Zachary Mekler is a financial advisor with Raymond James & Associates in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2021, he worked at J.P. Morgan and Westwood One, and also spent time with the Philadelphia 76ers. Outside of his advisory role, Mekler serves as a committee member running weekly meetings for a referral-based networking chapter. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through non-discretionary services and a broad network of affiliated resources.

Colby Chapman is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and bringing one year of industry experience. Prior to joining LPL Financial, he worked at Affinity Plus Federal Credit Union and held various roles in service industries. Outside of advising, he is the owner of CJ Cigar Company LLC, a business unrelated to investing. 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. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and various management approaches.

Gary Hasse is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at U.S. Bancorp Investments, Inc. for 25 years before joining Wells Fargo in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

David Flora is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Wells Fargo Bank, Stewart Title, and Bank of America. Outside of his advisory work, he is a co-owner and advisor of a youth hockey program through Oregon Ice Entertainment. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jennifer Thompson is a financial advisor with Morgan Stanley in St. Paul, MN, holding a Series 63 designation and bringing 16 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is the owner of JetDesigns, a small art-making business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, offering a broad range of advisory programs and investment services.

Travis Story is a Series 66-licensed financial advisor with 21 years of industry experience currently affiliated with Cambridge Investment Research Advisors. He has been with the firm since 2012. Outside of his advisory role, he works as a personal trainer at Lifetime Fitness in White Bear Lake. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Kevin Cunningham is a CFP® with 30 years of experience in the financial industry. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 2008. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling to assist clients in developing financial plans.

Sarah Rindt is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 14 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of her advisory role, she occasionally plays piano and organ for church services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of financial planning topics. The firm does not manage institutional portfolios and separates its planning services from managed-account programs.

Helen Yang is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with 18 years of industry experience. Her prior work includes roles at Charles Schwab, Avantax, and HD Vest Investment Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses that cover a wide range of financial planning topics. The firm offers a consolidated billing option called “WealthPlan” that allows clients to combine planning with managed-account services while keeping them separate.

Anthony Gunderson is a Series 66-credentialed financial advisor with 10 years of industry experience. He has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Gunderson is based in Minneapolis, MN. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports, primarily for clients with assets managed within Ameriprise accounts.

Diego Jaques is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2026. Prior to his current role, his experience includes positions outside of financial services, such as work at Wine Valley Golf Course and Walla Walla Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial analyses and ongoing planning relationships without discretionary trading authority, emphasizing comprehensive written recommendations across a broad range of planning topics.

Maurice Jones is a financial advisor with Cetera in Saint Paul, MN, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services and the Minnesota Department of Transportation. In addition to his advisory role, he owns Ascension Financial Services, which provides financial coaching, tax, and business process services with a focus on inclusion and equity. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management programs and financial planning services across multiple custodial relationships and program structures.

Marcus Werner is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2004, serving in various capacities within the firm. Werner also holds a power of attorney role involving investment and bank savings accounts. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and utilizes a centralized consulting team to deliver research-based, non-discretionary retirement income recommendations.

Christopher Callan is a financial advisor with Ameriprise in Roseville, MN, holding a Series 63 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies to create customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kevin Bass is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management options and an emphasis on integrating in-house and third-party investment resources.

Bobbi Clark Hoger is a financial advisor at Ameriprise with 17 years of experience. She holds the Series 66 designation and has worked at Ameriprise since 2009, with additional experience at American Enterprise Investment Service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

Andrew Rolnick is a financial advisor with Cetera in Minneapolis, MN, holding a Series 63 designation and over 30 years of industry experience. He has worked at Cetera since 2023 and has longstanding ties with North Star Consultants, Inc. and North Star Brokerage, Inc., where he has been involved for more than three decades. His outside business activities include serving as an agent/broker for fixed insurance sales and working with North Star Resource Group in financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with more than $256 billion in assets under management.

Gabriel Myren is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at Lowe's, Ceres Global Ag. Corp, and DoorDash. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Seplak is a financial advisor at Ameriprise in Roseville, MN, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Johnathon Stulc is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation with less than one year of industry experience. His prior work history includes roles at Bank of America and various positions connected to the University of Minnesota. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.