLC for 20 years. 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 incorporates modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Brady Coyle is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Ashton McGee Restoration Group, and involvement with the University of Minnesota Duluth. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning arrangements.

Mitch Wittman is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to ensure that clients' financial plans and wealth management strategies are aligned with their goals. He began his career at Fidelity Investments in 2022 as a Financial Representative, progressed to the role of Relationship Manager in 2023, and took on his current position in 2024. Mitch holds a California Insurance License, supporting his work in financial planning and client service. Outside of his professional responsibilities, he is engaged in activities such as playing board games, enjoying food, golfing, listening to music, playing table tennis, and volunteering.

John Giese is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at RBC Capital Markets since 2012 and is also affiliated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Amanda Cribbs is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Capital Management Securities. Her background also includes roles at JPMorgan Chase Bank, N.A. and Discovery Benefits. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis, with clients retaining final decision-making authority.

Adam Wondra is a financial advisor with Robert W. Baird & Co. in Minnetonka, MN, holding Series 65 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at BMO Bank NA, LPL Financial, Wells Fargo Bank and Clearing, and Northwestern Mutual. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and brokerage services with a mix of manager-traded and model-traded strategies supported by internal research and advanced tools, including artificial intelligence.

Scott Broman is a CFP®-credentialed financial advisor with 10 years of industry experience. He has worked at MML Investors Services since 2020 and was previously with Merrill from 2013 to 2020. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using proprietary software and offers a range of programs including wrap accounts and educational seminars.

Jennifer Fitzgerald is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Brian Dyvig is a Market Leader at Fidelity Investments. In this role, he leverages the trusted brand, technology, cost-efficient investment platform, and collaborative team environment at Fidelity to serve clients effectively. He has extensive experience in financial services, having held leadership positions at Fidelity Investments since 2013, including Assistant Branch Leader from 2013 to 2016 and Branch Leader from 2016 to 2025. Prior to joining Fidelity, Brian held various sales and advisory roles, including Sales Manager and Regional Sales Director at Ameriprise, Sales Associate at Marshall Financial, and Financial Advisor at Morgan Stanley. Brian's professional background reflects a progression through roles focused on sales management and financial advising within prominent financial institutions.

Samuel Boddicker is a financial advisor with Edward Jones in Bloomington, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at ADP and Eight Eleven Group (DBA Calculated Hire). He is the owner and founder of Grounds Up Coffee Company, a social group in Minneapolis that organizes networking events and industry education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.