Lawrence Douglas is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Bank NA and Wells Fargo Advisors, LLC dating back to 2012. Outside his advisory role, he serves as power of attorney for a relative, assisting with elder care matters. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Tonya Schulte is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in guiding clients through comprehensive financial planning and wealth management strategies. She specializes in education planning, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Tonya works closely with multi-generational families to develop personalized, goals-based wealth strategies and regularly reviews client progress to help them achieve their long-term financial objectives. Tonya holds a Bachelor's Degree from St. Cloud State University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. Her approach emphasizes simplicity and transparency in navigating the complexities of investing, with a focus on aligning financial strategies with clients' unique perspectives and priorities. Outside of her professional role, Tonya is involved in community activities including Better Money Habits, Feed My Starving Children, Habitat for Humanity, and her church. Her personal interests include boating, gardening, reading, scrapbooking, volleyball, yoga, and spending time with her husband and three daughters.

Richard Johnston is a CFP® with 45 years of industry experience and has been with LPL Financial since 1992. He holds the Series 63 designation and operates out of Grant, MN. Johnston has an accounting-related business entity named Johnston Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Dijohn Mckinney is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Robinhood, Charles Schwab & Co., Inc., and Scottrade, Inc. prior to his current position. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across a range of financial planning topics without discretionary trading authority or 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 financial advisor with Raymond James & Associates in Minneapolis, MN, holding a Series 66 credential and five years of industry experience. His prior work includes roles at J.P. Morgan, Westwood One, and the Philadelphia 76ers. Outside of advising, he serves as a committee member running weekly meetings for a referral-based networking chapter called BNI. 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 diverse client base—including individuals, institutions, and municipalities—offering financial planning and non-discretionary consulting supported by various portfolio management styles and affiliated research.

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, holding a Series 66 designation and bringing one year of industry experience. Prior to joining LPL Financial, he worked at Affinity Plus Federal Credit Union and held various roles in service industries. Outside of advising, he is the owner of CJ Cigar Company LLC, a business unrelated to investing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and various management approaches.

Gary Hasse is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at U.S. Bancorp Investments, Inc. for 25 years before joining Wells Fargo in 2022. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

David Flora is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Wells Fargo Bank, Stewart Title, and Bank of America. Outside of his advisory work, he is a co-owner and advisor of a youth hockey program through Oregon Ice Entertainment. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jennifer Thompson is a financial advisor with Morgan Stanley in St. Paul, MN, holding a Series 63 designation and bringing 16 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is the owner of JetDesigns, a small art-making business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, offering a broad range of advisory programs and investment services.

Travis Story is a Series 66-licensed financial advisor with 21 years of industry experience currently affiliated with Cambridge Investment Research Advisors. He has been with the firm since 2012. Outside of his advisory role, he works as a personal trainer at Lifetime Fitness in White Bear Lake. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Kevin Cunningham is a CFP® with 30 years of experience in the financial industry. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 2008. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling to assist clients in developing financial plans.

Sarah Rindt is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 14 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of her advisory role, she occasionally plays piano and organ for church services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of financial planning topics. The firm does not manage institutional portfolios and separates its planning services from managed-account programs.

Helen Yang is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with 18 years of industry experience. Her prior work includes roles at Charles Schwab, Avantax, and HD Vest Investment Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses that cover a wide range of financial planning topics. The firm offers a consolidated billing option called “WealthPlan” that allows clients to combine planning with managed-account services while keeping them separate.

Anthony Gunderson is a Series 66-credentialed financial advisor with 10 years of industry experience. He has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Gunderson is based in Minneapolis, MN. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports, primarily for clients with assets managed within Ameriprise accounts.

Diego Jaques is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2026. Prior to his current role, his experience includes positions outside of financial services, such as work at Wine Valley Golf Course and Walla Walla Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial analyses and ongoing planning relationships without discretionary trading authority, emphasizing comprehensive written recommendations across a broad range of planning topics.

Maurice Jones is a financial advisor with Cetera in Saint Paul, MN, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services and the Minnesota Department of Transportation. In addition to his advisory role, he owns Ascension Financial Services, which provides financial coaching, tax, and business process services with a focus on inclusion and equity. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management programs and financial planning services across multiple custodial relationships and program structures.