Jacob Pleschourt is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles with Waddell & Reed, various insurance carriers, and local organizations such as the Lakeville South Baseball Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory services and platforms, combining model portfolios, third-party asset management, and institutional solutions.

Brett Kasak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He worked at U.S. Bancorp Investments, Inc. for 23 years prior to joining LPL Financial in 2022. Outside of his advisory work, he is involved in a family business selling cards. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Karen Groves is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment services separate.

Jason Sisam is a financial advisor with Edward Jones in Hopkins, MN, holding the Series 66 designation and having four years of industry experience. Prior to joining Edward Jones, he spent two years at Christian Family Church and fourteen years at Life Church of Eden Prairie. Outside of financial advising, he coaches writers and authors on how to publish their books. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Sharon Olson is a CFP® professional with 43 years of industry experience, currently serving at LPL Financial since 2000. She holds a Series 63 license and operates out of Bloomington, MN. Outside of her advisory role, Olson is involved in fixed insurance sales through Olson Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

John Quigley is a financial advisor with Osaic Wealth, Inc. in Mendota Heights, MN, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has worked with Osaic Wealth and its predecessor firms since 2012 and has been affiliated with John Hancock Mutual Life Insurance Company since 1997. Outside of his advisory role, he serves as president of the Therese Foundation, a family-established nonprofit, and acts as a trustee for family trusts. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services using firm-provided asset-allocation tools, automated rebalancing, and access to third-party money managers and managed-account solutions.

Anthony Myren is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Charles Schwab and its affiliated entities since 2017, as well as a brief tenure at Quality Companies, LLC. 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 related financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and operational infrastructure.

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 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 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.

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.