Ronald Fike is a financial advisor with Primerica Advisors in Burnsville, MN, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica Financial Services since 1988 and has concurrently worked with Anda Construction since 2013. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation supported by BNY Mellon Advisors and custodial services provided by Pershing and Primerica Brokerage Services.

Jane Musser is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 22 years of industry experience. She has worked at Ameriprise in various capacities since 2007, with a three-year tenure at Hightower Advisors from 2016 to 2019. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing written recommendations on income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and advisory services delivered by a centralized consulting team, and it offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Chris Amsden is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop holistic financial plans tailored to their individual needs and preferences. He leverages Fidelity's extensive planning expertise and offers clients a broad range of tools, strategies, and services. Chris has experience in various roles within Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative from 2021 to 2024. Prior to joining Fidelity, he worked in Capital Markets Trading at Ameriprise Financial Services from 2019 to 2021.

Mark Pavwoski is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked since 2010. He has 39 years of industry experience. In addition to his advisory role, he owns Pavwoski Financial, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of implementation strategies, including proprietary models and access to third-party managers, with options tailored to client objectives.

Joseph Plank is a financial advisor with Wells Fargo Advisors in Golden Valley, MN, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2025. He also owns and operates WILD BLUE ADVISOR LLC, a financial planning business based in Excelsior, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers broad investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients who meet certain net-worth thresholds with a diverse menu of planning services.

Jonathan Deckenbach is a CFP® professional affiliated with RBC Capital Markets, with 16 years of industry experience. He has been with RBC Capital Markets since 2006 and also works with City National Bank since 2024. Outside of finance, he is the passive owner of a butterfly farm in Costa Rica. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jeremy Bosch is a CFP® professional with 15 years of experience and has been with Mass Mutual Investors Services since 2014. He is also affiliated with Mass Mutual Life Insurance Company and owns Wealth Logic, Inc., a business related to life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing a collaborative and technology-supported approach to help clients with goal-based 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.

Cade Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the Thiher Johnson Sager Wealth Management team. He works with executives, business owners, and families to guide them through significant financial events such as retirement planning, business sales, and legacy creation. Cade emphasizes trust, collaboration, and discipline in his advisory approach. He supports clients with a variety of services including wealth preservation, investment management, business succession, and estate strategies, utilizing advanced tools to provide clear financial recommendations. Cade holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Minnesota State College & University System. Residing in St. Louis Park, Cade is active in sports such as basketball, pickleball, bowling, football, golf, and volleyball. He is an avid sports fan and a former student-athlete at Minnesota State Mavericks. Additionally, he contributes to community organizations including Neighborhood House.

Mitchell Bebus is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans that align with their financial goals. Mitchell has accumulated professional experience in the financial services industry, including positions as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 through 2023, as well as prior experience as a Financial Advisor at Northwestern Mutual from 2014 to 2019. Outside of his professional career, Mitchell has interests that include comedy, concerts, family activities, golf, military service, and movies.

Madeline Doyle is a financial advisor at LPL Enterprise LLC with one year of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is involved with Day Block Brewing in Minneapolis. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products via its integrated platform.

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.”

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.

Jonathan Hess is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2022, following six years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

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.

David Mohr is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and market-based modeling.

Lori Tauring is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as managing Blue Heron Professional Group, LLC, and Blue Heron Tax Services LLC, where she provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

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.

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.