Stacey Nelson is a CFP® professional with 19 years of experience in the financial services industry. She has worked at Edward Jones since 2020 and previously spent 19 years with Birchwood Financial Partners Inc. Nelson is based in Bloomington, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Steven Lorenz is a financial advisor with LPL Financial in Apple Valley, MN, holding CFP® and ChFC® designations and over 41 years of industry experience. His prior work includes roles at National Planning Corporation and Discovery Financial Centers, Inc. He serves as Treasurer for the Lakeville Area Chamber Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad spectrum of financial activities.

Nathan Rolstad is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, he is employed in customer service at Target. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

David Muschenheim is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its subsidiary since 2005. Muschenheim serves on the investment board of the Minnesota Colorectal Cancer Research Foundation, helping design and implement the foundation’s investment plan. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Robert Shinar is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Shinar owns MJW Group LLC, which provides backoffice support for franchise advisors, and serves on the Board of Directors for the Park Nicollet Foundation. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports primarily for clients with Ameriprise-managed accounts.

Jordan Swanson is a financial advisor with LPL Financial in Apple Valley, MN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Wings Financial Credit Union from 2022 to 2025. He is also a commissioned notary in the state of Minnesota. 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 a range of services including financial planning and model portfolio programs, with advice provided primarily by investment adviser representatives who utilize various strategies and advisor-facing tools.

Tucker De Vos is a financial advisor at Ameriprise in Burnsville, MN, holding a Series 66 designation with one year of industry experience. His background includes roles in education and business operations across several organizations. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cole Buhl is a financial advisor at Ameriprise with four years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise in 2022, he worked at Fathom Advisors, Amec Home Loans, and has served as an independent hockey official since 2015. He is involved as an on-ice official with various Minnesota hockey organizations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Elicasith You is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has a background that includes eighteen years at TEKsystems before joining Thrivent in 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning and offers integrated planning and managed-account options while maintaining separate advisory services.

Samuel Pond is a Series 66–licensed advisor with Thrivent Investment Management and has three years of industry experience. Prior to his current role, he held engineering positions at firms including Eckersley O'Callaghan and Enclos. Outside of finance, he works as a facade engineer providing consulting services and also serves as an on-track riding coach for a motorcycle training school. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas without discretionary trading authority. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining separate service structures.

Vernon Syverson is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds the Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kurt Sharp is a financial advisor with Ameriprise in Jordan, MN, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA before joining Ameriprise in 2020. He serves as Treasurer on the Board of Directors for Trinity Lutheran Church Council. 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.

Theresa Ferrise is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. She has previously worked at Waddell & Reed, Inc., Thrivent Investment Management, and THRIVENT Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various strategies and tools to support its network of over 22,800 advisors.

Matthew Kleffman is a financial advisor with Edward Jones in Savage, MN, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

David Hoppe is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2008, including roles at Charles Schwab Bank and Charles Schwab Premier Bank. Prior to Schwab, he worked for Ameriprise Advisor Services, Inc. for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combined advisory, brokerage, custody, and cash-sweep service model that integrates non-discretionary client relationships with access to discretionary separately managed accounts.

Lindsey Haefemeyer is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the ChFC® designation and the Series 66 license. Lindsey has worked at Cambridge Investment Research Advisors since 2018 and has prior experience with Wells Fargo Securities, LLC. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Charles Leaf is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Engage Research and Life Time Inc., and has a background that includes full-time studies and work at Fieldwork Minneapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Mohammed Darwish is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Spire Credit Union and Wells Fargo. 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

Kenneth Brown is a financial advisor with Raymond James Financial in Bloomington, MN, holding a Series 63 designation and 45 years of industry experience. His career includes roles at McNellis, Brown & Asato, Inc., Newman Financial Long Term Care, and Park Avenue United Methodist Church. Outside of his advisory work, he is the CEO of K. L. Brown & Associates, Ltd., a Minnesota corporation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical and risk-profiling tools and supports municipal and public finance clients through its affiliation with a municipal advisor.

Michael Shinnick is a CFP® professional with 27 years of experience in the financial industry. He has been with Charles Schwab since 1999 and has served at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.