Steven Larson is a ChFC®-designated financial advisor with 35 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2024 after a 22-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management. Larson serves on the boards of Y Hockey Ministries International and Legacy Christian Academy. 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 a range of financial planning and investment management services delivered through independent financial professionals using various portfolio management platforms and proprietary model strategies.

Kristina Rode is a financial advisor at Stifel with a Series 66 credential and has one year of industry experience. Prior to joining Stifel, she worked at JPMorgan Chase Bank, National Association, and has experience in the legal sector with Sage Law Group LLC. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Faris El Gosa Nagle is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2019. He previously worked at Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC from 2014 to 2019. Nagle is also the owner of EGN Unlimited LLC and Prosper Hill Wealth Management, LLC. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved software and collaborative annual planning engagements.

Robert Seymour is a financial advisor at Edward Jones in Golden Valley, MN, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017 after working at Optum for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Theodore Bulinski is a Series 66 licensed financial advisor with UBS Financial Services in Wayzata, MN, and has five years of industry experience. Prior to joining UBS in 2021, he worked for five years at McGough Construction Co. LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm integrates proprietary capital market assumptions and model-based asset allocations with research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management.

Kyle Thomas is a ChFC® with 26 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and AllState Insurance. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates adviser programs with brokerage and insurance products through its affiliated entities and delivers investment advice primarily via its investment adviser representatives.

Steven Plant is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Wayzata, MN. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Raymond James, he worked at Gps Capital Management from 2017 to 2020 and has been associated with Plant Investment Services, Inc. and North Shore Capital Management, LLC since 2009. He serves as President of the Rotary Club of Maple Grove Foundation, where he works with other professionals to guide the foundation in selecting a third-party investment manager for long-term planning. 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 to develop tailored financial plans, with an emphasis on advisory and implementation-support services.

Jonathan Hickox Young is a Series 66-licensed advisor with J.P. Morgan Securities, based in Brooklyn Park, MN, with three years of industry experience. He has prior experience at Ameriprise Financial Services and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with several music organizations, including the Reno Philharmonic Association, Toccata Orchestra, and Reno Chamber Orchestra. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Elizabeth Engle is a financial advisor at Fisher Investments with 11 years of industry experience. She holds a Series 66 designation and has worked at Fisher Investments since 2018, following roles at McAdam LLC and Purshe Kaplan Sterling Investments from 2014 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment policy committee and tax-aware strategies to manage risk and positioning.

Grant Walters is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Prime Therapeutics, Polaris Industries, UnitedHealth Group, and Bethel University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to model potential outcomes.

Erin Seiler is a financial advisor at Osaic with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Castle Hill Capital Partners, and Fidelity Brokerage Services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, utilizing firm-provided tools and multiple third-party platforms to construct and manage client portfolios.

Samuel Grodnick is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and one year of industry experience. Prior to his current role, he gained varied work experience in logistics, food service, and education. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved tools to deliver written financial recommendations but does not have investment discretion in planning engagements.

Kyle Bancke is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he manages an advisory business through Spielman, LLC. Ameriprise offers a retirement-income planning service aimed at 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 tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Pal Yang is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 credential. Prior to joining Fidelity, Yang worked at Merrill for two years and has a background that includes ministry study and teaching. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and registered investment companies.

Tyler Cooper is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and is based in Minneapolis, MN. His prior work experience includes roles at JPMorgan Chase Bank, Saint Olaf College, and Tanzenwald Brewing Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Thomas Geissler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Geissler also operates Geissler Financial, a business aligned with his LPL activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Andrew Tufford is a CFP® professional with 26 years of industry experience, currently associated with LPL Financial since 2019. He has previously worked with AdvisorNet Wealth Management and Cetera Advisor Networks and has maintained his own firm, Tufford Hughes and Associates, since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management approaches.

Brandon Janovsky is a Wealth Management Advisor at ASCJ Wealth Management. He began his career at Merrill in 2009, where he spent ten years working within the Investment Solutions Group’s Chief Investment Office (CIO). In this capacity, he served as a local resource to Financial Advisors and their clients, assisting in the implementation of CIO investment views. Since joining ASCJ Wealth Management in 2023, Brandon focuses on helping clients develop wealth management and portfolio strategies tailored to their individual goals. Brandon holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a dual bachelor's degree in Finance and Economics from Monmouth University. Brandon resides in Long Lake, MN with his wife and two sons. Outside of his professional work, he is involved with the Disability Action Network (DAN) and enjoys fishing, golfing, scuba diving, soccer, surfing, woodworking, and spending time with his family.

Jason May is a financial advisor with Cetera, holding the CFP® designation and Series 66 license, and has 15 years of industry experience. He has worked at Cetera and its affiliate firms since 2012. In addition to his advisory role, he operates May Financial Planning, a DBA focused on financial services, and is involved in fixed insurance products including life, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of advisors, providing multiple program structures and access to both affiliated and unaffiliated investment managers.

Rebecca Bratulich is a Series 66-licensed financial advisor with Edward Jones in Anoka, Minnesota, where she has worked since 2014. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.