Rebecca Hall is an Investment Management Consultant II. She currently works as a Financial Consultant at Fidelity Investments since 2024. Prior to this, she served as a Financial Advisor at Equitable Advisors from 2022 to 2024. Rebecca focuses on guiding clients through their financial journeys by exploring their goals, assessing their current situations, and developing tailored approaches. She provides insights on investments, retirement planning, tax considerations, and risk management, aiming to help clients create comprehensive financial plans for a secure future. Outside of her professional work, Rebecca enjoys activities such as gardening, music, outdoor adventures, traveling, volunteering, and has an interest in food.

David Netjes is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and previously retired from the industry between 2008 and 2021. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Jeremy Jackson is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Thrivent Financial and Fred Alger & Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing research, third-party data, and algorithmic tools.

Rachel Greenwald is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and has previously been involved in entrepreneurial ventures, including ownership of a restaurant. Prior to her advisory role, she also worked in education at the University of Kansas. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions. The firm offers tailored portfolio management and financial planning services through various advisory programs, utilizing a combination of in-house and third-party Investment Managers.

Emma Nelson is a financial advisor at LPL Financial based in Chaska, MN, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Old National Bank and various positions outside finance such as at Youth Marketing Company and Evereve. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supporting a broad array of investment strategies with significant operational resources.

Alexander Johnson is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Thrivent Investment Management, Thrivent Financial, and Edward Jones. Outside of his advisory work, he is involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Scott Maeyaert is a CFP®-certified financial advisor with Ameriprise, based in Shorewood, MN, with 35 years of industry experience. He has been with Ameriprise since 2005, including his current role starting in 2020. Outside of advisory work, he owns and operates several businesses related to real estate management, racing products, and social media influencing. Ameriprise serves clients primarily through its retirement-income planning service targeting individuals with significant investable assets, offering tailored, research-driven recommendations and a broad range of advisory, brokerage, and insurance solutions.

Tabitha Jackson is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Bank, and RBC Capital Markets. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Dean Breitbach is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He joined Wells Fargo Advisors in 2026 after spending 17 years at UBS Financial Services. He holds the Series 63, Series 65, and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Karanveer Nagpal is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Great Waters Financial and RBC Wealth Management prior to joining Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research and technology, including artificial intelligence, to support client advice.

Carolyn Zurn is a financial advisor at Edward Jones in Bloomington, MN, holding Series 63 and Series 66 designations with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jocelyn Fena is a financial advisor at Charles Schwab with Series 66 credentials and four years of industry experience. Prior to joining Schwab, Jocelyn worked at Berger Montague PC, Gartner, Inc., and The Advisory Board Company. Charles Schwab & Co., Inc. serves mainly 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 services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Jason Holt is a financial advisor with Ameriprise in Mound, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, Holt serves as the mayor of the City of Mound and operates a small business selling items on eBay. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service that supports advisors in delivering tailored retirement advice.

Abigail Copland is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Grand Forks Air Force Base for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large nationwide advisor and branch network as well as its affiliated capabilities beyond advisory services.

Ashley Stensrud is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Bank of America and Merrill from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Devon Roehrich is a CFP®-credentialed financial advisor with 12 years of experience, currently serving clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Minnetonka, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Wildes is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2019. Prior to that, she spent eleven years at Trillium Services Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Kruser is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Ryan Grant Investments and NEXT Financial Group. He also serves as a Munition Systems Specialist in the United States Air Force. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

John May Jr. is a Series 66–credentialed financial advisor with Cetera in Minnetonka, MN, bringing five years of industry experience. His prior roles include positions at AdvisorNet Wealth Partners and Cetera's various subsidiaries. Outside of his advisory work, he volunteers as a high school hockey coach and serves as head coach for a local youth hockey team, in addition to holding a financial counsel role on a church board. 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 range of portfolio management, financial planning, and consulting services with access to affiliated and third-party investment managers across diverse program platforms.

Daniel Follmuth is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its predecessor, American Express Financial Advisors Inc., since 2002. Outside of his advisory work, he serves as an instructor and coach for the game of curling with the City of Chaska. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.