Charles Braniff is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Braniff volunteers providing pro bono financial planning to cancer patients through the Angel Foundation's Financial Cancer Care Program. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Peggy Christensen is a financial advisor with Wells Fargo Clearing in Wayzata, MN. She holds a Series 66 designation and has 18 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank N.A./Marquette. Outside of her advisory work, she serves as an executor for a family estate. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

James Adams is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera, he worked at VOYA Financial Advisors and has operated Adams Consulting Group since 1995, where he provides financial education sessions and consulting related to employee benefit programs. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Erika Greeney is a financial advisor with LPL Financial in Bloomington, MN, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining LPL Financial, she worked at U.S. Bancorp Investments, U.S. Bank, Green Mill, and Tavern Grill. She is also the owner of MamaMakingThings, a small business unrelated to investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shawn Stuart is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management since 2010. Outside of advising, he manages rights related to music he produced prior to 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 planning across multiple areas without discretionary trading authority, allowing clients to combine planning with managed accounts while keeping services separate.

Stephen Doody is a CFP®-designated financial advisor with Edward Jones, based in South St. Paul, MN, where he has worked since 2003. He has 23 years of industry experience. Outside of his advisory role, he serves as a PA announcer for the South St. Paul School District’s athletic events and holds leadership roles in community organizations, including as director of the South St. Paul Lions and president of South St. Paul Future, Inc., a nonprofit focused on local economic development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Lawrence Douglas is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Bank NA and Wells Fargo Advisors, LLC dating back to 2012. Outside his advisory role, he serves as power of attorney for a relative, assisting with elder care matters. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Thomas Asenbrenner is a CFP® professional with 33 years of industry experience, currently serving at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in business ownership related to bookkeeping and tax matters and serves on the board of the Nicollet Ridge Business Center Association. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tonya Schulte is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in guiding clients through comprehensive financial planning and wealth management strategies. She specializes in education planning, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Tonya works closely with multi-generational families to develop personalized, goals-based wealth strategies and regularly reviews client progress to help them achieve their long-term financial objectives. Tonya holds a Bachelor's Degree from St. Cloud State University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. Her approach emphasizes simplicity and transparency in navigating the complexities of investing, with a focus on aligning financial strategies with clients' unique perspectives and priorities. Outside of her professional role, Tonya is involved in community activities including Better Money Habits, Feed My Starving Children, Habitat for Humanity, and her church. Her personal interests include boating, gardening, reading, scrapbooking, volleyball, yoga, and spending time with her husband and three daughters.

Richard Johnston is a CFP® with 45 years of industry experience and has been with LPL Financial since 1992. He holds a Series 63 license and operates out of Grant, MN. Johnston is also involved with Johnston Financial Services, a business entity for tax and investment purposes focused on accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Dijohn Mckinney is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Robinhood, Charles Schwab & Co., Inc., and Scottrade, Inc. prior to his current position. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across a range of financial planning topics without discretionary trading authority or portfolio management for institutional clients.

Anna Walth is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Logan Park Wealth Management and UW Madison. Outside of financial services, she has experience in property management and marina operations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Leandro Gavino is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo and Ameriprise, as well as non-financial positions in education and retail. He has also worked seasonally at the Minnesota State Fair. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Elizabeth Sjoberg is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her career includes roles at Ameriprise Financial Services and Thrivent Financial. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice.

Zachary Mekler is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at J.P. Morgan, Westwood One, and the Philadelphia 76ers. He also serves as a committee member for a referral-based networking chapter. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Kevin Engebretson is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at LPL Financial since 2026, including prior roles at LPL Enterprise, Prudential Insurance Company of America, and AXA Advisors. Outside of his advisory work, he coaches at the Rockford/Greenfield Athletic Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

Colby Chapman is a financial advisor with LPL Financial in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, Chapman is the owner of CJ Cigar Company LLC, a business unrelated to his investment activities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services delivered through a large network of investment adviser representatives.

Luke Loring is a financial advisor at Equitable Advisors with two years of industry experience and a Series 66 designation. His prior experience includes roles at companies such as Door Dash and Game One. Outside of advising, he has worked as a delivery driver for Door Dash. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Gary Hasse is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at U.S. Bancorp Investments, Inc. for 25 years before joining Wells Fargo in 2022. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

David Flora is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Wells Fargo Bank, Stewart Title, and Bank of America. Outside of his advisory work, he is a co-owner and advisor of a youth hockey program through Oregon Ice Entertainment. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.