Travis Peterson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo, Sniezek Group Agency, and US Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Quentin Klun is a financial advisor with Ameriprise based in Minnetonka, MN. He holds a Series 66 designation and has been with Ameriprise since 2025. His prior work experience includes roles outside of the financial industry, notably at the Original Pancake House and L.L. Bean. 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 income sources and tax-aware withdrawal strategies.

Joshua Otto is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked in several school districts, including Becker, Big Lake, and Belle Plaine, over a span of 16 years. Outside of his advisory role, he also works as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning services, and brokerage options, utilizing model portfolios and research from both in-house and third-party sources.

William Mcnabb is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Bank of America and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management and tailors strategies to clients' risk profiles using a combination of in-house and third-party managers.

Andrew Greene is a financial advisor with OSAIC and holds a Series 66 designation. He has 11 years of industry experience, with prior roles at Woodbury Financial Services, SA Stone Wealth Management, Wells Fargo Advisors, Bank of America, and Merrill. Outside of his advisory work, Greene is president of Northpointe Wealth Management, LLC, where he offers clients traditional fixed insurance products, and he is involved in land and property maintenance through membership in a hunting shack cooperative in northern Minnesota. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes and manages accounts on discretionary or non-discretionary bases.

Daniel Larson is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under a consolidated billing program called "WealthPlan."

Daniel Jackson is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Wealth Management since 2016. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies based on clients' risk profiles, utilizing both in-house and third-party investment managers.

Daniel Burfeind is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. He is based in Wayzata, MN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery processes and quantitative modeling tools.

Julie Meyer is a financial advisor with Osaic Wealth, Inc. based in St. Louis Park, MN. She holds a Series 63 designation and has 19 years of industry experience. Her prior roles include multiple positions within Cetera-affiliated firms from 2015 to 2026. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and provides access to third-party money managers and wrap programs.

Payton Matsui is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and beginning his professional career in 2025. His prior work experience includes roles at APX Hockey, Vermillion Wealth Management, and Plum Tree Solutions, as well as extended periods of full-time education at Augustana University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies according to each client’s risk profile, utilizing a combination of in-house and third-party investment managers and advanced portfolio management tools.

Patti Powell is a financial advisor with Thrivent Investment Management in New Hope, MN, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with Thrivent Financial and its affiliated entities since 2016. Powell serves as a board member of Quorum: The Twin Cities LGBTQ+ and Allied Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based financial planning without discretionary portfolio management.

Jason Sinning is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Gregory Josewski is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 23 years. He is also the owner and CEO of PASJ LLC, a business established to manage his practice and related activities. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to generate tailored recommendations.

Bradley Kustermann is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2013. He is also involved in private financial advising services through Bradley Kustermann LLC and holds ownership in Freedom Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Tracy Manson is a financial advisor at Merrill with 32 years of industry experience. She has held her current position at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Manson holds the Series 63, Series 65, and Series 66 designations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide array of financial products and services.

Connie Dullum is a Senior Consultant at Merrill Lynch Wealth Management, where she serves as a business manager for the Kauls Group. In this capacity, she focuses on supporting the operational efficiency of the practice and works with clients on the lending side, offering securities-based lending, mortgages, and home equity lines of credit through Bank of America, N.A. Her client focus areas include personal retirement planning, women and wealth, and retirement income. Connie began her career at Merrill in 1992, initially working as a Client Associate and later holding management positions before returning to the Kauls Group. She holds a Bachelor’s degree from the University of North Dakota and an MBA in finance from the University of St. Thomas, St. Paul, MN. Connie is also a Personal Investment Advisor (PIA) and a member of TeamWomen MN. Outside of her professional role, Connie is involved with Habitat for Humanity and Grace Church in Eden Prairie. She lives in Minnetonka with her husband and teenage daughter, and her personal interests include biking, cooking, running, and spending time with her family.

Emmy Mastel is a CFP® with 30 years of industry experience, currently affiliated with LPL Enterprise. She has worked at Prudential Insurance Company of America since 1996 and was with Pruco Securities, LLC. from 1996 to 2024. Outside of her advisory work, she is involved in real estate rental activities in Big Sky, Montana. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform.

Brandon Evancevich is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works closely with clients to co-create and implement comprehensive financial plans tailored to their unique circumstances and goals. He focuses on simplifying complex financial matters to empower clients in pursuing their aspirations. Prior to his current role, Brandon was a Financial Advisor at Edward Jones from 2021 to 2025, and he gained experience as a Financial Analyst Intern at Wells Fargo in 2019. His professional background encompasses a range of financial planning and advisory services. Outside of his professional work, Brandon has personal interests that include fitness, football, golf, movies, outdoor adventures, and spending time with pets.

Casey Phillips is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Bank of America, and Merrill. Casey was also involved with Phillips Enterprises LLC from 2016 to 2018. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Heather Martinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.