Samuel Doody is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms including Protective Life Insurance Company, Investment Distributors Inc, Transamerica Capital Inc., and Pacific Life. Doody is currently based in South St. Paul, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Meghan Kumpf is a financial advisor with Fidelity in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior work includes roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory work, she serves as a varsity head coach for gymnastics at Hopkins Public Schools, coaching students in grades 7 through 12. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Alan Saffert is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is a co-owner of a cottage that is occasionally rented to others. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm delivers written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Grant Galarneau Becker is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked in media and food service roles, including positions at KGAN-TV, KTVO-TV, and Papa Murphy's. Outside of financial advising, he is involved as a Dasher with DoorDash. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jonah Jangula is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His background includes roles in the restaurant industry and involvement with Charleston's Overspeed Hockey Training. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and relies on model-driven strategies managed by unaffiliated asset managers.

Joel Andell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jonathan Reed is a CFP® and holds a Series 66 license, with 16 years of industry experience. He has been with Edward Jones since 2010, working out of their St. Paul, MN office. 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 provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mathias Hoefferle is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with six years of industry experience. His career includes multiple periods at Edward Jones beginning in 2019, interspersed with roles in education, realty, and transportation. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Brook Holzinger is a financial advisor with LPL Financial in Eagan, MN, holding a Series 66 designation and bringing 14 years of industry experience. His career includes roles at Waddell & Reed, various insurance carriers, and founding IRISH Group, Inc., a business entity unrelated to investment activities. Holzinger has also served as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolios and third-party asset management, supported by technology tools and oversight of substantial client assets.

Miles D Alessandro is a Series 66 licensed financial advisor at RBC Capital Markets with three years of industry experience. He has held roles at several firms, including Sidoti & Company, LLC, Cetera Financial Services, and Goff Investment Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients and offers a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies to clients’ risk profiles using a combination of in-house and third-party managers and provides access to alternative investments and integrated capital-markets capabilities.

Troy Moser is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s affiliated entities since 2011. He is the sole owner of Moser Wealth Management LLC, an investment-related business based in Woodbury, MN. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products, serving clients through a network of over 4,000 advisors.

Thomas Redalen is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank N.A. Redalen is also involved as co-trustee of his daughter's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes discretionary options, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Michael Brown is a financial advisor with Ameriprise in Monticello, MN, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jacob Breitbach is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with about one year of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Ascend Financial, and MML Investors Services, as well as various engagements in both educational and municipal organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with a range of portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

James Hart Jr. is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He has been with Thrivent since 2025 and has prior experience at Hart Insurance Group from 2009 to 2025. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides a combination of planning and managed-account services through a consolidated billing option called WealthPlan.

Christopher Oleson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Midwest Special Instruments from 2011 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Greg Grotewold is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. He has held roles at multiple Cetera entities since 2023 and previously worked at H-Beck and Securian Financial Services. Outside of his advisory work, he writes articles for Christian magazines providing spiritual encouragement. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Laura Magnuson is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services separate.

Kenny Calvird is an Investment Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on collaborating with clients to develop and execute personalized financial plans tailored to their specific goals. Prior to his current position, Kenny held several roles at Ameriprise Financial, including Client Relationship Manager from 2020 to 2024, Client Support Associate from 2019 to 2020, and Client Service Coordinator from 2018 to 2019. He holds a California Insurance License.

Johnny Mouhanna is a Series 66-licensed financial advisor with Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent and its affiliates since 2025 and has prior work experience at Uber and his own business ventures. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and written recommendations across various planning topics without managing client portfolios directly.