Eric Ekman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Allianz Life Insurance Company and RBC Capital Markets. He is currently based in Bloomington, MN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering a broad range of investment and fee-based financial planning services. The firm’s approach includes tailored recommendations developed from internal research and tools, with planning services covering areas such as retirement, education, and business-owner transition planning.

Brian Stern is a financial advisor at Osaic Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2018. Prior to that, he was with Signator Investors and has operated his own financial consulting practice since 2005. Stern also manages separate financial and insurance businesses under his own firms. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing discretionary and non-discretionary strategies across various account types and third-party investment programs.

Reid Meyer is a CFP® professional with eight years of industry experience. He is currently affiliated with Cetera and has worked at multiple firms including Fortune Financial and Securian Financial Services. Outside of his advisory role, he has held agent/broker positions in fixed insurance sales and property and casualty insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to both affiliated and third-party managers.

Darren Odonnell is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He worked previously at Invest Financial Corporation before joining LPL Financial in 2018. Outside of his advisory role, he is also licensed as a real estate agent in Minnesota. 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 financial planning and portfolio management services, combining advisory platforms with various non-advisory financial products.

Ashley Mellem is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is involved as a registered team member with BDLR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brad Fairchild is currently serving as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2010, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Brad worked as a Financial Advisor at Edward Jones in 2009. With over 15 years of experience in the financial industry, Brad has worked with clients facing a variety of unique financial situations. His professional approach focuses on helping clients and their families understand the complexities of their personal finances. His extensive experience at Fidelity has equipped him with knowledge across various aspects of financial planning. Brad emphasizes Fidelity's trusted brand in the financial industry and is committed to providing guidance tailored to all styles of investors. His process and business values are centered on assisting clients as they pursue their financial goals.

Christian Nelson is a financial advisor with LPL Financial in Chaska, MN, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial and its predecessor firms since 1999 and has concurrently maintained a role at Old National Bank since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and technology tools.

David Madetzke is a financial advisor at Osaic with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Focus Financial and Securities America Advisors. Outside of his advisory role, Madetzke volunteers as a girls hockey coach for the Bloomington Girls Hockey Association. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and access to multiple third-party managers and alternative investments.

John Mazzara is a CFP® and ChFC® professional with 35 years of experience in financial advisory. He is currently with Cetera and has been affiliated with the firm and its affiliates since 2013. In addition to his financial advisory work, Mazzara is the owner of a website and publication focused on senior housing, where he manages content and advertising. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers and investment programs.

Patricia Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with Raymond James & Associates and its related entities continuously since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Cara Corey is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 license and one year of industry experience. She has operated Cara Corey Designs since 2010, providing class instruction and retail sales, and is involved in family dog sitting services through the Rover platform. Ameriprise Financial Services is a 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 focused on dependable income and tax-aware withdrawal strategies.

Mark Edlund is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Edlund is also involved in Strategic Financial Concepts, where he focuses on non-variable insurance and related activities. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Dallas Eldeen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Kevin Mc Donnell is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Bank of America and Merrill Lynch since 2022 and has consulting experience with Loot Tavern Publishing, a company that produces digital and print materials for tabletop role playing games. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Connor Jones is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2017, following two years at Thrivent Financial and six years at the University of North Dakota. Jones also works as a client services associate at Prosperwell Financial in Minnetonka. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm provides tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

James Casey is a CFP® and ChFC® with 34 years of industry experience. He is currently with Cetera and has previously worked at North American Wealth Advisors and VOYA Financial Advisors. Casey also operates as an independent insurance agent offering fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, providing various portfolio management and financial planning services through a nationwide network of independent advisors.

Michael Metzger is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Edina, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Metzger manages a men's hockey team, overseeing fee collection and league participation. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities to serve its clients.

Michael Coughlin is a financial advisor with Thrivent Investment Management in Minnetonka, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and with Thrivent Investment Management since 2010. Outside of his advisory role, he is a part-owner of a farmland rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics and offers a managed-account program that can be combined with planning services under a consolidated billing option.

Peter Ward is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions in collegiate athletics and environmental studies at Macalester College, as well as public service with the City of Coon Rapids and the Hernando County Public Defender's Office. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through its network of Investment Adviser Representatives. The firm employs a range of investment models and fiduciary services, utilizing both proprietary and third-party solutions.

Mary Marko Quinn is a financial advisor with Edward Jones in Savage, MN. She holds a Series 66 designation and began her financial services career in 2025. Prior to joining Edward Jones, she has experience working in various industries, including life and leadership coaching through her ownership of NSpire LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.