Christopher Foy is a financial advisor with Ameriprise in Rosemount, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Kevin Gathje is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2015. Outside of his advisory role, he serves as an assistant boys varsity soccer coach for South St. Paul Public Schools. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Megan Lund is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and two years of industry experience. Her work background includes roles at Ameriprise since 2023 and prior experience at Bellagala, along with various positions in educational and senior living institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Shannon Taggart is a financial advisor with LPL Financial based in Blaine, MN, holding a Series 63 designation and 26 years of industry experience. Prior to joining LPL Financial in 2024, Taggart spent 20 years at Commonwealth Financial Network. Outside of advisory work, Taggart is associated with Float Club, LLC, a home-based business entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Charles Braniff is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Braniff volunteers providing pro bono financial planning to cancer patients through the Angel Foundation's Financial Cancer Care Program. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sean Bryant is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc., Avantax Investment Services, American Century Investment Services, and First Command Financial Planning. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with a focus on tailored, non-discretionary consulting supported by extensive research, portfolio management options, and municipal advisory services.

Timothy Johanson is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including UBS Financial Services and RBC Capital Markets. Outside of advising, he serves as a commodities trading advisor for Marex and coaches at a local pickleball club. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services tailored through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, delivering customizable investment strategies supported by various programs and affiliated relationships.

Shawn Stuart is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management since 2010. Outside of advising, he manages rights related to music he produced prior to 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple areas without discretionary trading authority, allowing clients to combine planning with managed accounts while keeping services separate.

Stephen Doody is a CFP®-designated financial advisor with Edward Jones, based in South St. Paul, MN, where he has worked since 2003. He has 23 years of industry experience. Outside of his advisory role, he serves as a PA announcer for the South St. Paul School District’s athletic events and holds leadership roles in community organizations, including as director of the South St. Paul Lions and president of South St. Paul Future, Inc., a nonprofit focused on local economic development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Lawrence Douglas is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Bank NA dating back to 2012. Outside of his advisory role, he serves as a power of attorney assisting an elderly relative. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tonya Schulte is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial planning and wealth management guidance with an emphasis on multigenerational planning, retirement income strategies, and legacy planning. Tonya focuses on helping individuals and families build, manage, and transition wealth through lasting relationships and a client-centered approach. She holds a Bachelor’s Degree from St Cloud State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Her expertise includes education planning, family wealth management strategies, liquidity management, tax minimization, philanthropic planning, and retirement income. Outside of her professional role, Tonya is involved in community organizations such as Better Money Habits, Feed My Starving Children, Habitat for Humanity, and her church. Her personal interests include boating, gardening, reading, scrapbooking, spending time with family, volleyball, and yoga.

Richard Johnston is a CFP® with 45 years of industry experience and has been with LPL Financial since 1992. He holds a Series 63 license and operates out of Grant, MN. Johnston is also involved with Johnston Financial Services, a business entity for tax and investment purposes focused on accounting. 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 advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Dijohn Mckinney is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with eight years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Robinhood, Charles Schwab & Co., Inc., and Scottrade, Inc. before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics and combines planning with managed-account options under a consolidated billing platform called WealthPlan, without providing portfolio management for institutional clients.

Anna Walth is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Logan Park Wealth Management and UW Madison. Outside of financial services, she has experience in property management and marina operations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Leandro Gavino is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo and Ameriprise, as well as non-financial positions in education and retail. He has also worked seasonally at the Minnesota State Fair. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Elizabeth Sjoberg is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her career includes roles at Ameriprise Financial Services and Thrivent Financial. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice.

Zachary Mekler is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at J.P. Morgan, Westwood One, and the Philadelphia 76ers. He also serves as a committee member for a referral-based networking chapter. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Wade Mcfee is a financial advisor at Cetera with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at VOYA Financial Advisors and ownership of McFee Financial Group Inc. Outside of advisory work, he is an independent insurance agent involved in the sales and service of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and third-party managers.

Colby Chapman is a financial advisor with LPL Financial in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, Chapman is the owner of CJ Cigar Company LLC, a business unrelated to his investment activities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services delivered through a large network of investment adviser representatives.

Anthony Bushman, CFP®, serves as the Resident Director and Wealth Management Advisor with Merrill. He began his career with Merrill as an intern in the fall of 2004. Following five years of military service, he earned a Bachelor's Degree in Applied Economics and Management from Cornell University. Anthony's expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, and retirement income. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Anthony applies advanced technology to deliver Personal Wealth Analysis, focusing on helping clients meet their personal and financial goals. In addition to his professional commitments, Anthony is involved with Salute MN. His personal interests include boating, cooking, hiking, skiing, and spending time with his family.