Jon Brown is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2011, including his current role since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored fiduciary solutions.

Adam Nobs is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he held positions at Traylor Bros and Sensors Inc, and attended the University of Denver from 2020 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Eric Stuart is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Wells Fargo firms since 2011, initially at Wells Fargo Advisors LLC and currently at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for the Lakeville South Football Association and the East Balsam Lake Condo Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options in its investment menus, distinguishing it among large institutional advisers.

Chris Andryski is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC and Securities America Advisors, among other firms. In addition to his advisory role, Andryski operates Minnesota Financial Solutions, LLC, which provides tax preparation and mortgage consulting services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and portfolio management tools.

John Brey is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, where he has worked since 2020. He has six years of industry experience, including prior roles at AXA Advisors, St. Cloud State University, and the City of Brooklyn Park. He is also associated with Falcon Financial LLC. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth and institutional investors, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Brooke Ament is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Xcel Energy and Posh Bridal Couture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and customized financial planning supported by structured discovery processes and advanced modeling tools.

Ally Shuman is a financial advisor at Robert Baird & Co. with 23 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and alternative investment strategies.

Brett Klang is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 credential and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Klang also has an ongoing association with Rich Leyh dating back to 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is driven by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Julie Klimp is a financial advisor with UBS Financial Services, holding a Series 66 designation and 10 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for six years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

John Casement is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 1998. He holds Series 63 and Series 66 credentials. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lee Amiot is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 13 years of industry experience. Amiot has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Hannah Hofmeister is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she partners with Financial Consultants and their clients to build and maintain financial plans aligned with their goals. She focuses on understanding each person's unique background and needs to assist in co-creating confident strategies. Prior to her current role, Hannah served as a Relationship Manager at Fidelity Investments in 2023 and as a Financial Representative at the same company from 2022 to 2023. These roles have contributed to her experience in financial planning and client relationship management.

Cody Skarning is a financial advisor with Ameriprise, holding CFP® and Series 66 designations and bringing 22 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he co-owns a business with his spouse, who is an actress and independent contractor. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Timothy Luther is a financial advisor with Ameriprise in Victoria, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he owns a commercial real estate property through New Prague Advisors, LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations that incorporate tax-smart strategies and income planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Tanner Haessly is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds Series 65 and Series 63 credentials and has five years of industry experience. His prior work includes roles at Ameriprise and Mutual of Omaha Investor Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning topics. The firm allows clients to combine planning with managed-account programs under the WealthPlan billing option while keeping these services separate.

Steven Lyden is a financial advisor with LPL Financial and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Wells Fargo, Voya Financial Advisors, and Cambridge Investment Research. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary research, third-party subadvisors, and technology-driven solutions.

Jeremi Marten is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC. Marten is based in Wayzata, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Joshua Brandner is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Odom Health & Wellness from 2016 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions.

Alan Eleria is a Financial Consultant with extensive experience in the financial services industry. He has held roles including Financial Consultant and Relationship Manager at E*TRADE from Morgan Stanley between 2007 and 2024, Financial Education Specialist at Amerprise from 2005 to 2007, Financial Services Officer and Assistant Branch Manager at Affinity Plus Federal Credit Union from 2003 to 2005, and Financial Advisor at Waddell & Reed from 1998 to 2003. As a CERTIFIED FINANCIAL PLANNER™, Alan brings over 23 years of experience, focusing on helping clients plan for their financial goals by understanding their unique situations and co-creating financial plans. Outside of his professional work, Alan engages in family activities, fitness, social events with friends, soccer, traveling, and volunteering.

Scott Sommer is a financial advisor with LPL Financial in Edina, MN. He holds the Series 66 designation and has 11 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also serves as an advisor at Royal Credit Union. 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 financial planning and advisory programs with discretionary and non-discretionary management options, supported by research and model portfolios.