John Coldagelli is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account services under a consolidated billing option known as “WealthPlan.”

Andrew Seiler is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and joined Robert W. Baird in 2020 after working at PricewaterhouseCoopers LLP from 2015 to 2019. Outside of his advisory role, he serves as treasurer for Jewfolk Inc., a nonprofit organization. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, utilizing a range of investment strategies and overlays.

Matthew Koski is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has held roles at several firms including American Enterprise Investment Services, Inc., Ameriprise, and AdvisorNet Financial Inc. Koski also serves as a portfolio manager at Sterling Retirement Resources Inc., where he is involved in investment management and trading. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with various program options and affiliations.

Jamie Chmielewski is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 16 years of industry experience. He has worked in various roles within Wells Fargo firms 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 offers both brokerage and advisory solutions.

Ali Kourouma is a financial advisor at Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Wells Fargo Bank and has a diverse background including roles at Sam’s Club, Minnesota State University, Mankato, and community involvement with AriseCares. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that rely on advisory guidance without individual security recommendations as part of standalone plans.

Peder Larson is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and TruChoice Financial. Outside of finance, he has experience in the food service industry, including roles at Davanni's Pizza & Hot Hoagies and Panera Bread. 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, with a focus on collaborative, annual financial planning engagements that utilize firm-approved software and analytical tools.

Carson Lee is a Planning Consultant who collaborates with advisors to develop personalized financial plans tailored to clients' family and personal goals. He focuses on making the planning process clear and comfortable to instill confidence in clients' financial futures. His professional experience includes roles such as Relationship Manager and Financial Service Representative at Fidelity Investments, Retirement Consultant at Heartland Retirement Group, Associate Accountant at The Berg Group, and Financial Representative at Northwestern Mutual. These positions have contributed to his understanding of financial planning and client relationship management. Outside of his professional work, Carson enjoys boating, fishing, spending time at the lake, outdoor adventures, and caring for pets.

Andrea Suchy Shinn is a Series 66-licensed financial advisor with 21 years of industry experience, currently with LPL Enterprise. She previously spent 15 years at TIAA-CREF and TIAA. Outside of her advisory work, she is involved with Money Pit Enterprises LLC, a business entity established for tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and various financial planning services.

Amanda Kraus is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2021, she worked at CRI Securities, LLC and Securian Financial Services Inc. Outside of her advisory role, she is the owner of a retail business focused on essential oils and also operates a consulting service. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team and proprietary tools to deliver written recommendation reports and ongoing advice, with an investment approach influenced by its affiliated product ecosystem.

Kevin Kunnari is a Series 66-licensed financial advisor with Edward Jones in Eden Prairie, MN, where he has worked since 2016. He has 10 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Carpentier is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has held positions at firms including Avantax Investment Services and AdvisorNET, and currently serves as CEO of Midwest Financial Group, a shared services company for financial advisors. He is also involved with Zoar United Church of Christ in a board capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Amy Untiedt is a financial advisor with Ameriprise in Independence, MN, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Columbia Management Investment Distributors, Inc. and American Enterprise Investment Services, INC. She also serves as an operations manager at Strand and Associates, supporting the operations of her advisory practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-smart withdrawal strategies through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sharon Kosir Krumme is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has worked at Wells Fargo since 2016 and previously at UBS Financial Services from 2005 to 2009. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Liam Fanola is a financial advisor with UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at UBS since 2021, Alerus since 2018, and self-employment from 2015 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Kristi Morton is a financial advisor at RBC Capital Markets in Wayzata, MN, holding a Series 66 designation with nine years of industry experience. She has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and access to a range of in-house and third-party investment managers, along with various portfolio management and financial planning services.

Stephanie Starcevich is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill and Merrill Lynch since 1995 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Karli Johnson is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Ameriprise Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products and solutions.

Brian Nelson is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services from 2009 to 2011 before joining Wells Fargo in 2016. Outside of his advisory role, Nelson is involved in sports photography, focusing on high school sports for local organizations. 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 combines research and analytics with diversification principles and offers both brokerage and advisory solutions across a broad range of financial products.

Christina Boyd is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Christina earned her bachelor's degree from Colorado State University and completed her high school education at Edina. She specializes in areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Christina works with clients to address complex financial needs and support their financial goals. Christina is involved in her community through organizations such as Children's Hospitals & Clinics of Minnesota and the City of Minnetonka Beach.

Jordan Reiley is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Fidelity Investments and Paysafe Group. Reiley is based in Wayzata, MN. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and supervisory structures, and employs multi-asset model portfolios with strategic asset allocation.