Zachary Erickson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Fields Law Firm and Mitchell Hamline School of Law. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Alex Dahlen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Bank, nA, and Anoka County. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Kendra Triplett is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Outside of her advisory role, she has been involved in the restaurant and entertainment industry through Modern Talent USA. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques, offering plans primarily in an advisory capacity.

Todd Neils is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and with 13 years of industry experience. He has been with Ameriprise and its affiliated entity since 2014. Outside of his advisory role, he owns and operates a woodworking retail business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides non-discretionary, research-driven recommendations focused on income stability and tax-aware withdrawal strategies for clients approaching or in retirement.

Patrick Boria is a financial advisor with Cambridge Investment Research Advisors in Minneapolis, MN, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Cambridge Investment Research in various capacities since 2006. Outside of his advisory role, he serves as president of Boria Wealth Management and acts as an expert witness on financial planning firm valuations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, utilizing multiple custody platforms and proprietary model strategies alongside third-party options.

Roya Moltaji is a financial advisor with MassMutual Investors Services in Minneapolis, MN, holding CFP® and ChFC® designations and 22 years of industry experience. She has worked at MassMutual Investors Services since 2017 and previously spent 14 years with Metlife Securities, Inc. Moltaji serves as co-chair of a capital campaign and is a member of a nonprofit finance committee, participating in leadership and financial advisory roles for local organizations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative annual planning engagements using firm-approved tools and offers additional planning services including divorce, estate settlement, and employer-sponsored programs.

Davis Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RBC Wealth Management since 2015. He holds a Series 66 license and is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Brian Schulte is a financial advisor at Edward Jones with 21 years of experience in the industry. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, he was with UVest Financial Services Group, Inc. and TCF National Bank/TCF Insurance. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Schwartz is a financial advisor at UBS Financial Services with 13 years of industry experience. He has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to clients.

Michael Brown is a financial advisor with Raymond James Financial in Minneapolis, MN, holding a Series 63 designation and over 40 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1992 and also serves as an officer and president of Birch Cove Group, Ltd., a private client wealth management firm he has been involved with since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs risk profiling and analytical tools to tailor its advisory services and supports a large network of advisors and affiliated firms with specialized programs including municipal and public finance advisory work.

Shane Horihan is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo in various capacities since 2006. Outside of his advisory role, he is the lead content writer for The Learned Manager LLC and is involved in grape growing through his ownership of Saoirse Vineyards LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, operating with over 14,000 advisors and roughly $671 billion in assets under management.

Bryan Mastenbrook is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has recently begun his career in the industry, joining Thrivent Investment Management in 2025. Prior to this, he held roles at Thrivent Financial and has experience in various other fields, including education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple financial topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Calvin Jackson is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at J.P. Morgan Securities LLC, U.S. Bank, and Wells Fargo entities. Outside of his advisory work, he owns Qualitino LLC, a business engaged in Amazon merchandise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Nicholas Olmedo is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he was involved with several other businesses, including International Cigars and Minuteman Press. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice centered on dependable income sources and tax-aware withdrawal strategies.

Thor Nelson is a Series 66 licensed financial advisor with Ameriprise in Minneapolis, MN, bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of advisory duties, he is a member of an investment real estate LLC and owns a rental unit managed by an outside company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Farley is a financial advisor with Cetera in Eagan, MN, holding a Series 66 designation. He has recent experience with Farley Financial Partners and Infor, and has been with Cetera since 2025. His background includes roles at educational institutions and retail prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment options and oversight, supporting over 10,000 advisors and managing more than $256 billion in assets.

Rebecca Bown is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and offers access to various investment products and strategies, managing approximately $2.74 trillion in client assets.

Sor Her is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Sor Her worked at Bank of America and Merrill for 10 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Daugherty is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its related entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendations and ongoing guidance focused on dependable income sources and tax-aware withdrawal strategies.

Tejwant Singh is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63, Series 65, and Series 66 credentials and has seven years of industry experience. He has worked at several major firms, including J.P. Morgan Chase, Merrill, Bank of America, and Principal Financial Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.