Mark Booth is a CFP® with 17 years of industry experience, currently with LPL Financial since 2019. He previously worked with Mass Mutual Investors Services and Massmutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, he held roles at Trafera LLC and Shane Co. among other positions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

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, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Waddell & Reed, Inc. for 23 years and operated The Lakeshore Group, LLC from 2018 to 2021. He is also a Notary Public. 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, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment 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 in Edina, MN, holding Series 63 and Series 66 credentials and 18 years of industry experience. He worked at SagePoint Financial from 2013 to 2020 before joining LPL Financial. Larson has an interest in a business called Bid for Funds, where he is the owner of intellectual property unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diversified strategies, including both discretionary and non-discretionary management.

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, holding a Series 63 designation and 15 years of industry experience. His prior roles include work with Principal Life Insurance Company and Principal Securities, Inc., as well as operating his own firms, Cannaday Wealth Management and Cannaday Bloom Wealth and Insurance Solutions. Outside of his advisory work, he coaches his children in various sports and is a partner in an LLC that owns hunting land. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to in-house and third-party research and model portfolios.

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.

Melissa Peterson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she worked in mortgage lending at Crosscountry Mortgage LLC and Citywide Home Loans, as well as at Northmarq. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios and delivers model portfolios to intermediary platforms.

Andrew Wright is a Wealth Management Advisor and partner within the BWA Wealth Management Group at Merrill Lynch Wealth Management. Since 2002, he has been working with clients to develop comprehensive financial plans that are tailored to their unique goals and objectives. His approach involves creating diversified investment strategies and regularly evaluating portfolio managers to ensure effectiveness. Andrew's expertise encompasses corporate executive services, employee benefits planning, executive compensation, family wealth management, retirement income planning, and socially responsible investing among other areas. Andrew holds a bachelor's degree in business management from the University of Colorado-Boulder and carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He places importance on frequent and proactive communication with clients to maintain successful, customized financial service relationships. Residing in Shakopee, Minnesota, Andrew lives with his wife, Jessica, and their two children, Mason and Vivian. He is involved in his community as a Finance Board Member at Shakopee Area Catholic Schools and has been active with the SACS Dads organization as a former board member. In addition, he participates in school activities including Junior Achievement. Andrew's personal interests include fishing, golfing, ice hockey, music, photography, running, soccer, and spending time with his family.

Norberto Moran is a financial advisor with Cambridge Investment Research Advisors in Bloomington, MN. He holds a Series 66 designation and has 17 years of industry experience, including 13 years with Cambridge Investment Research Advisors. Outside of advising, he owns Moran Insurance Agency and provides tax preparation services through Moran Financial Consulting. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a range of portfolio management and model-based solutions.

Cassandra Keller is a CFP® with 16 years of industry experience, currently serving at Wells Fargo Clearing. She previously worked at RBC Capital Markets, LLC for seven years and has held multiple roles within Wells Fargo entities since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Michael Fielding is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at State Farm Insurance, Northwestern Mutual, and Brayton Purcell LLP. In addition to his advisory role at Ameriprise, he provides comprehensive financial advice through Paragon Operations, LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning advice including written Recommendation Reports and tax-aware withdrawal strategies.

Cameron Wilson is a CFP® professional based in Edina, MN, with 10 years of experience in the financial services industry. He is currently with Charles Schwab and has prior experience at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory work, Wilson is involved in managing a rental property. Charles Schwab & Co., Inc. serves a large clientele primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining strategic asset allocation with access to alternative investments and centralized operational support.