Anders Ahlberg is a financial advisor with Fidelity Investments in Oakdale, MN, holding a Series 66 designation and two years of industry experience. His prior roles include operating Anders R. Ahlberg LLC for five years and working at Whelan Security for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor for multiple registered investment funds.

Justin Costley is a financial advisor with Wells Fargo Clearing in Saint Paul, MN, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he coaches youth and high school softball in the Lakeville, MN area. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of financial products, performance reporting, and participant education.

Peter Keller is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

James Pinkerton is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses with 39 years of industry experience. He previously worked at Wells Fargo Securities and Wells Fargo Clearing Services before returning to Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing detailed retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Brunscheen is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Merrill, he held roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, Brunscheen is also active as a contracted musician with multiple performing arts organizations including Haymarket Opera and the Schubert Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Fares Saqfalhait is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 credential and one year of industry experience. His background includes roles at Wells Fargo Bank, LPL Enterprise, and over a decade at Life Time. Outside of his advisory career, he is involved in Executive Fitness and Nutrition Coaching LLC. 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, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Jake Zabloudil Jr. is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has previously worked at Avantax Investment Services and 1st Global Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics without managing portfolios directly or holding discretionary trading authority.

Sydney Jirak is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Ameriprise, Sydney worked at MML Investors Services, MassMutual, and Posh Jesmer, among other roles. Outside of advising, Sydney has been involved with Scannell LLC in a registered staff capacity. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Kyla Mechura is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Minnesota Financial Resources, Inc. and Cambridge Investment Research. She is also a commissioned Notary Public in Minnesota. OSAIC serves a diverse client base ranging from individuals to institutions, providing integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios that may include a wide range of investment products.

Garrett Quady is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation. He has recently transitioned to the financial industry, joining UBS in 2025 after diverse work experience including roles at Black Bird Limo and Three Rivers Park District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.

Michael Schwartz is a financial advisor with Cetera, holding a Series 63 designation and bringing 18 years of industry experience. He has previously worked with firms including LPL Financial and Principal Financial Services. Outside of his advisory role, Schwartz serves as president of Eastwood Wayne, LLC, a transportation business coordinating travel and lodging for groups. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform. The firm offers a variety of portfolio management and retirement services with access to both affiliated and third-party managers.

John Haerle is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with RBC Dain Rauscher since 2008. Outside of his advisory role, he works as an independent contractor consultant promoting nutritional products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.

John Jordan is a financial advisor with LPL Financial based in Edina, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has previously worked at Sagepoint Financial Inc. and PRUCO Securities, LLC, and is currently also affiliated with Royal Credit Union. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Derek Spavin is a financial advisor with Ameriprise in Birchwood, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Lori Busch is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 63 designation and 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient withdrawal strategies to provide written recommendation reports. The firm serves a broad client base and provides a range of advisory, brokerage, and insurance solutions through affiliated entities.

Cruz Lemmerhirt is a Series 66 licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, Cruz held roles at Target Corporation, Town & Country Club, University of St. Thomas, Grand View Lodge, and Brainerd High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides comprehensive, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed account services under a consolidated billing option.

Bradley Newbauer is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and manages a cabin rental business, handling janitorial duties and bookkeeping. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

Dana Roberts is a financial advisor with Ameriprise in Richfield, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Roberts also serves as a FINRA arbitrator. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Stephen Braatz is a financial advisor with LPL Financial in Oakdale, MN, holding a Series 66 designation and 18 years of industry experience. He has previously worked at City National Bank, RBC Capital Markets, and Wells Fargo in various advisory roles. Braatz serves as Board Chair for Resolute, a family ministry nonprofit organization. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Molly Schutz is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2002. Outside of her advisory role, she has worked as an independent consultant selling and educating consumers on therapeutic-grade essential oils and has served as an election judge for the City of Eagan. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.