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 credential and two years of industry experience. Prior to joining LPL Financial in 2026, he worked at The Capital Advisory Group Advisory Services, LLC, and United Planners Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Tarun Bhatia is a financial advisor at Edward Jones in Hopkins, MN, with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Medtronic for four years and Boeing for six years. Edward Jones is a full-service wealth management firm serving over 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 through a nationwide network of more than 23,700 financial advisors.

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 been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios composed of mutual funds, ETFs, and ETPs.

Sarah Houle Johns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 41 years of industry experience. Her prior work includes roles at Cetera and Foresters Financial, spanning more than three decades. She is also a licensed notary in St. Paul, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from in-house and third-party sources.

Margaret Jakubik is a financial advisor with Ameriprise in Shorewood, MN, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise since 2009, working both at Ameriprise Financial Services and the current firm. Outside of her advisory role, she owns MJ3 Enterprises, through which she manages her Ameriprise business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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 at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has been with Equitable Advisors since 2017, including time under the AXA Advisors, LLC name. Wunsch operates a separate business as Woodbury Wealth Management. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporate entities, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

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.

Jason Ledermann is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial and has previously worked with The Lakeshore Group and Waddell & Reed, INC. He is involved with Cedar Rose Wild, LLC, a member-managed investment-related entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research and model portfolios.

Amy Bestler is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she owns ALB Consulting, an independent advisory business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Raana Grant is a financial advisor at LPL Financial with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NEXT Financial Group for 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management supported by research and various investment strategies.

Sean Picht is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Edward Jones since 2013. He holds a Series 66 designation and is based in Eden Prairie, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Nevermann is a financial advisor with Edward Jones in St Louis Park, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as an election judge for the City of St Louis Park. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Garrett Meyer is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has been a part of Fidelity Investments since 2015, initially joining as a Financial Consultant. Prior to that, he worked as a Financial Advisor at Ameriprise Financial from 2010 to 2015, and as a Regional Private Banker at Wells Fargo Advisors from 2013 to 2014. As a CFP® practitioner, Garrett partners with clients to develop customized financial plans by setting goals, assessing risks, and making adjustments over time to help clients achieve their financial potential. He emphasizes the importance of building trust through honesty, integrity, and transparency, aiming to become his clients' most trusted advisor.