Keith Josewski Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is co-owner and CFO of PASJ LLC, a legal entity established to manage his practice and related business activities. Ameriprise is an institutional firm offering a retirement-income planning service primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Youkang Gao is a financial advisor with J.P. Morgan Securities in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2020, he worked at Merrill and Bank of America and has experience in both financial services and other sectors, including operating a floral business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Joshua Gross is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Thrivent Investment Management, Northwestern Mutual, and LoCorr Funds. Outside of finance, he was involved with Chanticlear Pizza for over a decade. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes various risk management strategies including tax-aware processes and derivatives.

Charlene Zielin is a financial advisor with Thrivent Investment Management based in Otsego, MN. She holds a Series 66 designation and has been with Thrivent since 2025. Prior to her current role, she worked in healthcare and coaching roles, including positions at North Memorial Health and Char Marie Coaching. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account options through its WealthPlan program.

Logan Fox is an advisor with LPL Financial located in Maple Grove, MN. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining LPL Financial, he worked at Zaengle Corp. and Perishable Distributors of Iowa, Ltd. Outside of finance, his work history includes experience at Camp Chetek. 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 offers a broad range of financial planning and investment management services, combining advisory platforms with extensive non-advisory financial activities.

Tyler Olson is a financial advisor with Wells Fargo Clearing in Rogers, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Northwestern Mutual, and Ferguson Enterprises. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment decisions, offering a range of products through bank and insurance affiliates.

Aaron Locke is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and over 22 years of industry experience. He has previously worked at Advisornet Wealth Management and has been affiliated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, Locke coaches an 11U club fast pitch softball team. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Shannon Olson is a Series 66-licensed financial advisor at Osaic Wealth Inc with nine years of industry experience. She previously worked at Thrivent Financial and Parkland Securities LLC. Olson also serves as Operations Manager and Registered Representative at North Metro Money Management, where she is involved in client meetings, application preparation, and process streamlining. Osaic Wealth, Inc. serves a diverse client base including individual and 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, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a variety of investment types.

Kent Larson is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, he was employed at Voya America Equities, Inc. and VOYA Financial from 2015 to 2019. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Roeschlein is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for Milaca Alliance Church and is President of RURAL Music Ministries. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations through a centralized consulting team.

Lisa Hanson is a financial advisor with Ameriprise in Oak Grove, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, delivering detailed income and tax strategy recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to provide tailored guidance and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Isaac Moin is a financial advisor with Thrivent Investment Management holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Thrivent, his work experience includes various roles unrelated to finance, such as involvement with local basketball organizations and positions in the food service and landscaping industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan, while maintaining the separation of planning and investment management.

Anthony Greniuk is a financial advisor with Charles Schwab in Elk River, MN, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at UBS Financial Services, Prosperity Capital Advisors, and MerCap Securities. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Nuvia Solorzano Zambrano is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including The Huntington Investment Company, LPL Financial, BMO Harris Bank, and Wells Fargo. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Branham is a financial advisor with Cambridge Investment Research Advisors in Minneapolis, MN, holding a Series 63 credential and 36 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firms since 2004. Outside of his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a variety of portfolio management solutions, including proprietary and third-party models, across multiple platform arrangements with both discretionary and non-discretionary strategies.

Robert Harris is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1996 and continues to work with Ameriprise in Stillwater, MN. He holds the Series 63 designation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor input and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Borchert is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Borchert is a co-owner and managing partner of PASJ LLC, a pass-through entity that supports the management and operations of his financial practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver detailed, non-discretionary recommendation reports that incorporate sophisticated modeling and tax-efficiency analysis. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Chad Holtz is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, U.S. Bancorp Investments, Inc., and Piper Sandler & Co. Outside of his advisory work, he owns and manages Red Dog Stables Ltd., a thoroughbred breeding and racing operation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Erica Williams is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2023, she worked for Stifel Nicolaus for 10 years. Outside of her advisory work, she has been involved with Perrella Enterprises, operating Sammy's Pizza and Restaurant. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mason Schuler is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Financial, he worked in various roles including marketing and financial services. Outside of his advisory duties, he is a business owner of Schuler LLC, a non-investment related enterprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment and planning solutions and uses advisor-facing technology to support client strategies.