Justin Pettit is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Vermillion Insurance Agency, Vermillion Wealth Management Inc., Securities America, Inc., and Cetera Investment Advisers, LLC. He also works as a paraplanner assisting with financial planning and client communications. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves clients with at least $1 million in investable assets and emphasizes a range of advisory, brokerage, and insurance solutions through its institutional platform.

Peter Durand is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with UBS since 1995. Durand serves as a director on the board of the Durand Heritage Foundation, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations.

Rachel Mc Cready Flora is a financial advisor at Edward Jones with six years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2014. Outside of her advisory role, she owns Rachel Evelyn Design, a freelance front-end web development business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including both discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor and branch network as well as affiliated investment capabilities.

Brian Kompelien is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has served in advisory roles at Cetera and affiliated firms since 2012 and is the owner of Ensemble Planning, LLC, a financial planning firm. Additionally, he sells fixed life, health, disability insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various investment program options.

Darin Hargreaves is a CFP® professional with 31 years of industry experience. He is currently with Wells Fargo Clearing and has held prior roles at The Oak Ridge Financial Services Group, UBS Financial Services, Ameriprise, Robert Baird & Co., and Prudential Equity Group. 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.

Amber Fagan is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.

Arron Olson is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at Wells Fargo Insurance / USI Insurance Services and Marsh & McLennan Agency. He is based in St Louis Park, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Connor Duffy is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Door County Creamery for nine years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Aman Gupta is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at the Federal Deposit Insurance Corporation and has a background that includes time as a full-time student at the University of Minnesota Duluth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Colin Surges is a financial advisor at Robert W. Baird & Co. based in Edina, MN, holding a Series 66 designation with nine years of industry experience. He has worked at Robert W. Baird & Co. since 2017 and was previously affiliated with Iowa State University from 2013 to 2017. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, employing a mix of manager-traded and model-traded strategies supported by internal research and tools.

Cassandra Schmidt is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Prudential Financial and Securian Financial Group. Outside of her advisory role, she is a partner in a residential rental property business. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors. The firm offers a variety of investment strategies and maintains a large network of advisors and branch offices across the country.

Geri Paquette is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as an election judge for the City of Eagan, assisting with the administration of election procedures. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Tait Kelly is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his industry experience recently. His work history includes roles at Endurance Wealth Management, LPL Financial LLC, and Marsh McLennan Agency. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and modeling tools to tailor non-discretionary planning and supports various advisory programs and institutional portfolio management.

Benjamin Freeman is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked previously at City National Bank, Bank of America N.A., and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers, providing portfolio management, financial planning, custody, and brokerage services.

Justin Gandrud is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Raymond James, he worked at LPL Financial LLC. Gandrud is the CEO of Gandrud Financial LLC, a business he established to operate part of his practice under a separate entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad advisor network with specialized services including municipal advisory and SIMPLE IRA Employer Advisory programs.

Curtis Carstens is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 26 years of industry experience. He has worked at City National Bank since 2016 and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Gary Demee is a financial advisor at Osaic Wealth with 40 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors and Securities America Inc for 11 years. Demee also operates an independent reference counseling business and is involved in occasional fixed insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by model-driven asset allocation and portfolio optimization tools.

Andrew Lyon is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Next Financial, Ryan Grant Investments, and Ameriprise Financial. Lyon's experience includes roles both within and outside the financial sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of investment platforms and strategies supported by technology and extensive asset management.

Jill Jacobson is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Wells Fargo Clearing Services LLC, where she has worked for nine years. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Gregory Wallace, and Ameriprise. She also serves as a personal representative and trustee for her spouse’s trust, handling related investment activities. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 resources.

Derek Brinkman is a financial advisor with Edward Jones in Prior Lake, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the City of Savage Police Department for 11 years. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.