Robert Crowley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Leaders Group Inc and Diversified Brokerage Services Inc. Crowley is involved with The Haddorff Team, Inc., an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Ryan is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at Woodbury Financial Services, Inc. for 15 years before joining OSAIC in 2024. Ryan also operates Mike Ryan Financial, a sole proprietorship focused on traditional life, disability, and long-term care insurance. OSAIC 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 and multiple program options.

Frank Bevsek is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert Baird & Co. since 1992. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Timothy Missling is a financial advisor with Edward Jones in Burnsville, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2026, he worked at Ameriprise Financial Services for eight years and Wells Fargo Company for four years. He serves as a trustee and fiduciary on the Winona State University Foundation's Finance Committee, Special Projects Committee, and Full Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated financial services.

Sandy Kelch is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Sandy worked for Pioneer Press/Media News Group for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Steven Swanson is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2023, he worked at Thrivent Financial and Thrivent Investment Management Inc., and served ten years in the U.S. Army. He is a board member and membership chair of the Rotary Club of Lakeville. OSAIC serves a diverse client base including retail and institutional investors, offering advisory and brokerage services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Alexander Gonzalez is a CFP® professional with 22 years of experience, currently serving at Thrivent Investment Management since 2003. He holds the Series 66 designation and is based in Bloomington, MN. Outside of his advisory role, Gonzalez volunteers as a board member for Meals on Wheels Bloomington, contributing to strategic planning and executive oversight, and serves on the Towndale Association board managing local community affairs. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial analyses and supports clients with planning services separate from managed accounts, emphasizing non-discretionary advisory relationships and periodic plan reviews.

James Chapman is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of finance, he works as an independent contractor for a modeling and talent agency. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide customized portfolio management, financial planning, and brokerage services using a combination of in-house and third-party investment managers.

Gary Hanson is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

George Gove is a Series 66-licensed financial advisor with five years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously held positions at North American Banking Company and Great Western Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning areas. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed accounts through a consolidated billing option.

Joshua Malwitz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 21 years of industry experience, having worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he owns property that includes tillable acreage and manages tenant transitions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based analyses and supports combining planning with managed-account programs, focusing primarily on comprehensive financial planning rather than discretionary portfolio management.

Ryan Perkovich is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation. His prior work history includes positions at CJW Construction Inc, Jersey Mike's Subs, Tesla Motors Inc, and DoorDash Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios including mutual funds, ETFs, and ETPs.

Nancy Mcnamara is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She previously worked at Merrill from 1991 to 2024 before joining Morgan Stanley Smith Barney LLC. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Rob Larson is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2019, following three years at Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for clients approaching or in retirement. This service provides a written Recommendation Report and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Stephanie Fairlie is a financial advisor at Ameriprise in Edina, MN, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining Ameriprise in 2021, she worked at Convergence Financial LLC and Block Advisors. She also owns Stephanie Fairlie Tax, a tax preparation and planning business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income planning service focused on tax-aware withdrawal strategies and dependable income sources.

Melissa Villella is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual in various capacities from 2000 to 2019. Outside of her advisory role, she manages a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Roloff is a financial advisor with Ameriprise in Estero, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he serves on the boards of Roloff Manufacturing Corporation and the Bonita Beach Sunset Rotary, where he is Treasurer, and he is also an advisor at MJW Group LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Catina Koenig is a financial advisor at Robert W. Baird & Co. in Eden Prairie, MN, holding a Series 66 designation with 25 years of industry experience. She has been with Robert W. Baird & Co. since 2001. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients through a range of consulting and portfolio services tailored to client goals and risk tolerances.

Melissa Arbuckle is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has two years of industry experience, including thirteen years at Wells Fargo prior to joining Thrivent. Outside of her advisory role, she operates a life coaching practice focused on personal and professional transitions and serves as treasurer on the board of a local nonprofit theater company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach integrates detailed planning with managed-account programs under a consolidated billing option called WealthPlan while maintaining separate planning and investment management services.

Michelle Farrell is a financial advisor at Ameriprise Financial Services with 39 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work history includes roles at Wells Fargo Clearing and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through a written Recommendation Report and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.