Mary Binger is a Series 63 licensed financial advisor with Ameriprise in Edina, Minnesota, where she has worked for 18 years. Her career includes 12 years at Ameriprise Financial Services, Inc. prior to her current role. Outside of advising, she serves on the board of the Girard Association and participates in the capital campaign at Good Shepherd Lutheran School, assisting with charitable giving strategies. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Paul Maloney is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has prior experience in construction and retail businesses. Outside of advising, he is a co-owner of Dandy Lion Coffee, a retail coffee business in Chanhassen, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Iram Saeed is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Fidelity Brokerage Services LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Scott Hallett is a CFP® professional with 35 years of experience in the financial industry. He has worked at LPL Financial since 2009 and holds a Series 63 license. He also has a long-standing role at Old National Bank since 2011. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and leveraging technology for operational and research support.

Jacob Creydt is a CFP®-certified financial advisor with 24 years of industry experience. He has been with UBS Financial Services in Bloomington, MN since 2006. Outside of his advisory role, he solely owns an LLC that holds an investment in SouthMetro Centers. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and asset allocation models to tailor financial plans to client goals and risk tolerances.

Seth Kloss is a Financial Consultant at Fidelity Investments, where he works with clients to understand their financial objectives and personal circumstances. He provides information and guidance to assist clients in making informed financial decisions related to retirement planning, investment strategies, equity compensation, and income planning within an overall financial plan. He has held various roles at Fidelity Investments since 2021, including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to this, he worked as a Financial Counselor at Principal and as a Distribution Consultant at Wells Fargo. Seth holds a California Insurance License. Outside of his professional work, he has interests in comedy, concerts, cooking and baking, food, gardening, and music.

Dale Teal is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He also engages with Strategic Financial Concepts, a DBA associated with his LPL business. 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 institutions. The firm offers a range of investment options including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational tools and research technology.

Jack Gresser is a financial advisor with Edward Jones in Lakeville, MN, holding Series 63, Series 65, and Series 66 licenses with 10 years of industry experience. He has worked at Edward Jones since 2018, with prior roles at International Dairy Queen, Polaris, and Kellogg's. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Kevin Smith Jr. is a financial advisor with Merrill in Edina, MN, holding Series 63 and Series 66 licenses and with 11 years of industry experience. He has worked at Merrill and Bank of America since 2017 and was previously with FIDELITY Brokerage Services LLC from 2015 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Peterson is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2021, following 13 years at Riversource Distributors Inc. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Mark Nakamitsu is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Cetera, where he has worked since 2022, and previously was employed at Fidelity Personal and Workplace Advisors from 2014 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Orlearnda Hoeun is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including Bank of America, Merrill, U.S. Bancorp Investments, and Northwestern Mutual. Outside of advisory work, she has engaged in grocery delivery services as an Instacart shopper. 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 a range of advisory and brokerage solutions combining non-discretionary client relationships with access to affiliated discretionary separate managed accounts and alternative investment options.

Ryan Carroll is a financial advisor with Ameriprise in Mendota Heights, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2013, including Riversource Distributors Inc. and Ameriprise Financial Services Inc. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Matthew Adey is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 credential and has worked at firms including PGIM Investments, Prudential Investment Management Services, and BlackRock Financial Management. Adey is currently based in St. Paul, MN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies, including Monte Carlo simulations and the use of secular return estimates.

Cooper Berg is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Cooper held various positions including roles at Hamline University and Stuart Company. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Chad Nelson is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jadyn Huber is a financial advisor at Edward Jones in Minnetonka, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Jadyn worked at Mr. Cooper, Sigma Beauty, Alma Homes, Quorum Federal Credit Union, Huntington National Bank, and Signature Consultants. Outside of financial services, Jadyn is a fitness instructor and a content creator focused on fashion, wellness, and beauty. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kristi Adams is a CFP® professional with 20 years of experience in financial advising, currently with LPL Financial since 2021. Her prior roles include positions at Blue Heron Professional Group and Waddell & Reed, Inc. She is based in Edina, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Aimee Sybrant is a CFP® with 21 years of industry experience and is currently an advisor at Ameriprise. She has been with Ameriprise and its affiliates since 2007. Outside of her advisory role, she serves as Financial Secretary and is a member of the Board of Directors for the St. Stephen Lutheran Church Legacy Endowment Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.

Stacey Bartelson is a CFP®, ChFC®, and Series 66 registered financial advisor with Edward Jones, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she is a board member of Simon Says Give and participates in local business organizations including the Dakota County Chamber of Commerce and the Rosemount Business Council, in addition to working as a nanny. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.