Donna Badley is a Series 63 licensed financial advisor with Primerica Advisors in Burnsville, MN, where she has worked since 1997. She has 28 years of industry experience and has been affiliated with Primerica Financial Services since 1983. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a wrap-fee structure and curates third-party asset managers while maintaining oversight of portfolio models and trading execution.

Ellen Corrigan is a financial advisor at LPL Financial with 30 years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining LPL Financial, she worked for U.S. Bancorp Investment, Inc. for 23 years and most recently was with BMO Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Noah Krebs is a CFP® professional with 15 years of industry experience, currently with Ameriprise in Edina, MN. He previously worked for 11 years at TIAA-CREF and TIAA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Eric Michael Dreyer is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and capital market assumptions to tailor financial plans. The firm also provides institutional trading capabilities alongside wealth management services.

Brianna Mcclain is a Series 66 registered advisor with 15 years of industry experience. She is currently with Cetera and has previously worked at Equitable Advisors and Axa Advisors. Mcclain is also the owner of Grey Duck Wealth Management, a DBA for her Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a multi-manager investment platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Braden Ellis is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Valmark Securities and Boulay Financial Advisors. Outside of his advisory role, he is involved in independent insurance brokering and manages an advisory business through IWM, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver these services while offering a broad range of advisory, brokerage, and insurance solutions.

Jon Kappes is a financial advisor with Wells Fargo Clearing, holding the Series 63 designation and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisors.

Cynthia Johnson is a financial advisor with UBS Financial Services in Bloomington, MN. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at The Bernard Group and a two-year period away from the industry before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Colin Hietapelto is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He began his tenure at Fidelity in 2023 as an Investment Consultant before advancing to his current role. Prior to joining Fidelity, Colin was a Financial Services Consultant at TIAA from 2019 to 2021. In his role as a Financial Consultant, Colin works with clients to develop personalized financial strategies that align investments with both immediate needs and long-term goals. He emphasizes clear communication and transparency, aiming to simplify complex financial decisions and foster trust and accountability in client relationships. Outside of his professional work, Colin has personal interests that include camping, attending concerts, playing golf, and soccer.

Patrick Campanaro is a Planning Consultant at Fidelity Investments, where he has been serving clients since 2026. In his role, he collaborates closely with clients to develop personalized financial plans tailored to their unique goals and priorities. Patrick emphasizes a holistic approach to financial planning, ensuring all aspects of a client's financial picture are integrated and aligned. Before his current position, Patrick worked as a Relationship Manager at Fidelity Investments in 2026 and gained experience as a Life, NLTC, NMIS Registered Representative with Northwestern Mutual from 2024 to 2025. Throughout his career, he has focused on building trust and understanding with clients to effectively address their financial concerns and aspirations. Outside of his professional work, Patrick enjoys engaging in art, family activities, fitness, social events with friends, caring for pets, and snowboarding.

Daniel Bongiovanni is a Wealth Management Advisor serving as a Merrill Resident Director. He specializes in providing concierge wealth management services with a focus on fee-based advising. Daniel works closely with a limited number of families to deliver personalized financial strategies aimed at helping clients pursue their long-term goals. His expertise includes wealth and estate structuring, tax-efficient investment planning, wealth accumulation and distribution, 1099 income retirement plans, and access to banking services through Bank of America. Daniel's client focus areas cover family wealth management strategies, retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Daniel holds a Bachelor's Degree from the University of Saint Thomas and is certified as a CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional role, he enjoys adventure sports, biking, golfing, pickleball, running, skiing, swimming, watching movies, and spending time with his family.

Ngoc Thai is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Merchants Bank and Quali-Mac Inc. Outside of advising, he is involved with Royal Ideas LLC in a non-investment-related capacity. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with advisory solutions delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance products typical of a large institutional provider.

Chad Kappler is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at LPL Financial since 2022 and has concurrent experience with CUNA Brokerage Services and Wings Financial Credit Union, where he serves as a financial advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management, model portfolios, and research supported by various subadvisors and LPL Research.

Beth Anderson is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has five years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she is also a skincare consultant with Rodan + Fields. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services such as financial planning, model portfolio programs, and access to brokerage and insurance products through its integrated platform.

Christopher Smith is a financial advisor with Ameriprise in Richfield, MN, holding a Series 63 designation and with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Smith is also the owner of Chris Smith Consulting, LLC, a business related to managing his advisory activities. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated committee.

Scott Morgan is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. He has worked at LPL Financial since 2021 and has operated Morgan Planning Group, LLC since 2010. Prior to that, he was with MassMutual Life Insurance Co and Mass Mutual Investors Services from 2008 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Samantha Ims is a financial advisor with Equitable Advisors in Minneapolis, MN. She holds a Series 66 designation and has been in the industry since 2024. Her background includes roles at Canopy Financial Group and the University of St. Thomas, as well as experience in education and contracting. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Jeffry Robinson is a CFP® with 30 years of industry experience, currently affiliated with Cetera. He previously worked at Avantax Investment Services and Kingdom Advisors and has operated Family Financial Services, a tax preparation and accounting business, since 1992. His background includes extensive experience in wealth advisory and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to affiliated and third-party managers across multiple program structures.

Juan Guerrero is a CFP® with 24 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at firms including Cetera, Hilltop Securities, Royal Alliance Associates, Focus Financial Network, and TIAA. Guerrero also operates JG Financial LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various technology-driven investment solutions.

Gavin Menning is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation. He has been with Ameriprise since 2025 and has previous experience working in educational and service roles, including at the University of Minnesota and Homeworks for Students. 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 ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.