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.

Michael Becker is a financial advisor at OSAIC with 30 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes long-term roles at Mutual/United of Omaha Insurance Company and related entities from 1995 to 2021, followed by positions at Securities America Advisors before joining OSAIC in 2024. Outside of his advisory work, he volunteers on the Burnsville Chamber of Commerce Public Policy Committee and serves on the finance council at his church in Savage, MN. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Daniel Berg is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 license and seven years of industry experience. His prior roles include positions at various insurance carriers, Angela Granquist, Waddell & Reed Inc, and Collaborative Financial Group, LLC. Outside of his advisory work, he has a business entity related to tax and investment purposes. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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.

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 in Bloomington, MN, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Thrivent and its affiliated entity Thrivent Financial for Lutherans since 2002. Wilson serves as a board member of a charity focused on improving training for individuals with autism. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm emphasizes holistic, goal-based planning without discretionary trading authority and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Kit Leary is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial in 2017, Leary worked at Nationwide Securities LLC and has been involved with the McKenna Agency since 2015. Leary also serves as an active trustee of the Leary Family Investment Trust. 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 access, and institutional platforms.

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® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Edina, MN. He has been with Ameriprise and its affiliate firms since 2005. In addition to his advisory role, he volunteers with nonprofit organizations focused on financial literacy and pro bono financial education for low- to middle-income households. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

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 Series 66-registered advisor with Equitable Advisors in Minneapolis, MN, beginning his financial advisory career in 2026. Prior to joining Equitable Advisors, he held positions outside the financial industry, including roles at Chesters Kitchen and Bar and Buffalo Wild Wings. He has also been involved with the Minnesota Youth Athletic Service since 2018. Equitable Advisors serves a broad client base, including individuals, plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

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.

Brian Stern is a financial advisor at Osaic Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2018. Prior to that, he was with Signator Investors and has operated his own financial consulting practice since 2005. Stern also manages separate financial and insurance businesses under his own firms. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing discretionary and non-discretionary strategies across various account types and third-party investment programs.

Reid Meyer is a CFP® professional with eight years of industry experience. He is currently affiliated with Cetera and has worked at multiple firms including Fortune Financial and Securian Financial Services. Outside of his advisory role, he has held agent/broker positions in fixed insurance sales and property and casualty insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to both affiliated and third-party managers.

Nicole Daleiden is a financial advisor with Ameriprise in Hugo, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Her other business activities include fiduciary services. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider delivering a broad range of advisory, brokerage, and insurance solutions.

Darren Odonnell is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He worked previously at Invest Financial Corporation before joining LPL Financial in 2018. Outside of his advisory role, he is also licensed as a real estate agent in Minnesota. 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 financial planning and portfolio management services, combining advisory platforms with various non-advisory financial products.

Ashley Mellem is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is involved as a registered team member with BDLR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brad Fairchild is currently serving as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2010, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Brad worked as a Financial Advisor at Edward Jones in 2009. With over 15 years of experience in the financial industry, Brad has worked with clients facing a variety of unique financial situations. His professional approach focuses on helping clients and their families understand the complexities of their personal finances. His extensive experience at Fidelity has equipped him with knowledge across various aspects of financial planning. Brad emphasizes Fidelity's trusted brand in the financial industry and is committed to providing guidance tailored to all styles of investors. His process and business values are centered on assisting clients as they pursue their financial goals.