Steven Meyers is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Horter Investment Management, Park Avenue Securities, Guardian Life Insurance Company, Stifel Nicolaus & Co Inc, and UBS Financial Services Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Richard Mathaus is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., Ideal Credit Union, OneAmerica, Cecelia Health, Inovalon, and Optum. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Mohr is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and market-based modeling.

Keith Johnson is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Luke Schmitz is a financial advisor with Primerica Advisors in New Hope, MN, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services. Additionally, he engages in the sale of home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies developed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Theodore Larson is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been affiliated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and market assumptions.

Linette Carlson is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2008. Based in Minneapolis, MN, her career at a major institution spans nearly two decades. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on clients’ risk profiles using both in-house and third-party managers.

Theresa Olberding is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 16 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Brenda De La Riva Carpio is a financial advisor with Wells Fargo Clearing in Saint Louis Park, MN. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Brenda has worked with Wells Fargo Bank, NA since 2014 and Wells Fargo Clearing Services, LLC since 2018. 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, employing research and analytics to support diversified investment strategies.

Amy Edgren is a financial advisor at Osaic with 19 years of industry experience. She has been with Osaic since 2024 and previously spent 15 years at Woodbury Financial Services Inc. Edgren is the sole owner of Woodhill Financial, Inc., an insurance agency that provides fixed insurance products such as life, health, disability, and long-term care insurance. She is also a notary public in Hennepin County. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various investment strategies and third-party managers.

Darrin Treanor is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2022, he worked for nine years at Freightquote.com by C.H. Robinson. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, using a range of in-house and third-party investment managers to tailor strategies to each client’s risk profile.

John Bobick is a CFP® with 27 years of experience in the financial industry. He has been with Ameriprise since 2015, currently serving as a financial advisor in St. Paul, MN. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lisa Lauson is a financial advisor at Morgan Stanley in Wayzata, MN, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at The Waters Senior Living from 2019 to 2022. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning using firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Allison Obrien is a financial advisor at UBS Financial Services in Minneapolis, MN, with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she coaches youth hockey with the Stillwater Area Hockey Association. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and provides both discretionary and non-discretionary portfolio management.

Jesse Thompson is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Jesse is also involved in real estate sales and administration as a licensed realtor. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm provides written recommendation reports combining research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Lydia Wilson is a financial advisor at Thrivent Investment Management with 21 years of industry experience. She holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning covering a broad range of topics, with clients able to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Michelle Sager is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2015, focusing on providing a comprehensive approach to wealth management that prioritizes understanding each client's individual needs and objectives. Her client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, and tax minimization. Michelle holds bachelor's degrees in Business and Spanish, with a minor in Economics, from Bethel University. She has achieved the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Minnetonka, Minnesota, she lives with her husband and son. Michelle is active in the community supporting several non-profit organizations. In her personal time, she enjoys activities such as camping, cooking, hiking, reading, running, and spending time with her family.

Ryan Reuss is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 63 designation and 14 years of industry experience. He has been with Ameriprise and its affiliates since 2011. Outside of his advisory role, he acts in fiduciary capacities such as attorney-in-fact, trustee, or personal representative. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Nickolas Holper is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing a combination of in-house and third-party investment managers.

Marlond Day is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Riversource Distributors, Inc. and Ameriprise Financial Services Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing both proprietary research and third-party data within a defined investment framework.