Kathryn Nollette is a financial advisor with LPL Financial and holds a Series 66 designation. She has one year of industry experience, including prior roles at the University of St. Thomas and local golf clubs. 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 financial planning and advisory services, including model portfolios, retirement plan consulting, and both discretionary and non-discretionary management options.

Benjamin Klaers is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Klaers is involved with Royal Ideas, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Kevin Sevlie is a CFP® professional with 18 years of experience in financial advisory services, currently with Ameriprise Financial Services. His prior experience includes roles at Northwestern Mutual and Monica Eckberg. Outside of his advisory work, he owns and manages a hobby farm called Golden Pond Acres. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focusing on retirement income planning through written recommendation reports and ongoing advice.

Sandra Larson is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. She previously worked at SAGEPOINT FINANCIAL for eight years before joining LPL Financial in 2020. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with access to a range of model portfolios and research.

Thomas Tarr is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. He collaborates with high net worth individuals and families to provide guidance on complex investment strategies, including tax-efficient investing and estate planning considerations. Thomas holds the Certified Financial Planner (CFP®) designation and has 14 years of experience in financial planning. His career at Fidelity Investments began in 2011 as a Financial Representative, advancing through roles such as Investments Consultant and Financial Consultant before becoming Vice President in 2015. Thomas applies his expertise to help clients work toward their financial goals based on their unique situations. Outside of his professional work, Thomas has interests in cars, fishing, golf, tennis, and traveling.

Alexander Garibaldi is a financial advisor at Edward Jones with a Series 66 designation. He has experience working at multiple firms including Brennan Investment Group and The Hanover Company. Garibaldi is based in Minneapolis, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a range of account types. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a large nationwide network of advisors and branch offices.

Benton Olson is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 credential and 11 years of industry experience. He previously worked at Princor Financial Services Corporation and Principal Life Insurance Company. Prior to joining Morgan Stanley, he referred a health insurance plan setup for a brewery through Flagship Insurance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and analyses.

David Graff is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2014 and is also a co-owner of Graff Ltd., a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendations through a centralized consulting team.

Mark Johnson is a CFP® with 33 years of industry experience, currently serving at RBC Capital Markets since 2021. His prior roles include positions at Bank of America and Merrill from 2013 to 2021. Johnson is a board member of the University of Northwestern and Reign Ministries, where he contributes business guidance. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management programs and leverages both in-house and third-party investment resources to meet client-specific risk profiles.

Robert Mccrea Jr. is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. from 2009 to 2018. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies from traditional allocations to complex non-traditional investments.

Philip Postlewaite is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Owatonna, MN. He has 32 years of industry experience, including more than a decade within Wells Fargo-affiliated firms. Outside of his advisory work, he is involved in beekeeping and operates a tree farm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Tiffany Siciliano Taylor is a Series 66-licensed financial advisor with Ameriprise in Victoria, MN, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Darya Volvatch is a Series 66-licensed financial advisor with Ameriprise in Richfield, MN, bringing nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Volvatch serves as Treasurer on the board of Animal Ark, a nonprofit organization. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jay Dobbs is a financial advisor with Ameriprise Financial Services in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Ameriprise since 2009 across different entities within the firm. 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, utilizing proprietary research, third-party data, and algorithmic tools.

Nicholas Palzer is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Palzer is also a sales agent for Blue Cross Blue Shield Dental, Health, and Vision insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through various third-party managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored to client goals and risk profiles.

Mark Ruark is a CFP® and holds a Series 66 designation with Edward Jones in Chanhassen, MN. He has nine years of industry experience, all with Edward Jones, where he has worked since 2016. Outside of his advisory role, Ruark is a board member of Luce Line Brewing, a proposed startup in Plymouth, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brian Schreiber is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Todd Watts is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors for 18 years. Outside of his advisory role, he is involved with the Minnesota Sports Media Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Sean Lutz is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Chad Reisner is a financial advisor with Thrivent Investment Management in Chaska, MN, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008. Outside of his advisory role, Reisner serves on the boards of St. John’s Lutheran Church and School, assisting with facility maintenance, and coaches girls’ basketball at Chanhassen High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics, offering clients options to combine planning with managed accounts under a consolidated billing service called “WealthPlan.”