Craig Lundquist is a financial advisor with LPL Financial based in Woodbury, MN, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior experience includes roles at CUNA Brokerage Services, Ideal Credit Union, Raymond James Financial Services Advisors, and Bremer Bank. 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, model portfolios, and retirement plan consulting.

Max Murphy is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He joined LPL Financial in 2025 and has prior experience with AmeriCorps and various nonprofit and community organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Matthew Debianchi is a financial advisor at RBC Capital Markets with a Series 66 designation. He joined RBC in 2026 and has previous experience with LPL Enterprise LLC and several other firms. Debianchi is involved with the Black, Educated, Successful, Thriving Young Male Enrichment Program, a nonprofit organization. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Andrew Meier is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Chicago Title Insurance Company for four years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Matthew Valen is a Series 63-licensed financial advisor with Primerica Advisors in Burnsville, MN, and has 34 years of industry experience. He has been with Primerica Advisors since 1992 and maintains several business interests, including construction through Matt Valen Construction and acoustic-related ventures such as Kirk Acoustics and Jannings Acoustics. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-based investment strategies and discretionary management supported by third-party asset managers and custodians.

Jamie Kuno is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at American Enterprise Investment Services Inc. from 2020 to 2023. Outside of his advisory role, he is involved in managing a rental property. Ameriprise offers a retirement-income planning service aimed at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, point-in-time recommendations in collaboration with its financial advisors.

Mason Mc Hugh is a financial advisor with Ameriprise in Long Lake, MN, holding a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise Financial Services LLC, Rev Delivery, Royal Bank of Canada, and various positions outside finance such as at Ben & Jerry's and Adam's Moving Service. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise, supported by algorithmic automation and a centralized consulting team.

Adam Egan is a financial advisor with Ameriprise in New Hope, MN, holding a Series 66 designation and 13 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with personalized advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Rinkenberger is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent 14 years at Kohl's Department Stores. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jenny Rasmussen is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Dayton, MN. She has worked with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Patrick Furnstahl is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Furnstahl has worked at Wells Fargo Clearing since 2020 and was previously with Wells Fargo Investments, LLC for 20 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Mitch Wittman is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to ensure that clients' financial plans and wealth management strategies are aligned with their goals. He began his career at Fidelity Investments in 2022 as a Financial Representative, progressed to the role of Relationship Manager in 2023, and took on his current position in 2024. Mitch holds a California Insurance License, supporting his work in financial planning and client service. Outside of his professional responsibilities, he is engaged in activities such as playing board games, enjoying food, golfing, listening to music, playing table tennis, and volunteering.

John Giese is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at RBC Capital Markets since 2012 and is also affiliated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Amanda Cribbs is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Capital Management Securities. Her background also includes roles at JPMorgan Chase Bank, N.A. and Discovery Benefits. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis, with clients retaining final decision-making authority.

Lance Strom is a financial advisor with Ameriprise in Prior Lake, MN, holding the CFP® designation and a Series 66 license. He has 24 years of industry experience, with 21 years at Ameriprise and its affiliated entities. Outside of his advisory role, he is involved with Royal Ideas LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Laurie Klaphake is a financial advisor at Morgan Stanley in Minneapolis, MN, holding a Series 66 designation with 19 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Jennifer Fitzgerald is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Brian Dyvig is a Market Leader at Fidelity Investments. In this role, he leverages the trusted brand, technology, cost-efficient investment platform, and collaborative team environment at Fidelity to serve clients effectively. He has extensive experience in financial services, having held leadership positions at Fidelity Investments since 2013, including Assistant Branch Leader from 2013 to 2016 and Branch Leader from 2016 to 2025. Prior to joining Fidelity, Brian held various sales and advisory roles, including Sales Manager and Regional Sales Director at Ameriprise, Sales Associate at Marshall Financial, and Financial Advisor at Morgan Stanley. Brian's professional background reflects a progression through roles focused on sales management and financial advising within prominent financial institutions.

Nadia Busey is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior work experience includes roles in healthcare and education sectors, such as positions at Davita and Chemeketa Community College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through detailed recommendation reports and ongoing advice, primarily for clients with substantial investable assets.

Joshua Johnson is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and previously worked at Great Lakes Coca Cola for seven years. Outside of his advisory role, he is a co-owner of an online dietary supplement startup called GUT HABITS LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option.