Adam Wondra is a financial advisor with Robert Baird & Co. in Minnetonka, MN, holding Series 63 and Series 65 designations and 10 years of industry experience. His prior roles include positions at BMO Bank NA, LPL Financial, Wells Fargo Bank, and Northwestern Mutual. 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 various separately managed account programs and proprietary research tools, including artificial intelligence, to support client advice.

Scott Broman is a CFP®-credentialed financial advisor with 10 years of industry experience. He has worked at MML Investors Services since 2020 and was previously with Merrill from 2013 to 2020. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using proprietary software and offers a range of programs including wrap accounts and educational seminars.

Josiah Parker is a Series 66-licensed financial advisor at Thrivent Investment Management with five years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2021. Outside of his advisory role, he serves on the board of Operation Dignity International, a nonprofit focused on community development and leadership in Ghana. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial planning without discretionary trading authority and combining planning with managed-account services under a consolidated billing option.

Laurie Klaphake is a financial advisor at Morgan Stanley in Minneapolis, MN, holding a Series 66 designation with 19 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Nadia Busey is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior work experience includes roles in healthcare and education sectors, such as positions at Davita and Chemeketa Community College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through detailed recommendation reports and ongoing advice, primarily for clients with substantial investable assets.

Eric Edson is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. In addition to his advisory role, he is involved with VECTOR MARKETING. 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.

Adam Hirsch is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise and Mass Mutual Investors Services in various capacities since 2013. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Edward Markgraf is a financial advisor with Primerica Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Financial Services since 1983 and Primerica Advisors since 1999. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered percentage-based wrap fee structure rather than fixed fees.

Ansu Kourouma is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Wipfli LLP. Outside of his advisory role, he serves as a boys' high school basketball coach. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to manage portfolios across multiple asset classes.

Michael Hayward is a financial advisor with Primerica Advisors in Oakdale, MN, holding a Series 63 designation and with 22 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2002. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services using model-driven strategies developed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Chris Andryski is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC and Securities America Advisors, among other firms. In addition to his advisory role, Andryski operates Minnesota Financial Solutions, LLC, which provides tax preparation and mortgage consulting services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and portfolio management tools.

John Brey is a financial advisor at Equitable Advisors in Minneapolis, MN, with six years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. His prior roles include positions at AXA Advisors, St. Cloud State University, the City of Brooklyn Park, Riverview Sports and Marine, and Buona Sera Ristorante. He is also involved with Falcon Financial LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Cassie Smith Challacombe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets through a network of over 14,000 advisors.

Grant Melquist is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 14 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is involved in retail sales as a proprietor alongside his wife. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver non-discretionary, algorithm-supported recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Sanjukta Chaudhuri is a financial advisor at Wells Fargo Clearing with the ChFC® designation and Series 66 license, bringing four years of industry experience. Her prior roles include positions at Fidelity Investments, Ameriprise, TD Ameritrade, and Highland Partners. Before entering the financial sector, she worked at the Minnesota Department of Employment and Economic Development and the University of Wisconsin Eau Claire. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Dokken is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His previous roles include positions at U.S. Bancorp Investments, U.S. Bank, and Woodbury Financial Services. He also serves as a notary at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gavin Craig is a financial advisor with Ameriprise in Roseville, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Ameriprise and its affiliates since 1995. He is co-owner of GMW Management LLC and owner of Gavin Craig LLC, both involved in managing his Ameriprise business outside of trading hours. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning based on comprehensive investment research and ongoing advice.

Benjamin Bremer is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to his current role, he has been with Wells Fargo Bank, NA since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jennifer Dixon is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has 10 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Hornor Townsend & Kent Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stacy Filkins is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Ameriprise and its related entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a structured investment universe.