David Madetzke is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include nearly a decade at Focus Financial and positions at Securities America Advisors before joining OSAIC. Outside of his advisory work, he volunteers as a girls hockey coach and serves as a trustee of a family irrevocable trust. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Laurel Traxler is a Series 66-credentialed advisor with 16 years of industry experience. She has been with Merrill Lynch since 2006 and currently works at Bank of America N.A. since 2024. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates internal Chief Investment Office teams and third-party managers to implement portfolio strategies and account administration.

Mark Edlund is a CFP® professional with 27 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory work, he is involved with Strategic Financial Concepts, a business focused on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides diverse advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management strategies.

Connor Jones is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He previously worked at Thrivent Financial and the University of North Dakota. Outside of his advisory role, he is employed as a Client Services Associate at Prosperwell Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Coughlin is a financial advisor with Thrivent Investment Management in Minnetonka, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and with Thrivent Investment Management since 2010. Outside of his advisory role, he is a part-owner of a farmland rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics and offers a managed-account program that can be combined with planning services under a consolidated billing option.

Joy Henry is a financial advisor with Ameriprise in Eden Prairie, MN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Henry is also a registered team member at May, Inc., where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Brandon Howe is a Series 66-licensed financial advisor with RBC Capital Markets in Wayzata, MN, and has 17 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his financial advisory work, Howe serves as a trustee for the Mound Cemetery Association, is on the board of the Orono Softball Association, and will serve on the board of the Mound Cemetery Heritage Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Peter Knutson is a CFA® charterholder with 12 years of industry experience. He has worked at UBS Financial Services for 13 years before joining Wells Fargo Advisors in Wayzata, MN, where he has been since 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Kristin Wolfe is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and four years of industry experience. She has been with RBC Capital Markets since 2018 and previously held positions at The University of Wisconsin-Madison. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients' risk profiles.

Dana Granberry is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. Prior to joining RBC in 2026, Granberry worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Robert Harnett is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2003. He serves as a board member of Camp Friendship Ventures, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

David Rehmann is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked for The Bernard Group from 2008 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Marcus Schaller is a CFP®-credentialed financial advisor with 10 years of industry experience, currently working at Ameriprise in Plymouth, MN. His prior roles include positions at Integrated Equity Management and Commonwealth Financial Network. 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 with written Recommendation Reports and ongoing advice based on detailed investment research and proprietary analysis tools.

Maxwell Opheim is a financial advisor with Cetera based in Minnetonka, MN, holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles with Cetera Wealth Services, AdvisorNet Financial Partners, and Bar Financial Partners. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Edward Warn is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked with several firms including Cetera Wealth Services, Vestcore Financial Group, and HD Vest Advisory Services. Warn is also principal of WARN Financial Group Ltd, a CPA tax and business consulting firm providing tax planning and business consulting services. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, with access to both affiliated and third-party investment managers.

Jeffrey Belstler is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Krystine Berens is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Guardian Resources for seven years. Outside of her advisory role, she creates training videos related to fixed indexed annuities and asset management applications. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a range of investment vehicles, with both discretionary and non-discretionary account management options.

David Mendelsohn is a financial advisor with Ameriprise in Medina, MN, holding Series 66 and Series 63 designations and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. 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 a written Recommendation Report and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Elliott Peterson is a financial advisor at LPL Enterprise with two years of industry experience and holds a Series 66 designation. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and entrepreneurial ventures such as Bonzers on Fourth Inc and Skyline Social and Games. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform combining investment advice with insurance and lending services.

Lindsay Strickland is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds Series 63 and Series 65 credentials and is based in Wayzata, MN. Her career includes over a decade at RBC Capital Markets and a recent role at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, using a mix of in-house and third-party investment managers tailored to each client’s risk profile.