Alexis Didier is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Alexis held positions at several hospitality and service businesses, including Hudl, McKinney's Irish Pub, and Mahogany Prime Steakhouse. Charles Schwab & Co., Inc. serves a large client base, primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Warner Young is a financial advisor at UBS Financial Services in Bloomington, MN, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience in various roles including managing a sports bar and grill, and involvement with hockey development camps. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

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 credentials and over 30 years of industry experience. He has been with UBS since 1995. Durand serves on the board of the Durand Heritage Foundation, a charitable organization. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management offerings and leveraging 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 bringing 26 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and is the owner of Ensemble Planning, LLC, a financial services firm established in 2005. In addition to his advisory roles, Kompelien also sells fixed life, health, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers multiple portfolio management and financial planning options through a large network of independent advisors and provides access to various third-party money managers and model portfolios.

Darin Hargreaves is a CFP® professional with over 31 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes roles at The Oak Ridge Financial Services Group, UBS Financial Services, and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment 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 offerings.

Amber Fagan is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2014, including her current role since 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Melissa Albrecht is a financial advisor at Merrill with eight years of industry experience, including nine years at Merrill since 2017 and three years prior at First Call Hospitality. She holds a Series 66 designation. Outside of her advisory role, she serves as secretary of the Tigersharks Swim Club, a charitable organization in Farmington, Minnesota. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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. with eight years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2017. Prior to his advisory career, he worked at Iowa State University. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers consulting and portfolio services tailored to client goals, using a range of strategies from traditional allocations to complex approaches, and provides municipal advisory and public finance services alongside its investment management capabilities.

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.

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 with Osaic Wealth, Inc. and holds a Series 63 designation. He has 40 years of industry experience, including over a decade at Securities America Advisors and work as an independent reference counselor. Outside of advising, he has occasional involvement in fixed insurance sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers.

Andrew Lyon is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Next Financial, Ameriprise Financial, and Ryan Grant Investments. 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, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.