Aaron Larson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2006, following two years at Wells Fargo Investments. Larson also owns and operates an insurance agency, WaterRock Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Charmaine Ouellette is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved with FAB Weddings, LLC, where she serves as a banquet server. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research and third-party analytics with diversification principles to support its investment solutions.

Jenny Hetland is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 63 designation and 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, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Michelle Bonin is a financial advisor with Ameriprise in Savage, MN, holding a Series 66 designation and 18 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Natalie Burns is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her career includes roles at LPL Financial since 2017, the National Planning Corporation from 2016 to 2017, and running Burns Brothers Financial Group since 2001. In addition to advising, she is a licensed independent insurance agent and self-employed tax preparer. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Dale Skogstad is a financial advisor with LPL Financial, holding CFP® and CFA® designations and bringing 12 years of industry experience. His prior roles include positions at Brighton Jones, Marquette Wealth Management, CliftonLarsonAllen Wealth Advisors, and Dimensional Fund Advisors. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Ryan Corbin is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In his role, he partners with clients to understand their financial situations and collaboratively develop strategies aimed at achieving financial comfort and protecting their important assets. Ryan has extensive experience in the financial services industry, having worked in various capacities at Fidelity Investments since 2013. Prior to his current role, he served as a Financial Consultant and Investment Representative at Fidelity. Before joining Fidelity, he was an Investment Representative at TopLine Investment Services from 2012 to 2013, and he held the position of Branch Manager, AVP at TCF National Bank from 2003 to 2012.

Anthony Rubin is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Rubin serves as the Membership Committee Chairperson for the Association for Corporate Growth and sits on the Investment Committee at Beth El Synagogue. 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 both brokerage and advisory solutions with a focus on research-driven investment strategies and a broad range of financial products.

Jordan Blank is a Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Jordan focuses on helping clients progress towards their financial goals by building relationships centered on trust, transparency, and education. Jordan has been with Fidelity Investments since 2022, serving in various capacities including Investment Consultant from 2023 to 2025, Relationship Manager in 2023, and Financial Representative from 2022 to 2023. This experience has provided Jordan with a comprehensive understanding of financial planning and investment strategies.

Susan Emerson is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 43 years of industry experience and has been with Ameriprise since 2009. Outside of her financial advisory role, she owns and operates a dog training business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm’s approach integrates research, modeling, and tax-efficient strategies, delivering tailored, non-discretionary recommendations through a centralized consulting team.

Patrick Morgan is a financial advisor with UBS Financial Services in Shakopee, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Morgan serves on the board of the Shakopee Soccer Association and participates on its finance and budget committee in a treasurer capacity. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor investment plans and offers services including fee-based financial planning, discretionary portfolio management, and distribution of alternative products.

Michael Becker is a financial advisor at OSAIC with 30 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes long-term roles at Mutual/United of Omaha Insurance Company and related entities from 1995 to 2021, followed by positions at Securities America Advisors before joining OSAIC in 2024. Outside of his advisory work, he volunteers on the Burnsville Chamber of Commerce Public Policy Committee and serves on the finance council at his church in Savage, MN. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Daniel Berg is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 license and seven years of industry experience. His prior roles include positions at various insurance carriers, Angela Granquist, Waddell & Reed Inc, and Collaborative Financial Group, LLC. Outside of his advisory work, he has a business entity related to 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Thomas Prideaux is a financial advisor with Cetera, holding a Series 63 designation and over 27 years of industry experience. His career includes roles at Cetera Wealth Services, Voya Financial Advisors, and leadership of his own firm, Prideaux Agency Inc. He also serves as president of Lincoln Wealth Management and holds several board positions in homeowners associations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Ann Marie Wilson is a financial advisor at Thrivent Investment Management in Bloomington, MN, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Thrivent and its affiliated entity Thrivent Financial for Lutherans since 2002. Wilson serves as a board member of a charity focused on improving training for individuals with autism. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm emphasizes holistic, goal-based planning without discretionary trading authority and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Kit Leary is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial in 2017, Leary worked at Nationwide Securities LLC and has been involved with the McKenna Agency since 2015. Leary also serves as an active trustee of the Leary Family Investment Trust. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Daniel Prostrollo is a CFP® professional with eight years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2022, following roles at Wells Fargo Clearing Services LLC and Wells Fargo Home Mortgage. Prostrollo holds ownership in DPWA LLC, a finance-related enterprise. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, serving clients who meet specified net-worth criteria.

Jason Plank is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Edina, MN. He has been with Ameriprise and its affiliate firms since 2005. In addition to his advisory role, he volunteers with nonprofit organizations focused on financial literacy and pro bono financial education for low- to middle-income households. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Brian Macdonald is a CFP®, ChFC®, and Series 66-licensed financial advisor with Ameriprise in Edina, MN, bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds. The firm employs a centralized consulting team to provide non-discretionary, research-based recommendations that incorporate tax-efficient withdrawal strategies and asset management within Ameriprise-managed accounts.

Dominic Stencel is a Series 66-registered advisor with Equitable Advisors in Minneapolis, MN, beginning his financial advisory career in 2026. Prior to joining Equitable Advisors, he held positions outside the financial industry, including roles at Chesters Kitchen and Bar and Buffalo Wild Wings. He has also been involved with the Minnesota Youth Athletic Service since 2018. Equitable Advisors serves a broad client base, including individuals, plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.