Corby Serk is a CFP®-credentialed financial advisor with Edward Jones, based in Minnetonka, MN, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Knewtson Health Group and spent over a decade involved with Serk Family Chiropractic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices across the country.

Humberto Olivares is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at various Wells Fargo entities since 2010. Outside of his advisory role, he serves as treasurer for LA Oportunidad, a nonprofit supporting the Latino community. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Crosland is a CFP®-designated financial advisor with Ameriprise in Hanover, MN, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory role, he serves as the head coach for the Buffalo High School Boys Swim and Dive team and is a scoutmaster for Scout Troop 563. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Lynn Bebeau is a financial advisor at Merrill with 23 years of industry experience, including 19 years at Merrill Lynch. She holds Series 63 and Series 65 credentials. Outside of her advisory role, she serves as a director for the Prominence Creek Homeowner's Association, a homeowners association in Minnesota. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeanene Wildes is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo-affiliated firms since 2011. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Max Dibrell is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has worked at Edward Jones since 2025 and previously spent 10 years at Ameriprise. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Joel Erikson is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 28 years of industry experience, with previous roles at Prudential Insurance Company of America, Pruco Securities, U.S. Bancorp Investments, and Northland Securities. In addition to his advisory work, he is employed part-time with Midwest Promotional Models in St. Louis Park, MN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is typically model-driven, emphasizing access to third-party asset managers and offering a range of financial planning, consulting, and insurance product services through its network of advisers.

Aaron Petersen is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kenneth Basten is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. He is also the owner and manager of Kenneth J Basten LLC, a business unrelated to investment activities. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, combining research and modeling with tax-efficient strategies to deliver tailored retirement income recommendations.

Debra Connolly is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory services.

Stacy Hinkemeyer is a financial advisor at RBC Capital Markets with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining RBC in 2024, she worked at Morgan Stanley from 2013 to 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Mitchell O'Brien is a financial advisor at RBC Capital Markets in Wayzata, MN, with four years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Fiat Wealth Management, Crystal Distribution Inc., State Farm Insurance, and Bethel University. Outside of his advisory role, he volunteers as a hockey coach for the Minnesota Lakers AAA Hockey team. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Andrew Blake is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and investment solutions, managing approximately $2.74 trillion in client assets.

Daniel Farniok is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Ameriprise since 2005, serving in his current role since 2020. Farniok is co-owner of MDFF LLC, through which he manages his Ameriprise advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations within a structured, algorithm-supported framework.

Taylor Ostien is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and three years of industry experience. He has previously worked at LPL Financial, Royal Alliance Associates, and Financial Dimensions Group. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Lana Edmundson is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Jill Hartman LLC in a non-investment capacity, providing clerical support as a power of attorney for her mother. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad investment menu that features insurance-related vehicles and bank deposit sweep options.

Jessica Garcia is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Securian Financial Services, Inc. and Fortune Financial. Jessica is also employed at Fortune Financial as an assistant. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anita Licari is a Certified Financial Planner® with 25 years of industry experience, currently with RBC Capital Markets. Her prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. She serves on the Board of Directors for First Witness, a child advocacy organization, and the Kitchi Gammi Club, a private food and beverage club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that incorporate discretionary and non-discretionary portfolio management tailored to clients’ risk profiles.

Taylor Ploss is a CFP® with nine years of industry experience, currently advising at Cetera. He has worked at multiple firms including Securian Financial Services and Fortune Financial. Outside of his advisory role, he serves as treasurer for the Beta Delta Chapter of the Sigma Pi Fraternity at the University of Kansas. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, and institutions. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform that includes affiliated and third-party managers.

Timothy Farley is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has experience at City National Bank from 2017 to the present. Outside of his advisory role, he is a partner in a real estate company. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored strategies using a mix of in-house and third-party investment managers and provides integrated capital markets capabilities and alternative investment options.