Adam Hosfield is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Cassandra Hoberg is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at the Royal Bank of Canada from 2017 to 2023 and has held roles outside finance including at the YMCA and Anoka County Courthouse. In her free time, Cassandra operates an Etsy shop where she creates and sells handmade templates, jewelry, home goods, and clothing. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Charles Leflar is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Gradient Securities in various capacities. Leflar also offers fixed insurance products through Crump as part of his outside business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides a range of financial planning, advisory, and brokerage services utilizing model portfolios, third-party asset management, and integrated insurance products.

Sean Hoffman is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies using both in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Kazuma Matsuo is a financial advisor at J.P. Morgan Securities, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Mizuho Bank Ltd. and JPMorgan Chase Bank, N.A. He completed multiple terms at St. Olaf College during his early career. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Metcalf III is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He previously worked at Winslow Capital, Heartland Advisors, Schwarz Dygos Wheeler Investment Advisors LLC, and Marquette University. 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 through proprietary research and model-based asset allocations.

Nicholas Safi is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including JP Morgan Chase Bank, Merrill, and Affiliated Advisors. Safi is also involved as a Financial Planning Associate with Finanically Fluent Advisors. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Andrew Jankowiak is a financial advisor with LPL Financial in St. Louis Park, MN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Old National Bank, Bremer, Raymond James Financial Services, Bank of America, Merrill, Infinex Investments, Alerus, and BMO Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Sara Humann is a financial advisor at UBS Financial Services with seven years of industry experience. She has previously worked at Medtronic PLC for eleven years before joining UBS in 2019. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the Plymouth Wayzata Youth Baseball Association, which organizes youth baseball programs in her local community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Molly Root is a financial advisor at LPL Enterprise with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial for Lutherans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Blake Hartmann is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He previously worked at Northwestern Mutual and has a background that includes roles outside of finance, such as at Lancer Clad Door Frames and Pizza Ranch. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Jackson is a financial advisor at RBC Capital Markets with 18 years of industry experience. She has held her current position since 2015 and holds Series 63, Series 66, and Series 65 credentials. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individuals, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party managers.

Jacob Sterling is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has worked at City National Bank and Live Nation. Outside of finance, Sterling is the founder and co-owner of Swanky Systems LLC, a concert and event lighting and sound production company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, using both in-house and third-party investment managers.

Nathan Perbix is a financial advisor at Thrivent Investment Management in Golden Valley, MN, holding Series 65 and Series 63 licenses with nine years of industry experience. He has been with Thrivent and its affiliated entities since 2017, including roles at Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. Their approach integrates comprehensive written recommendations and allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan.”

Teresa Lane is a financial advisor at Wells Fargo Clearing with 9 years of experience at Wells Fargo and 4 years in the industry. She holds Series 66 and Series 63 licenses and is based in Wayzata, MN. Prior to her current role, she worked at Wells Fargo Bank, N.A. for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Seth Rugroden is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has recently begun his career in the industry, joining LPL Enterprise in 2025. Prior to entering financial advising, his work experience includes roles at Western Governors University, Fraser, and Robert Half. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products through an integrated platform.

Jennifer Matter is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Bank since 2012 and has been with Wells Fargo Clearing since 2021. Prior to her career in finance, she was employed at Caribou Coffee Co Inc for one year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michael Brown is a financial advisor with Raymond James Financial in Minneapolis, MN, holding a Series 63 designation and 40 years of industry experience. He has been affiliated with Raymond James Financial Services, Inc. since 1992 and is also an officer and treasurer of Birch Cove Group, Ltd., a private client wealth management firm he has been involved with since 2009. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a range of implementation options supported by firm research and extensive affiliate resources.

Brady Josewski is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation. He has been with Ameriprise since 2020 and has prior experience in education at the Big Lake School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Jordan Komendowski is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.