Paul Schmidt is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. His previous work includes over two decades at Woodbury Financial Services, as well as roles at OSAIC and currently LPL Financial. Outside of advising, he operates a property and casualty insurance business under Paul D Schmidt, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Lawrence Dorman is a financial advisor at Wells Fargo Clearing with Series 63 and 66 designations and four years of industry experience. His work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, JPMorgan Chase Bank, Bellagala LLC, Stellar Realty, Fidelity Investments, Wells Fargo Bank, and Bon-Ton Stores Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jonathan Enquist is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 credential and has previously worked at OSAIC, Woodbury Financial Services Inc, ProEquities, Inc, and Protective Life. Outside of his advisory role, he is involved in several business ventures including ownership of GHJ Financial Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, using model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Dennis Gholson is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and having one year of industry experience. His prior work includes roles at Sherwin Williams and Michaels. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Todd Johnson is a CFP®-certified financial advisor with Ameriprise, based in Maple Grove, MN, and has 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he volunteers annually leading mission trips to Mexico focused on home building with Youth With a Mission (YWAM). Ameriprise serves clients primarily through retirement-income planning services tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered by a centralized consulting team.

Nicholas Ward is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 21 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2007. Ward holds the Series 66 designation. 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 in areas such as retirement, income tax, and estate planning, with options to integrate planning and managed-account services under a consolidated billing program called WealthPlan.

Jennifer Olson is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2012 and with Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers various investment programs alongside both retail and institutional services.

Christopher Foy is a financial advisor with Ameriprise in Rosemount, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Megan Lund is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and two years of industry experience. Her work background includes roles at Ameriprise since 2023 and prior experience at Bellagala, along with various positions in educational and senior living institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Shannon Taggart is a financial advisor with LPL Financial and holds a Series 63 designation. She has 25 years of industry experience, including 20 years at Commonwealth Financial Network prior to joining LPL Financial in 2024. Outside of advising, she is involved with Float Club, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, multiple advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Charles Braniff is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Braniff volunteers providing pro bono financial planning to cancer patients through the Angel Foundation's Financial Cancer Care Program. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sean Bryant is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thrivent Investment Management, Avantax Investment Services, American Century Investment Services, and First Command Financial Planning. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and institutional consulting via its Institutional Fiduciary Solutions division.

Shawn Stuart is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management since 2010. Outside of advising, he manages rights related to music he produced prior to 2010. 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 across multiple areas without discretionary trading authority, allowing clients to combine planning with managed accounts while keeping services separate.

Lawrence Douglas is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at various Wells Fargo entities since 2012. Outside of his advisory role, he serves as a power of attorney for a relative, assisting with elder care matters. 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 employs an IPS-driven advisory process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tonya Schulte is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in guiding clients through comprehensive financial planning and wealth management strategies. She specializes in education planning, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Tonya works closely with multi-generational families to develop personalized, goals-based wealth strategies and regularly reviews client progress to help them achieve their long-term financial objectives. Tonya holds a Bachelor's Degree from St. Cloud State University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. Her approach emphasizes simplicity and transparency in navigating the complexities of investing, with a focus on aligning financial strategies with clients' unique perspectives and priorities. Outside of her professional role, Tonya is involved in community activities including Better Money Habits, Feed My Starving Children, Habitat for Humanity, and her church. Her personal interests include boating, gardening, reading, scrapbooking, volleyball, yoga, and spending time with her husband and three daughters.

Richard Johnston is a CFP® with 45 years of industry experience and has been with LPL Financial since 1992. He holds the Series 63 designation and operates out of Grant, MN. Johnston has an accounting-related business entity named Johnston Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Dijohn Mckinney is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Robinhood, Charles Schwab & Co., Inc., and Scottrade, Inc. prior to his current position. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across a range of financial planning topics without discretionary trading authority or portfolio management for institutional clients.

Anna Walth is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Logan Park Wealth Management and UW Madison. Outside of financial services, she has experience in property management and marina operations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Leandro Gavino is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo and Ameriprise, as well as non-financial positions in education and retail. He has also worked seasonally at the Minnesota State Fair. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Elizabeth Sjoberg is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her career includes roles at Ameriprise Financial Services and Thrivent Financial. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice.