Isaac Wales is a CFP® professional with 26 years of experience in the financial services industry. He has been with Ameriprise since 1999, including six years at Ameriprise’s current institutional structure. Outside of his role at Ameriprise, he owns and manages an advisory business, IW Associates, based in Delano, MN. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to support income planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Paul Collins is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 investment approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Laura Thureson is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment offerings.

Steven Corless is a financial professional with 24 years of industry experience, currently affiliated with Cetera. His prior experience includes 11 years at RBC Capital Markets and roles at Cetera Wealth Services and Advisornet Wealth Partners. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Jacob Fuller is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a large network of advisors and branch offices across the United States.

Emily Koski is a financial advisor at Ameriprise with a Series 66 credential and over 15 years of experience in the financial industry, including a prior role at U.S. Bank. She is also a professional musician, performing at events such as weddings and funerals on a contractual basis. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with substantial assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team and algorithmic support.

Krystal Julius is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. She leads the Eckerline Julius Wealth Management Group, providing strategic wealth management services to individuals, families, businesses, and organizations. Krystal's expertise includes family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Krystal has spent her entire career in wealth management, joining Merrill in 2008 after serving as a Wealth Management Banker with Bank of America. She holds the Chartered Financial Consultant (ChFC) designation, the Chartered Retirement Planning Counselor (CRPC) designation, and a Personal Investment Advisor (PIA) designation. Krystal earned a Bachelor's degree from the University of Saint Thomas. Outside of her professional role, Krystal is involved in several community organizations including Feed My Starving Children, Gigi's Playhouse Twin Cities, Salvation Army, and St. Bartholomew. She is also connected with the Minnetonka Figure Skating Club and YMCA of the North. In her personal time, Krystal enjoys gardening, golfing, music, traveling, yoga, and spending time with her family.

Brian Honn is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and over 34 years of industry experience. Prior to joining Osaic in 2024, he worked for Woodbury Financial Services, Inc. for 14 years. Outside of advising, he serves as trustee for multiple family trusts and is involved as a part owner and trustee in several LLCs. Osaic Wealth, Inc. provides brokerage and investment advisory services to a broad range of retail and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs asset-allocation tools, risk-tolerance assessments, and diversified portfolios across various asset classes, offering both discretionary and non-discretionary account management.

Alexandra Mc Quade is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Wells Fargo Bank N.A. from 2013 to 2024 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Yevgeny Bilozerov is a financial advisor with Raymond James Financial in Plymouth, MN. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Raymond James, he held roles at Wells Fargo Bank and Wealth Enhancement Brokerage Services, LLC. Bilozerov is also involved with PFK Services Inc., a non-investment related business. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations through extensive client collaboration and a variety of implementation options.

Joseph Buska is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director at Nu Shoe Inc., where he advises the CEO on business strategy. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kim Hoversten is a financial advisor with Ameriprise in Medina, MN, holding the ChFC® designation and Series 66 license, with 25 years of industry experience. She has been with Ameriprise since 2005. Outside of her role at Ameriprise, she leads investment operations and financial planning tasks for Scannell LLC, an LLC employing financial advisors. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions.

Rebecca Hall is an Investment Management Consultant II. She currently works as a Financial Consultant at Fidelity Investments since 2024. Prior to this, she served as a Financial Advisor at Equitable Advisors from 2022 to 2024. Rebecca focuses on guiding clients through their financial journeys by exploring their goals, assessing their current situations, and developing tailored approaches. She provides insights on investments, retirement planning, tax considerations, and risk management, aiming to help clients create comprehensive financial plans for a secure future. Outside of her professional work, Rebecca enjoys activities such as gardening, music, outdoor adventures, traveling, volunteering, and has an interest in food.

Bobby Swoboda is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. He also manages his advisory business through Swoboda Management LLC. Ameriprise is an institutional firm offering a retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.

Luke Turnquist is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Wells Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm allows clients to integrate planning with managed account services through a consolidated billing option while maintaining separate service structures.

David Netjes is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2021 and previously retired from the industry between 2008 and 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jeremy Jackson is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial and Fred Alger & Company. Based in Wayzata, MN, he has been with Ameriprise since 2026. 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Troy Barta is a financial advisor with LPL Financial, holding CFP® and multiple securities licenses (Series 63, 65, 66) and having 30 years of industry experience. He has worked at LPL Financial since 2022 and has also been associated with Cuna Mutual Group and Cuna Brokerage Services since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, and retirement plan consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Rachel Greenwald is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and has previously been involved in entrepreneurial ventures, including ownership of a restaurant. Prior to her advisory role, she also worked in education at the University of Kansas. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions. The firm offers tailored portfolio management and financial planning services through various advisory programs, utilizing a combination of in-house and third-party Investment Managers.

Adriano Batista is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with OSAIC since 2012. Outside of his advisory role, he owns Soaring Eagles Wealth Management, a firm focused on retirement analysis, investment reviews, and consulting. 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 provides integrated brokerage and advisory services through a large network of financial advisers, utilizing advanced asset-allocation tools and offering a broad range of investment options and third-party management solutions.