Ronald Click is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he is a 15% owner of a private company named paralab eau Claire Wi. 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 variety of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jennifer Olson is a financial advisor with Morgan Stanley in Stillwater, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2011. Outside of her advisory role, she is involved in owning rental property and leasing farmland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside various investment and brokerage activities.

Jeffrey Wahl is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and 66 licenses and bringing 26 years of industry experience. He has been with Raymond James and its affiliated entities since 2008. Wahl owns Wahl & Wire Wealth Capital Partners LLC, a support company operating within the securities business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through advisory programs and specialized consulting services.

Kelly Fellows is a financial advisor with Thrivent Investment Management in Lino Lakes, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as an election judge for the City of Lino Lakes and is a board member of Ballet Co.Laboratory, a professional ballet company and school in Saint Paul. 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 financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Paul Simmons is a financial advisor with Edward Jones in Hudson, WI, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he volunteers as an assistant coach for his daughter's soccer team and as head coach for her 7th grade basketball team. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Christine Pawlenty is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Cedar Ridge Wealth Management Group LTD, Willy Zimmerman, and Waddell & Reed, Inc. Pawlenty is also involved in non-variable insurance services in Saint Paul, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Fay Debellis is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following earlier work at Morgan Stanley Smith Barney LLC starting in 2009. She serves on the Finance Committee as a board member of the MacPhail Center for Music in Minneapolis, Minnesota. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and trading activities.

Patrick Murphy is a financial advisor with LPL Financial in Woodbury, MN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior experience includes eight years at Ameriprise Financial Services. In addition to his advisory role, he teaches community education classes. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and retirement plan consulting supported by a range of discretionary and non-discretionary management strategies.

Renee Miller is a Series 63 licensed financial advisor with Primerica Advisors and has 16 years of industry experience. She has worked with PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 1997. Outside of her advisory role, Miller hosts group travel events for women through Beatrice Bradley Travel. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and oversees third-party asset managers with due diligence and ongoing oversight.

Bert Nijssen is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. His work history includes roles at Cetera and its related entities, as well as experience with AT&T and as an independent contractor. Outside of his financial advisory work, he coaches youth soccer for the Maplebrook Soccer Association. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary options.

Colleen Olson is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. Her career includes roles at Cetera Wealth Services, Securian Financial Services, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Nancy Larocque is a financial advisor with Primerica Advisors in Apple Valley, MN, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1993. Outside of advisory activities, she is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Brock Jensen is a financial advisor at Edward Jones in North Oaks, MN, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience including roles at Centennial Public Schools and the Ottawa REDBLACKS. 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 strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Thomas Delich is a financial advisor at Osaic with 28 years of industry experience. He previously worked at RBC Capital Markets for 15 years and City National Bank for 9 years. Delich serves as an elder at Constance Evangelical Free Church and is a board member of Beyond Our Door Global, a nonprofit providing resources in Haiti and Africa. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy accounts.

Theodore Elliott is a financial advisor with LPL Financial in Roseville, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Bremer Investment Services, Raymond James Financial Services, and Old National Bank. He is involved with Old National Bank Advisor Referral Programs as a financial institution duty role. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management tools.

Mary Mc Dougall is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1982, also working at Bank of America since 2009. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Courtney Myers is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2014. Outside of her advisory role, Myers serves as chair of Secondhand Hounds, a nonprofit animal rescue organization in Minnesota. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service delivery.

Paul Wessel is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation. He has one year of industry experience, including prior roles at Equitable Advisors, LLC and various positions outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Joy Le Tendre is a financial advisor at LPL Financial in Bloomington, MN, with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Trustone Financial Credit Union and Huntington National Bank. Outside of finance, she is involved with Intense Fitness LLC, which she has been associated with since 2019. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven portfolio solutions.

Melissa Korman is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling, managing approximately $2.74 trillion in client assets.