Luke Strom is a CFP® professional with 15 years of experience in financial advising, currently with Cetera. His prior roles include positions at AdvisorNet Wealth Partners, Questar Capital, and Allianz Life Insurance Company of North America. He serves as a trustee for a supplemental needs trust for a family member. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through discretionary and non-discretionary programs, leveraging affiliated and third-party managers.

Yanchao Wang is an advisor with LPL Enterprise holding a Series 66 credential and has recently begun their career in the financial industry. Prior to joining LPL Enterprise in 2026, Wang’s background includes employment at General Mills and Fresh Thyme, along with experience in self-employment and complex systems modeling. Wang is concurrently employed outside the investment field at General Mills and Fresh Thyme. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Christopher Watkins is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as treasurer for the Kintyre HOA and owns a business buying and selling vintage watches online. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor client solutions.

Mackenzie Sowada is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2024, Sowada worked at Woodbury Financial Services Inc. and has been involved with Sandvold Financial Group since 2017, serving as a financial planner and marketing director. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process. The firm is notable for its large scale, complex affiliate network, and a variety of program offerings designed to meet different client needs.

Jason Aleshire is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he works as a fishing guide. Ameriprise is an institutional firm that offers retirement-income planning services primarily to clients with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors and offers a broad range of advisory, brokerage, and insurance solutions.

Bryan Nobs is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999. He holds a Series 63 designation. Prior to his current role, he was affiliated with the U.S. Air Force, from which he officially separated in 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory strategies alongside affiliated mutual funds and other services.

Michael Litch is a financial advisor with Cetera and holds a Series 66 designation, bringing 28 years of industry experience. He has worked with firms including Voya Financial Advisors and National Planning Corporation and has operated his own accounting and financial services businesses since 1994. He also provides accounting, consulting, and tax-related services through his CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to affiliated and third-party managers, and oversees roughly $256 billion in assets through a network of over 10,000 advisors.

Sage Banchy is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, Sage worked at Vedadi Wealth Management and Community Bank. OSAIC serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including comprehensive financial planning, managed portfolios, third-party money manager programs, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and maintains a complex affiliate network with a broad range of investment options.

Clayton Knutsen is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Advisors. His prior roles include four years at UBS Financial Services and four years at Great Waters Financial. Outside of his financial advisory career, he coaches high school hockey at The Blake School in Minneapolis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and tools to develop tailored recommendations across a broad range of planning areas for clients meeting certain net-worth thresholds.

Rick Patton is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Zachary Johnston is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Investments, LLC from 2007 to 2011 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Johnston serves as an assistant football coach at Macalester College. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers a broad range of brokerage and advisory solutions, utilizing research and analytics to guide investment selections.

Shawn Greseth is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Merrill, Bank of America, Wells Fargo Advisors, and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in agricultural ventures and investment-related business activities through several family and personal entities. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, employing structured financial planning tools and strategies without providing individual security recommendations as part of standalone planning services.

Rachel Roanne Gutierrez is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Equitable Advisors LLC and has held various roles including at University of St. Thomas and Sweet Retreat Cupcake Boutique. Outside of her advisory work, she performs occasional service and cashier duties at a local restaurant. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Alan Sullivan is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously at Enterprise Holdings from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational services.

Kathryn Flom is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has worked with Ameriprise and its affiliate since 2015. Outside of her advisory role, she owns Lumina Studio, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Maxwell Stowe is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services, Inc., and CRI Securities, Inc. Stowe is also an associate at WDA LLC, where he manages an advisory business. 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 retirement income planning advice through written Recommendation Reports and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Kelly Schrempp is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is also affiliated with the Illinois Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Igor Shevchenko is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent and its affiliates since 2021. Outside of his advisory role, he was involved with South Central Minnesota Youth For Christ-Prairie River Camp from 2021 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial topics without discretionary trading authority. The firm combines planning and managed-account options through its WealthPlan offering, with periodic reviews conducted by financial advisors.

Todd Hanneman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, D.A. Davidson & Co., and Piper Jaffray & Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition, sports and entertainment, and special-needs analysis.

Angela Kiefer is a financial advisor with RBC Capital Markets in Wayzata, MN, holding CFP®, Series 63, and Series 65 designations and 41 years of industry experience. She has worked at RBC Capital Markets since 2011 and previously at City National Bank. Angela is also a notary public in Minnesota. 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 provides a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and custody services.