Matthew Mulville is a financial advisor at LPL Financial in Maple Grove, MN, holding a Series 66 designation with eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, various insurance carriers, David Walgreen, and Design Ready Controls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Matthew Kassera is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at RBC Capital Markets for 11 years. Kassera serves as Treasurer on the Board of Directors for Territorial Trail, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dennis Ahlm is a financial advisor with Ameriprise in Rogers, MN, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to support its recommendations.

Jacob Nordly is a financial advisor at Ameriprise in Maple Grove, MN, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles in automotive sales, landscaping, construction, and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written retirement-income recommendations and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.

Steven Novacek is a financial advisor at Edward Jones in Buffalo, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he has worked in physical therapy and wellness, lumber and millwork, and spent time at Marquette University. Outside of his advisory role, he is co-owner of NoMa LLC, a fitness business, and serves as the head volleyball coach for Buffalo High School’s varsity team. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branches across the United States.

Joseph Yeado is a financial advisor with Edward Jones in Delano, MN, holding a ChFC® designation along with Series 63 and 65 licenses. He has 11 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jason Lach is a financial advisor with OSAIC in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with OSAIC since 2012 and is also involved in coaching high school football. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services with a range of portfolio construction tools and options, supporting both discretionary and non-discretionary management.

Bryan Savage is a Series 66-licensed advisor with LPL Financial in Maple Grove, MN, and has 18 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with a combination of discretionary and non-discretionary management supported by research and model portfolios.

Anton Gougeon is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and UBS. Gougeon is based in Lakewood, Colorado. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Amy Lundstrom is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 66 designation and five years of industry experience. She previously worked at Constellation Wealth Group and NorthRock Partners, with a career spanning back to 1998. Outside of her advisory work, she is involved in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support client financial planning and offers a broad range of advisory, brokerage, and insurance solutions.

Larissa Oliphant is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 63 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following eight years at Wells Fargo Clearing and ten years at Wells Fargo Bank, N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage, distribution, and investment management capabilities through a non-discretionary program supported by an in-house manager solutions team and a centralized due diligence framework.

Shawn Murphy is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held roles at multiple firms including Avantax and Welch Village. Outside of his advisory work, he serves as a ski instructor teaching beginner skiers during the winter season. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kamanda Ndama is a financial advisor with Ameriprise in New Prague, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2018, Ndama worked at US Bank from 2016 to 2018. Outside of advisory work, Ndama is involved with PASJ LLC as a registered team member managing an advisory business. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering tailored, non-discretionary recommendations that integrate research, modeling, and tax-efficient strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lindsey Oldre is a financial advisor with Edward Jones in Delano, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, Lindsey worked at Allianz Technology of America and Allianz Life for a combined 16 years. Outside of her financial career, she makes and sells handmade mittens seasonally on Etsy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Taryn Zimmerman is a financial advisor with UBS Financial Services in North Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at UBS since 2018 and previously spent two years with Wells Fargo Clearing. 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.

Julie Parks is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors nationwide.

Andrew Michaelides is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Ic Advisory Services, Inc. and The Investment Center, Inc. Outside of his advisory roles, he is also employed as a financial advisor with Pinnacle Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Ronald Aho is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 63 designation and has worked with firms including Avantax Advisory Services and ASR Consulting Group. Outside of his advisory role, he owns a prepaid legal services business and participates in multi-level marketing activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services with access to affiliated and third-party managers.

Timothy Suchy is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Edward Jones since 2014. 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 range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Raymond Messenbrink is a financial advisor with Ameriprise in St. Michael, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.