Colin Surges is a financial advisor at Robert W. Baird & Co. based in Edina, MN, holding a Series 66 designation with nine years of industry experience. He has worked at Robert W. Baird & Co. since 2017 and was previously affiliated with Iowa State University from 2013 to 2017. 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 offers a range of financial planning, portfolio management, and custody services, employing a mix of manager-traded and model-traded strategies supported by internal research and tools.

Geri Paquette is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as an election judge for the City of Eagan, assisting with the administration of election procedures. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Benjamin Freeman is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked previously at City National Bank, Bank of America N.A., and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers, providing portfolio management, financial planning, custody, and brokerage services.

Justin Gandrud is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Raymond James, he worked at LPL Financial LLC. Gandrud is the CEO of Gandrud Financial LLC, a business he established to operate part of his practice under a separate entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad advisor network with specialized services including municipal advisory and SIMPLE IRA Employer Advisory programs.

Curtis Carstens is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 26 years of industry experience. He has worked at City National Bank since 2016 and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Gary Demee is a financial advisor at Osaic Wealth with 40 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors and Securities America Inc for 11 years. Demee also operates an independent reference counseling business and is involved in occasional fixed insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by model-driven asset allocation and portfolio optimization tools.

Andrew Lyon is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Next Financial, Ryan Grant Investments, and Ameriprise Financial. Lyon's experience includes roles both within and outside the financial sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of investment platforms and strategies supported by technology and extensive asset management.

Jill Jacobson is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Wells Fargo Clearing Services LLC, where she has worked for nine years. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Gregory Wallace, and Ameriprise. She also serves as a personal representative and trustee for her spouse’s trust, handling related investment activities. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Derek Brinkman is a financial advisor with Edward Jones in Prior Lake, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the City of Savage Police Department for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Jensen is a CFP® professional with ten years of industry experience, all spent at Edward Jones since 2016. He holds a Series 66 license and serves as a Board Member At Large for the Nokomis East Business Association, where he helps organize and promote projects supporting local neighborhood businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Donna Badley is a Series 63 licensed financial advisor with Primerica Advisors in Burnsville, MN, and has 29 years of experience with the firm. She has been associated with Primerica Financial Services since 1983. In addition to her advisory role, she is involved in compensable activities related to mortgage loan products and home security and automation service referrals through Primerica affiliates. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Ellen Corrigan is a financial advisor with LPL Financial in Richfield, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior roles include a 23-year tenure at U.S. Bancorp Investment, Inc. and current service with BMO Investment Services alongside LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions supported by advanced research tools and a broad platform that includes institutional services and affiliated financial activities.

Noah Krebs is a CFP® professional with 15 years of industry experience, currently with Ameriprise in Edina, MN. He previously worked for 11 years at TIAA-CREF and TIAA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Joep Hogervorst is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo, LPL Financial, and The Huntington Investment Company. Outside of his advisory role, Joep volunteers as a ski instructor, helping children learn to ski. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice for clients nearing or in retirement.

Eric Michael Dreyer is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and capital market assumptions to tailor financial plans. The firm also provides institutional trading capabilities alongside wealth management services.

Brianna Mcclain is a Series 66 registered advisor with 15 years of industry experience. She is currently with Cetera and has previously worked at Equitable Advisors and Axa Advisors. Mcclain is also the owner of Grey Duck Wealth Management, a DBA for her Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a multi-manager investment platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Braden Ellis is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Valmark Securities and Boulay Financial Advisors. Outside of his advisory role, he is involved in independent insurance brokering and manages an advisory business through IWM, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver these services while offering a broad range of advisory, brokerage, and insurance solutions.

Jon Kappes is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016. The firm serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. Wells Fargo Advisors manages approximately $671 billion in assets with over 14,000 financial advisors, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cynthia Johnson is a financial advisor with UBS Financial Services in Bloomington, MN. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at The Bernard Group and a two-year period away from the industry before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Colin Hietapelto is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He began his tenure at Fidelity in 2023 as an Investment Consultant before advancing to his current role. Prior to joining Fidelity, Colin was a Financial Services Consultant at TIAA from 2019 to 2021. In his role as a Financial Consultant, Colin works with clients to develop personalized financial strategies that align investments with both immediate needs and long-term goals. He emphasizes clear communication and transparency, aiming to simplify complex financial decisions and foster trust and accountability in client relationships. Outside of his professional work, Colin has personal interests that include camping, attending concerts, playing golf, and soccer.