Joel Silver is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at City National Bank and RBC Capital Markets. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Kevin Huss is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Cetera and its related entities since 2013. He is also president of Huss Investment Services, a financial services firm he has led since 2004. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Logan Hershey is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2022, he worked at Deloitte & Touche LLP for five years. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

William Regenscheid is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. He has held advisory roles at several firms including AdvisorNet Wealth Partners and Trustone Financial Credit Union. Outside of his advisory work, he is also a notary public and holds a power of attorney role for family members. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party investment strategies across various program structures.

Paul Remus is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, including its prior affiliation as Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

Maxfield Elliott is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021. Prior roles include positions at Nexa Receptionists, Jaeger Farms Incorporated, and SPS Commerce, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and due diligence on alternative investments, combining extensive scale with an integrated operational structure.

Blake Kroyer is a financial advisor with Ameriprise in Savage, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized retirement income advice supported by a centralized consulting team.

Abigail Kes is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and beginning her financial advisory career in 2025. Prior to joining Edward Jones, she worked at the Metropolitan Airports Commission for six years and at Nemer Fieger for five years. 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 wide range of advisory programs and investment strategies through a nationwide network of financial advisors.

Randy Lacombe is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

John W. Bloom is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2000. He holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets services.

Benjamin Hoeffler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab in Edina, MN. His prior experience includes roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides centralized custody and order-routing services.

Devin O'Neil is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Casey Fox is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory Services, Kestra Investment Services, and Woodbury Financial Services. In addition to his advisory role, he is involved with Manitou Advisors, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Lisa Brula is a financial advisor with Cetera, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Cetera since 2021 and previously at VOYA Financial Advisors for seven years. Brula is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that offers both discretionary and non-discretionary program options.

Kari Mcguire is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Cetera. She has previously been affiliated with Thrivent Financial and has managed her own business, AJW Financial, specializing in divorce planning and mediation. In addition to her advisory role, Mcguire is involved in community services, including serving on a sliding scale fee committee for divorce services and managing administrative duties for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services across diverse program platforms.

Jason Callin is a Branch Leader at Fidelity Investments, where he develops and leads a team of associates focused on helping clients create holistic financial plans tailored to their individual and family goals. He emphasizes co-creating solid and understandable plans to enable clients to enjoy a clear and confident retirement. Jason has been with Fidelity Investments since 2013, progressing through roles including Relationship Manager, Retirement Planner, and Workplace Financial Consultant before assuming his current leadership position in 2026. His experience spans various aspects of financial planning and client relationship management within the organization.

Desirae Zarling is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise Financial Services since 2008 and currently manages an advisory business with BDLR Group, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service.

Danielle Niska is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She is a senior member of the Niska Bongiovanni Group at Merrill and works closely with corporate executives, business owners, retirees, and women navigating significant life transitions. Danielle's approach involves coordinating with specialists in retirement planning, education funding, estate planning services, and lending strategies to provide personalized wealth management that aligns with her clients' unique goals. With over 30 years of experience, Danielle focuses on creating financial strategies that help individuals and families pursue long-term objectives while incorporating sustainable and socially responsible investing. Her expertise includes college education planning, divorce transition planning, executive compensation, family wealth management strategies, LGBT wealth planning, philanthropic planning, and women and wealth. She holds a Bachelor's degree in Mathematics from Saint Olaf College and has also studied at the University of Seville in Spain. Danielle holds professional designations including Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC). Outside of her professional role, Danielle is involved in community activities such as Inner City Tennis, Loaves and Fishes, the Merrill Twin Cities Diversity and Inclusion Committee, and Next Step Housing. She enjoys competitive tennis, exploring the outdoors with her husband, and spending time with their three children.

Luke Westholder is a financial advisor with Raymond James Financial in Bloomington, MN. He holds a Series 66 designation and has been in the industry since 2025. Outside of his advisory work, Westholder coaches tennis and pickleball. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a wide range of clients through an extensive advisor network.

Chase Polacek is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and four years of industry experience. His prior work includes nine years at Target Corporation. Outside of finance, he serves as an on-ice hockey coach and instructor at The Fortis Academy and is a member of the Board of Directors for the Rensselaer Alumni Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party investment managers.