Jonathan Tarshish is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and scenario modeling.

Michael Hoffman is a CFP®-designated financial advisor with Ameriprise in Plymouth, MN, and has 36 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1989 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved as Chief Manager of Migadeza Partners LLC, a real estate investment and leasing business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James O'Halloran is a CFP® professional with 27 years of industry experience, currently advising at Cetera. He has held positions at Avantax Advisory Services and Avantax Insurance Agency and operates his own tax and financial services firm. Additionally, he teaches accounting and tax courses at St. Paul College. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a nationwide network of independent advisors.

Martin Sheetz is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, State Farm, and Ludwig and Company. Outside of his advisory role, he owns a small business creating and selling Norse-themed handcrafted products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers a range of financial planning and consulting services.

Jadyn Huber is a financial advisor at Edward Jones in Minnetonka, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Jadyn worked at Mr. Cooper, Sigma Beauty, Alma Homes, Quorum Federal Credit Union, Huntington National Bank, and Signature Consultants. Outside of financial services, Jadyn is a fitness instructor and a content creator focused on fashion, wellness, and beauty. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Adams is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co., Inc. since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Kevin Johnson is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as an executor for his sister. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

William Rodgers IV is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and with nine years of industry experience. His previous roles include positions at Avant Management Inc and Gradient Securities, LLC. Outside of his advisory work, he coaches CrossFit classes at CrossFit SISU. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Patrick Holmay is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 registrations and 21 years of industry experience. He previously worked at Park Avenue Securities, LLC and Guardian Life Insurance Co. He serves as a trustee managing financial matters for a family trust and maintains an insurance brokerage practice focused on life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs with an emphasis on collaborative client relationships and event-driven planning services.

Jason Fredrickson is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. for extended periods. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Mark Cheeley is a financial advisor with Ameriprise in Wayzata, MN, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership and management activities, including co-owning a networking group territory and serving as a business development manager for a CPA firm. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Chad Villagomez is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments LLC. Outside of his advisory role, he serves as a high school golf coach and is involved in public speaking at a Bible study group. 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 tailored planning advice and written Recommendation Reports focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Shannon Johnshoy is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2014 and is a co-owner of Constellation Holdings LLC, an investment-related business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team that supports its financial advisors.

Jessica Johnson is a financial advisor with Raymond James Financial Services, Inc., holding a Series 66 credential and seven years of industry experience. She has also worked with PFK Financial Services Inc. and EXECUTIVE Public Accountants, where she provides clerical and client service support. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports various advisory programs and public finance services.

David Sandvold is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services and Questar Asset Management. Sandvold is also involved with Sandvold Financial Group, where he provides trade execution and customer service support. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage, advisory, financial planning, and retirement consulting services through a large network of affiliated advisers and multiple platforms. The firm utilizes a range of asset-allocation and portfolio management tools and supports both discretionary and non-discretionary account management.

William Hollway is a CFP® professional affiliated with OSAIC, based in Maple Grove, Minnesota, with 42 years of industry experience. He has been associated with Royal Alliance since 2012. Hollway is also the owner of First Signature Services, a securities marketing sole proprietorship. 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 investment advisory services, employing various tools and third-party platforms to manage portfolios across multiple asset classes.

Tiffany Hammer is a financial advisor with Morgan Stanley in Plymouth, MN, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and operates a rental cabin in Crosslake, California. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and approved planning tools, serving clients through both direct and corporate agreements.

Diane Lang is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2005. Outside of her advisory role, she is involved with TC Trailmarkers LLC in a paraplanner and administrative capacity. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gaylen Harms is a CFP® and ChFC® with 43 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at multiple firms, including Securian Financial Services and North Star Consultants, where he has been active since 1983. Harms serves as a director on the board of Walker Methodist and as treasurer and finance chair for Wolf Ridge ELC. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, managing over $256 billion in assets. The firm offers a range of portfolio management and consulting services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform.

Phillip Heles is a financial advisor at Edward Jones in Chanhassen, MN, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.