Julie Meyer is a financial advisor with Osaic Wealth, Inc. based in St. Louis Park, MN. She holds a Series 63 designation and has 19 years of industry experience. Her prior roles include multiple positions within Cetera-affiliated firms from 2015 to 2026. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and provides access to third-party money managers and wrap programs.

Payton Matsui is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and beginning his professional career in 2025. His prior work experience includes roles at APX Hockey, Vermillion Wealth Management, and Plum Tree Solutions, as well as extended periods of full-time education at Augustana University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies according to each client’s risk profile, utilizing a combination of in-house and third-party investment managers and advanced portfolio management tools.

Patti Powell is a financial advisor with Thrivent Investment Management in New Hope, MN, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with Thrivent Financial and its affiliated entities since 2016. Powell serves as a board member of Quorum: The Twin Cities LGBTQ+ and Allied Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based financial planning without discretionary portfolio management.

Jason Sinning is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Tracy Manson is a financial advisor with Merrill in Wayzata, MN, holding Series 63, 65, and 66 credentials and having 32 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Kimberly Crook is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation with two years of industry experience. She previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC from 2021 to 2023. Before entering the financial industry, Kimberly had roles in education and caregiving. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs supported by a structured planning process and advanced modeling tools.

Gena Wey is a Series 66 licensed financial advisor with Edward Jones in Savage, MN, bringing three years of industry experience. She previously worked at WolfNet Technologies and Forum Communications. In addition to her advisory role, she has performed administrative tasks as an assistant for a local CPA firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Emmy Mastel is a CFP® with 30 years of industry experience, currently affiliated with LPL Enterprise. She has worked at Prudential Insurance Company of America since 1996 and was with Pruco Securities, LLC. from 1996 to 2024. Outside of her advisory work, she is involved in real estate rental activities in Big Sky, Montana. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform.

Brandon Evancevich is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works closely with clients to co-create and implement comprehensive financial plans tailored to their unique circumstances and goals. He focuses on simplifying complex financial matters to empower clients in pursuing their aspirations. Prior to his current role, Brandon was a Financial Advisor at Edward Jones from 2021 to 2025, and he gained experience as a Financial Analyst Intern at Wells Fargo in 2019. His professional background encompasses a range of financial planning and advisory services. Outside of his professional work, Brandon has personal interests that include fitness, football, golf, movies, outdoor adventures, and spending time with pets.

Gregory Blackwood is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. In addition to his advisory work, he owns and manages several rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Casey Phillips is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Bank of America, and Merrill. Casey was also involved with Phillips Enterprises LLC from 2016 to 2018. 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 recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Dean Dawson is a CFP® with 33 years of experience in the financial industry. He has been with Ameriprise since 1992 and is currently based in Shakopee, MN. Outside of his advisory role, he volunteers to provide financial advice to clients with cancer through the Angle Foundation. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet certain asset criteria. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Heather Martinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Peter Gabler is a Certified Financial Planner® with 25 years of industry experience. He has worked at UBS Financial Services since 2006 and was previously with U.S. Bancorp Piper Jaffray starting in 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Adam Hosfield is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Cassandra Hoberg is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at the Royal Bank of Canada from 2017 to 2023 and has held roles outside finance including at the YMCA and Anoka County Courthouse. In her free time, Cassandra operates an Etsy shop where she creates and sells handmade templates, jewelry, home goods, and clothing. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

John Hedrick is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. He has been with UBS since 2009. He also serves as a trustee for a revocable trust managing funds for the children of a deceased friend. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with comprehensive wealth management services.

Charles Leflar is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Gradient Securities in various capacities. Leflar also offers fixed insurance products through Crump as part of his outside business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides a range of financial planning, advisory, and brokerage services utilizing model portfolios, third-party asset management, and integrated insurance products.

Sean Hoffman is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies using both in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Nicholas Safi is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including JP Morgan Chase Bank, Merrill, and Affiliated Advisors. Safi is also involved as a Financial Planning Associate with Finanically Fluent Advisors. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.