Garrett Samb is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. Garrett has been with Ameriprise since 2016, initially with its affiliated entities and currently as an advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Gary Nelson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he serves as power of attorney for a family member. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Amy Ferguson is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She previously worked at Wunderman Thompson for 18 years before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyson Lybeck is a CFP® professional based in New Richmond, WI, affiliated with Edward Jones. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Lewis is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes over a decade at Morgan Stanley in various roles across its private banking and wealth management divisions, as well as two years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing a broad network of investment adviser representatives and a variety of strategic and tactical investment options.

Douglas Bostrom Sr. is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Pruco Securities and Prudential Insurance Company of America. He also operates Bostrom Group, a financial advisory and insurance service. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Maria Russell is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2022. Her prior experience includes roles at Wells Fargo Clearing Services, Gradient Securities, RIA Registrar, and RBC Capital Markets. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evan Bostrom is a Series 66 registered advisor with LPL Enterprise and has three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has been involved with Trout Lake Camps for six years and worked in the Hudson School District for nine years. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with services such as financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

Luke Meier is a financial advisor with Ameriprise in Hudson, WI, holding Series 63 and Series 66 credentials and with 15 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he is a co-owner of a non-investment-related business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Jason Bennett is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He worked at SII Investments, Inc. for nine years before joining LPL Financial in 2018. 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 financial planning and investment management services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Stephen Madsen is a CFP® with 35 years of experience in the financial services industry. He is currently with Cetera and has held roles at Cetera Wealth Services, LLC and Lake Elmo Bank, where he serves as Vice President of the Investment Department. Madsen is also an insurance agent licensed to sell life, health, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures, third-party manager options, and over $256 billion in assets under management.

Andrew Lewis is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, Wells Fargo, and Heartland Solar. Outside of his advisory work, he has worked as a driver and independent contractor for ride-sharing and delivery services such as Uber, Lyft, and DoorDash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jaime Junker is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked with firms including Avantax and 1ST Global Advisors. Outside of his advisory work, Junker serves as Town Chairman in Forest, Wisconsin, overseeing local government functions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Tobias Kaplan is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 65 and Series 63 licenses and has been with Thrivent since 2018 in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and written recommendations on a wide range of planning topics without implementation or discretionary trading authority.

Samantha Witthoft is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she serves as Treasurer on the Board of Directors for the St Croix Select Volleyball Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Caleb Barrett is a Series 66 licensed advisor with Ameriprise in Lake Elmo, MN, and has 11 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Thrivent Financial and Thrivent Investment Management Inc. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income and tax-aware withdrawal strategies.

Rhett Neuman is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2009, following an eight-year tenure at City National Bank. Outside of his advisory work, he assists his son with managing a family LLC involved in investment property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing a combination of in-house and third-party investment managers.

Conner Mars is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015, previously spending six years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers, leveraging its capital-markets capabilities and affiliated asset managers.

Doran O'Brien is a financial advisor with Edward Jones in Scandia, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as president of O'Brien Management LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Jeffrey Hagen is a CFP® with 35 years of industry experience, currently affiliated with LPL Financial since 2005. He serves as Treasurer on the board of St Johns Home Corp, a for-profit entity in Stillwater, MN. Hagen also contributes to Producer's Insight by forwarding financial company advertising materials. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.