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 with one year of industry experience. She holds the Series 66 designation and has a background that includes outside employment with Day Block Brewing. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 licenses and with 32 years of industry experience. Her career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, along with leadership of her own entities such as Blue Heron Tax Services LLC, which offers tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

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.

Luke Schmitz is a financial advisor with Primerica Advisors in New Hope, MN, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services. Additionally, he engages in the sale of home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies developed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

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.

Marianne Laurent is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Outside of advisory work, she is associated with Stonebrooke Golf Club in Shakopee, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Jamie Johnston is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley and its related entities since 2008, including a prior role at Merrill from 2004 to 2008. Outside of his advisory work, Johnston serves as Treasurer for the Prior Lake Hockey Association, a youth organization in Minnesota. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning arrangements.

Brenda De La Riva Carpio is a financial advisor with Wells Fargo Clearing in Saint Louis Park, MN. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Brenda has been with Wells Fargo Clearing Services, LLC since 2018 and has worked with Wells Fargo Bank, NA since 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Amy Edgren is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 63 designation and previously worked at Woodbury Financial Services Inc. for 15 years. Edgren is the sole owner of Woodhill Financial, Inc., an insurance agency offering fixed insurance products. She also serves as a notary public in Hennepin County. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing various tools and third-party solutions to construct and manage diversified portfolios.

Lisa Lauson is a financial advisor at Morgan Stanley in Wayzata, MN, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked for The Waters Senior Living from 2019 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Carolyn Oberfeld is a financial advisor with LPL Financial in Bloomington, MN, holding CFP® designation and securities licenses Series 63 and 65. She has 36 years of industry experience, including prior roles at National Planning Corporation, Kaplan/Dearborn Financial, and VOYA Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 both discretionary and non-discretionary strategies.

Rebecca Czysen is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2021 and has been involved with Morgan Planning Group since 2018. Prior to her advisory roles, she spent four years at Medtronic Care Management Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.