Agustin Garcia is a financial advisor at Fidelity with Series 66 and Series 63 licenses and 4 years of industry experience. His prior roles include positions at TD Ameritrade and Tastytrade Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Jackson Mc Clain is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Northwestern Mutual and State Farm. Outside of advising, he worked at YUM! Kitchen and Bakery during his early career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, integrating investment research and tax-aware withdrawal strategies tailored for clients approaching or in retirement.

Alana Fermoyle is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has served as an independent contractor arbitrator for FINRA arbitration panels since 2015. Her career includes long-term roles at Raymond James Financial Services Advisory, Inc. and RAYMOND JAMES FINANCIAL SERVICES, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and also maintains unique affiliations and specialized advisory programs.

Robert Gebhard is a financial advisor at Primerica Advisors with 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Gebhard has also been involved with Storycraft since 1990. In addition to advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Julie Schmiel is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Rebecca Baron is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. She has worked at RBC Capital Markets since 2018 and previously held roles at DST Systems and Ameriprise Financial Services, Inc. Outside of finance, she works as a certified hospital pharmacy technician at Park Nicollet Methodist Hospital. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing tailored strategies through both in-house and third-party investment managers.

Jose Perezgonzalez is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 designations and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and has worked with Wells Fargo Bank, NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Eckart is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 13 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2013. 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 programs while keeping these services separate.

Danielle Faison is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She has worked at Royal Alliance Associates, LPL Financial, and CUNA Mutual Group, including Cuna Brokerage Services. In addition to her advisory role, she is involved in insurance sales and service through Benestar Financial. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Joseph D. Loftus is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

James Rogers is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC and ongoing involvement with Delta Global Services since 2014. Outside of his advisory work, he co-owns a property maintenance business with his spouse. 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Danielle Kaercher is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and 66 designations and 29 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative, non-discretionary approach informed by proprietary research and third-party data.

Carly Fischbach is a financial advisor with Ameriprise in Victoria, MN, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

James Petrik is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with RBC Capital Markets Corporation since 2008 and has been associated with Regional Operations Group, Inc. since 1993. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailored to clients’ Advisory Risk Profiles and implemented through a combination of in-house and third-party investment resources.

Michael Specht is an advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses. He has one year of industry experience, having previously worked for Adams MultiMedia for eleven years prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party databases.

Austin Boniface is a CFP® professional with nine years of experience in the financial industry, currently affiliated with LPL Financial. He has prior work experience at Magnetic North Advisors and Augsburg College. In addition to his advisory roles, he is involved with Legacy Capital, a business entity connected to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and access to proprietary and third-party research.

Kevin Taylor is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Nationwide Investment Services Inc. Outside of finance, he owns an event planning and entertainment business where he provides DJ and voiceover services for events such as weddings and conventions. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Heikki Rouvinen is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2019. Prior to advising, he spent 15 years in the hospitality industry with Deco Catering and Green Mill Restaurants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brandon Bardal is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017. Prior to his financial services career, he worked at Finkbine Golf Club and attended the University of Iowa. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Isaac Hanson is a financial advisor at UBS Financial Services with two years of industry experience. He previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has a background that includes diverse positions across several industries. Hanson holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.