Brooke Anderson is a CFP®-designated financial advisor with six years of industry experience, currently with RBC Capital Markets. Her prior roles include positions at Lifelong Wealth Advisors, AdvisorNet Wealth Partners, Wells Fargo, and Securian Financial Services. She has also served in the Minnesota Air National Guard. 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 a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Lisa Mitchell is an Investment Consultant currently working with Fidelity Investments. She collaborates with clients to develop financial plans based on Fidelity's financial planning and investment principles, aiming to create a clear path toward their most important goals. Her professional experience includes roles as a Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022, all within Fidelity Investments. This progression reflects her consistent involvement in financial advisory and client relationship management. Outside of her professional work, Lisa enjoys activities such as camping, cooking and baking, gardening, hiking, and motorcycling.

Thomas Jenson is a financial advisor with Ameriprise, holding the PFS™ designation and Series 63 license, with 30 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of advising, Jenson is involved in tax preparation and serves as treasurer on a board of directors. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to provide tax-efficient withdrawal strategies and personalized recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gerald Asplund Jr. is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2012. He has 32 years of industry experience and holds Series 63 and Series 65 licenses. His additional business activities include serving as a non-variable insurance producer and involvement in tax preparation and accounting through related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.

Meghan Blair Juedes is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining UBS in 2022, she worked at RBC Capital Markets LLC from 2018 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Damian Nold is a financial advisor with Ameriprise in Chanhassen, MN, holding a Series 63 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Eric Wenkus is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 23 years of industry experience. He previously worked at RBC Capital Markets, LLC, and has been involved with GolfSport, a golf retail business, for over two decades. Outside of finance, he coaches youth hockey and has served as an assistant hockey coach and coordinator. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Chelsea Doman is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Megan Butterfield is a Series 66 licensed financial advisor at Wells Fargo Advisors in Wayzata, MN, with eight years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously at Merrill from 2016 to 2018, as well as at Ann Taylor Inc from 2013 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu addressing various financial needs, including retirement, education, risk, and niche services like business-owner transition and divorce planning, supported by Wells Fargo’s research and tools.

Michael Schall is a financial advisor with Ameriprise, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Thomas Pink is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the Treasurer for a homeowners association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Jason Hudgens is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has worked at several major firms, including Merrill, Bank of America, and Prudential Insurance. Outside of his advisory work, he owns a vending machine business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its recommendations.

Mark Brenna is a financial advisor at Robert Baird & Co. with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at City National Bank and RBC Capital Markets. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and use of artificial intelligence in client advice.

Jonathan Althoff is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. He has been with Cetera Investment Services since 2010 and Cetera since 2014. He is also the managing partner for West Shore Brokerage LLC, a pass-through company for Cetera Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and their clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Peter Keller is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Fares Saqfalhait is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2025, he has worked with Life Time since 2015. Outside of his advisory role, he is involved with PSFS Investments, LLC, an investment entity focused on private placement real estate. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm combines investment advisory with a range of financial products and offers access to model portfolios, third-party asset management, and insurance solutions.

Joshua Hunt is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and BMO Bank. Outside of advising, he is employed as a personal trainer with FitMe Wellness and serves as a notary. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various program structures combining affiliated and third-party managers.

Timothy Jirak is a CFP® and ChFC® with 30 years of industry experience, currently serving at Ameriprise in Minnetonka, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Kyla Mechura is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Minnesota Financial Resources, Inc. and Cambridge Investment Research. She is also a commissioned Notary Public in Minnesota. OSAIC serves a diverse client base ranging from individuals to institutions, providing integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios that may include a wide range of investment products.

Angela Hanson is a Series 66-registered advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, she worked at Kelly Education and spent 27 years with the USDA Farm Service Agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning and offers an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”