William Lagoo is a financial advisor with LPL Financial, holding a Series 63 credential and 42 years of industry experience. He has been with LPL Financial since 2009. Outside his advisory role, he is involved with Investors Financial Group Inc., a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm provides various financial planning and investment management programs using both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Tanner Danks is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services and Anderson, Foe, Kent, Madsen & Associates, LLC, where he serves as a wealth management representative. He also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across a wide range of program structures.

Rose Brager is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked with Thrivent and its related entities since 2018. Outside of her advisory work, she operates an online resale closet on Poshmark where she sells and donates personal and family items. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers goal-based financial planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

William Shannon is a financial advisor with Ameriprise in Prior Lake, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Shannon serves on the board of BBIG, LLC, an office condominium entity. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with advisor oversight to deliver tailored retirement income plans primarily through Ameriprise-managed accounts.

Kathryn Nollette is a Series 66–registered financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, she worked in various roles including positions at Edina Country Club and the University of St. Thomas. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Benjamin Klaers is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Klaers is involved with Royal Ideas, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Kevin Sevlie is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience, currently with Ameriprise Financial Services. His prior roles include positions at Northwestern Mutual and Questar Asset Management. Outside of financial advising, he manages a hobby farm called Golden Pond Acres. 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, which provides written recommendations and ongoing advice focused on income stability and tax-aware strategies.

Sandra Larson is a financial advisor with LPL Financial in Edina, MN, holding a Series 63 designation and 23 years of industry experience. She previously worked at SAGEPOINT FINANCIAL for eight years before joining LPL Financial in 2020. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a range of investment strategies and operational tools to its network of over 22,800 advisors.

Thomas Tarr is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. He collaborates with high net worth individuals and families to provide guidance on complex investment strategies, including tax-efficient investing and estate planning considerations. Thomas holds the Certified Financial Planner (CFP®) designation and has 14 years of experience in financial planning. His career at Fidelity Investments began in 2011 as a Financial Representative, advancing through roles such as Investments Consultant and Financial Consultant before becoming Vice President in 2015. Thomas applies his expertise to help clients work toward their financial goals based on their unique situations. Outside of his professional work, Thomas has interests in cars, fishing, golf, tennis, and traveling.

Alexander Garibaldi is a financial advisor at Edward Jones with a Series 66 designation. He has experience working at multiple firms including Brennan Investment Group and The Hanover Company. Garibaldi is based in Minneapolis, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a range of account types. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a large nationwide network of advisors and branch offices.

Benton Olson is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 credential and 11 years of industry experience. He previously worked at Princor Financial Services Corporation and Principal Life Insurance Company. Prior to joining Morgan Stanley, he referred a health insurance plan setup for a brewery through Flagship Insurance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and analyses.

David Graff is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2014 and is also a co-owner of Graff Ltd., a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendations through a centralized consulting team.

Mark Johnson is a CFP® with 33 years of industry experience, currently serving at RBC Capital Markets since 2021. His prior roles include positions at Bank of America and Merrill from 2013 to 2021. Johnson is a board member of the University of Northwestern and Reign Ministries, where he contributes business guidance. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management programs and leverages both in-house and third-party investment resources to meet client-specific risk profiles.

Robert Mccrea Jr. is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. from 2009 to 2018. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies from traditional allocations to complex non-traditional investments.

Philip Postlewaite is a CFP® credentialed financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has worked at multiple Wells Fargo entities since 2005. Outside of advising, he owns a tree farm and operates a beekeeping business selling honey. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo’s research and tools. The firm integrates advisory services with other financial products and channels.

Tiffany Siciliano Taylor is a Series 66-licensed financial advisor with Ameriprise in Victoria, MN, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service tailored to 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 in its approach and delivers recommendations through a centralized consulting team.

Darya Volvatch is a Series 66-licensed financial advisor with Ameriprise in Richfield, MN, bringing nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Volvatch serves as Treasurer on the board of Animal Ark, a nonprofit organization. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jay Dobbs is a financial advisor with Ameriprise Financial Services in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Ameriprise since 2009 across different entities within the firm. 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 written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research, third-party data, and algorithmic tools.

Nicholas Palzer is a financial advisor at Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of advising, Palzer is also a sales agent for Blue Cross Blue Shield Dental, Health, and Vision insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes third-party asset managers and offers a range of investment products without sponsoring its own wrap fee program.

Mark Ruark is a CFP® and Series 66 registered financial advisor with Edward Jones, where he has worked since 2016. He has 10 years of industry experience. Outside of advisory work, he is a board member of a proposed startup, Luce Line Brewing, based in Plymouth, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.