Ryan Corbin is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In his role, he partners with clients to understand their financial situations and collaboratively develop strategies aimed at achieving financial comfort and protecting their important assets. Ryan has extensive experience in the financial services industry, having worked in various capacities at Fidelity Investments since 2013. Prior to his current role, he served as a Financial Consultant and Investment Representative at Fidelity. Before joining Fidelity, he was an Investment Representative at TopLine Investment Services from 2012 to 2013, and he held the position of Branch Manager, AVP at TCF National Bank from 2003 to 2012.

Anthony Rubin is a financial advisor with Wells Fargo Clearing in Bloomington, MN. He holds a Series 66 designation and has 11 years of industry experience, including over 10 years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. Rubin serves as Membership Committee Chairperson for the Association for Corporate Growth and is a member of the investment committee at Beth El Synagogue. 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.

Jordan Blank is a Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Jordan focuses on helping clients progress towards their financial goals by building relationships centered on trust, transparency, and education. Jordan has been with Fidelity Investments since 2022, serving in various capacities including Investment Consultant from 2023 to 2025, Relationship Manager in 2023, and Financial Representative from 2022 to 2023. This experience has provided Jordan with a comprehensive understanding of financial planning and investment strategies.

Susan Emerson is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 43 years of industry experience and has been with Ameriprise since 2009. Outside of her financial advisory role, she owns and operates a dog training business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm’s approach integrates research, modeling, and tax-efficient strategies, delivering tailored, non-discretionary recommendations through a centralized consulting team.

Patrick Morgan is a financial advisor with UBS Financial Services in Shakopee, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Morgan serves on the board of the Shakopee Soccer Association and participates on its finance and budget committee in a treasurer capacity. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor investment plans and offers services including fee-based financial planning, discretionary portfolio management, and distribution of alternative products.

Andrew Fritsch is a financial advisor with Charles Schwab in Edina, MN, holding a Series 66 credential and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of his advisory role, he is the owner of a rental property through Pippa Properties LLC. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure supporting its extensive network of advisors.

Michael Becker is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC since 2024 and previously worked at Securities America Advisors and Mutual of Omaha for over two decades. Becker volunteers on the Burnsville Chamber of Commerce Public Policy Committee and serves on the finance council at his church in Savage, MN. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate clients through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, retirement consulting, and access to third-party money managers, using various asset allocation tools and investment strategies.

Daniel Berg is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2021, he worked with various insurance carriers and several financial firms between 2019 and 2021. Before his financial services career, he was employed at Keyes Chevrolet Inc for twelve years. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from internal and third-party sources.

Daniel Schlesinger is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2013 and City National Bank since 2019. Outside of advising, he has served on the finance committee of Forecast Public Art, a nonprofit connecting artists with community needs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs and employs both in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Peter Kolar is a financial advisor with Ameriprise based in Corcoran, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020 and previously worked in lawn care and education. Outside of advising, he serves as a financial planning analyst supporting client service and administrative functions within the Ameriprise practice. Ameriprise is a large institutional firm offering retirement-income planning services primarily to clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

William Schwind is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custodial services. The firm is noted for its large client base, integrated operational structure, and multi-asset investment approach.

Thomas Prideaux is a financial advisor with Cetera, holding a Series 63 designation and over 27 years of industry experience. His career includes roles at Cetera Wealth Services, Voya Financial Advisors, and leadership of his own firm, Prideaux Agency Inc. He also serves as president of Lincoln Wealth Management and holds several board positions in homeowners associations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Ann Marie Wilson is a financial advisor at Thrivent Investment Management with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Thrivent and its affiliated entities since 2002. Outside of her advisory role, she serves on the board of a charity focused on improving training for individuals with autism. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on various financial planning topics without managing client portfolios directly. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Kit Leary is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Leary has worked at LPL Financial since 2017 and previously at Nationwide Securities LLC. Outside of advisory work, Leary serves as an active trustee of the Leary Family Investment Trust and is an associate agent with Covenant Insurance Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

Daniel Prostrollo is a CFP® professional with eight years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2022, following roles at Wells Fargo Clearing Services LLC and Wells Fargo Home Mortgage. Prostrollo holds ownership in DPWA LLC, a finance-related enterprise. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, serving clients who meet specified net-worth criteria.

Jason Plank is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he volunteers with BestPrep to provide financial literacy education to students and offers pro bono financial guidance through Prepare and Prosper, a nonprofit assisting low to middle income households. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brian Macdonald is a CFP®, ChFC®, and Series 66-licensed financial advisor with Ameriprise in Edina, MN, bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds. The firm employs a centralized consulting team to provide non-discretionary, research-based recommendations that incorporate tax-efficient withdrawal strategies and asset management within Ameriprise-managed accounts.

Eric Swanson is a CFP® with 21 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Lakeville, MN. Outside of his advisory role, Swanson serves as Treasurer on the Board of Directors for the Eagan Kick-Start Rotary Foundation. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dominic Stencel is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, he worked in the restaurant industry and has been involved with Minnesota Youth Athletic Service. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered delivery model.

Eric Ekman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Allianz Life Insurance Company and RBC Capital Markets. He is currently based in Bloomington, MN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering a broad range of investment and fee-based financial planning services. The firm’s approach includes tailored recommendations developed from internal research and tools, with planning services covering areas such as retirement, education, and business-owner transition planning.