Daniel Berg is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2021, he worked with various insurance carriers and several financial firms between 2019 and 2021. Before his financial services career, he was employed at Keyes Chevrolet Inc for twelve years. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from internal and third-party sources.

Daniel Schlesinger is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2013 and City National Bank since 2019. Outside of advising, he has served on the finance committee of Forecast Public Art, a nonprofit connecting artists with community needs. 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 range of wrap fee advisory programs and employs both in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Peter Kolar is a financial advisor with Ameriprise based in Corcoran, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020 and previously worked in lawn care and education. Outside of advising, he serves as a financial planning analyst supporting client service and administrative functions within the Ameriprise practice. Ameriprise is a large institutional firm offering retirement-income planning services primarily to clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

William Schwind is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custodial services. The firm is noted for its large client base, integrated operational structure, and multi-asset investment approach.

Ann Marie Wilson is a financial advisor at Thrivent Investment Management with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Thrivent and its affiliated entities since 2002. Outside of her advisory role, she serves on the board of a charity focused on improving training for individuals with autism. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on various financial planning topics without managing client portfolios directly. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Kit Leary is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Leary has worked at LPL Financial since 2017 and previously at Nationwide Securities LLC. Outside of advisory work, Leary serves as an active trustee of the Leary Family Investment Trust and is an associate agent with Covenant Insurance Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

Daniel Prostrollo is a CFP® professional with eight years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2022, following roles at Wells Fargo Clearing Services LLC and Wells Fargo Home Mortgage. Prostrollo holds ownership in DPWA LLC, a finance-related enterprise. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, serving clients who meet specified net-worth criteria.

Jason Plank is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he volunteers with BestPrep to provide financial literacy education to students and offers pro bono financial guidance through Prepare and Prosper, a nonprofit assisting low to middle income households. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brian Macdonald is a CFP®, ChFC®, and Series 66-licensed financial advisor with Ameriprise in Edina, MN, bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds. The firm employs a centralized consulting team to provide non-discretionary, research-based recommendations that incorporate tax-efficient withdrawal strategies and asset management within Ameriprise-managed accounts.

Eric Swanson is a CFP® with 21 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Lakeville, MN. Outside of his advisory role, Swanson serves as Treasurer on the Board of Directors for the Eagan Kick-Start Rotary Foundation. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dominic Stencel is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, he worked in the restaurant industry and has been involved with Minnesota Youth Athletic Service. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered delivery model.

Eric Ekman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Allianz Life Insurance Company and RBC Capital Markets. He is currently based in Bloomington, MN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering a broad range of investment and fee-based financial planning services. The firm’s approach includes tailored recommendations developed from internal research and tools, with planning services covering areas such as retirement, education, and business-owner transition planning.

Brian Stern is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. He also operates several financial and insurance businesses, including Advanced Financial Consultants and Brian Stern Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across a diversified set of investment vehicles.

Reid Meyer is a CFP® professional with eight years of industry experience. He is currently affiliated with Cetera and has worked at multiple firms including Fortune Financial and Securian Financial Services. Outside of his advisory role, he has held agent/broker positions in fixed insurance sales and property and casualty insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to both affiliated and third-party managers.

Nicole Daleiden is a financial advisor with Ameriprise in Hugo, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Her other business activities include fiduciary services. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider delivering a broad range of advisory, brokerage, and insurance solutions.

Darren Odonnell is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2018 and previously spent eight years at Invest Financial Corporation. Outside of his advisory role, he is also a licensed real estate agent in Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Ashley Mellem is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is involved as a registered team member with BDLR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brad Fairchild is currently serving as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2010, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Brad worked as a Financial Advisor at Edward Jones in 2009. With over 15 years of experience in the financial industry, Brad has worked with clients facing a variety of unique financial situations. His professional approach focuses on helping clients and their families understand the complexities of their personal finances. His extensive experience at Fidelity has equipped him with knowledge across various aspects of financial planning. Brad emphasizes Fidelity's trusted brand in the financial industry and is committed to providing guidance tailored to all styles of investors. His process and business values are centered on assisting clients as they pursue their financial goals.

David Madetzke is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include nearly a decade at Focus Financial and positions at Securities America Advisors before joining OSAIC. Outside of his advisory work, he volunteers as a girls hockey coach and serves as a trustee of a family irrevocable trust. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

John Mazzara is a CFP® and ChFC® professional with 35 years of experience in financial advisory. He is currently with Cetera and has been affiliated with the firm and its affiliates since 2013. In addition to his financial advisory work, Mazzara is the owner of a website and publication focused on senior housing, where he manages content and advertising. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers and investment programs.