Cameron Wilson is a CFP® professional based in Edina, MN, with 10 years of experience in the financial services industry. He is currently with Charles Schwab and has prior experience at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory work, Wilson is involved in managing a rental property. Charles Schwab & Co., Inc. serves a large clientele primarily consisting of 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 both non-discretionary and discretionary investment solutions, combining strategic asset allocation with access to alternative investments and centralized operational support.

Christopher Nelson is a financial advisor with Edward Jones in Lakeville, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he spent five years with Bowlero Corporation/Bowlmor-AMF. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dana Mayerle is a financial advisor at Cetera with Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Cetera in 2023, Dana worked for Securian Financial Services and Minnesota Life Insurance Company for 14 years. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various investment strategies and program structures.

Mariah Christensen is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Cetera, where she has worked since 2023. Prior to this, she was with Securian Financial Services, Inc. for eight years and Minnesota Life Insurance Company for 19 years. She is also an employee at Park Square Theatre, a position she has held since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple program structures.

Joseph Dombro is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2026, he worked at The Capital Advisory Group Advisory Services, LLC, and United Planners Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Jeffery Birkeland is a financial advisor with Ameriprise in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tarun Bhatia is a financial advisor at Edward Jones in Hopkins, MN, with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Medtronic for four years and Boeing for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Andrew Guise is a Series 66 licensed financial advisor with UBS Financial Services in Bloomington, MN. He has 11 years of industry experience and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Alexa Wagner is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios composed of mutual funds, ETFs, and ETPs.

Sarah Houle Johns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 41 years of industry experience. Her prior work includes roles at Cetera and Foresters Financial, spanning more than three decades. She is also a licensed notary in St. Paul, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from in-house and third-party sources.

Patricia Ryan is a financial advisor with Ameriprise in Woodbury, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she works as a part-time substitute teacher at Saint Ambrose Catholic School and is a minority investor in a family-owned coffee shop. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Hauser is a financial advisor with LPL Financial based in Saint Paul, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes 15 years at Feltl and Company and engagements with Old National Bank and the City of Minneapolis-Minneapolis Park Board. Outside of his advisory role, Hauser works at the Francis A Gross Golf Course and serves as a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options and access to research and model portfolios.

Emily Lafferty is a Certified Financial Planner® (CFP®) with 29 years of industry experience. She is currently with Osaic, having joined in 2025 after 28 years at Lincoln Financial Advisors Corporation. She serves as a successor trustee for her husband’s revocable living trust, handling financial decisions if required. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Deborah Johnston is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 18 years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management, offering a broad set of services including fee-based financial planning, portfolio management, and capital markets activities.

Joshua Stanbrough is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Wells Fargo Clearing since 2020. Prior to his financial industry career, he worked in various roles including at Sur La Table and Alpine Country Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Andrew Sackrison is a financial advisor at Osaic with 12 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors and American Enterprise Investment Services, Inc. Outside of advising, he is involved in offering fixed annuities and traditional life insurance as a licensed agent. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, using firm-provided asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Jeff Wunsch is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has been with Equitable Advisors since 2017, including time under the AXA Advisors, LLC name. Wunsch operates a separate business as Woodbury Wealth Management. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporate entities, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Michael Gregory Jr. is a financial advisor with Ameriprise in Delano, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income strategies, Social Security options, and tax-efficient withdrawals. The firm combines research and modeling with algorithmic tools overseen by a dedicated team to deliver tailored, non-discretionary retirement income advice.

Marie Burnett is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Minneapolis, MN. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she works as a package handler for United Parcel Services. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Benjamin Auckenthaler is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise in Minneapolis, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he volunteers providing pro bono financial advice and coaching through Prepare Prosper: Money Mentors. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, emphasizing assets managed within Ameriprise accounts.