Leslie Cadle is a CFP® professional with 38 years of industry experience, currently with Ameriprise in Edina, MN. Leslie has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Leslie serves on the board of directors at Benilde-St. Margaret's School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Jacob Damhof is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at KPMG before joining Ameriprise Financial Services in 2017. 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 tax-aware retirement income planning advice based on proprietary research and algorithmic tools.

Matthew Aiken is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked with Cetera and affiliated entities since 2016. Outside of his advisory role, he has experience in hospitality service and works as an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party investment strategies across various program structures.

Michael Gergen is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and having 10 years of industry experience. He has been associated with both City National Bank and RBC Capital Markets since 2016. Outside of his advisory role, he manages family farmland in Hastings, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment resources.

Richard Jones is a financial professional with 33 years of industry experience, currently affiliated with Cetera. He holds a Series 63 designation and has worked with multiple firms including Tonka Financial Services and First Allied Securities. Jones is involved with the Alpha Kappa Psi Alumni Chapter, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and integrates a large nationwide network of independent advisors.

Ann Adams Lilke is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and 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 plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Joan Gilles is a financial advisor with Osaic Wealth Inc., holding the ChFC® designation and Series 63 and 66 licenses, with 34 years of industry experience. She has previously worked at Cetera and AdvisorNet Wealth Partners. Gilles also operates as an independent insurance agent, offering life, disability, and long-term care insurance along with annuities. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct portfolios incorporating various asset classes.

Christopher Patnode is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and previously spent seven years with Invest Financial Corporation. Outside of advisory work, he is the owner and manager of Mills Siding and Roofing, a business unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Dustin Keomysy is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Minnetonka, MN. He holds a Series 66 designation and has 28 years of industry experience. Prior to his current role, he worked at LPL Financial from 2011 to 2017. Outside of his advisory work, he is involved in real estate brokerage as an agent. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on non-discretionary advisory services.

Katheryn Powell Larson is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and two years of industry experience. She previously worked at BMO for nine years and at US Bank for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, research, and various management approaches.

John Cavanaugh is a CFP®-credentialed financial advisor with 18 years of industry experience, currently associated with LPL Financial since 2019. Prior to joining LPL, he worked at FSC Securities Corporation for 12 years and has operated Cavanaugh Financial since 2007. He also serves as a notary and is licensed as an agent for non-variable life and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Caroline Emswiler is a CFP® with 33 years of experience in the financial industry. She has worked at Osaic Wealth, Inc. since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. She is also president of Wealth Financial Consultants, Inc., where she provides financial advice and planning. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Julianna Ruark is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at the University of St. Thomas and Barnes and Noble. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Adam Grantham is a financial advisor with LPL Financial in Maple Grove, MN, holding the CFP® and ChFC® designations and carrying 17 years of industry experience. His prior roles include positions at Associated Bank, TIAA-CREF, Waddell & Reed, and AAGI, Inc. Additionally, he is involved with The Grantham Group, INC, a business entity unrelated to investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Thomas Vaudreuil is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1988 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is the proprietor and sole owner of a private family vacation property. UBS Financial Services 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, leveraging proprietary research and a broad platform of capital markets and banking solutions.

Kyler Harder is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Mass Mutual and its affiliated insurance company since 2012. Outside of his advisory role, he owns and manages businesses involved in equipment rentals and aircraft leasing. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced software tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Henry Larson is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Pensions & Investments and within the education sector at Orono Public Schools and the University of Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Erin Neutz is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Tucker Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, a position he has held since 2013. He specializes in Goals Based Wealth Management planning and is involved in introducing new technology tools offered by Merrill to clients. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Tucker holds a Bachelor's Degree in Business from the University of St. Thomas. He is a Personal Investment Advisor (PIA) and is a member of the professional organization Folds of Honor Minnesota, in which he also participates as part of his community involvement. Tucker resides in Edina with his wife and their baby daughter, born in March 2022. The family attends Our Lady Of Grace Church. Outside of work, Tucker enjoys a variety of outdoor activities such as boating, golfing, ice hockey, pickleball, skiing, surfing, and tennis. He is also active in the community, volunteering his time and serving on the board of a local non-profit. When not in the office, Tucker enjoys skiing in Vail and spending time at their family cabin in Crosslake, Minnesota.

Stacy Dawson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She worked at Merrill from 2010 to 2022 before joining Wells Fargo Clearing in 2022. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.