Jill Jacobson is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Gregory Wallace from 2015 to 2017. In addition to her advisory work, she serves as a personal representative and trustee for her spouse’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an emphasis on a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Derek Brinkman is a financial advisor with Edward Jones in Prior Lake, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the City of Savage Police Department for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelene Skrypek is a financial advisor at Wells Fargo Advisors with 24 years of industry experience and holds a Series 66 designation. She has been with Wells Fargo Advisors since 2016. Skrypek serves on several investment-related committees, including the endowment committee of Nativity of Our Lord Church and the finance council for the Archdiocese of Saint Paul and Minneapolis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services across a broad range of areas. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing whether to implement them through brokerage or advisory programs.

Patrick Jensen is a CFP® professional with ten years of industry experience, all spent at Edward Jones since 2016. He holds a Series 66 license and serves as a Board Member At Large for the Nokomis East Business Association, where he helps organize and promote projects supporting local neighborhood businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Peter Vogel is a financial advisor with Ameriprise in Farmington, MN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at RIVERSOURCE DISTRIBUTORS INC for eight years before joining Ameriprise in 2020. Vogel serves on the Board of Directors for the Farmington Youth Basketball Association and acts as a tournament director. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Donna Badley is a Series 63 licensed financial advisor with Primerica Advisors in Burnsville, MN, where she has worked since 1997. She has 28 years of industry experience and has been affiliated with Primerica Financial Services since 1983. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a wrap-fee structure and curates third-party asset managers while maintaining oversight of portfolio models and trading execution.

Ellen Corrigan is a financial advisor at LPL Financial with 30 years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining LPL Financial, she worked for U.S. Bancorp Investment, Inc. for 23 years and most recently was with BMO Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Noah Krebs is a CFP® professional with 15 years of industry experience, currently with Ameriprise in Edina, MN. He previously worked for 11 years at TIAA-CREF and TIAA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Eric Michael Dreyer is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and capital market assumptions to tailor financial plans. The firm also provides institutional trading capabilities alongside wealth management services.

Brianna Mcclain is a Series 66 registered advisor with 15 years of industry experience. She is currently with Cetera and has previously worked at Equitable Advisors and Axa Advisors. Mcclain is also the owner of Grey Duck Wealth Management, a DBA for her Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a multi-manager investment platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Braden Ellis is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Valmark Securities and Boulay Financial Advisors. Outside of his advisory role, he is involved in independent insurance brokering and manages an advisory business through IWM, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver these services while offering a broad range of advisory, brokerage, and insurance solutions.

Jon Kappes is a financial advisor with Wells Fargo Clearing, holding the Series 63 designation and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisors.

Cynthia Johnson is a financial advisor with UBS Financial Services in Bloomington, MN. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at The Bernard Group and a two-year period away from the industry before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Colin Hietapelto is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He began his tenure at Fidelity in 2023 as an Investment Consultant before advancing to his current role. Prior to joining Fidelity, Colin was a Financial Services Consultant at TIAA from 2019 to 2021. In his role as a Financial Consultant, Colin works with clients to develop personalized financial strategies that align investments with both immediate needs and long-term goals. He emphasizes clear communication and transparency, aiming to simplify complex financial decisions and foster trust and accountability in client relationships. Outside of his professional work, Colin has personal interests that include camping, attending concerts, playing golf, and soccer.

Patrick Campanaro is a Planning Consultant at Fidelity Investments, where he has been serving clients since 2026. In his role, he collaborates closely with clients to develop personalized financial plans tailored to their unique goals and priorities. Patrick emphasizes a holistic approach to financial planning, ensuring all aspects of a client's financial picture are integrated and aligned. Before his current position, Patrick worked as a Relationship Manager at Fidelity Investments in 2026 and gained experience as a Life, NLTC, NMIS Registered Representative with Northwestern Mutual from 2024 to 2025. Throughout his career, he has focused on building trust and understanding with clients to effectively address their financial concerns and aspirations. Outside of his professional work, Patrick enjoys engaging in art, family activities, fitness, social events with friends, caring for pets, and snowboarding.

Daniel Bongiovanni is a Wealth Management Advisor serving as a Merrill Resident Director. He specializes in providing concierge wealth management services with a focus on fee-based advising. Daniel works closely with a limited number of families to deliver personalized financial strategies aimed at helping clients pursue their long-term goals. His expertise includes wealth and estate structuring, tax-efficient investment planning, wealth accumulation and distribution, 1099 income retirement plans, and access to banking services through Bank of America. Daniel's client focus areas cover family wealth management strategies, retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Daniel holds a Bachelor's Degree from the University of Saint Thomas and is certified as a CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional role, he enjoys adventure sports, biking, golfing, pickleball, running, skiing, swimming, watching movies, and spending time with his family.

Ngoc Thai is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Merchants Bank and Quali-Mac Inc. Outside of advising, he is involved with Royal Ideas LLC in a non-investment-related capacity. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with advisory solutions delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance products typical of a large institutional provider.

Chad Kappler is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at LPL Financial since 2022 and has concurrent experience with CUNA Brokerage Services and Wings Financial Credit Union, where he serves as a financial advisor. LPL Financial is an 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, utilizing discretionary and non-discretionary management, model portfolios, and research supported by various subadvisors and LPL Research.

Bryan Nobs is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999. He holds a Series 63 designation. Prior to his current role, he was affiliated with the U.S. Air Force, from which he officially separated in 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory strategies alongside affiliated mutual funds and other services.

Beth Anderson is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has five years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she is also a skincare consultant with Rodan + Fields. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services such as financial planning, model portfolio programs, and access to brokerage and insurance products through its integrated platform.