Kevin Huss is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Cetera and its related entities since 2013. He is also president of Huss Investment Services, a financial services firm he has led since 2004. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Jarod Haglin is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds the Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a business owner and CFO of Powersource Technologies, a construction company. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, asset management programs, and access to a range of financial and insurance products via an integrated platform.

Tyler Graham is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with State of Fun, a separate business activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines advisory programs with other financial products.

Frederick Knapp Jr. is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Lynn Elmer is a financial advisor with Mass Mutual Investors Services based in Plymouth, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, Elmer worked at Partners Financial Solutions and Principal Securities Inc., with extensive experience spanning both firms. Outside of advising, Elmer is an insurance broker with ROYA LLC, focusing on life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to deliver collaborative, goal-oriented planning.

Abigail Kes is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and beginning her financial advisory career in 2025. Prior to joining Edward Jones, she worked at the Metropolitan Airports Commission for six years and at Nemer Fieger for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment strategies through a nationwide network of financial advisors.

Kyle Neubauer is a financial advisor at Edward Jones in Plymouth, MN, holding a Series 66 designation with one year of industry experience. His previous roles include positions at Mercer, Amazon, and Optum. 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 nationwide network of more than 23,700 financial advisors.

Jonathan Bryant is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and 24 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years before joining Osaic in 2024. Outside of his financial advisory role, he is the owner and president of TripleThreat Training, Inc., which provides basketball skills training, and serves as the head varsity boys basketball coach at Edina High School. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs multiple advisory platforms and tools to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Mark Wolpert is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. His career includes over two decades at Metlife Securities Inc. before joining Mass Mutual Life Insurance Company and its affiliated investor services firm. He is also the owner of W Financial Group, a separate legal entity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative planning engagements using firm-approved analytical tools and offers event-driven planning programs alongside educational seminars.

Casey Fox is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory Services, Kestra Investment Services, and Woodbury Financial Services. In addition to his advisory role, he is involved with Manitou Advisors, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

John Beard is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Beard serves as a citizen member on the Lessard-Sams Outdoor Heritage Council’s Legislative Commission to Promote Conservation and is a board member of the Gyro Club in Edina, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and uses structured discovery processes and advanced modeling techniques as part of its planning approach.

Jason Callin is a Branch Leader at Fidelity Investments, where he develops and leads a team of associates focused on helping clients create holistic financial plans tailored to their individual and family goals. He emphasizes co-creating solid and understandable plans to enable clients to enjoy a clear and confident retirement. Jason has been with Fidelity Investments since 2013, progressing through roles including Relationship Manager, Retirement Planner, and Workplace Financial Consultant before assuming his current leadership position in 2026. His experience spans various aspects of financial planning and client relationship management within the organization.

Megan Gehrman is a CFP® with 19 years of industry experience, currently affiliated with Cetera. She has worked at Cetera Wealth Services, LLC since 2013 and at AdvisorNet Wealth Partners from 2012 to 2025. In addition to her advisory work, she is a partner and secretary at Sterling Retirement Resources, a financial planning firm, and also provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeannine Strand Marquez is a financial advisor with Ameriprise in Hopkins, MN, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages a business, Strand & Associates, related to her Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Jeremy Schmidt is a CFP® professional with 23 years of experience in financial advising. He has worked at Ameriprise since 2024 and previously spent 16 years at Marks Group Wealth Management, Inc. and 13 years at LPL Financial, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice through a written Recommendation Report and emphasizes tax-aware withdrawal strategies and dependable income sources.

Tyanna Graner is a financial advisor at RBC Capital Markets with 11 years of industry experience. She has worked at RBC Capital Markets since 2016 and previously spent three years with Wells Fargo Advisors, LLC. Graner holds Series 63 and Series 65 designations and is based in Wayzata, Minnesota. 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 various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Karmin Corkery is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Karmin worked at United Natural Foods, Inc. for 19 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jay Rothmeier is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. Outside of his advisory duties, he is involved with BDLR Group, Inc. as a registered team member managing an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Brian Sullivan is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he has worked in various roles within the brewing industry and federal agencies. Outside of finance, he is involved with Cartecay River Brewing. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Robert Macmullan is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analyses from its Global Investment Committee.