Aaron Lindman is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in New Hope, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Makayla Everson is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior experience working at Domino's and the University of Minnesota-Duluth. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Reese Prellwitz is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo Clearing, Reese held roles at Wells Fargo Advisors and Northwestern Mutual, as well as academic positions at Minnesota State University, Mankato, and St. Cloud State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute, providing both brokerage and advisory solutions.

Paul Goenner is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials. His prior firms include BFC Planning, Securities Management & Research, and Proequities. Outside of financial advising, he serves as treasurer for both the Township of Clear Lake and the St. Marcus Cemetery Board in Minnesota. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of investment implementation options through independent Financial Professionals, utilizing proprietary model strategies and access to unaffiliated strategists.

Christina Klug is a Certified Financial Planner (CFP®) with four years of industry experience, currently serving at Edward Jones since 2022. Her prior experience includes roles at Designed for Learning and EdTechTeam, among others. 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 financial advisors and offers a range of advisory strategies along with affiliated investment products.

Joshua Baltzer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. Prior to this role, he worked at Wells Fargo Clearing and held positions at Cargill. He is a part-owner and co-trustee of BSV Financial Partners LLC, an investment-related business based in Wayzata, MN. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, delivering tailored recommendations through financial advisors who serve clients meeting specific net-worth criteria.

Adam Jakes is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2016. Outside of his advisory role, he leads Paragon Operations, LLC, where he sets the direction and participates in board decisions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a combination of investment research, third-party data, and algorithmic tools.

Todd Willihnganz is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Rasmussen is a financial advisor with Edward Jones in Plymouth, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. 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 and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

John Shrewsbury is a financial advisor with Merrill in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Merrill since 2018 and previously held roles at various Federated affiliates from 2015 to 2018. Outside of his advisory work, he is the owner of AEGOS Financial, an LLC established primarily to hold a solo 401(k) plan. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luana Marrier Holecek is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Merrill, along 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 developed by internal and third-party managers.

Douglas Kottke is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Grant Mc Elroy is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes work at Bayerische Motoren Werke AG (BMW) and multiple roles affiliated with Saint John's University and the College of Saint Benedict. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities, using model-driven investment approaches developed by LPL’s Research Department and third-party strategists. The firm also offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated insurance and trust services.

Kyle Kronlokken is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to inform its investment approach.

Robert Starkey is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Securities America, Inc., and SII Investments. Outside of his advisory role, Starkey is also an insurance agent and operates a business under the name Diversified Wealth Management. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple investment platforms and third-party managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Richard Hanna is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo in various capacities since 1984, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory work, he is involved in a catering business based in Minneapolis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Grant Fjosne is a financial advisor at Ameriprise with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role since 2020, he spent 15 years at Ameriprise Financial Services, Inc. He is also the owner of Fjosne Capstone Group, where he manages an advisory business. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, utilizing a centralized consulting team to deliver tailored, research-based retirement income recommendations.

Gary Aiken is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 credential and has worked at Cetera Advisors LLC since 2016, as well as operating Tonka Financial since 2011. Aiken serves as chair of the Golden Valley Business Council, a local business organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform allowing advisors to implement a range of portfolio strategies with discretionary and non-discretionary services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Timothy Sellner is a financial advisor with LPL Enterprise in St. Louis Park, MN, holding the ChFC® designation along with Series 63 and 65 licenses. He has 46 years of industry experience, including extensive tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a trustee managing a family trust and holds power of attorney responsibilities for a family member. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed internally and by third-party strategists, with a focus on providing access to third-party asset managers and affiliated insurance and trust services.

Peyton Schuler is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, Schuler worked at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). Outside of advising, Schuler has held various roles including positions at LifeTime Fitness, Amazon, and University of St. Thomas. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.