Bruce Barron is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Waddell & Reed, Nations Financial Group, Wells Fargo Clearing, and Prudential Equity Group, among others. 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, and access to third-party asset management.

Michael Soshnik is a financial advisor with Raymond James Financial in Wayzata, MN, holding a Series 63 designation and 42 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2003 and has served as a trustee since 1991. Outside of his advisor role, he owns two support companies, GPS Capital Management, LLC, and North Shore Capital Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs, including municipal and public finance work through a unique affiliation with a municipal advisor.

Jesse Bull is a CFP® with 25 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2015. He holds the Series 66 designation and is based in Wayzata, MN. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans that align with clients’ goals and risk tolerances.

Terry Sandvold is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. Sandvold is also the CEO of Sandvold Financial Group, an independent business focused on insurance sales and daily operations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage, investment advisory, and wealth management services. The firm employs various asset-allocation tools and offers access to third-party money managers while supporting both discretionary and non-discretionary account management.

Mark Rethlake is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Ireen Sommer is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 17 years of industry experience. Before joining Ameriprise in 2022, she worked at Wells Fargo Clearing and Wells Fargo Advisors from 2016 to 2022. She serves on the Board of Directors and the Membership and Year End Awards Committee for the Minnesota Hunter & Jumper Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Daniel Monahan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Monahan serves on a committee managing the endowment fund for Shepherd of the Valley Lutheran Church. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michael Dorsey is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of MDFF LLC, an entity established for expense management and operational continuity among team members. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with advisory, brokerage, and insurance solutions through its large institutional platform.

Morgan Vondrachek is a financial advisor with Wells Fargo Advisors in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Morgan worked at UBS Financial Services Inc. for seven years and held positions with U.S. Bancorp Investments, Inc. and US Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Janet Mcconkey is a financial advisor at RBC Capital Markets with eight years at the firm and a total of 14 years in the industry. She holds the Series 66 designation and previously worked at Schluchter Investment Advisors. Outside of her advisory role, she owns North Star Grant Writing, LLC, which provides grant writing and nonprofit consultation services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Lauren Williams Kirsch is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Wealth Enhancement Group, Peterson Company Ltd, and CliftonLarsonAllen LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Kumagai is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise. He has worked with Ameriprise Financial Services since 2005. Outside of advising, Kumagai is involved in pro bono financial planning for underserved populations and performs as a musician in a rock and roll band. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Frederick Welch is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding a Series 63 designation and 24 years of industry experience. He previously worked at MetLife Securities, Inc. for 16 years before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Welch is also an independent health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-assisted planning approaches without discretionary investment authority.

Michael Isenberg is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work history includes roles at Insight Enterprises, Inc., Polaris, and Seven Interruptions, Inc. 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 analyses and written recommendations on a broad range of planning topics, delivered as either one-time or ongoing engagements.

Thomas Lee is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor at their Brooklyn Park, MN office. Outside of his advisory role, he manages Sage Squared, LLC, a legal entity focused on non-investment-related business expenses and administrative functions. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive planning reports that incorporate research, modeling, and tax-efficiency analysis, combining advisory, brokerage, and insurance solutions through its large institutional platform.

Christopher Root is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliates since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies through a centralized team in collaboration with advisors.

Alexander Healy is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Laverne Erickson is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, and has 37 years of industry experience. Prior to joining Cetera in 2021, Erickson worked at Voya Financial Advisors from 2014 to 2021. Erickson serves as a board member of the Evangelical Free Church of America, where they provide input on audit and pension plan compliance. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary programs and access to a broad network of third-party managers.

James Woytcke is a financial advisor at LPL Financial with 44 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2024, following 25 years at Crown Capital Securities, L.P. He also operates Financial Success, Ltd, a tax preparation and accounting business. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. Its platform offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and retirement advice, supported by a large network of investment adviser representatives and advanced operational tools.

Joseph Lang is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2012. He is based in New Hope, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lang serves on the board of CROSS Food Shelf, assisting with the organization’s financial operations and budgeting to support community resource efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive goal-based financial analyses across various planning areas without managing client portfolios directly. The firm offers flexible engagement options and integrates planning with managed accounts under a consolidated billing arrangement known as “WealthPlan.”