Tait Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and beginning his advisory career in 2023. He has prior experience with firms including LPL Financial LLC and Endurance Wealth Management. Based in Bloomington, MN, he has held various roles across the financial services industry and related sectors since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, institutions, and charitable organizations. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Benjamin Freeman is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked previously at City National Bank, Bank of America N.A., and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers, providing portfolio management, financial planning, custody, and brokerage services.

Justin Gandrud is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Raymond James, he worked at LPL Financial LLC. Gandrud is the CEO of Gandrud Financial LLC, a business he established to operate part of his practice under a separate entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad advisor network with specialized services including municipal advisory and SIMPLE IRA Employer Advisory programs.

Curtis Carstens is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 26 years of industry experience. He has worked at City National Bank since 2016 and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Gary Demee is a financial advisor with Osaic Wealth, Inc. and holds a Series 63 designation. He has 40 years of industry experience, including over a decade at Securities America Advisors and work as an independent reference counselor. Outside of advising, he has occasional involvement in fixed insurance sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers.

Andrew Lyon is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Next Financial, Ryan Grant Investments, and Ameriprise Financial. Lyon's experience includes roles both within and outside the financial sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of investment platforms and strategies supported by technology and extensive asset management.

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, and has 29 years of experience with the firm. She has been associated with Primerica Financial Services since 1983. In addition to her advisory role, she is involved in compensable activities related to mortgage loan products and home security and automation service referrals through Primerica affiliates. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Ellen Corrigan is a financial advisor with LPL Financial in Richfield, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes over two decades at U.S. Bancorp Investment, Inc., followed by roles at LPL Financial and BMO Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Joep Hogervorst is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo and The Huntington Investment Company. Outside of his financial advisory role, he serves as a ski instructor helping children learn how to ski. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.