Thomas Pink is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Wells Fargo Clearing for 15 years. Outside of his advisory work, he serves as Treasurer for the Discover Crossing Homeowners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Jason Hudgens is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior experience includes roles at Merrill, Bank of America, and Prudential Insurance. Outside of his advisory work, he owns a vending machine business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with manager due diligence and an ESG eligibility framework to support customized, non-discretionary investment decisions.

Mark Brenna is a financial advisor at Robert Baird & Co. with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at City National Bank and RBC Capital Markets. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and use of artificial intelligence in client advice.

Jonathan Althoff is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. He has been with Cetera Investment Services since 2010 and Cetera since 2014. He is also the managing partner for West Shore Brokerage LLC, a pass-through company for Cetera Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and their clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Peter Keller is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Joshua Hunt is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and BMO Bank. Outside of advising, he is employed as a personal trainer with FitMe Wellness and serves as a notary. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various program structures combining affiliated and third-party managers.

Timothy Jirak is a CFP® and ChFC® with 30 years of industry experience, currently serving at Ameriprise in Minnetonka, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. 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 dependable income and tax-aware withdrawal strategies.

Kyla Mechura is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Minnesota Financial Resources, Inc. and Cambridge Investment Research. She is also a commissioned Notary Public in Minnesota. OSAIC serves a diverse client base ranging from individuals to institutions, providing integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios that may include a wide range of investment products.

Angela Hanson is a Series 66-registered advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, she worked at Kelly Education and spent 27 years with the USDA Farm Service Agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning and offers an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Lauren Taney is a Series 66-licensed financial advisor with Morgan Stanley in Wayzata, MN, where she has worked since 2008. She has 16 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and proprietary modeling methods to support its planning process.

Leonard Dayton Jr. is a financial advisor with Cetera, holding a ChFC® designation and a Series 63 license, with 38 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of his advisory work, he manages a family real estate business and is a representative selling fixed life, health, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services through a multi-manager platform, including model portfolios, third-party managers, and bespoke strategies.

John Jordan is a financial advisor with LPL Financial based in Edina, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has previously worked at Sagepoint Financial Inc. and PRUCO Securities, LLC, and is currently also affiliated with Royal Credit Union. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Julie Kearney is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked at Ameriprise Financial Services from 2006 to 2026 before joining LPL Financial. Outside of her advisory role, she is involved with MB Holdings, LLC, serving as a paraplanner for another financial practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Connor Fabio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior roles at Wells Fargo and other firms. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Kristin Strom is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with firms including Allianz Life, Questar Capital Corporation, and Securian Financial Services. Outside of her advisory role, she owns Jarne’s Financial and serves as a trustee. Cetera Investment Advisers LLC distributes services through a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, with access to multiple program structures and third-party money managers.

Kathryn Austin is a financial advisor with Osaic Wealth, Inc. based in Plymouth, MN. She holds the Series 66 designation and has one year of industry experience. Prior to joining Osaic, she worked at Benjamin F Edwards for three years and has held various positions in the financial services and mortgage industries. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to offer portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Sigrid Nielsen is a financial advisor at Edward Jones in Golden Valley, MN, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Morgan Stanley and Wintrust Mortgage Barrington Bank and Trust. Outside of advising, she is a writer, author, and speaker, with a pending book titled "Letters from Sigrid," and she serves as Finance Director for the nonprofit WEMN Women Entrepreneurs of MN, among other volunteer roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and is notable for its extensive advisor and branch network as well as its additional affiliated capabilities.

William Thureson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at the Federal Reserve Bank of Minneapolis for six years. Outside of his advisory role, he is a partner in a property management LLC with his spouse, handling managerial duties for rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved analytical tools.

Gregory Witt is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Witt serves as a committee member offering investment and economic perspectives for St. Marys Greek Orthodox Church. 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 multiple advisory programs, tailoring strategies to clients’ risk profiles and utilizing a combination of in-house and third-party investment managers.

Scott Graul is a financial advisor with OSAIC based in Minnetonka, MN, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Scottrade, and TD Ameritrade. Additionally, he serves as Head of Operations and Financial Planner at Sandvold Financial Group, where he manages cash flows and oversees a customer service team. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct and manage diversified portfolios for individual and institutional investors.