Alexander Johnson is a financial advisor with LPL Enterprise holding a Series 66 license and six years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Thrivent Investment Management Inc, and Edward Jones. He has experience in insurance-related business activities within his advisory practice. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services. The firm utilizes an integrated platform combining advisor programs with financial product sales, including insurance, and provides access to model portfolios and third-party asset management arrangements.

Tabitha Jackson is a financial advisor with LPL Enterprise LLC in St. Louis Park, MN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her previous roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and RBC Capital Markets. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Dean Breitbach is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He joined Wells Fargo Advisors in 2026 after spending 17 years at UBS Financial Services. He holds the Series 63, Series 65, and Series 66 designations. 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 integrates advisory services with other financial products and referral channels.

Anthony Gerbi is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. He currently owns Gerbi Financial Group LLC and has been affiliated with Cetera and its related entities since 2021. Gerbi also serves as a speaker for The Society for Financial Awareness, delivering presentations on financial topics to local groups. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

Angela Finholt is a financial advisor with Merrill in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. She has worked at Bank of America and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s corporate platform, providing access to a wide range of products and services.

Karanveer Nagpal is a financial advisor at Robert W. Baird & Co. based in Minnetonka, MN, with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Great Waters Financial and RBC Wealth Management. The DDK Group at Robert W. Baird & Co., where Nagpal is a team member, serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and proprietary research, managing approximately $394 billion in assets as of December 2025.

Jason Holt is a financial advisor with Ameriprise in Mound, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, Holt serves as the mayor of the City of Mound and operates a small business selling items on eBay. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing 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 service that supports advisors in delivering tailored retirement advice.

Zachariah Wylie is a financial advisor at Edward Jones with a Series 66 designation. He has experience at several firms, including SPS Commerce, Ameriprise, and Thrivent Financial. His background also includes work at Northwestern Mutual and involvement with University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ashley Stensrud is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 credential and seven years of industry experience. Prior to joining RBC in 2022, she worked at Bank of America and Merrill from 2016 to 2020. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing both in-house and third-party investment resources.

Jennifer Nelson is a financial advisor with LPL Financial based in Maple Grove, MN, holding a Series 66 credential and three years of industry experience. She has worked at firms including OSAIC and State Farm and maintains an active role with Jukin Media in social media. Jennifer also continues employment with Hilton Garden Inn alongside her advisory career. 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 advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from multiple sources.

Devon Roehrich is a CFP®-credentialed financial advisor with 12 years of experience, currently serving clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Minnetonka, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathleen Soberg is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized services for business owners and other niche clients.

Marques Barnes is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked with Bank of America and Merrill since 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates its investment approach with Bank of America’s broader platform, providing access to a wide range of products and services.

Milissa Grimsbo is a financial advisor at LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses with 12 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and BMO Bank NA. Outside of finance, she owns Grim Ink and Grimsbo Trucking Inc., a trucking company. 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. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by internal and third-party research.

John May Jr. is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. He has worked with several firms including AdvisorNet Wealth Partners and Cetera Wealth Services. Outside of his advisory role, he volunteers as a hockey coach for local youth teams and serves as a financial counsel member on the board of St. Jude of the Lake Catholic Church. Cetera Investment Advisers LLC operates a multi-manager platform serving a diverse client base including individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management and financial planning services, utilizing a range of program structures and third-party managers.

Coleman Wurzer is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm emphasizes structured financial planning using firm-approved tools and offers various investment and wealth management services.

Jay Untiedt is a financial advisor at Ameriprise with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Jay manages two agriculture-related business ventures, Maple Knoll Farm LLC and Maple Lane LLC, alongside his advisory role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice.

Bryce Roufs is a financial advisor at Ameriprise in Golden Valley, MN, holding a Series 66 designation with three years of industry experience. Before joining Ameriprise, he worked at Wells Fargo Bank and was involved with Rustic Waters LLC. He is also a registered team member at BDLR Group, Inc., where he manages an advisory business outside of his primary role. Ameriprise offers retirement-income planning services focused on 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.

Jennifer Carroll is a Series 63–registered financial advisor with Morgan Stanley in Wayzata, Minnesota. She has 21 years of industry experience and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Trey Harrison is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2024, progressing through positions including Work Place Planning Associate and Work Place Planning Consultant. Prior to joining Fidelity, Trey worked as a Financial Advisor at Equitable Advisors from 2023 to 2024. In his capacity as an Investment Consultant, Trey focuses on providing tailored financial guidance that aligns with clients' short- and long-term goals. He emphasizes developing holistic strategies that address individual needs to help clients navigate the markets and work towards financial prosperity. Outside of his professional work, Trey has personal interests that include baseball, fitness, golf, traveling, food, and participating in social events with friends.