Sophia Skidmore is a financial advisor at Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 66 registrations with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at The Vanguard Group and has experience in public defense and nonprofit sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Joseph Fleming is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes nine years at RBC Capital Markets Corporation and three years at Ameriprise Financial Services Inc before joining Ameriprise in 2020. He serves on the Board of Directors for Twin Cities PBS, a nonprofit organization. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation and advisory oversight to deliver tailored retirement income strategies.

Bindi Swammi is a financial advisor at UBS Financial Services with 26 years of industry experience. He previously worked at Ameriprise Financial Services LLC for 16 years before joining UBS in 2022. Outside of his advisory role, he serves as adjunct faculty at Mitchell Hamline School of Law and is a board member of Advocates for Human Rights. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

Brody Hardacre is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Polaris Industries Inc., LUNR Capital Inc., and the University of Minnesota. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Brendan Kauls is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized investment strategies tailored to individual client goals, working closely with clients to define their financial objectives and adapt portfolios as their situations evolve. His areas of expertise include education planning, employee benefits planning, legacy planning, managing new wealth, portfolio management services, small business strategies, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Brendan holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned his bachelor's degree from Saint Olaf College. Outside of his professional role, Brendan is involved in community service through Habitat for Humanity. He has personal interests in basketball, fishing, football, golfing, hunting, ice hockey, running, and soccer.

Hannah Hennen is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, with prior experience at Wells Fargo and involvement in the Minnesota Section of the Professional Golf Association. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service aimed at individuals with substantial investable assets, providing written recommendations that incorporate research, modeling, and tax-efficiency analysis.

Collin Mead is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions including work with the Wisconsin Bicycle Federation and service in the Wisconsin State Assembly and State Senate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and offices.

Eric Fouquette is a Series 66-licensed financial advisor with Cetera in Oakdale, MN. He has been with Cetera and its affiliated entities since 2025 and has prior work experience in various roles including wellness operations and educational positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andrew Miller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 65 and Series 63 licenses with four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities LLC, and JPMorgan Chase Bank N.A. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple topics, with options to combine planning and managed-account services while maintaining separate engagements.

Deanna Pohl is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 20 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. 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 recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tami Nelson is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63, 65, and 66 licenses with 18 years of industry experience. Her career includes roles at American Enterprise Investment Services Inc and RiverSource Distributors Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mariann Rutter is a financial professional with 16 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has worked at Cetera since 2023, with prior experience at Securian Financial Services, Inc. and CRI Securities, LLC. Additionally, she serves as a notary public and operates North Star Resource Group, a financial services DBA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with multiple program structures and access to third-party managers.

Roy Smalley III is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he works as an independent contractor baseball analyst for Souhan-Smalley Podcasts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Logan Freeburg is a Series 66-credentialed financial advisor with Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent and its affiliated entities since 2024 and has a varied background including roles in education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive planning on topics such as retirement, taxes, estates, and special needs without portfolio management or discretionary trading authority. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option called WealthPlan.

Matthew Machaiek is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 24 years of industry experience. He has been with RBC Dain Rauscher Inc. since 2002. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Dillon Mc Cann is a financial advisor with Cetera who holds the Series 66 designation and has two years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services. He is also involved with Jasicki Tax & Financial, Inc., where he provides tax preparation and financial management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Gregory Murphy is a CFP® with 25 years of industry experience, currently affiliated with Merrill in Saint Paul, MN. He has worked at Merrill since 2000 and with Bank of America since 2009. Outside of his advisory role, he is the sole owner of a rental property business in Kihei, Hawaii. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Katherine Iacarella is a financial advisor at Cetera with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Securian Financial Services, Minnesota Life Insurance, and Jeffrey P. Scott & Associates. She also serves as registered staff at Renaissance Financial, where she provides securities, insurance, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management options through multiple program structures and affiliations with various third-party managers.

Clinton Faust is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Faust serves on the Board of Regents for Oak Grove Lutheran School. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.

Anna Lomnicki is a financial advisor at RBC Capital Markets in St. Paul, MN, holding a Series 66 designation. She joined RBC Capital Markets in 2023 and has experience across various roles prior to her current position. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.