Brian Benz is a financial advisor at Edward Jones in Edina, MN, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Julio Castillo is a financial advisor at RBC Capital Markets in St. Paul, MN, holding Series 63 and Series 66 licenses with six years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Morgan Stanley. RBC Wealth Management serves a wide range of clients including individual investors, institutions, pension plans, and charitable organizations. The firm offers advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients' risk profiles.

Michael Nakashima is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera in Bloomington, MN. He previously worked for Concourse Financial Group Securities Inc. for nine years and has operated Innovate Financial Inc. since 2007. Outside of his advisory role, Nakashima works as an educator and trainer for the Federal Executive Board of Minnesota, providing federal benefits education to state agencies. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services across multiple program structures, utilizing both affiliated and third-party investment managers.

Scott Yeomans is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Thrivent Financial, RBC Capital Markets, and Northwestern Mutual. Yeomans also teaches at the University of Northwestern in St. Paul. 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 investment and advisory services including financial planning, model portfolio programs, and institutional platforms.

Kevin Bille is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Based in Minnetrista, MN, he holds a Series 63 license. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported advice.

Teisha Berger is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rodney Sikel is a CFP® certificant affiliated with Edward Jones in Bloomington, MN, with 19 years of industry experience. He has been with Edward Jones since 2006. 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 advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Frank Shimkus Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at LPL Financial since 2017 and was previously with National Planning Corporation and Burns Brother Financial Group. He also operates as an independent insurance agent specializing in non-variable life insurance. 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 portfolios, third-party asset management, and institutional platforms.

Bruce Lick is a financial advisor with Wells Fargo Clearing in St. Paul, MN, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of finance, he co-owns Lost Mallard Studio, where he provides voice talent. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Christian Lewis is a financial advisor with Ameriprise in Burnsville, MN, holding Series 65 and Series 66 credentials and bringing 19 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and RIVERSOURCE DISTRIBUTORS INC. Lewis also served with the Lakeville Fire Department for 13 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alexandra Stanton is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds a Series 66 designation and has worked previously at United Planners Financial Services and ProEquities Inc. Outside of her advisory role, she is involved in independent insurance agencies and owns a real estate business. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides diverse investment implementation options through various platforms and proprietary as well as third-party model strategies.

Michael Schmid is a CFP® professional with 24 years of experience in financial advising, currently with Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president of Three Dog Holdings, LLC, a company engaged in office rentals. 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 solutions, supported by a large network of financial advisors and branch offices across the United States.

Randy Albrecht is a financial advisor with Merrill in Bloomington, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked in various roles including delivery for Doordash and positions at Kroger, University of Phoenix, and Farmers Insurance. Outside of his advisory work, he continues to deliver food for Doordash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies supported by internal and third-party managers.

Ryan Greiber is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Before his advisory career, he was involved with the University of Wisconsin-Madison Office of Admissions and Recruitment. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, 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, delivering personalized, non-discretionary advice through a centralized consulting team.

Sheri Deutz is a financial advisor with Thrivent Investment Management in Bloomington, MN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, income tax, estate, business continuation, divorce, and special needs without portfolio management or institutional advisory services.

Kristen Musich is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining LPL Financial in 2025, she spent a decade at Next Financial Group Inc. Outside of her advisory work, Musich has been actively involved with the Beltline Hockey Referees' Association as a coach since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, financial institutions, and other organizations. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes both proprietary and third-party strategies.

Sophia Pexa is a financial advisor at Thrivent Investment Management with three years of industry experience and a Series 66 designation. Her work history includes roles within Thrivent Financial, Starship LLC, and several other organizations across finance and education sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Andrea Brotzel is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. Her career includes roles at Morgan Stanley and over a decade at Charles Schwab and its affiliated entities. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and a centralized operational structure.

Cheryl Johnston is a CFP® with 25 years of industry experience. She has worked at LPL Financial since 2025 and previously spent 24 years at Edward Jones. Outside of her advisory role, she is involved with Lost Lake Farm LLC, a farming business in Prior Lake, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies with options for discretionary and non-discretionary management.

Jonathan Kvasnik is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent nine years with Securities America Advisors and has held a dual employee role at Cherokee State Bank since 2003. Outside of finance, he is involved in beekeeping and honey sales and participates as a guest host and officer in a comedy podcasting network. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.