Julianna Ruark is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at the University of St. Thomas and Barnes and Noble. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Adam Grantham is a financial advisor with LPL Financial based in Maple Grove, MN, holding CFP® and ChFC® designations and with 17 years of industry experience. His prior experience includes roles at Associated Bank, TIAA-CREF, Waddell & Reed, and various insurance carriers. He is involved with The Grantham Group, INC, a business entity for tax and investment purposes unrelated to his advisory work. 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 and model portfolio programs, with an emphasis on scale and a broad platform that integrates advisory and non-advisory financial activities.

Kyler Harder is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Mass Mutual and its affiliated insurance company since 2012. Outside of his advisory role, he owns and manages businesses involved in equipment rentals and aircraft leasing. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced software tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Henry Larson is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Pensions & Investments and within the education sector at Orono Public Schools and the University of Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Tucker Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, a position he has held since 2013. He specializes in Goals Based Wealth Management planning and is involved in introducing new technology tools offered by Merrill to clients. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Tucker holds a Bachelor's Degree in Business from the University of St. Thomas. He is a Personal Investment Advisor (PIA) and is a member of the professional organization Folds of Honor Minnesota, in which he also participates as part of his community involvement. Tucker resides in Edina with his wife and their baby daughter, born in March 2022. The family attends Our Lady Of Grace Church. Outside of work, Tucker enjoys a variety of outdoor activities such as boating, golfing, ice hockey, pickleball, skiing, surfing, and tennis. He is also active in the community, volunteering his time and serving on the board of a local non-profit. When not in the office, Tucker enjoys skiing in Vail and spending time at their family cabin in Crosslake, Minnesota.

Keri Burton is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Morgan Stanley since 2010, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she is a partner in a consulting business focused on business development for nonprofits. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee return estimates.

Randall Thiel is a financial advisor with Cetera, holding a Series 63 designation and bringing 27 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and is also associated with Mill City Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement diverse investment strategies under different program structures.

Todd Stangeland is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His background includes roles at AmerLife, LLC dba Sterlingbridge Insurance Agency, Small Business Insurance Agency, and Cetera Wealth Services. Outside of advisory work, he serves as a trustee and power of attorney for his mother’s estate. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering various discretionary and non-discretionary investment program options.

Michael Goff is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors and Securities America, Inc. from 2015 to 2024. Goff also operates Goff, Pruitt & Associates, a financial advisory business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and various investment options to construct portfolios managed on discretionary or non-discretionary bases.

Jane Musser is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise in various capacities since 2007, including a recent tenure at HighTower Advisors. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Chris Amsden is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop holistic financial plans tailored to their individual needs and preferences. He leverages Fidelity's extensive planning expertise and offers clients a broad range of tools, strategies, and services. Chris has experience in various roles within Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative from 2021 to 2024. Prior to joining Fidelity, he worked in Capital Markets Trading at Ameriprise Financial Services from 2019 to 2021.

Mark Pavwoski is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked since 2010. He has 39 years of industry experience. In addition to his advisory role, he owns Pavwoski Financial, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of implementation strategies, including proprietary models and access to third-party managers, with options tailored to client objectives.

Joseph Plank is a financial advisor with Wells Fargo Advisors in Golden Valley, MN, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2025. He also owns and operates WILD BLUE ADVISOR LLC, a financial planning business based in Excelsior, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers broad investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients who meet certain net-worth thresholds with a diverse menu of planning services.

Jonathan Deckenbach is a CFP® professional affiliated with RBC Capital Markets, with 16 years of industry experience. He has been with RBC Capital Markets since 2006 and also works with City National Bank since 2024. Outside of finance, he is the passive owner of a butterfly farm in Costa Rica. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jeremy Bosch is a CFP® professional with 15 years of experience and has been with Mass Mutual Investors Services since 2014. He is also affiliated with Mass Mutual Life Insurance Company and owns Wealth Logic, Inc., a business related to life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing a collaborative and technology-supported approach to help clients with goal-based strategies.

Cade Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the Thiher Johnson Sager Wealth Management team. He works with executives, business owners, and families to guide them through significant financial events such as retirement planning, business sales, and legacy creation. Cade emphasizes trust, collaboration, and discipline in his advisory approach. He supports clients with a variety of services including wealth preservation, investment management, business succession, and estate strategies, utilizing advanced tools to provide clear financial recommendations. Cade holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Minnesota State College & University System. Residing in St. Louis Park, Cade is active in sports such as basketball, pickleball, bowling, football, golf, and volleyball. He is an avid sports fan and a former student-athlete at Minnesota State Mavericks. Additionally, he contributes to community organizations including Neighborhood House.

Mitchell Bebus is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans that align with their financial goals. Mitchell has accumulated professional experience in the financial services industry, including positions as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 through 2023, as well as prior experience as a Financial Advisor at Northwestern Mutual from 2014 to 2019. Outside of his professional career, Mitchell has interests that include comedy, concerts, family activities, golf, military service, and movies.

Madeline Doyle is a financial advisor at LPL Enterprise with one year of industry experience. She holds the Series 66 designation and has a background that includes outside employment with Day Block Brewing. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Chris Beck is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America Inc for ten years. Beck is also an insurance agent involved in insurance sales. OSAIC serves a broad range of clients, including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers and employs various investment tools and third-party platforms to construct diversified portfolios.

Jonathan Hess is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2022, following six years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.