Kelly Magnuson is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2006 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ryan Bartel is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Thrivent, he worked in education and retail sectors, including positions at Manvel Public School and Scheels. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. Their services include a range of planning topics and can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

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.

Vincent Lloyd is a financial advisor at Cetera with 16 years of industry experience. He holds the PFS™ designation and Series 66 license. His work history includes roles at Intuit and Avantax, alongside operating his own CPA practice providing accounting and tax advisory services. He also provides seasonal tax advice remotely for Intuit’s TurboTax customers. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and financial planning services.

Phillip Curoe is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at U.S. Bancorp Investments and operating Tailormade Wealth Management, where he serves as owner. He also holds a fixed insurance agent license, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and reported over $256 billion in assets under management.

Payton Miller is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has a varied work history including roles in collegiate athletics and sports media. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through its network of representatives, utilizing both proprietary and third-party asset management programs.

Brandon Morrell is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Ameriprise since 2011, including a recent tenure beginning in 2022. His prior roles include positions at U.S. Bancorp Investments and Cadaret Grant & Co. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

William Vargas III is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Bank NA for much of his career, with brief tenures at BMO Bank NA and LPL Financial. Outside of his advisory role, he works as a customer service associate at Home Depot. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, providing a broader range of financial products than many large institutional advisers.

Aaron Adams is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services from 2012 to 2024 before joining OSAIC and its affiliated entities. Outside of his advisory role, he works as a Door Dash delivery driver on weekends. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment process focused on asset allocation and portfolio optimization.

William Gudorf is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Thomson Reuters and Indiana University. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria.

Peter Johnson II is a financial advisor with Wells Fargo Clearing in White Bear Lake, MN, holding Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Wells Fargo Clearing since 2018, having also worked at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryant Waller is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, in addition to his tenure at Morgan Stanley Smith Barney LLC beginning in 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

Emily Barber is a financial advisor at Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has experience working with Thrivent and its affiliated entities since 2025. Prior to joining Thrivent, Barber held various roles including five years at The Freelance CFO and earlier positions in hospitality and photography. 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 a consolidated billing option combining planning with managed-account services while maintaining these functions separately.

Crystal Soderlind is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Thrivent since 2014. Outside of her advisory role, she judges high school speech competitions in Chaska, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, and estate planning, while maintaining these services separately from portfolio management.

Todd Yeiter is a CFP® professional with over 31 years of industry experience, currently serving at Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Amanda Peetz is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Piper Jaffray & Co. for five years before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing both in-house and third-party investment managers.

Bradley Melby is a CFP® with 36 years of industry experience and is currently affiliated with Ameriprise in Arden Hills, MN. He has been with Ameriprise and its related entities since 1990. Outside of his advisory role, Melby holds ownership rights in a production company for an independent film and consults on organizational and financial matters for several private business entities. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

David Wendel is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2018. Outside of his advisory role, he owns two mechanical parts sales businesses based in Hamel, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Rory Brown is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Rhythm City Casino and Uncle Bill’s Pizza. Rory has been with Thrivent and its affiliates since 2022. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and integrates planning with managed accounts under its “WealthPlan” program, while maintaining separate planning and portfolio management services.

James Ries III is a financial professional at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2023. Ries has a background that includes roles at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities. Outside of his advisory work, he is involved in fixed insurance sales through North Star Consultants and P&C Sales and operates a financial services business under North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management, financial planning, and specialized retirement services through a multi-manager platform with access to various investment strategies and custodial relationships.