Bryan Lage is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. His background includes roles at Thrivent Financial, Northwestern Mutual Investment Services, and agricultural operations such as Stine Seed and Brandon Lage Farms. Outside of advising, he is involved in farm operations, working as a truck driver hauling sugar beets. 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 planning covering topics such as retirement, taxes, and estate planning, without implementing recommendations directly, and allows clients to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Stephanie Johnson is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 66 and Series 63 credentials and has worked at firms including Royal Alliance, Advisornet Financial Partners, and Cetera Advisor Networks. Johnson is also an owner member of JMAE, LLC, which provides managed office services, and owns Johnson Wealth Management, LLC, a firm offering fixed insurance services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party managers, supporting both discretionary and non-discretionary account management.

Ronald Aho is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 63 designation and has worked with firms including Avantax Advisory Services and ASR Consulting Group. Outside of his advisory role, he owns a prepaid legal services business and participates in multi-level marketing activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services with access to affiliated and third-party managers.

Ria Bongiovanni is a Resident Director and Wealth Management Advisor at Merrill Lynch, where she leads the Bloomington, MN office and contributes to the local Diversity & Inclusion Committee. She works with clients across various industries and stages of life, including intergenerational families, corporate executives, business owners, attorneys, athletes, and entertainers. Her focus includes financial wellness, investing, college education planning, executive compensation, personal retirement planning, and socially responsible investing. Ria holds a Bachelor's Degree from Iowa State University and maintains several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is fluent in English and Spanish. Beyond her advisory role, Ria engages in community initiatives such as Better Money Habits and Studiiyo Scholars. Her personal interests include music and the arts—writing and performing jazz piano and singing, as well as bhangra dance—as well as staying active through triathlons, yoga, and pickleball. She also values spending time with her husband, family, and friends, and serving on boards and volunteering.

James Wright is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, serving clients from the Los Angeles, California and Minneapolis, Minnesota offices. He has been with Merrill Lynch since 1997 and specializes in providing customized financial advice across various domains. His expertise includes retirement planning, corporate stock options, 10(b)5-1 plans, concentrated stock positions, alternative investments, estate-planning issues, and money management. He also focuses on executive and corporate services such as qualified and non-qualified retirement plans, ESOPs, ESPPs, Defined Benefit Institutional Consulting, and liability management for both corporations and individuals. James holds a Bachelor's Degree from the University of North Dakota and holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He emphasizes understanding each client's specific needs and biases to develop fitting financial strategies and delivers personalized advice supported by access to specialized investment services.

Maxwell Greseth is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His background includes roles within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as previous experience in small business operations. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Wade Schuknecht is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. He is also the owner of Maple Grove Wealth Advisors LLC, a separate financial planning practice based in Maple Grove, MN. Wells Fargo Clearing provides retirement plan consulting services 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Philip Mehrer is a financial advisor with RBC Capital Markets based in Wayzata, MN, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and at City National Bank since 2017. 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 with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers tailored to each client’s risk profile.

Luke Hannahan is a financial professional with 14 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at various firms including Advisornet Wealth Partners and American Heritage Group. His roles have included financial planning and investment advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to various portfolio management options and financial planning services.

Jessica Bridgeman is a financial advisor at Fidelity with nine years of industry experience. She previously worked at Ameriprise Financial Services and Allianz Life before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Briana Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Outside of her advisory role, she is a wellness advocate for doTERRA Essential Oils and serves as a volleyball camp coach in Watertown, WI. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kurt Marple is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC. He is also involved in non-variable insurance and annuity sales as a Prudential statutory agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Elizabeth Earleywine is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked for sixteen years with the Anoka Hennepin School District #11. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Justin Breyer is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has six years of industry experience, including roles at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader set of investment vehicles including insurance-related products.

Kevin Schmitz is a financial advisor with LPL Financial and holds a Series 65 designation. He has one year of industry experience, having previously worked for Illinois Tool Works for 21 years. Outside of his advisory role, he is involved with Schmitz Iowa Farmland, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ian Mc Cready Flora is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent ten years at the University of Virginia. 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 network of financial advisors and branch offices nationwide.

Karla Lindsay is a financial advisor at Morgan Stanley in St. Paul, Minnesota, with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012. Outside of her advisory work, she is involved as an artist and has a role in a retail and online footwear business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jack Samuels is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 65 and Series 63 designations and 11 years of industry experience. He previously worked at Ehlers Investment Partners, LLC before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Bjorn Leach is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked with Stifel Nicolaus & Co Inc since 2020. Prior to his financial services career, he spent 20 years in education. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Adam Phillipich is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He previously worked at Axa Advisors, LLC for 11 years before joining Cambridge Investment Research in 2020. Outside of his advisory work, he serves as chairperson of the Bloomington Chamber of Commerce's Bloomington Future Leaders Steering Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement advisory services through independent financial professionals utilizing a range of portfolio management strategies and platform arrangements.