Luke Donahue is a financial advisor with MassMutual Investors Services. He holds Series 63 and Series 65 licenses and has experience working with MassMutual Life Insurance Co, Northwestern Mutual, and Piller Financial Group. Outside of finance, he has a background that includes nearly a decade working at Hazeltine National Golf Club. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative, annual planning process supported by firm-approved analytical tools.

Martin Cole is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Cole has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering retirement, tax, estate, and other financial topics, while keeping planning and managed-account services separate under its WealthPlan option.

Amy Lawin is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with RBC Capital Markets and has previous experience at Thrivent Financial and its affiliated entities. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through customized advisory programs that offer portfolio management, financial planning, and brokerage services. The firm combines in-house and third-party investment managers to tailor strategies according to client risk profiles, with additional capabilities including alternative investments and integrated lending arrangements.

Bradley Sygulla is a financial advisor with Primerica Advisors in New Hope, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1988. In addition to his advisory role, he is involved in selling loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading and execution responsibilities to BNY Mellon Advisors.

Timothy Cruikshank is a financial advisor with Thrivent Investment Management in Minnetonka, MN, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked for the City of Golden Valley for nine years and serves part-time as the interim city administrator for the City of Nisswa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning covering various financial topics and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining planning and investment services as separate offerings.

Xay Thao is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2008, as well as BMO Harris Financial Advisors from 2016 to 2017. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jordan Spencer is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Minnetonka, Minnesota, with two years of industry experience. Prior to joining Baird, Spencer held positions at RBC Wealth Management and various other roles outside the financial services industry. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a blend of SMA strategies, overlay management, tax-management, and direct-indexing capabilities.

Frederick Sherman is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Cetera Wealth Services, AdvisorNet Insurance, Securian Financial, and Allstate Insurance Company. Outside of advisory work, Sherman manages concierge services assisting advisors and brokers with placing life, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with options spanning discretionary and non-discretionary programs.

John Leach is a Financial Consultant currently serving clients with a commitment to understanding their financial goals and developing personalized strategies to help them spend and invest confidently. He has been a Financial Advisor at Fidelity Investments since 2022, following his tenure as a Financial Advisor at Ameriprise Financial from 2019 to 2022. Prior to his advisory roles, John gained experience as a Tax Preparer at Copeland Buhl & Company in 2018. Outside of his professional career, John enjoys spending time with his wife and their 6-month-old Wirehaired Pointing Griffon. His personal interests include baseball, biking, fitness, golf, lake activities, and skiing. He often spends time outdoors, whether on a lake, in the mountains, or with his extended family, including eight nieces and nephews.

Jonathan Tarshish is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and scenario modeling.

Michael Hoffman is a CFP®-designated financial advisor with Ameriprise in Plymouth, MN, and has 36 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1989 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved as Chief Manager of Migadeza Partners LLC, a real estate investment and leasing business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James O'Halloran is a CFP® professional with 27 years of industry experience, currently advising at Cetera. He has held positions at Avantax Advisory Services and Avantax Insurance Agency and operates his own tax and financial services firm. Additionally, he teaches accounting and tax courses at St. Paul College. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a nationwide network of independent advisors.

Martin Sheetz is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, State Farm, and Ludwig and Company. Outside of finance, he owns a small business called Skols And Bones, where he creates and sells Norse-themed handcrafted products. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

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.

Michael Adams is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co., Inc. since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Kevin Johnson is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as an executor for his sister. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

William Rodgers IV is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 credentials with nine years of industry experience. Prior to joining Mass Mutual in 2025, he worked at Avant Management Inc and Gradient Securities, LLC. Outside of his advisory role, he coaches CrossFit classes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning using firm-approved tools.

Patrick Holmay is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 registrations and 21 years of industry experience. He previously worked at Park Avenue Securities, LLC and Guardian Life Insurance Co. He serves as a trustee managing financial matters for a family trust and maintains an insurance brokerage practice focused on life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs with an emphasis on collaborative client relationships and event-driven planning services.

Jason Fredrickson is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. for extended periods. 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 grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Mark Cheeley is a financial advisor with Ameriprise in Wayzata, MN, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership and management activities, including co-owning a networking group territory and serving as a business development manager for a CPA firm. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.