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.

Paul Draeger is a CFP® and Series 66 licensed financial advisor with nine years at UBS Financial Services and a total of seven years in the industry. Prior to joining UBS, he worked at Nike and studied at the University of St. Thomas. He is based in St. Louis Park, MN. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment plans.

Rory Lea is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities, Inc. from 2003 to 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Jason Smith is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades before joining LPL Enterprise in 2024. Outside of his advisory role, Smith operates the Jason Smith Agency, providing health, life, Medicare, property, and casualty insurance services. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

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.

Samantha Donovan is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation. She has experience at UBS Financial and U.S. Bank, with a total of seven years in the financial industry. Donovan also attended Brown University from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory process.

Timothy Harberts is a financial advisor at LPL Enterprise with over 21 years of industry experience. He holds a Series 66 designation and has worked at several firms, including The Prudential Insurance Company of America and TD Ameritrade. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

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 with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining LPL Financial in 2025, she spent a decade at Next Financial Group Inc. Outside of her advisory work, Musich has been actively involved with the Beltline Hockey Referees' Association as a coach since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, financial institutions, and other organizations. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes both proprietary and third-party strategies.

Ben Boots is a Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on comprehensive financial and retirement planning, tax-efficient investing, and consolidating assets into coordinated strategies for individuals and families. Ben has experience spanning several positions at Fidelity Investments since 2019, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to his current role, he held positions as an Associate Financial Planner at Lincoln Financial Group and an Investment Analyst Intern at North Star Asset Management.

Annette Dick is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 12 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs structured planning tools along with broad retail and institutional investment offerings.

Thomas Brandt is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2009 and City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and financial planning services that incorporate a mix of in-house and third-party investment managers.

Carly Neumann is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its predecessor firms since 2005. Outside of her advisory role, she is a registered team member with BDLR Group, Inc., where she manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ income and withdrawal strategies.

Dean Adelman is a financial advisor with Wells Fargo Clearing in Saint Cloud, MN, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he manages power of attorney responsibilities for family members in Minnesota related to investment matters. 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 incorporates modern portfolio theory, with services tailored to plan objectives and risk tolerances, including a discretionary 3(38) investment option and a broad range of financial product offerings beyond typical institutional advisers.

Nicole Ostlie is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliate firms since 2015. Outside of her advisory role, she is involved with Woelfle-Notman, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependability of income sources.

Maximillian Cooper is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Personify.me and has a background that includes collegiate-level basketball at Fiba Belfast and work experience in several other companies. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach includes collaborative, annual planning engagements using firm-approved software tools and educational seminars.

Paul Affeldt is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his financial services career, he worked for seven years with the Shakopee Police Department. He is also president of Westonka Community and Commerce, where he organizes and runs meetings and helps coordinate community events. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a fiduciary standard.

Alexander Lawson is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2014. Outside of his advisory role, he volunteers providing pro bono financial planning to cancer patients through the Angel Foundation’s Financial Cancer Care Program and offers financial counseling with the Foundation for Financial Planning. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Taft is a financial advisor with Robert W. Baird & Co. in Minnetonka, MN, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Baird in 2018, he worked at Deloitte and Touche LLP and Columbia Threadneedle Funds. He serves on the investment committees of the Andy Warhol Foundation for the Visual Arts and The Minneapolis Foundation. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird manages approximately $394 billion in assets and offers a combination of manager-traded and model-traded SMA strategies, tax-management, and unified fee arrangements.

Michael Olafson is a financial advisor at Morgan Stanley in Wayzata, MN, with eight years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and advanced modeling tools in its planning approach.