Tyler Cooper is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and is based in Minneapolis, MN. His prior work experience includes roles at JPMorgan Chase Bank, Saint Olaf College, and Tanzenwald Brewing Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Thomas Geissler is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven and includes access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Andrew Tufford is a CFP® professional with 27 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019. His prior experience includes roles at AdvisorNet Wealth Management, Cetera Advisor Networks LLC, and ownership of Tufford Hughes and Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Brandon Janovsky is a Wealth Management Advisor at ASCJ Wealth Management. He began his career at Merrill in 2009, where he spent ten years working within the Investment Solutions Group’s Chief Investment Office (CIO). In this capacity, he served as a local resource to Financial Advisors and their clients, assisting in the implementation of CIO investment views. Since joining ASCJ Wealth Management in 2023, Brandon focuses on helping clients develop wealth management and portfolio strategies tailored to their individual goals. Brandon holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a dual bachelor's degree in Finance and Economics from Monmouth University. Brandon resides in Long Lake, MN with his wife and two sons. Outside of his professional work, he is involved with the Disability Action Network (DAN) and enjoys fishing, golfing, scuba diving, soccer, surfing, woodworking, and spending time with his family.

Jason May is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Cetera and has worked with affiliated firms since 2012. He also operates a financial planning business under the name May Financial Planning and holds licenses for fixed insurance products including life, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party strategies across discretionary and non-discretionary programs.

Rebecca Bratulich is a financial advisor with Edward Jones in Anoka, MN, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Kruse is a CFP®-designated financial advisor with Edward Jones in Wayzata, MN, holding 21 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Chairman of the Board of Deacons at St. John's Lutheran Church and has held leadership positions with the Rotary Club of Monticello. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Natalie Brinkman is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. She has been with LPL since 2012. Brinkman is an owner of K & N LLC, a business unrelated to securities trading. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelli Puhl is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the Board of Directors for the Wayzata Country Club and is named as a successor trustee for a private family trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets services integrated with proprietary research and institutional trading capabilities.

Shannon Bugnon is a financial advisor with Merrill, holding a Series 66 designation and 21 years of industry experience. She has worked at Merrill for a total of 20 years, with a one-year period at RBC Capital Markets in between. Merrill, along 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shane Fields is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model‑delivery strategies and separately managed account options. The firm emphasizes an operational model that curates third-party asset managers and uses a tiered wrap-fee structure.

Harold Kim is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior experience at The Huntington Investment Company, The Huntington National Bank, and BMO Financial Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized service team that collaborates with advisors.

Ryan Strange is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Avantax Investment Services and Avantax Advisory Services for 14 years and is the owner of PierrePonte Planner Solutions LLC, a financial services business he founded in 2009. He also serves as secretary of MFG Financial Advisors, a shared services company for financial advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program options.

Elizabeth Engelmann is a financial advisor with UBS Financial Services in Wayzata, Minnesota, holding a Series 66 designation and 17 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a trustee for several family trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and capital market insights to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Nicholas Bormann is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Investments, LLC. Outside of his advisory work, he serves as treasurer for BB Pine Lane Trust LLC, which facilitates estate planning related to tax payments and operating expenses. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions to serve more than 14,000 financial advisors nationwide.

Brendan Sheehan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His work history includes roles at Bank of America, Lululemon, and Pruco Securities LLC. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Householder Jr. is a financial advisor with OSAIC, holding a CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including long-term roles at Fortis Investors, Inc. and service in the U.S. Naval Reserves. In addition to his advisory work, he is involved in insurance sales, tax preparation, and serves as a co-trustee of his parents' trusts. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services, utilizing asset-allocation tools and third-party managers across various investment platforms.

Isaac Bolger is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and its investment management division since 2018. Prior to this, he worked at the Mediterranean School of Business for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across various financial topics. The firm offers clients the option to combine planning with managed-account programs while maintaining separate services and does not provide portfolio management for institutional clients.

Cody De Groot is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, Connexus Credit Union, and LPL Financial LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Lukanich is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009 and previously worked at Wells Fargo Clearing. Lukanich is also the sole owner and trustee of Vista Wealth Management, a separate financial practice based in St. Paul, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients having flexible options for implementing recommendations through brokerage or advisory programs.