Ellie Bjorklund is a financial advisor at J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 credentials with 19 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2007. Outside of her advisory role, she is the owner and partner of EB Holdings LLC, a single-member LLC that owns agricultural farmland. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility in its recommendations.

Michael O’deens is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation. He began his advisory career at UBS in 2024 and has prior work experience at Advanced Micro Devices, Inc., among other positions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client portfolios.

Michael Kotila is a CFP® with 18 years of industry experience. He is currently affiliated with MassMutual Investors Services in Minneapolis, MN. His prior roles include positions at LPL Financial and Larson Financial. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as ongoing collaborations that emphasize goal analysis and strategy recommendations.

Brendon Hedlund is a financial advisor at Thrivent Investment Management in Minneapolis, MN. He holds Series 66 and Series 63 credentials and has one year of industry experience. His prior work includes roles at Independent Financial Group, LLC and Diversified Tax Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering one-time or ongoing planning engagements that cover a broad range of topics without including implementation of recommendations. The firm uses goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

James Hershey is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including over two decades at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research teams and third-party strategists.

Peter Anderson is a financial advisor with Ameriprise in Chanhassen, MN, holding a Series 63 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored planning, primarily focusing on assets held within Ameriprise-managed accounts.

Michael Jastrow is a CFA® charterholder with 20 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Minneapolis, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, written Recommendation Reports through a centralized consulting team.

Austin Murphy is a financial advisor with Ameriprise in Cottage Grove, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Murphy serves on the Board of Directors for Landing at North Meadows. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing tailored recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Carrie Hancock is a financial professional with 21 years of industry experience. She holds the ChFC® and Series 66 designations and is currently associated with Cetera and North Star Resource Group. Her prior experience includes 18 years at Securian Financial Services, Inc. Hancock also engages in financial services through North Star Resource Group. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and a multi-manager platform.

Samuel Marolt is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked at Edward Jones and served six years with the Bureau of Land Management. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions through a large network of financial advisors.

Benjamin Theis is a financial advisor at Ameriprise Financial Services with two years of industry experience. He holds the Series 66 designation and has worked previously at Well Groomed Lawns and the University of Minnesota Duluth. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lou Matossian is a financial advisor at Ameriprise with five years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Fidelity Brokerage Services LLC and Morgan Stanley. Matossian serves on the board and parish council of St. Sahag Armenian Church. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Doreen Weber is a financial advisor at OSAIC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at several firms, including Sagepoint Financial, Woodbury Financial, and Infinex Investments. She is also involved as a Compliance and Supervision Specialist at Five Star Financial Resources. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide range of programs including financial planning, managed portfolios, and retirement plan consulting.

Cindy Bakke is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, having also worked with Wells Fargo Bank, NA since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Andrew Mc Connell is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Wells Fargo Clearing and has prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Corebridge, McConnell Financial, and Northwestern Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Jon Jezierski is a financial advisor at Edward Jones in Andover, MN, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Patterson Companies, Inc. and Cargill, Inc. Outside of his advisory role, he manages a rental property. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors, with a broad national network of financial advisors and offices. The firm provides a range of investment strategies and affiliated services under a fiduciary standard.

Sarah Joseph is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of her advisory role, she teaches drama and speech at Saint Francis Christian School. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services tailored to each client’s risk profile.

Eric Samshal is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tian Elder is a Series 66-licensed financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, Elder worked in marketing for energy companies and has a background that includes seven years at Hope Academy and six years at Chick-Fil-A. Outside of financial advising, Elder is involved in face-to-face marketing for energy programs from Xcel Energy and Center Point Energy. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based planning on a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed accounts under consolidated billing while keeping services separate.

Brittany Bonde is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses and having six years of industry experience. She has been with Wells Fargo Bank, NA since 2016 and with Wells Fargo Clearing Services, LLC since 2019. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.