Matthew Kley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2012. He is based in Chanhassen, MN. Outside of his advisory role, Matthew is a firefighter with the Chanhassen Fire Department, participating in emergency medical response. Ameriprise serves primarily high-net-worth individuals, offering retirement-income planning and a broad range of advisory, brokerage, and insurance solutions. The firm utilizes a centralized retirement-income consulting team and combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Todd Andersen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

James Sampair Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Securities America Advisors and HD Vest Investment Services. He also operates Sampair CPA, a tax and accounting practice. 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 representatives. The firm offers a range of advisory programs and financial planning services, including both discretionary and non-discretionary management, supported by proprietary and third-party research.

Nicole Middendorf is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at LPL Financial for 14 years before joining Raymond James in 2017. Middendorf is also an author and media entrepreneur, engaged in public speaking, content creation, and coaching through her company, Nicole Middendorf Media, and serves as president of The Live It List Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm delivers non-discretionary planning and investment consulting tailored to client goals, supported by analytical tools and a large advisor network.

Christian Dane is a financial advisor with Thrivent Investment Management in Lakeville, MN. He holds a Series 66 designation and has 10 years of industry experience. His career includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments, Inc. prior to his current position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various financial topics, delivered as either one-time or ongoing engagements without discretionary trading authority.

Harper Jankowski is a Planning Consultant who partners with Financial Consultants to develop and analyze financial plans tailored to clients' goals. Her role involves co-creating plans that incorporate both data and client preferences to foster confidence in their financial futures. She is dedicated to building strong relationships with clients and supporting them throughout different stages of their lives. Harper's professional experience includes roles at Fidelity Investments, where she has served as a Relationship Manager from 2025 to 2026, a Financial Representative from 2024 to 2025, and an Intern in 2022. These positions have contributed to her expertise in client relationship management and financial planning processes. Outside of her professional work, Harper's personal interests include camping, comedy, fitness, football, museums, and traveling.

Stuart Larsen is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of finance, he is a sailing instructor and owns a music recording studio. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions.

Bradley Ober is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for nine years. His additional activities include assisting clients with the integration of life insurance into financial plans. Osaic Wealth, Inc. serves a diverse mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and third-party platforms to tailor portfolios across multiple investment types.

Carrie Berard is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation. Prior to joining Baird, she worked at Stitch Fix and HomeServices Lending LLC dba Edina Realty Mortgage. Outside of her advisory role, she is a member of Hands of the Kingdom, a nonprofit organization. Baird’s DDK Group operates within its Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and use of technology to support client advice.

Autumn Folsom is a CFP® certificant with 10 years of industry experience. She currently works at OSAIC and has previously been affiliated with Securities America Advisors and Securities America, Inc. Autumn also serves as an advisor with First Capital Management, Inc. and works as an insurance agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm provides brokerage and investment advisory services, financial planning, retirement consulting, unified managed accounts, and access to third-party money managers, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Alexander Tuttle is a financial advisor at Ameriprise in Minneapolis, MN, with 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010 and holds a Series 63 designation. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to create written recommendation reports, emphasizing managed accounts and incorporating algorithmic tools overseen by a dedicated consulting team.

Jacob Helberg is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo and Advisornet Financial. Outside of advisory work, he serves as a Public Notary in Minnesota. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services utilizing a multi-manager platform with access to both affiliated and third-party managers.

Michael Andersen is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2023, Andersen worked at Fsc from 2021 to 2023 and has been associated with Red Pine Investment Counsel, Inc. since 2011, where he was the owner of an S-Corp related to his previous RIA practice. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, encompassing discretionary and non-discretionary portfolio management with access to third-party money managers and wrap programs.

John Steel is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 1999. He holds Series 63 and Series 65 licenses and is based in Edina, MN. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Camisha Needom is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America and Ameriprise Financial Services Inc. Outside of her advisory role, she owns and operates a photo booth business in Blaine, MN. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathleen Vaughan is a financial advisor with Merrill based in Bloomington, MN. She holds a Series 63 designation and has 30 years of industry experience, including 10 years with Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Aaron Fritz is a CFP® professional at Ameriprise with 18 years of industry experience. He has worked at Ameriprise since 2022 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fritz serves as Treasurer on the Boards of Directors for both the Eastview Hockey Association and Eastview Athletic Association Football. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing advice.

Robert Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves a nationwide clientele, primarily senior-level corporate executives, focusing on managing high concentrations of wealth and complex financial situations such as restricted stock, grants, options, and strategies to hedge and minimize tax exposure on concentrated positions. His approach involves working closely with clients through all phases of financial planning, from goal setting to implementation and ongoing review of personalized strategies. Rob began his financial services career at 18 with American Express Financial Advisors while still in college. After earning a Bachelor's degree in Finance from the University of St. Thomas, he joined A.G. Edward in 2004 as a financial advisor and moved to Merrill Lynch in 2007. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized on Forbes/SHOOK "Best-in-State" advisor lists in multiple years, reflecting his expertise and client service. A lifelong resident of the Twin Cities, Robert lives in Prior Lake with his wife, two daughters, and two Labrador retrievers. Outside of his professional work, he is a private pilot and participates in the Minnesota Center for Advanced Professional Studies (MNCAPS).

Jeremy Sammons is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 license and is based in Lilydale, MN. Outside of his advisory role, Sammons is involved as a member of an investment club. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brittany Traub is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and affiliated firms since 2014, as well as at Personal Wealth Partners and LPL Financial. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation.