Jeremy Christensen is a financial advisor with Ameriprise in Prior Lake, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Bayliss is a financial advisor with Cetera in Edina, MN, holding a Series 66 designation and six years of industry experience. He has worked at several firms including Securities America and OSAIC, and maintains a legal practice focused on patent prosecution and estate planning. Bayliss also works as an insurance producer specializing in life, health, and accident insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a large network of more than 10,000 advisors.

Jason Heath is a financial advisor with Ameriprise in Hampton, MN, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2003. Outside of his advisory role, Heath serves as President and is on the Board of Directors of Haven Acres, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Amanda Kraus is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2021, she worked at CRI Securities, LLC and Securian Financial Services Inc. Outside of her advisory role, she is the owner of a retail business focused on essential oils and also operates a consulting service. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team and proprietary tools to deliver written recommendation reports and ongoing advice, with an investment approach influenced by its affiliated product ecosystem.

Greg Lein is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leif Hagen is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 2002. Outside of advisory work, Hagen operates an art gallery called Hagen Hus Gallery. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes a range of model portfolios, research, and technology-driven tools.

Kevin Kunnari is a Series 66-licensed financial advisor with Edward Jones in Eden Prairie, MN, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Raun Nelson Wenmark is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Clearing. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wenmark serves as a board member of the Laketown Community Homeowners Association in Victoria, MN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edward Folisi is a financial advisor with Raymond James & Associates in Edina, MN, holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at UBS Financial Services for 15 years. Outside of finance, he coaches youth baseball and is involved in volleyball officiating. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm provides tailored, non-discretionary financial planning and investment consulting, drawing on diverse portfolio management styles and affiliated research.

Matthew Svendsen is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. He holds the CFP® designation and multiple securities licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc. from 2022 to 2024. Outside of his advisory role, Svendsen is president and CFO of Be Brave Live Free Inc., where he manages business and financial reporting activities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm utilizes a variety of investment strategies and platforms, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions.

Daniel Utoft is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Degelmann is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wings Financial Credit Union and CUNA Brokerage Services, with additional experience at Edward Jones. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Hunter Askland is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Ferguson Enterprises and Doran Companies. Outside of his advisory role, he is involved in youth soccer as a referee and coach. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a client intake process to tailor services and offers a hybrid referral and implementation model that includes both advisory and brokerage/insurance channels.

David Wittenberg is a Series 66-registered financial advisor with Thrivent Investment Management, based in Bloomington, MN. He has 11 years of industry experience and has worked with Thrivent Financial since 2015. Outside of his advisory role, he serves as the secretary for the Chatterton Home Owners Association, managing meeting notes and communications for the neighborhood. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based financial planning on a range of topics, with the option to combine planning with managed-account services under a consolidated billing structure.

Kalley Leer is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2011 and City National Bank since 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles and supported by both in-house and third-party managers.

Jeremy Steward is a financial advisor with Ameriprise in Farmington, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Brian Mikkelson is a financial advisor with LPL Financial in Eden Prairie, MN, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation. He has operated his own firms, B.L. Mikkelson and B.L. Mikkelson & Associates, since the 1980s. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management, supported by in-house and third-party research.

Scott Munro is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Morgan Stanley since 2020, including a role at Morgan Stanley Private Bank, N.A. since 2025, and briefly at RBC Wealth Management in 2020. His early career includes multiple positions at the University of Wisconsin-Eau Claire and roles in various businesses unrelated to finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets with a planning process that uses structured discovery and firm-approved tools.

Mark Ogren is a Senior Financial Advisor with Merrill Lynch Wealth Management. He offers comprehensive wealth management services that begin with understanding each client's unique financial situation and priorities, then developing customized strategies that adapt to changing needs and market conditions. Mark provides access to investment insights from Merrill and banking services through Bank of America to support various aspects of clients’ financial lives. His areas of expertise include college education planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, as well as individual and corporate investment strategies. Mark holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the University of Minnesota Duluth. Outside of his professional work, Mark is actively involved in community activities such as church and school functions, youth sports coaching, and high school football coaching. His personal interests include biking, boating, football, golfing, hunting, skiing, spending time with his family, traveling, and yoga.

Morgan Owens is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He holds the Series 66 designation and is based in Bloomington, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors offering a range of discretionary and non-discretionary strategies under a fiduciary standard.