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.

Blaise Bitz is a financial advisor at Raymond James Financial in Bloomington, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at American National Bank, First Western Bank & Trust, and J&P Livestock. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing analytical tools and tailored non-discretionary consulting.

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.

Christopher Nelson is a financial advisor with Edward Jones in Lakeville, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he spent five years with Bowlero Corporation/Bowlmor-AMF. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Dombro is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and two years of industry experience. He has worked at several firms, including The Capital Advisory Group Advisory Services, LLC and United Planners Financial Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Andrew Guise is a Series 66 licensed financial advisor with UBS Financial Services in Bloomington, MN. He has 11 years of industry experience and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Alexa Wagner is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various divisions of Fidelity since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of algorithmic methods, including AI and large language models, in portfolio management.

Sarah Houle Johns is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her prior roles include positions at Cetera and Foresters Financial, where she spent over three decades. Johns is also licensed as a notary in St. Paul, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing financial planning, model portfolios, third-party asset management, and institutional platforms.

Patricia Ryan is a financial advisor with Ameriprise in Woodbury, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she works as a part-time substitute teacher at Saint Ambrose Catholic School and is a minority investor in a family-owned coffee shop. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Emily Lafferty is a Certified Financial Planner® (CFP®) with 29 years of industry experience. She is currently with Osaic, having joined in 2025 after 28 years at Lincoln Financial Advisors Corporation. She serves as a successor trustee for her husband’s revocable living trust, handling financial decisions if required. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Joshua Stanbrough is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Wells Fargo Clearing since 2020. Prior to his financial industry career, he worked in various roles including at Sur La Table and Alpine Country Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Andrew Sackrison is a financial advisor at Osaic with 12 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors and American Enterprise Investment Services, Inc. Outside of advising, he is involved in offering fixed annuities and traditional life insurance as a licensed agent. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, using firm-provided asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Jeff Wunsch is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 registration and nine years of industry experience. He has been with Equitable Advisors since 2017, including its predecessor AXA Advisors. Wunsch also operates a financial planning business under the name Woodbury Wealth Management. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models and works with third-party asset managers and solutions, focusing on client risk assessment and tailored investment strategies.

Michael Gregory Jr. is a financial advisor with Ameriprise in Delano, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income strategies, Social Security options, and tax-efficient withdrawals. The firm combines research and modeling with algorithmic tools overseen by a dedicated team to deliver tailored, non-discretionary retirement income advice.

Marie Burnett is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Minneapolis, MN. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she works as a package handler for United Parcel Services. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Benjamin Auckenthaler is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise in Minneapolis, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he volunteers providing pro bono financial advice and coaching through Prepare Prosper: Money Mentors. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, emphasizing assets managed within Ameriprise accounts.