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.

Jennifer Fitzgerald is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Brian Dyvig is a Market Leader at Fidelity Investments. In this role, he leverages the trusted brand, technology, cost-efficient investment platform, and collaborative team environment at Fidelity to serve clients effectively. He has extensive experience in financial services, having held leadership positions at Fidelity Investments since 2013, including Assistant Branch Leader from 2013 to 2016 and Branch Leader from 2016 to 2025. Prior to joining Fidelity, Brian held various sales and advisory roles, including Sales Manager and Regional Sales Director at Ameriprise, Sales Associate at Marshall Financial, and Financial Advisor at Morgan Stanley. Brian's professional background reflects a progression through roles focused on sales management and financial advising within prominent financial institutions.

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.

Joshua Johnson is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and previously worked at Great Lakes Coca Cola for seven years. Outside of his advisory role, he is a co-owner of an online dietary supplement startup called GUT HABITS LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

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.

Samuel Boddicker is a financial advisor with Edward Jones in Bloomington, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at ADP and Eight Eleven Group (DBA Calculated Hire). He is the owner and founder of Grounds Up Coffee Company, a social group in Minneapolis that organizes networking events and industry education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

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.

Jon Brown is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 designations and 37 years of industry experience. He has worked with Wells Fargo Investments and Wells Fargo Clearing since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Hayward is a financial advisor with Primerica Advisors in Oakdale, MN, holding a Series 63 designation and with 22 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2002. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services using model-driven strategies developed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Eric Stuart is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016, and previously at Wells Fargo Investments and Merrill. Outside of his advisory role, Eric serves as treasurer for the Lakeville South Football Association and the East Balsam Lake Condo Association. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets through a large network of more than 14,000 advisors.

Chris Andryski is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors and Securities America Inc. Additionally, he is involved in tax preparation services through Minnesota Financial Solutions, LLC. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various strategies including discretionary Unified Managed Accounts and third-party money managers.

John Brey is a financial advisor at Equitable Advisors in Minneapolis, MN, with six years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. His prior roles include positions at AXA Advisors, St. Cloud State University, the City of Brooklyn Park, Riverview Sports and Marine, and Buona Sera Ristorante. He is also involved with Falcon Financial LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Ally Shuman is a financial advisor with Robert Baird & Co. in Edina, MN, holding a Series 66 designation and possessing 24 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Manulife Investment Management, John Hancock Investment Management, and Russell Investments. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of services including financial planning, portfolio management, separately managed accounts, and utilizes internal research and tools, including artificial intelligence, to support client advice.

Julie Klimp is a financial advisor with UBS Financial Services, holding a Series 66 designation and 10 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for six years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

John Casement is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 1998. He holds Series 63 and Series 66 credentials. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kenneth Loehlein is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 14 years and has also been affiliated with Equitable Advisors and SII Investments. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization.

Grant Melquist is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 14 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is involved in retail sales as a proprietor alongside his wife. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver non-discretionary, algorithm-supported recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Sanjukta Chaudhuri is a financial advisor at Wells Fargo Clearing with the ChFC® designation and Series 66 license, bringing four years of industry experience. Her prior roles include positions at Fidelity Investments, Ameriprise, TD Ameritrade, and Highland Partners. Before entering the financial sector, she worked at the Minnesota Department of Employment and Economic Development and the University of Wisconsin Eau Claire. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eva Stukenberg is a financial advisor with Thrivent Investment Management who holds a Series 66 designation and has 12 years of industry experience. She has been with Thrivent and its affiliated entities since 2014. Outside of her advisory role, she serves as Secretary and Treasurer on the Board of Directors for the Riverwood Place Business Condominium Association in Mendota Heights, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.