Youkang Gao is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing nine years of industry experience. His previous roles include positions at Merrill, Bank of America, and Wells Fargo, as well as entrepreneurial work with LaoLai International (America) Inc. and Happy Heart Floral. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and utilizes both quantitative and qualitative research to build model asset allocations.

Joshua Gross is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Thrivent Investment Management, Northwestern Mutual, and LoCorr Funds. Outside of finance, he was involved with Chanticlear Pizza for over a decade. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes various risk management strategies including tax-aware processes and derivatives.

Charlene Zielin is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has prior experience in healthcare and coaching roles. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a broad range of planning topics without portfolio management for institutional clients.

Logan Fox is an advisor with LPL Financial located in Maple Grove, MN. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining LPL Financial, he worked at Zaengle Corp. and Perishable Distributors of Iowa, Ltd. Outside of finance, his work history includes experience at Camp Chetek. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, combining advisory platforms with extensive non-advisory financial activities.

Tyler Olson is a financial advisor with Wells Fargo Clearing in Rogers, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Northwestern Mutual, and Ferguson Enterprises. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment decisions, offering a range of products through bank and insurance affiliates.

Kent Larson is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, he was employed at Voya America Equities, Inc. and VOYA Financial from 2015 to 2019. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Roeschlein is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for Milaca Alliance Church and is President of RURAL Music Ministries. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations through a centralized consulting team.

Addie Ng is a financial advisor with Equitable Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and having 45 years of industry experience. She has been with Equitable Advisors since 1999, including the period when it operated as Axa Advisors. Outside of her advisory role, she owns Source One Insurance Agency, which sells property and casualty insurance, and provides accounting services through Addie H. Ng & Associates. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement consulting, and asset management programs. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and providing fiduciary services to qualified plans.

Isaac Moin is a financial advisor with Thrivent Investment Management holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Thrivent, his work experience includes various roles unrelated to finance, such as involvement with local basketball organizations and positions in the food service and landscaping industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan, while maintaining the separation of planning and investment management.

Anthony Greniuk is a financial advisor with Charles Schwab in Elk River, MN, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at UBS Financial Services, Prosperity Capital Advisors, and MerCap Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Matthew Borchert is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Borchert is a co-owner and managing partner of PASJ LLC, a pass-through entity that supports the management and operations of his financial practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver detailed, non-discretionary recommendation reports that incorporate sophisticated modeling and tax-efficiency analysis. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Chad Holtz is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing, U.S. Bancorp Investments, Inc., and Piper Sandler & Co. Outside of his advisory role, he owns and manages Red Dog Stables Ltd., a thoroughbred breeding and racing operation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth thresholds, combining proprietary research and tools with optional implementation through its brokerage or advisory programs.

Erica Williams is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2023, she worked for Stifel Nicolaus for 10 years. Outside of her advisory work, she has been involved with Perrella Enterprises, operating Sammy's Pizza and Restaurant. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mason Schuler is a financial advisor at LPL Financial in Maple Grove, MN, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining LPL, he worked in marketing and other financial roles, including at elk Marketing and Wells Fargo Home Mortgage. He is also the owner of Schuler LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Crystal Hatteberg is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Royal Alliance Associates and Eagle Creek Financial Advisors, where she also serves as Chief Operating Officer. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and range of investment programs.

Isak Larson is a financial advisor with Cambridge Investment Research Advisors in Ramsey, MN, holding a Series 66 designation and having seven years of industry experience. He previously worked at Thrivent Financial for five years and has been with Cambridge since 2024. Outside of his advisory role, he is employed as an administrative staff member with Hockey Ministries International in Minnesota. Cambridge Investment Research Advisors serves a diverse client base that includes individual, institutional, pension, and charitable organizations by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies alongside access to unaffiliated third-party advisers.

Brent Bunne is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds Series 63 and Series 66 licenses and is based in Maple Grove, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Scott Robichaud is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also serves as a notary in a related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, retirement plans, banks, and institutions. The firm supports its network of advisors with a range of portfolio programs, third-party asset management, and institutional platforms.

Matthew Mulville is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, various insurance carriers, and in other roles including Design Ready Controls. Mulville also operates a DBA under Northern Light Financial Advisors associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Kassera is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at RBC Capital Markets for 11 years. Kassera serves as Treasurer on the Board of Directors for Territorial Trail, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.