Nicholas Schoeberl is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with five years at RBC Capital Markets and a total of twelve years in the industry. His prior experience includes roles at Wells Fargo Wealth and Investment Management and AEGON Asset Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party portfolio management, and features a broad capital markets platform with integrated lending and alternative investment options.

Sara Reincke is a Series 66 licensed financial advisor at UBS Financial Services with two years of industry experience. Her prior roles include positions at M Health Fairview - University of Minnesota Medical Center, E.T. Kelly & Associates, LLC, and Target Corporation. She is based in St. Paul, Minnesota. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of financial advisors using proprietary research and model-based asset allocations.

Israrul Amir is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and has additional business interests including managing a hotel in Luck, WI, and part-time driving for Lyft and Uber. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics from its own investment institute and third parties, offering brokerage and advisory solutions to a broad client base.

Kaili Perron is a Series 66-licensed financial advisor with Edward Jones, based in Hastings, MN, and has five years of industry experience. Prior to joining Edward Jones, Perron worked at Regions Hospital from 2015 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Thole is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of experience helping high net worth families develop and manage financial strategies. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Advisor in Philanthropy® designation, offering expertise in areas such as financial independence, risk management, retirement planning, tax minimization, trust structures, estate planning, and charitable giving. Before joining Merrill Lynch, Scott served as Vice President at Morgan Stanley in Chicago for a decade, gaining insight into leading financial firms. He co-founded Chicago HOPE, a nonprofit organization providing four-year college scholarships and mentoring to low-income students, which has maintained a 100% graduation rate since its inception in 2006. Scott earned his MBA from St. Xavier University and his bachelor's degree from St. Mary's University. He lives in North Oaks, Minnesota, with his wife, Julie, and their three daughters.

Travis Vanden Broeke is a financial advisor with Ameriprise in Blaine, MN, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a non-discretionary advisory approach supported by algorithmic automation and a centralized consulting team.

Lauren Rishovd is a Series 66 registered advisor with Morgan Stanley in Minneapolis, MN. She has one year of industry experience and previously worked at Google LLC and Dorsey & Whitney LLP. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs including tailored financial planning using firm-approved tools and methodologies.

Joao Felipe De Avilez Demoro is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2022. Prior to joining J.P. Morgan, he held positions at Georgia Institute of Technology and BTG Pactual. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Joseph Bidne is a Series 66-licensed financial advisor with Ameriprise in Greenfield, MN, and has 16 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Derek Shoden is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. He holds the Series 66 designation and is based in White Bear Lake, MN. Outside of his advisory role, he owns a collectibles business selling items on eBay. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines proprietary research and modeling with advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Springman is a CFP®-designated financial advisor with Edward Jones in St. Paul, MN, and has 18 years of industry experience. He has been with Edward Jones since 2007. 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 23,000 financial advisors and more than 15,000 branch offices.

Ellie Bjorklund is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. Outside of her advisory role, she is the sole member and owner of EB Holdings LLC, which owns agricultural farmland. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its approach.

Alec Balzer is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Wells Fargo Auto and Outback Steakhouse. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies and a mix of in-house and third-party investment managers.

Daniel Roberts is a financial advisor at Edward Jones in Hastings, MN, holding CFP®, ChFC®, and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2020, he served in the United States Navy from 2016 to 2020 and was involved with Coffee Bene from 2014 to 2020. Roberts is also an owner of Yambaily LLC, a marketing business, and occasionally performs music under the name Yambaily. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Michael O’deens is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation. He began his advisory career at UBS in 2024 and has prior work experience at Advanced Micro Devices, Inc., among other positions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client portfolios.

Michael Kotila is a CFP® with 18 years of industry experience. He is currently affiliated with MassMutual Investors Services in Minneapolis, MN. His prior roles include positions at LPL Financial and Larson Financial. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as ongoing collaborations that emphasize goal analysis and strategy recommendations.

Andrew Freiberg is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 and Series 65 designations. His prior work includes positions at Pacer Financial, Inc., Goldman Sachs & Co LLC, Inland Securities Corporation, and Thrivent Financial. Fisher Investments manages discretionary portfolios for a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative analysis and utilizes tax-aware strategies and defensive tactics to manage risk across diverse investment mandates.

Peter Anderson is a financial advisor with Ameriprise in Chanhassen, MN, holding a Series 63 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored planning, primarily focusing on assets held within Ameriprise-managed accounts.

Michael Jastrow is a CFA® charterholder with 20 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Minneapolis, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, written Recommendation Reports through a centralized consulting team.

Alison Doyle is a CFP® and holds a Series 66 license with six years at Ameriprise and a total of five years in the industry. Her prior experience includes roles at the University of Minnesota and The Wilds Golf Club. She has outside employment with Royal Ideas, LLC, supporting the Ameriprise franchise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.