Dylan Graber is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill, among other firms, and has held roles outside the financial sector including at Topper's Pizza and Metropolitan State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Karels is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. He previously worked at RBC Capital Markets for 17 years and City National Bank for 7 years. Outside of his advisory role, Karels serves as Treasurer and board member of the Northern Clay Center, a charitable foundation in Minneapolis. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a blend of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Dennis Fronning is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. His career includes roles at multiple organizations such as CHS, Lakes Area Co-op, Ashby Equity Association, John Walkup, and PFS Investments, Inc. He also serves as Board Chairman for Dalton Coop Creamery, overseeing the dissolution of the company. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Goodnow is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 designation. His prior work includes roles at the University of Minnesota Department of Physics and American Family Insurance. He is also the managing owner of Eternal Springs, LLC. 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 uses research-driven, diversification-based investment approaches and offers a range of brokerage and advisory solutions.

Mitchell Haber is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Thrivent and its predecessor firms since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and written recommendations on a broad range of financial topics without managing client assets directly.

Justin Horsch is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with several firms including Thrivent Financial, Concourse Financial Group Securities Inc, and Innovate Financial Inc, where he provides financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program options, overseeing more than $256 billion in assets.

Steven Blexrud is a financial advisor with LPL Financial in Edina, MN, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance, where he worked for over a decade. Outside of his advisory work, he owns Breakthrough Table, LLC, a coaching business. 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 financial planning, advisory programs, and retirement consulting services, utilizing model portfolios and research from internal and third-party sources.

Michele Lindell is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she is involved with Centennial Group II LLC and BDLR Group, Inc., both non-investment-related businesses. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Alexandra Katya Marston Akervik is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering services such as principal trading, market-making, and proprietary research to tailor client solutions.

Matthew Rosvold is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 20 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Outside of advising, he is involved as a member of Centennial Group II, LLC, which manages office space costs for advisors and staff. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, with investment recommendations supported by in-house research and third-party data.

Terry Swanson is a financial advisor with Ameriprise in Edina, MN, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He previously worked at Zurich Awes Wealth Management for 15 years and briefly at Commonwealth Financial Network. He serves on the Board of Directors and as Treasurer of the Seven Dreams Educational Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Robert Bissonett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He 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 discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Matthew Forsman is a ChFC® and holds a Series 66 license. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. He serves as a general member of the Kimble Lake Improvement District, participating in board meetings focused on managing aquatic invasive species and water quality. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on a range of topics without discretionary trading authority, allowing clients to combine planning with managed-account services if desired.

Chase Bradshaw is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 credential and six years of industry experience. Prior to joining UBS in 2021, he worked at Edward Jones during multiple periods between 2018 and 2021. Outside of his advisory role, Bradshaw serves as a lacrosse coach at Cretin-Derham Hall. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Christopher Schwab is a CFP® with 22 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he was with Wells Fargo Advisors, LLC for one year. He serves as trustee for his mother’s and father’s investment trusts. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support its investment approach.

Mason Kniskern is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Cambridge Investment Research Inc. and Rosselot Financial Group, as well as positions outside finance such as at Deadlow Brewery and Barefoot Archery. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage channels to meet client needs.

Thomas Luxem is a financial advisor with Ameriprise in Edina, MN, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of advisory work, he is involved in tax preparation through his ownership of Pinnacle Tax Solutions and is a managing partner or co-owner in multiple LLCs used for business expense and financial management. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement. The firm’s retirement income planning utilizes proprietary research, algorithmic tools, and a centralized service team to produce customized, non-discretionary recommendations aligned with clients’ specific asset and Social Security considerations.

Annette Printup is a Series 66-licensed financial advisor with Ameriprise in Edina, MN, and has 19 years of industry experience. Her career includes multiple roles at Ameriprise dating back to 2006, along with a brief tenure at LPL Financial. Outside of her advisory work, she serves as a youth director at Redeemer Lutheran Church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning advice supported by proprietary research and algorithmic tools.

Michael Ferrell is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2021, with prior experience at Voya Financial Advisors and the Prideaux Group. In addition to his advisory role, he operates an independent insurance agency focused on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party managers, supporting diverse investment strategies across multiple program structures.

Michael Stenach is a financial advisor at Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Equitable Advisors since 2013 and was previously with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver a range of advisory and brokerage solutions.