John Giese is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at RBC Capital Markets since 2012 and is also affiliated with 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 multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Amanda Cribbs is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Capital Management Securities. Her background also includes roles at JPMorgan Chase Bank, N.A. and Discovery Benefits. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis, with clients retaining final decision-making authority.

Adam Wondra is a financial advisor with Robert W. Baird & Co. in Minnetonka, MN, holding Series 65 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at BMO Bank NA, LPL Financial, Wells Fargo Bank and Clearing, and Northwestern Mutual. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and brokerage services with a mix of manager-traded and model-traded strategies supported by internal research and advanced tools, including artificial intelligence.

Scott Broman is a CFP®-credentialed financial advisor with 10 years of industry experience. He has worked at MML Investors Services since 2020 and was previously with Merrill from 2013 to 2020. MML Investors Services, LLC 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 emphasizes collaborative, goal-based planning using proprietary software and offers a range of programs including wrap accounts and educational seminars.

Laurie Klaphake is a financial advisor at Morgan Stanley in Minneapolis, MN, holding a Series 66 designation with 19 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Brian Dyvig is a Market Leader at Fidelity Investments. In this role, he leverages the trusted brand, technology, cost-efficient investment platform, and collaborative team environment at Fidelity to serve clients effectively. He has extensive experience in financial services, having held leadership positions at Fidelity Investments since 2013, including Assistant Branch Leader from 2013 to 2016 and Branch Leader from 2016 to 2025. Prior to joining Fidelity, Brian held various sales and advisory roles, including Sales Manager and Regional Sales Director at Ameriprise, Sales Associate at Marshall Financial, and Financial Advisor at Morgan Stanley. Brian's professional background reflects a progression through roles focused on sales management and financial advising within prominent financial institutions.

Nadia Busey is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior work experience includes roles in healthcare and education sectors, such as positions at Davita and Chemeketa Community College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through detailed recommendation reports and ongoing advice, primarily for clients with substantial investable assets.

Adam Hirsch is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise and Mass Mutual Investors Services in various capacities since 2013. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Ansu Kourouma is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Wipfli LLP. Outside of his advisory role, he serves as a boys' high school basketball coach. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to manage portfolios across multiple asset classes.

Trevor Challifour is a financial advisor at Edward Jones with two years of industry experience. His prior work includes positions at New American Funding, Marketplace Home Mortgage, and PHH Home Loans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Adam Nobs is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he held positions at Traylor Bros and Sensors Inc, and attended the University of Denver from 2020 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Chris Andryski is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC and Securities America Advisors, among other firms. In addition to his advisory role, Andryski operates Minnesota Financial Solutions, LLC, which provides tax preparation and mortgage consulting services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and portfolio management tools.

John Brey is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, where he has worked since 2020. He has six years of industry experience, including prior roles at AXA Advisors, St. Cloud State University, and the City of Brooklyn Park. He is also associated with Falcon Financial LLC. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth and institutional investors, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Brooke Ament is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Xcel Energy and Posh Bridal Couture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and customized financial planning supported by structured discovery processes and advanced modeling tools.

Ally Shuman is a financial advisor at Robert Baird & Co. with 23 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and alternative investment strategies.

Michael O Loughlin is a Series 66 licensed advisor at Thrivent Investment Management with one year of industry experience. Before joining Thrivent, he held roles at Procter & Gamble, AT&T, Biokyowa, and Cape County Private Ambulance. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and comprehensive planning on various financial topics without discretionary trading authority.

Brett Klang is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 credential and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Klang also has an ongoing association with Rich Leyh dating back to 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is driven by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

John Casement is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 1998. He holds Series 63 and Series 66 credentials. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Grant Melquist is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 14 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is involved in retail sales as a proprietor alongside his wife. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver non-discretionary, algorithm-supported recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Sanjukta Chaudhuri is a financial advisor at Wells Fargo Clearing with the ChFC® designation and Series 66 license, bringing four years of industry experience. Her prior roles include positions at Fidelity Investments, Ameriprise, TD Ameritrade, and Highland Partners. Before entering the financial sector, she worked at the Minnesota Department of Employment and Economic Development and the University of Wisconsin Eau Claire. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.