Matthew Heerey is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Quinn Elliott is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to Ameriprise, Quinn was involved in several roles including at Wally's Falafel and Hummus and Ovative Group. Quinn also worked at the University of Minnesota Twin Cities for four years. 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 planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Cheri Mchugo is a financial advisor at Morgan Stanley with 11 years of industry experience and a Series 66 designation. She previously worked at Ameriprise Financial Services Inc. before joining Morgan Stanley in 2017. Outside of her advisory role, she owns and operates an agricultural land parcel in Henning, Minnesota. 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 scenario modeling.

Roberto Devilla is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at firms including NYLIFE Securities LLC and The Prudential Insurance Company of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans without discretionary trading authority. The firm’s approach includes periodic reviews and the option to combine planning with managed-account services through its WealthPlan program.

Madeline Doyle is a financial advisor at LPL Enterprise with one year of industry experience. She holds the Series 66 designation and has a background that includes outside employment with Day Block Brewing. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

David Peterson is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment research.

Vivian Toomer is a Series 66-licensed financial advisor at Thrivent Investment Management in Minneapolis, MN, with 13 years of experience as an independent advisor and 2 years with Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Yiting Li is a Series 66-licensed financial advisor with Thrivent Investment Management in Burnsville, MN, and has one year of industry experience. Prior to joining Thrivent, Li was involved with the Family Education and Diabetes Series (FEDS) Community Research for ten years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option known as “WealthPlan.”

Amanda Byam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Chris Beck is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America Inc for ten years. Beck is also an insurance agent involved in insurance sales. OSAIC serves a broad range of clients, including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers and employs various investment tools and third-party platforms to construct diversified portfolios.

Braden Kocer is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He has worked with MML Investors Services and Mass Mutual/M&E Catalyst since 2020 and previously held positions at Dan Reichert State Farm and the Austin Minnesota Parks and Recreation. Outside of his advisory role, Kocer facilitates client referrals for property and casualty insurance by coordinating quotes and introductions to insurance agents. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning using firm-approved tools and delivers written recommendations, with implementation requiring separate brokerage or insurance arrangements.

Steven Meyers is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Horter Investment Management, Park Avenue Securities, Guardian Life Insurance Company, Stifel Nicolaus & Co Inc, and UBS Financial Services Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Alaina Klingenberg is a Series 66-licensed financial advisor with Ameriprise in St. Louis Park, MN, and has two years of industry experience. Her prior work includes roles at Liberty Diversified Inc., Cantel Medical, Great Lakes Management Company, and Caribou Coffee. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to generate and tailor these recommendations, emphasizing the use of Ameriprise-managed accounts.

Richard Mathaus is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., Ideal Credit Union, OneAmerica, Cecelia Health, Inovalon, and Optum. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lori Tauring is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 licenses and with 32 years of industry experience. Her career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, along with leadership of her own entities such as Blue Heron Tax Services LLC, which offers tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Emilie George is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her prior roles include six years at Raymond James & Associates and three years with Vandersall and Associates/Ameriprise Financial. She is also involved in support duties at Wahl & Wire Wealth Management of Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical and risk-profiling tools and supports a broad advisor network with specialized municipal and retirement advisory services.

Keith Johnson is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Jeffrey Schuette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He was previously with Stifel Independent Advisors, LLC for 22 years before joining Equitable Advisors in 2026. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models, often implemented through third-party managers and platforms, and offers ERISA fiduciary services for qualified plans.

Jonathan Nelson is a financial advisor at RBC Capital Markets in Edina, MN, holding a Series 66 designation and with eight years of industry experience. He previously worked at William Blair Investment Management, LLC for six years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Graham Low is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Northwestern Mutual Investment Services LLC and Securian Financial Services Inc. Low is also associated with Fortune Financial/North Star Resource Group. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services with over 10,000 advisors managing more than $256 billion in assets.