Ryan D'kae is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, Allianz Life Financial Services, and Questar Capital. He is currently based in Edina, MN. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocation and alternative investment options.

Bruce Olson is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Olson is based in Bloomington, MN. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Joshua Waterman is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 66 credentials. He has 19 years of industry experience, including six years at Ameriprise Financial Services and four years with MassMutual. Outside of his advisory work, he serves as a firefighter with the Apple Valley Fire Department and is a board member of the Wyndemere Homeowners Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements and various investment programs.

Patrick Sell is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise since 2017 and previously at DWS Investments Distributors, Inc. Sell is also the owner of PLGPM, a business managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Aaron Larson is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2006. Larson is involved in insurance agency ownership through WaterRock Financial, LLC. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Christian Zepeda is a CFP® professional with 22 years of experience in the financial services industry. He currently works at Charles Schwab, where he has been since 2019, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he manages CJAM Family Ventures LLC, an entity that holds a passive investment in Trevls, Inc., a Tesla rental car company. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management, integrated brokerage, custody, and advisory services.

Charmaine Ouellette is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of her advisory role, she also works as a banquet server for FAB Weddings, 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 a combination of research, analytics, and diversification principles to evaluate investment options and offers both brokerage and advisory solutions.

Jenny Hetland is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Bonin is a financial advisor with Ameriprise in Savage, MN, holding a Series 66 designation and 18 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Connor Hassing is a financial advisor at Edward Jones in Inver Grove Heights, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked as a camera operator for the University of Minnesota Duluth Athletics Department. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,701 advisors.

Natalie Burns is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with LPL Financial since 2017. Prior to that, she was with National Planning Corporation for one year and has operated Burns Brothers Financial Group since 2001. In addition to her advisory work, she is a self-employed tax preparer and an independent insurance agent specializing in non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dale Skogstad is a financial advisor with LPL Financial in Bloomington, MN, holding CFP® and CFA® designations and 12 years of industry experience. His prior experience includes roles at Brighton Jones, Marquette Asset Management, CliftonLarsonAllen Wealth Advisors, and Dimensional Fund Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Nicholas Snow is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Sagepoint Financial, and Third Street Advisors, among others. In addition to his advisory work, he has outside employment with SB Nation, VOX, and Alpha Dog Advisors. 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 and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Ryan Corbin is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In his role, he partners with clients to understand their financial situations and collaboratively develop strategies aimed at achieving financial comfort and protecting their important assets. Ryan has extensive experience in the financial services industry, having worked in various capacities at Fidelity Investments since 2013. Prior to his current role, he served as a Financial Consultant and Investment Representative at Fidelity. Before joining Fidelity, he was an Investment Representative at TopLine Investment Services from 2012 to 2013, and he held the position of Branch Manager, AVP at TCF National Bank from 2003 to 2012.

Anthony Rubin is a financial advisor with Wells Fargo Clearing in Bloomington, MN. He holds a Series 66 designation and has 11 years of industry experience, including over 10 years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. Rubin serves as Membership Committee Chairperson for the Association for Corporate Growth and is a member of the investment committee at Beth El Synagogue. 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.

Jordan Blank is a Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Jordan focuses on helping clients progress towards their financial goals by building relationships centered on trust, transparency, and education. Jordan has been with Fidelity Investments since 2022, serving in various capacities including Investment Consultant from 2023 to 2025, Relationship Manager in 2023, and Financial Representative from 2022 to 2023. This experience has provided Jordan with a comprehensive understanding of financial planning and investment strategies.

Susan Emerson is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 43 years of industry experience and has been with Ameriprise since 2009. Outside of her financial advisory role, she owns and operates a dog training business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm’s approach integrates research, modeling, and tax-efficient strategies, delivering tailored, non-discretionary recommendations through a centralized consulting team.

Patrick Morgan is a financial advisor with UBS Financial Services in Shakopee, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Morgan serves on the board of the Shakopee Soccer Association and participates on its finance and budget committee in a treasurer capacity. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor investment plans and offers services including fee-based financial planning, discretionary portfolio management, and distribution of alternative products.

Andrew Fritsch is a financial advisor with Charles Schwab in Edina, MN, holding a Series 66 credential and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of his advisory role, he is the owner of a rental property through Pippa Properties LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure supporting its extensive network of advisors.

Michael Becker is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC since 2024 and previously worked at Securities America Advisors and Mutual of Omaha for over two decades. Becker volunteers on the Burnsville Chamber of Commerce Public Policy Committee and serves on the finance council at his church in Savage, MN. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate clients through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, retirement consulting, and access to third-party money managers, using various asset allocation tools and investment strategies.