Tyler Shilson is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2024. Prior to entering the financial industry, he was involved with Pursuit Wrestling MN and Body Rejuvenation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles and investment goals.

Jon Kattke is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 18 years of industry experience and has worked with firms including LPL Financial, Strategic Wealth Group Registered Investment Advisors, and ProEquities. Outside of his advisory work, he is involved in co-owning a company that buys and sells raw land. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved tools and collaborative annual planning engagements.

Alyssa Hall is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she works part-time as a sales representative for The Country Register Newspaper and is an independent consultant selling food products through Tastefully Simple. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Lee Maciej is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 63 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. In addition to his advisory role, he serves as COO and Chief Investment Officer of TC Family LLC, where he supports strategic vision and operational management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brady Coyle is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Ashton McGee Restoration Group, and involvement with the University of Minnesota Duluth. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning arrangements.

Amanda Cribbs is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Capital Management Securities. Her background also includes roles at JPMorgan Chase Bank, N.A. and Discovery Benefits. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis, with clients retaining final decision-making authority.

Adam Wondra is a financial advisor with Robert W. Baird & Co. in Minnetonka, MN, holding Series 65 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at BMO Bank NA, LPL Financial, Wells Fargo Bank and Clearing, and Northwestern Mutual. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and brokerage services with a mix of manager-traded and model-traded strategies supported by internal research and advanced tools, including artificial intelligence.

Scott Broman is a CFP®-credentialed financial advisor with 10 years of industry experience. He has worked at MML Investors Services since 2020 and was previously with Merrill from 2013 to 2020. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using proprietary software and offers a range of programs including wrap accounts and educational seminars.

Josiah Parker is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2021. Outside of his advisory role, Parker serves on the board of Operation Dignity International, an organization focused on community development and poverty reduction in Ghana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Laurie Klaphake is a financial advisor at Morgan Stanley in Minneapolis, MN, holding a Series 66 designation with 19 years of industry experience. She has been with Morgan Stanley since 2009. 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 planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Nadia Busey is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior work experience includes roles in healthcare and education sectors, such as positions at Davita and Chemeketa Community College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through detailed recommendation reports and ongoing advice, primarily for clients with substantial investable assets.

Eric Edson is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. In addition to his advisory role, he is involved with VECTOR MARKETING. 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 nationwide.

Adam Hirsch is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise and Mass Mutual Investors Services in various capacities since 2013. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Edward Markgraf is a financial advisor with Primerica Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Financial Services since 1983 and Primerica Advisors since 1999. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered percentage-based wrap fee structure rather than fixed fees.

Ansu Kourouma is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Wipfli LLP. Outside of his advisory role, he serves as a boys' high school basketball coach. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to manage portfolios across multiple asset classes.

Trevor Challifour is a financial advisor at Edward Jones with two years of industry experience. His prior work includes positions at New American Funding, Marketplace Home Mortgage, and PHH Home Loans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Chris Andryski is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC and Securities America Advisors, among other firms. In addition to his advisory role, Andryski operates Minnesota Financial Solutions, LLC, which provides tax preparation and mortgage consulting services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and portfolio management tools.

John Brey is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, where he has worked since 2020. He has six years of industry experience, including prior roles at AXA Advisors, St. Cloud State University, and the City of Brooklyn Park. He is also associated with Falcon Financial LLC. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth and institutional investors, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Brooke Ament is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Xcel Energy and Posh Bridal Couture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and customized financial planning supported by structured discovery processes and advanced modeling tools.

Michael O Loughlin is a Series 66 licensed advisor at Thrivent Investment Management with one year of industry experience. Before joining Thrivent, he held roles at Procter & Gamble, AT&T, Biokyowa, and Cape County Private Ambulance. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and comprehensive planning on various financial topics without discretionary trading authority.