Richard Gilbert is a CFP® with 29 years of experience in the financial industry. He is currently a financial advisor at Morgan Stanley and previously worked at E*TRADE Capital Management and E*Trade Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Christian Ahlgren Williams is a CFP® professional with 14 years of industry experience. He is currently affiliated with Cetera and has prior experience at Allianz Life Insurance Company and related entities. Outside of his advisory role, he serves as an administrative assistant for Human Capital Advantage and holds a notary position. 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 range of portfolio management and financial planning services and operates a multi-manager platform allowing for diverse investment strategies and program structures.

Brian Van Dyke is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has prior experience spanning 23 years at Travelers Insurance and three years as a self-employed professional before joining Thrivent in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Melissa Schneider is a CFP® and holds a Series 66 license with four years of industry experience. She has been with Edward Jones since 2022 and previously worked at Target Corporation for ten years. Outside of her advisory role, she owns and operates an internet sales business focused on purchasing and reselling products through platforms like Amazon and eBay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and provides a range of investment advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Robert Ray is a financial advisor at Ameriprise in Minneapolis, MN, holding CFP®, ChFC®, and Series 63 credentials with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including ownership in lawn and garden equipment and storage products, as well as short-term vacation rentals. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Skraba is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors. Skraba also operates Falcon Financial Group LLC as an outside business activity. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jason Medin is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 1997. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Landon Vath is a financial advisor with Cetera in Edina, MN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His career includes over three decades at Foresters Financial Services before joining Cetera in 2019. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients across wealth levels, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party model portfolios.

Michael Rebischke is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2021. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across varying asset allocation approaches.

Jeremy Moe is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, income tax, estate, and business continuation. The firm combines goal-based analyses and a managed-account program while maintaining separate planning and portfolio management services.

Rajendra Joshi is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2002 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily 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 guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Robert Christman is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at The Huntington Investment Company, RBC Capital Markets, U.S. Bancorp Investments, TD Ameritrade, and Wells Fargo. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Claire Nackley is a financial advisor with Ameriprise based in Lakeville, MN. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at the University of Pittsburgh Department of Economics and the Housing Authority of the City of Pittsburgh. Outside of finance, she has experience working in the restaurant industry and community organizations such as the Blair Regional YMCA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a combination of proprietary investment research, third-party data, and algorithmic tools to support client recommendations.

Matthew Kerber is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations, and has 16 years of industry experience. Before joining LPL Financial in 2021, he worked at Waddell and Reed, Inc. for 12 years and has been involved in business ventures related to child care centers. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lance Butner is a financial advisor with Ameriprise in Eden Prairie, MN, holding CFP® and ChFC® designations and over 36 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for Benilde St Margaret High School. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement, typically with substantial investable assets, providing detailed recommendation reports that incorporate tax-smart strategies and Social Security options. The firm combines algorithmic automation with personalized oversight and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ben Gilbertson is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2021, he worked at Feltl and Company from 2005 to 2021. 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 programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Derek Kasper is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved with the MN Basketball Club. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patricia Jones is a Series 66-credentialed financial advisor with 25 years of industry experience. She has been with LPL Financial since 2012 and previously worked at Morgan Stanley and Edward Jones. Jones is also involved with the Community University Health Care Clinic in Minneapolis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Amanda Lamar is a Series 66-licensed financial advisor with LPL Financial, based in Apple Valley, MN, and has three years of industry experience. Her background includes roles at LPL Financial, RE/MAX Results, and entrepreneurial ventures such as White Ivy Events. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services with a focus on customizable investment strategies and extensive institutional platforms.

Erica Stalo is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018. Outside of her advisory role, she is a Twitch affiliate, dedicating 20-40 hours per month to this activity. Erica is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing internal research and various investment strategies, including model-traded SMA strategies and tax-management capabilities.