Anais Prado is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. She holds Series 65 and Series 63 licenses and has eight years of industry experience. Prado has worked with Wells Fargo Clearing Services LLC since 2018 and has been employed with Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joshua Mattson is a CFP® and holds a Series 66 license with six years of experience at Edward Jones and a prior six years at Kerr Corporation. He is based in New Brighton, MN. 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 affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jennifer Linder is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with 14 years of industry experience. She has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Paul Poydras is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 designations and nine years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2012. Outside of his advisory role, he owns a trucking business, Zeus Auto Transport, and works as a security guard for Watson Express. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data, managing approximately $671 billion in assets across more than 14,000 advisors.

Randall Thiel is a financial advisor with Cetera, holding a Series 63 designation and bringing 27 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and is also associated with Mill City Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement diverse investment strategies under different program structures.

Layne Quam is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, he held positions with RH, Sportsdigita, and several other firms. Outside of his advisory role, Quam performs as a paid drummer for religious organizations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Anastasia Holmes is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. She has worked at Cetera Wealth Services, Ameriprise, and the University of St. Thomas, among other roles. Outside of her advisory work, she has been employed at Presbyterian Homes and Services as a cook and server since 2019. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that includes affiliated and third-party investment strategies.

Nicole Olson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Her prior experience includes roles at Deluxe Corporation, Restaurant Technologies Inc., and the University of Minnesota Athletics Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Renee Woodford is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by comprehensive portfolio management and financial planning services.

Michael Goff is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Goff, Pruitt & Associates. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering a range of advisory and brokerage services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Laura Fischer is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 26 years of industry experience. She has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Beverly Connelly is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011, following seven years at Wells Fargo Clearing. Outside of her advisory role, she manages a non-investment related rental property in Fort Wayne, Indiana. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio managers.

Dena Degroat is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Degroat serves as a board member for the Minnesota Planned Giving Council and Family Promise in Anoka County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Joseph Plank is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Advisors in 2025, he worked at Bank of America and Merrill from 2016 to 2025. He also owns WILD BLUE ADVISOR LLC, a financial planning business based in Excelsior, MN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, with tailored recommendations supported by Wells Fargo research and planning tools.

Garrett Samb is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. Garrett has been with Ameriprise since 2016, initially with its affiliated entities and currently as an advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Peterson is a financial advisor with Ameriprise in Apple Valley, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific 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 planning advice.

Matthew Heerey is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Quinn Elliott is a financial advisor at Ameriprise in Minneapolis, MN, with two years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2024. Prior to his advisory role, he has diverse work experience including positions at Wally's Falafel and Hummus and Ovative Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Roberto Devilla is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, LPL Enterprise, and The Prudential Insurance Company of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning on various financial topics, delivered either as one-time or ongoing relationships, and allows clients to combine planning with managed-account services under a consolidated billing option.

Madeline Doyle is a financial advisor at LPL Enterprise with one year of industry experience. She holds the Series 66 designation and has a background that includes outside employment with Day Block Brewing. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.