Patricia Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with Raymond James & Associates and its related entities continuously since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Cara Corey is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 license and one year of industry experience. She has operated Cara Corey Designs since 2010, providing class instruction and retail sales, and is involved in family dog sitting services through the Rover platform. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Mark Edlund is a CFP® professional with 27 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory work, he is involved with Strategic Financial Concepts, a business focused on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides diverse advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management strategies.

Derek Iverson is a financial advisor with LPL Financial in Eagan, MN, holding Series 65 and Series 66 credentials and 28 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the Irish Group, Inc. Outside of advising, he is associated with Irish Group, Inc., a business entity unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by research and model portfolios.

Dallas Eldeen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Kevin Mc Donnell is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Bank of America and Merrill Lynch since 2022 and has consulting experience with Loot Tavern Publishing, a company that produces digital and print materials for tabletop role playing games. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Metzger is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Edina, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Metzger manages a men's hockey team, overseeing fee collection and league participation. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities to serve its clients.

Peter Ward is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. He has one year of industry experience and previously held roles in collegiate athletics and environmental studies departments, as well as positions with public sector and retail organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable entities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm uses a delivery model that emphasizes LPL-sponsored programs and endorsed turnkey asset management platforms, managing a substantial portion of assets on a non-discretionary basis.

Mary Marko Quinn is a financial advisor with Edward Jones in Savage, MN. She holds a Series 66 designation and began her financial services career in 2025. Prior to joining Edward Jones, she has experience working in various industries, including life and leadership coaching through her ownership of NSpire LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Chad Stranlund is a financial advisor with Equitable Advisors in Lakeville, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, following his tenure at AXA Advisors, LLC. Outside of his advisory role, he is involved in property management through his business, The Bailey Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management via LPL programs and third-party managers. The firm utilizes a hybrid referral and implementation model and provides both advisory and brokerage/insurance services.

Joy Henry is a financial advisor with Ameriprise in Eden Prairie, MN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Henry is also a registered team member at May, Inc., where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Hanley is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007, including the Private Bank since 2015. Outside of his advisory role, he serves on the Finance Committee of the Minnetonka Yacht Club and is a partner in Chaos II, LLC, a recreational venture. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Edward Warn is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked with several firms including Cetera Wealth Services, Vestcore Financial Group, and HD Vest Advisory Services. Warn is also principal of WARN Financial Group Ltd, a CPA tax and business consulting firm providing tax planning and business consulting services. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, with access to both affiliated and third-party investment managers.

Paul Bayer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Paul Thurin is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Ameriprise in 2020, he worked at New Horizons and has experience in other roles including team membership with AFA. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with strategies including tax-aware withdrawals and Social Security options. The firm’s approach involves a centralized service team that collaborates with advisors to produce written recommendation reports based on investment research and algorithmic tools.

Christopher Peterson is a CFP® with 18 years of experience in the financial services industry, all of which have been with Edward Jones since 2008. He is based in Burnsville, MN and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over 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, and operates under a fiduciary standard.

Daniel Moran is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1988, following in the footsteps of his father, Dan Moran Sr., who worked with the firm for 38 years. As a second-generation advisor, Daniel brings extensive experience in wealth management and investment advisory services. He holds a Bachelor of Arts degree from St. Olaf College, where he also continued his hockey career after graduating from Edina West High School. Daniel has earned the designation of Personal Investment Advisor (PIA). Beyond his professional role, he serves on multiple boards and provides financial support to various organizations including The St. Paul Seminary, Our Lady of Grace Church, The Catholic Services Appeal, and several others within the Catholic community. He also engages in pheasant and duck hunting, golf, physical fitness activities, Bible study, and spending time with his family.

Christopher Forsberg is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is a freelance violinist. 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 provides a range of solutions including financial planning, portfolio management, and capital markets services.

Stephanie Betz is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has worked at RBC Wealth Management since 2006. Outside of her advisory role, she has been employed at J.Crew since 2008. 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 tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers.

Elizabeth Heidemann is a Series 66-licensed financial advisor with Morgan Stanley in Bloomington, MN, where she has worked since 2014. She has 22 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.