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 with Equitable Advisors in Minneapolis, MN, holding a Series 66 registration and nine years of industry experience. He has been with Equitable Advisors since 2017, including its predecessor AXA Advisors. Wunsch also operates a financial planning business under the name Woodbury Wealth Management. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models and works with third-party asset managers and solutions, focusing on client risk assessment and tailored investment strategies.

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 financial advisor with LPL Financial in Bloomington, MN, holding CFP® and Series 66 designations and bringing 25 years of industry experience. His prior experience includes roles at Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies over two decades, as well as operating the Lakeshore Group Wealth Management. He is also involved with Cedar Rose Wild, LLC, a member-managed investment-related entity. 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 broad range of financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and proprietary tools, supported by a large network of advisors and significant discretionary assets under management.

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 with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining LPL Financial in 2025, Grant spent 25 years with NEXT Financial Group. 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 solutions, supported by a large network of advisors and extensive operational resources.

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.

Akintomiwa Oduwaiye is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he held positions at Old National Bank, Farm Bureau Financial Services, and NIVO SOLAR. His background also includes work outside the financial industry in moving services and retail. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized retirement income recommendations through a centralized consulting team.

Jacob Stark is a financial advisor with Ameriprise in St. Louis Park, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Stark is involved in business development and back office support for franchise advisors through MJW Group LLC. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Mark Flannery is a financial advisor with LPL Financial, holding the CFP® designation and over 36 years of industry experience. He has held roles at several firms, including H. Beck, Inc. and Grove Point Investments, LLC. In addition to his advisory work, he is involved with Flannery Holdings, LLC, which he has operated since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing a variety of strategic and tactical investment approaches.

Tai Kotler is a financial advisor with LPL Financial based in Edina, MN. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Arazon Financial Group and Orbis International. Kotler is also involved as a non-variable insurance agent through Peak Pro Financial. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Ahndi Fridell is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previously worked in various roles including yoga instruction through her own business, Ahndi Fridell Yoga, which she operated for several years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Bret Farrington is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63, Series 65, and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Nicholas Starosta is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.