Timothy Cruikshank is a financial advisor with Thrivent Investment Management in Minnetonka, MN, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked for the City of Golden Valley for nine years and serves part-time as the interim city administrator for the City of Nisswa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning covering various financial topics and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining planning and investment services as separate offerings.

Jack Gresser is a financial advisor with Edward Jones in Lakeville, MN, holding Series 63, Series 65, and Series 66 licenses with 10 years of industry experience. He has worked at Edward Jones since 2018, with prior roles at International Dairy Queen, Polaris, and Kellogg's. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Kevin Smith Jr. is a financial advisor with Merrill in Edina, MN, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Bank of America, where he has worked since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Daniel Peterson is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2021, following 13 years at Riversource Distributors Inc. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Mark Nakamitsu is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Cetera, where he has worked since 2022, and previously was employed at Fidelity Personal and Workplace Advisors from 2014 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Orlearnda Hoeun is a financial advisor with Charles Schwab and Co., Inc. based in Edina, MN, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to joining Schwab, Hoeun worked at Bank of America, Merrill, U.S. Bancorp Investments, and Northwestern Mutual among other firms. Outside of advising, Hoeun also works as an Instacart shopper. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with access to multi-asset model portfolios, alternative investments, and integrated brokerage and custody services.

Ryan Carroll is a financial advisor with Ameriprise in Mendota Heights, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2013, including Riversource Distributors Inc. and Ameriprise Financial Services Inc. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Matthew Adey is a financial advisor with Morgan Stanley Wealth Management in St. Paul, MN, holding a Series 66 designation and offering 21 years of industry experience. His prior roles include positions at PGIM Investments, LLC, and Prudential Investment Management Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Cooper Berg is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Cooper held various positions including roles at Hamline University and Stuart Company. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Chad Nelson is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jadyn Huber is a financial advisor at Edward Jones in Minnetonka, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Jadyn worked at Mr. Cooper, Sigma Beauty, Alma Homes, Quorum Federal Credit Union, Huntington National Bank, and Signature Consultants. Outside of financial services, Jadyn is a fitness instructor and a content creator focused on fashion, wellness, and beauty. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kristi Adams is a CFP® professional with 20 years of industry experience, currently advising at LPL Financial since 2021. Her prior roles include positions at Blue Heron Professional Group, Lori Tauring, and Waddell & Reed, Inc. She is involved with The Haddorff Team, an investment-related business affiliated with her LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Aimee Sybrant is a CFP® with 21 years of industry experience and is currently an advisor at Ameriprise. She has been with Ameriprise and its affiliates since 2007. Outside of her advisory role, she serves as Financial Secretary and is a member of the Board of Directors for the St. Stephen Lutheran Church Legacy Endowment Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.

Stacey Bartelson is a CFP®, ChFC®, and Series 66 registered financial advisor with Edward Jones, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she is a board member of Simon Says Give and participates in local business organizations including the Dakota County Chamber of Commerce and the Rosemount Business Council, in addition to working as a nanny. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Daniel Bly is a financial advisor at Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and Yellow House Vineyard. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cindy Boike is a CFP® professional with 10 years of experience in financial advising, currently serving at Edward Jones since 2015. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Eric Pemberton is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Fisher Investments, RBC Capital Markets, Traveling Coaches Inc., and Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Emily Milton is a financial advisor with Thrivent Investment Management in Burnsville, MN. She holds the Series 66 designation and has been with Thrivent since 2026. Prior to her current role, she worked in various positions in the hospitality industry from 2014 to 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, estate, and tax planning, with options to combine planning services with managed accounts under a consolidated billing program.

Joseph Petrick is a financial advisor at Edward Jones in Richfield, MN, with 24 years of industry experience. He has held his position at Edward Jones since 2001 and holds a Series 63 designation. 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 through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Catherine Doucette is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, with prior roles at Specialty Health, Inc. and Saint Mary's Fitness Center. She serves on the Board of Directors for Twin Cities Quorum. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research and modeling with tax-efficient strategies and provides a range of advisory, brokerage, and insurance solutions through affiliated companies.