Joseph Hedrick is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. His prior experience includes a year at Freightquote and four years at the University of Minnesota - Twin Cities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based investment solutions tailored to clients' goals and risk tolerances.

Stephen Huber is a financial advisor at Edward Jones in Shakopee, MN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Jerrys Enterprise's. Outside of his advisory role, Huber is involved in real estate through Huber Real Estate Properties and is a member of HM Capital Group, an investment LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Bridget Lueck is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Christopher Sue is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Scorpion Design LLC for five years and Regency Lighting for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Mollie Perrault is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2020 and previously worked at UnitedHealth Group for 13 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Marissa Provo is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, she worked for nine years at Northeast Metro ISD#916. She holds the Series 66 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, 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 to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Sharmila Prathipati is a financial advisor at Ameriprise with 22 years of industry experience. She has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate recommendations, serving clients through a centralized retirement-income consulting team and offering a broad range of advisory, brokerage, and insurance solutions.

Janel Goff is a financial advisor at LPL Financial with 34 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Benjamin F. Edwards & Company, Inc. and Merrill. She is based in Edina, MN. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ricky Nelson is a financial advisor with Primerica Advisors in St. Louis Park, MN, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Primerica Advisors since 2003 and also has involvement with Kim Fishman Audiology, LLC, operating as an independent contractor for Midwest Hearing Loops since 2016. Besides his advisory role, he is engaged in selling home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure without fixed fees, focusing on retail clients rather than institutional or pension plans.

Gail Nieuwsma is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding Series 63, 65, and 66 credentials and 22 years of industry experience. She previously worked at Wells Fargo Bank from 1992 to 2020 before joining Thrivent in 2020. Outside of advising, she owns a rental condo in Ft Myers, Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across multiple topics. The firm offers planning as either a one-time or ongoing engagement and integrates these services with managed-account programs under a consolidated billing option called “WealthPlan.”

David Comstock is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Wells Fargo. In addition to his advisory role, he works as a relationship manager with Prosperwell Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs.

Bradley Reichenberger is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

James Lunde is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of systematic methodologies, and integration of AI-driven research in portfolio management.

Sonja Bjork is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Highview Advisors and Voya Financial Advisors. Outside of her advisory role, she serves as a co-leader for a local Girl Scouts troop and is active in community and networking organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.

Benjamin Birk is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He has spent most of his career with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Birk is a 50% owner of Birk and Lee Wealth Management Inc., a separate practice based in Bloomington, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Kevin Kraemer is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he co-owns a horseback riding lesson business in Minnesota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Karen Wehner is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations, and has 40 years of industry experience. She previously worked at Investacorp, Inc. for 19 years and more recently at Securities America Advisors and Royal Alliance. Outside of her advisory work, she has served as president of the National Organization for Women and is involved with Penn Mutual for fixed life insurance business. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client risk profiles.

Barbara Webster is a CFP® with 38 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes seven years at Focus Financial Network, Inc., seven years at OSAIC, and 31 years at Ameriprise Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, with an emphasis on combining technology and broad service offerings across its extensive advisor network.

Mark Ohlmann is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006. He has 20 years of industry experience. Outside of his advisory role, he is involved in managing several rental properties with family members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning focused on topics such as retirement, tax, estate, and special needs planning, separate from portfolio management or institutional advisory services.

Michelle Sedlacek is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at Charles Schwab, Waddell & Reed/LPL Financial, UBS Financial Services, and Fluorish Wealth Management. She serves on the advisory board for the Women in Leadership certificate program at Minnesota State University - Mankato, providing feedback on program development. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by a centralized and integrated operational structure.