Mitchell Pierson is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Osaic Wealth, Inc., Financial Dimensions Group, Inc., and Ecumen. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and technology-driven investment solutions.

Maikou Vu is a financial advisor with Edward Jones in Roseville, MN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Primerica Advisors and Primerica Financial Services, among other positions in healthcare and related fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Sarah Hynes is a financial advisor at Ameriprise in Minneapolis, MN, with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory work, she engages in creating and selling personal artwork under the name Ramblin Strawberry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Maia Wright is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. She has been with Ameriprise since 2020 and previously worked at Fathom Advisors, an Ameriprise Financial affiliate, from 2012 to 2020. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Zsolt Papp is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has built his career in financial services with a focus on client-centered planning, emphasizing understanding clients' goals, values, and unique circumstances to develop personalized financial strategies. Prior to his current role, Zsolt held various positions at Ameriprise Financial Services, LLC, including Registered Principal from 2019 to 2025, Annuity Specialist in 2019, Client Relationship Manager from 2017 to 2019, Client Support Associate from 2016 to 2017, and Client Service Coordinator in 2016. His experience encompasses retirement planning, wealth building, and navigating financial transitions. Zsolt holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in cars, comedy, fitness, football, social events with friends, and music.

Colleen Mcgraw is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Ameriprise and Ameriprise Financial Services, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Samuel Johnson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He joined Thrivent in 2025 and previously spent 13 years at Concordia University, St. Paul. Outside of advising, he serves on Concordia University’s Kinesiology Dissertation Committee, providing feedback and guidance on student research. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan” while keeping services separate.

Michael Droddy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and business owners, particularly those in their prime working years, focusing on areas such as divorce transition planning, institutional and corporate benefit services, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Michael holds a Bachelor's degree in finance and marketing from Iowa State University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill in 2015, he worked for MML Investor Services. Based in Saint Paul, MN, Michael enjoys spending time with his wife, Emily, and their son. His personal interests include baseball, basketball, cooking, football, gardening, golfing, music, singing, traveling, and spending time with his family. Michael believes in developing financial strategies tailored to each client's vision and goals, drawing on the resources of Merrill and Bank of America to address a wide range of financial needs.

Carrie Anton is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2023, she worked for Focus Financial Network Inc and Royal Alliance Associates. Outside of her advisory work, she operates a blog called The No Trauma Zone, which focuses on alleviating trauma response and stress-related illnesses. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes.

Connie Dullum is a Senior Consultant at Merrill Lynch Wealth Management, where she serves as a business manager for the Kauls Group. In this capacity, she focuses on supporting the operational efficiency of the practice and works with clients on the lending side, offering securities-based lending, mortgages, and home equity lines of credit through Bank of America, N.A. Her client focus areas include personal retirement planning, women and wealth, and retirement income. Connie began her career at Merrill in 1992, initially working as a Client Associate and later holding management positions before returning to the Kauls Group. She holds a Bachelor’s degree from the University of North Dakota and an MBA in finance from the University of St. Thomas, St. Paul, MN. Connie is also a Personal Investment Advisor (PIA) and a member of TeamWomen MN. Outside of her professional role, Connie is involved with Habitat for Humanity and Grace Church in Eden Prairie. She lives in Minnetonka with her husband and teenage daughter, and her personal interests include biking, cooking, running, and spending time with her family.

Steven Backoff is a financial advisor with Wells Fargo Advisors in Minneapolis, MN, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Focus Financial and Royal Alliance Associates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to deliver tailored recommendations.

Agustin Garcia is a financial advisor at Fidelity with Series 66 and Series 63 licenses and 4 years of industry experience. His prior roles include positions at TD Ameritrade and Tastytrade Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Jackson Mc Clain is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Northwestern Mutual and State Farm. Outside of advising, he worked at YUM! Kitchen and Bakery during his early career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, integrating investment research and tax-aware withdrawal strategies tailored for clients approaching or in retirement.

Alana Fermoyle is a financial advisor with Raymond James Financial in Minneapolis, MN, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has worked at Raymond James Financial Services since 2002 and serves as an independent contractor arbitrator for FINRA arbitration panels. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and has a notable presence in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Robert Gebhard is a financial advisor at Primerica Advisors with 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Gebhard has also been involved with Storycraft since 1990. In addition to advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Julie Schmiel is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Rebecca Baron is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. She has worked at RBC Capital Markets since 2018 and previously held roles at DST Systems and Ameriprise Financial Services, Inc. Outside of finance, she works as a certified hospital pharmacy technician at Park Nicollet Methodist Hospital. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing tailored strategies through both in-house and third-party investment managers.

Jose Perezgonzalez is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 designations and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and has worked with Wells Fargo Bank, NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Eckart is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has worked at Thrivent Financial since 2016 and has been with Thrivent Investment Management since 2013. 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 planning covering topics such as retirement, income tax, estate, and business continuation, with clients able to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Danielle Faison is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She has worked at Royal Alliance Associates, LPL Financial, and CUNA Mutual Group, including Cuna Brokerage Services. In addition to her advisory role, she is involved in insurance sales and service through Benestar Financial. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.