Scott Yeomans is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has held prior roles with institutions including Northwestern Mutual, Thrivent Financial, and Securian Financial Services. Yeomans also teaches at the University of Northwestern Saint Paul. LPL Financial serves a broad range of clients—including individuals, retirement plans, banks, and charitable organizations—through a national network of advisers. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.

Kevin Bille is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Based in Minnetrista, MN, he holds a Series 63 license. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported advice.

Teisha Berger is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 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 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.

Rodney Sikel is a CFP® certificant affiliated with Edward Jones in Bloomington, MN, with 19 years of industry experience. He has been with Edward Jones since 2006. 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 strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Frank Shimkus Jr. is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked with LPL Financial since 2017 and was previously with National Planning Corporation and Burns Brother Financial Group, where he has maintained a long-standing affiliation. Outside of advisory services, he is an independent agent for non-variable life insurance and operates business entities related to wealth management and tax planning. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing research and model portfolios from LPL Research and third-party subadvisors, while also providing various institutional services and technology-driven investment solutions.

Bruce Lick is a financial advisor with Wells Fargo Clearing in St. Paul, MN, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of finance, he co-owns Lost Mallard Studio, where he provides voice talent. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Christina Kruse is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 credential and eight years of industry experience. She previously worked at Novitex and Phoenix Entertainment. Outside of advisory work, she participates in plasma donation through Octapharma. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary and discretionary investment management with a focus on multi-asset model portfolios and alternative investments.

Stephen Porter is a financial advisor with Merrill in Saint Paul, MN, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Merrill since 1977 and also with Bank of America since 2009. Outside of his advisory role, he serves as trustee for an irrevocable life insurance trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christian Lewis is a financial advisor with Ameriprise in Burnsville, MN, holding Series 65 and Series 66 licenses and with 19 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Waddell & Reed. Lewis also served with the Lakeville Fire Department for 13 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Alexandra Stanton is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds a Series 66 designation and has worked previously at United Planners Financial Services and ProEquities Inc. Outside of her advisory role, she is involved in independent insurance agencies and owns a real estate business. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides diverse investment implementation options through various platforms and proprietary as well as third-party model strategies.

Michael Schmid is a CFP® professional with 24 years of experience in financial advising, currently with Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president of Three Dog Holdings, LLC, a company engaged in office rentals. 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 large network of financial advisors and branch offices across the United States.

Harrison Grandgenett is a Series 66-licensed financial advisor at Robert W. Baird & Co. with two years of industry experience. Prior to joining Baird in 2022, he worked briefly at Wells Fargo and spent four years at the University of St Thomas. He serves as a board member and on the investment/finance committee for St John the Baptist Catholic Church. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Nathan Roberts is a financial advisor at Ameriprise with one year of industry experience. He previously worked at RBC Wealth Management and was employed at Mendakota Country Club for six years before entering the financial services industry. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team and emphasizes the use of managed accounts and algorithmic automation in its recommendations.

Randy Albrecht is a financial advisor with Merrill in Bloomington, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked in various roles including delivery for Doordash and positions at Kroger, University of Phoenix, and Farmers Insurance. Outside of his advisory work, he continues to deliver food for Doordash. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies supported by internal and third-party managers.

Ryan Greiber is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Before his advisory career, he was involved with the University of Wisconsin-Madison Office of Admissions and Recruitment. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice through a centralized consulting team.

Sheri Deutz is a financial advisor with Thrivent Investment Management in Bloomington, MN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, income tax, estate, business continuation, divorce, and special needs without portfolio management or institutional advisory services.

Kristen Musich is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at Next Financial Group Inc for 10 years. Outside of her financial career, she has been involved with the Beltline Hockey Referees' Association as a coach since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Sophia Pexa is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Thrivent Financial, Starship LLC, and Grand Canyon University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan, while maintaining separate services.

Andrea Brotzel is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2013. Charles Schwab & Co., Inc. serves primarily 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 employs multi-asset model portfolios supported by research from its Center for Financial Research.

Cheryl Johnston is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Edward Jones for 24 years and joined LPL Financial in 2025. Outside of her advisory work, Johnston is involved with Lost Lake Farm LLC, a farming enterprise in Prior Lake, MN. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement consulting, and integrates research from multiple sources to support diversified investment strategies.