Raymond Elderd III is a Series 66 licensed advisor at Equitable Advisors with eight years of industry experience. His prior roles include positions at First Command Advisory Services and Brocade Communications, as well as a 34-year career with the US Army and Army Reserve. Outside of his advisory work, he serves as President of the Jeffers South Townhomes Association and Treasurer of the Minnesota Chapter Military Officers Association of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Adam Rice is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2014. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes a centralized service team, tax-aware withdrawal strategies, and a defined investment universe influenced by affiliated product relationships.

Evan Runkel is a financial advisor with Raymond James & Associates in Edina, MN, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Wells Fargo Advisors, and Thrivent Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients through a range of advisory and consulting services with a focus on tailored financial planning and non-discretionary investment consulting.

Travis Johnson is a CFP® professional with 25 years of industry experience, currently with Wells Fargo Advisors in Edina, MN. He has worked across multiple divisions within Wells Fargo since 2011. Outside of his advisory role, he owns and operates a woodworking project business called Poimen's Projects. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored financial recommendations.

Barry Minsker is a CFP® professional with 25 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Securities America Advisors, LPL Financial, and SII Investments, Inc. Outside of his advisory role, Minsker has been involved with the Eagan Traveling Basketball Association and the Eagan Foundation for nearly two decades. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Mark Booth is a CFP® professional affiliated with LPL Financial, bringing 17 years of industry experience. He has worked at LPL Financial since 2019 and previously spent eight years with Mass Mutual Investors Services and has a longstanding affiliation with MassMutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Koetter is a financial advisor with Cetera and holds a Series 66 designation. He has eight years of industry experience, including prior roles at LPL Financial and Focus Financial Network. Outside of advisory work, Koetter has involvement in tax preparation and accounting services through Wochnick Tax Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Elizabeth Larson is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2013, including a prior period from 2013 to 2017 and continuously since 2019. Larson also worked at Ameriprise Financial Services from 2017 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management and uses both in-house and third-party managers to tailor investment strategies to clients’ risk profiles.

Benjamin Lamar is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at Trafera LLC for five years and has held various positions including at Shane Co. and Colorado Christian University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Kimberly Nau is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the Armstrong Cooper Youth Hockey Association and is a registered team member at BDLR Group Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Zoya Nomani is a financial advisor at Edward Jones in Lakeville, MN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Ameriprise Financial and various positions outside the financial sector, including freelancing in design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Martin Wheeler is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of advisory work, he is a partner in MCW Ventures LLC, a business involved in the rental of airplane hangars. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers tailored to clients’ risk profiles.

Matthew Anderson is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers for over two decades. Outside of his advisory role, he serves as a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies.

Amy Micke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Thrivent Financial since 2019, with prior roles at UBS Financial Services and Ameriprise Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Douglas Milbrath is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its predecessor firm since 1991. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, tax-aware retirement income planning with ongoing advice based on comprehensive investment research and algorithmic analysis.

Casey Larson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at SagePoint Financial and Edward Jones. Outside of his advisory work, he is associated with the intellectual property business "Bid for Funds." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Ian Iverson is a financial advisor at Ameriprise in Bloomington, MN, holding a Series 66 designation. He has less than one year of industry experience and previously worked in roles outside financial advising, including positions at Menards and Chick-fil-A. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic automation in its planning approach.

Damien Cannaday is a financial advisor with LPL Financial in Lakeville, MN, holding a Series 63 registration and 16 years of industry experience. His background includes roles at Principal Life Insurance Company and Principal Securities, Inc., as well as operating Cannaday Wealth Management and Cannaday Bloom Wealth & Insurance Solutions. Outside of his advisory work, he coaches his children’s sports teams and is a partner in an LLC that owns hunting land. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various strategic investment approaches.

Tanner Petroske is a CFP® and Series 66 registered advisor at Robert W. Baird & Co. with four years of industry experience. He has worked at Robert W. Baird since 2026 and previously spent eight years at RBC Capital Markets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a range of strategies including discretionary and non-discretionary portfolio management, tax management, and model-traded SMA approaches, supported by internal research and AI tools.

James Ball is a financial advisor at Osaic with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and SII Investments, Inc. Ball is a member of the Burnsville Rotary, where he participates in fundraising to support charitable events. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.