David Netjes is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2021 and previously retired from the industry between 2008 and 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jeremy Jackson is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Thrivent Financial and Fred Alger & Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing research, third-party data, and algorithmic tools.

Rachel Greenwald is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and has previously been involved in entrepreneurial ventures, including ownership of a restaurant. Prior to her advisory role, she also worked in education at the University of Kansas. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions. The firm offers tailored portfolio management and financial planning services through various advisory programs, utilizing a combination of in-house and third-party Investment Managers.

Adriano Batista is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with OSAIC since 2012. Outside of his advisory role, he owns Soaring Eagles Wealth Management, a firm focused on retirement analysis, investment reviews, and consulting. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of financial advisers, utilizing advanced asset-allocation tools and offering a broad range of investment options and third-party management solutions.

Alexander Johnson is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Thrivent Investment Management, Thrivent Financial, and Edward Jones. Outside of his advisory work, he is involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Scott Maeyaert is a CFP®-certified financial advisor with Ameriprise, based in Shorewood, MN, with 35 years of industry experience. He has been with Ameriprise since 2005, including his current role starting in 2020. Outside of advisory work, he owns and operates several businesses related to real estate management, racing products, and social media influencing. Ameriprise serves clients primarily through its retirement-income planning service targeting individuals with significant investable assets, offering tailored, research-driven recommendations and a broad range of advisory, brokerage, and insurance solutions.

Tabitha Jackson is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Bank, and RBC Capital Markets. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Dean Breitbach is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He joined Wells Fargo Advisors in 2026 after spending 17 years at UBS Financial Services. He holds the Series 63, Series 65, and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Karanveer Nagpal is a financial advisor at Robert W. Baird & Co. based in Minnetonka, MN, with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Great Waters Financial and RBC Wealth Management. The DDK Group at Robert W. Baird & Co., where Nagpal is a team member, serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and proprietary research, managing approximately $394 billion in assets as of December 2025.

Jocelyn Fena is a financial advisor at Charles Schwab with Series 66 credentials and four years of industry experience. Prior to joining Schwab, Jocelyn worked at Berger Montague PC, Gartner, Inc., and The Advisory Board Company. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Jason Holt is a financial advisor with Ameriprise in Mound, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, Holt serves as the mayor of the City of Mound and operates a small business selling items on eBay. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service that supports advisors in delivering tailored retirement advice.

Zachariah Wylie is a financial advisor at Edward Jones with a Series 66 designation. He has experience at several firms, including SPS Commerce, Ameriprise, and Thrivent Financial. His background also includes work at Northwestern Mutual and involvement with University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ashley Stensrud is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Bank of America and Merrill from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Jennifer Nelson is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial, she has held roles at Jukin Media and State Farm, among others. In addition to her advisory work, she is involved with Jukin Media in a social media capacity and maintains a longstanding role with Hilton Garden Inn. 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 extensive technological tools and a large network of investment adviser representatives.

Devon Roehrich is a CFP®-credentialed financial advisor with 12 years of experience, currently serving clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Minnetonka, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathleen Soberg is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized services for business owners and other niche clients.

Alexander Kruser is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked in investment roles at Ryan Grant Investments and NEXT Financial Group and is currently a Munition Systems Specialist in the United States Air Force. 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 wide range of financial planning and investment management services, including model portfolios and third-party asset management, supported by extensive technology and operational resources.

Milissa Grimsbo is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and BMO Bank NA. Outside of her advisory role, she owns Grim Ink and Grimsbo Trucking Inc. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

John May Jr. is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. He has worked with several firms including AdvisorNet Wealth Partners and Cetera Wealth Services. Outside of his advisory role, he volunteers as a hockey coach for local youth teams and serves as a financial counsel member on the board of St. Jude of the Lake Catholic Church. Cetera Investment Advisers LLC operates a multi-manager platform serving a diverse client base including individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management and financial planning services, utilizing a range of program structures and third-party managers.

Coleman Wurzer is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm emphasizes structured financial planning using firm-approved tools and offers various investment and wealth management services.