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.

Jingjing Feng is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing proprietary research and algorithmic tools.

Daniel Myers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of advising, he is a co-member of Bonanza Grove LLC, a commercial property management entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account services through its WealthPlan consolidated billing option.

Terry Schaff is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Baseball Factory and Champs Sports. He serves as a board member and basketball coach for the Laker Athletic Booster Club associated with Prior Lake High School, coordinating volunteers and organizing basketball tournaments. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm’s approach includes personalized risk assessment and access to a range of investment programs implemented through third-party managers and in-house advisory platforms.

Ryan Hemmingsen is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds a Series 66 designation and has been associated with Wells Fargo in various capacities since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shawn Finn is a CFP® with 21 years of experience in financial advising, currently working at RBC Capital Markets since 2018. He has prior experience at Financial Planning Solutions LLC and Ameriprise Financial Services, Inc. Finn has authored a book on financial decision making for high school graduates. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment programs that integrate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Matthew Berg is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 12 years of industry experience. He is currently with Ameriprise Financial Services and previously worked at RBC Capital Markets, LLC for 10 years. Berg serves as treasurer on the board of a local homeowners association. 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 annual advice focused on retirement income planning, utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Katheryn Powell Larson is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has previously worked at BMO for nine years and US Bank for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

David Kloster is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and written recommendations across various financial topics. The firm’s planning services are separate from managed-account programs and do not include discretionary trading authority.

Aaron Raskin is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with six years of industry experience. Prior to joining UBS in 2020, he worked at Grant Thornton LLP from 2018 to 2020 and completed full-time education from 2010 to 2018. He serves on the board of Jewfolk, Inc., a nonprofit focused on promoting Jewish activities and organizations in Minneapolis, where he assists with budgeting and financial oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Lisa Byrne is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services, City National Bank, and RBC Capital Markets. Outside of her advisory work, Byrne is involved in community activities including founding divorce workshops and serving on the boards of a women’s empowerment organization and an animal rescue. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized portfolio management and financial planning services. The firm utilizes a range of in-house and third-party investment managers and offers tailored strategies based on clients’ risk profiles.

Sailaja Nambury is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo entities since 1999, including Wells Fargo Bank, N.A., Wells Fargo Advisors, LLC, and Wells Fargo Clearing. 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 advisory solutions. The firm’s approach 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 offerings.

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.

Gregory Peterson is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. He is also involved in a trust-related business activity outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Theodore Zawadski is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he engages in retail sales by selling items online on platforms such as eBay. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jason Vogel is a financial advisor with Ameriprise in Ham Lake, MN, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2007 and is currently involved with American Enterprise Investment Services Inc. Outside of his advisory role, Vogel is employed with Roseville Youth Hockey, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Caroline Ward is a Private Wealth Advisor and partner with Broughton Ward, a team within Merrill Private Wealth Management that has served families and institutions for over 40 years. She collaborates with early-stage employees and founders, executives, families, and institutions across the country on a variety of financial needs, including equity compensation planning, liquidity strategies, portfolio management, wealth and estate strategies, and banking and lending services. Caroline's approach focuses on simplifying complex financial situations and guiding clients to realize what their wealth can achieve, grounded in the team's core values of humility, intellectual honesty, and empathy. Caroline began her career in financial services in 2016, bringing prior experience as an institutional investment professional at Artisan Partners and Travelers Insurance, where she contributed to managing a $70 billion fixed income portfolio. She holds an MBA in Finance from the UCLA Anderson School of Management and a Bachelor of Arts from Claremont McKenna College, where she co-captained the women's tennis team and was a seven-time NCAA All-American. Caroline is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the CFA Society of Minnesota. Residing in Northeast Minneapolis with her husband and their rescue cat, Caroline spends her free time engaged in activities such as yoga, cooking, exploring local restaurants, and spending time with family and friends.

John Stanger is a Series 66-registered financial advisor with Thrivent Investment Management, based in Burnsville, MN, with eight years of industry experience. Prior to his financial career, he served 22 years with the Prior Lake Police Department. He is involved in community activities, serving as a committee member for the Prior Lake Polar Plunge event benefiting Special Olympics and as a board member of Protectors' Peak, a Christian retreat center for law enforcement, military, and clergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning across a range of topics without portfolio management or discretionary trading authority.

Matthew Anderson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and over 20 years of industry experience. He has been with Thrivent Investment Management since 2005 and with THRIVENT Financial since 2010. 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.