Evans Connelly IV is a CFA® charterholder and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with UBS Financial Services in Bloomington, MN since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Samuel Martin is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at M&E Catalyst Group and Ewald Consulting. Outside of his financial advisory work, he is employed at Lifetime Fitness where he prepares food and shakes for members. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Cody Broadwell is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Equitable Advisors, LLC for one year and has held various other roles outside the financial industry. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a wide network of investment adviser representatives.

Eric Brenk is a Series 66-licensed financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2018 and previously held positions at Augsburg University and Augsburg College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Justin Noyle is the Vice President and Branch Leader at Fidelity Investments, where he manages a team of associates focused on delivering client experiences aligned with Fidelity's Standards of Care. He has held this leadership role since 2024, following his position as Assistant Branch Leader at Fidelity from 2023 to 2024. Justin's career in financial services began in 2017 as a Financial Solutions Advisor at Merrill Edge. He then served as a Financial Consultant at ETrade from 2018 to 2020 before joining Fidelity as a Financial Consultant, a role he held until 2023. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Justin enjoys beach activities, boating, skiing, traveling, and spending time with family.

Greg Rowland is a financial advisor with Ameriprise in Richfield, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked for nine years at Ace Moving and Storage. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate tailored recommendations through a centralized consulting team.

Emily Trautwein is a Series 66-credentialed financial advisor with 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2023 and previously spent nine years at Thrivent Financial and Thrivent Investment Management. Outside of her advisory role, she is involved in agricultural business ventures and owns Theorin Trautwein LLC, operating under the trade name Trivas Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategies with multiple custody and platform options.

Michael Lynch is a financial advisor with Cetera, holding a Series 63 designation and over 35 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Lynch owns and operates Lynch Camps, a basketball camp in Bloomington, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts nationwide. The firm offers a multi-manager platform with various portfolio management options and financial planning services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Brian Klecan is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools.

Gretchen Fretheim is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Robert W. Baird & Co. since 2013. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a diverse client base including individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and advanced tools including artificial intelligence.

Deborah Peterson is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and HighMark Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

John Betz is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018, following a decade at Vermilion Research. 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 a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, as well as services such as portfolio management, financial planning, and brokerage.

Carolyn Zurn is a financial advisor at Edward Jones in Bloomington, MN, holding Series 63 and Series 66 designations with 18 years of industry experience. She has been with Edward Jones since 2008. 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.

Brandon Copley is a Financial Consultant currently working at Fidelity Investments since 2023. He previously held the position of Investment Consultant at Fidelity Investments from 2021 to 2023 and worked as a Client Support Associate at Ameriprise Financial in 2021. Brandon is licensed in California insurance. His approach centers on understanding his clients' goals and concerns to collaboratively develop financial plans that contribute to their overall financial well-being. Brandon's personal and professional objective is to help clients avoid the difficulties that can arise from lacking a financial plan. Outside of his professional work, Brandon's interests include baseball, biking, camping, canoeing, photography, and singing.

Angela Huss is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for Lockridge Grindal Nauen PLLP for five years and served in the United States House of Representatives for three years. She holds the Series 66 designation. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Abigail Copland is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Grand Forks Air Force Base for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large nationwide advisor and branch network as well as its affiliated capabilities beyond advisory services.

Rebecca Janisch is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with UBS since 2009, including its predecessor entity, and continues her practice at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Thomas Sorensen is a financial advisor with Primerica Advisors in Burnsville, MN, holding a Series 63 designation and with 32 years of industry experience. He has been associated with PFS Investments Inc. since 1994 and Primerica Financial Services since 1992. Outside of advising, he is involved in the sales of non-investment home-related products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Alexander Kruser is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Ryan Grant Investments and NEXT Financial Group. He also serves as a Munition Systems Specialist in the United States Air Force. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Daniel Follmuth is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its predecessor, American Express Financial Advisors Inc., since 2002. Outside of his advisory work, he serves as an instructor and coach for the game of curling with the City of Chaska. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.