Roberto Devilla is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at firms including NYLIFE Securities LLC and The Prudential Insurance Company of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans without discretionary trading authority. The firm’s approach includes periodic reviews and the option to combine planning with managed-account services through its WealthPlan program.

David Peterson is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment research.

Vivian Toomer is a Series 66-licensed financial advisor at Thrivent Investment Management in Minneapolis, MN, with 13 years of experience as an independent advisor and 2 years with Thrivent. 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 covering a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Emily Irwin is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Services since 2021, following a tenure at Wells Fargo Bank that began in 2016. She is also a non-practicing attorney licensed in Arizona and Minnesota. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad array of investment and financial planning services, utilizing research and planning tools to deliver tailored recommendations.

Yiting Li is a Series 66-licensed financial advisor with Thrivent Investment Management in Burnsville, MN, and has one year of industry experience. Prior to joining Thrivent, Li was involved with the Family Education and Diabetes Series (FEDS) Community Research for ten years. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option known as “WealthPlan.”

Amanda Byam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Chris Beck is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America Inc for ten years. Beck is also an insurance agent involved in insurance sales. OSAIC serves a broad range of clients, including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers and employs various investment tools and third-party platforms to construct diversified portfolios.

Braden Kocer is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He has worked with MML Investors Services and Mass Mutual/M&E Catalyst since 2020 and previously held positions at Dan Reichert State Farm and the Austin Minnesota Parks and Recreation. Outside of his advisory role, Kocer facilitates client referrals for property and casualty insurance by coordinating quotes and introductions to insurance agents. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning using firm-approved tools and delivers written recommendations, with implementation requiring separate brokerage or insurance arrangements.

Steven Meyers is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Horter Investment Management, Park Avenue Securities, Guardian Life Insurance Company, Stifel Nicolaus & Co Inc, and UBS Financial Services Inc. 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 financial planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Alaina Klingenberg is a Series 66-licensed financial advisor with Ameriprise in St. Louis Park, MN, and has two years of industry experience. Her prior work includes roles at Liberty Diversified Inc., Cantel Medical, Great Lakes Management Company, and Caribou Coffee. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to generate and tailor these recommendations, emphasizing the use of Ameriprise-managed accounts.

Richard Mathaus is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., Ideal Credit Union, OneAmerica, Cecelia Health, Inovalon, and Optum. Wells Fargo Clearing provides retirement plan consulting to 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lori Tauring is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as managing Blue Heron Professional Group, LLC, and Blue Heron Tax Services LLC, where she provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Emilie George is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her prior roles include six years at Raymond James & Associates and three years with Vandersall and Associates/Ameriprise Financial. She is also involved in support duties at Wahl & Wire Wealth Management of Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical and risk-profiling tools and supports a broad advisor network with specialized municipal and retirement advisory services.

Keith Johnson is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Jeffrey Schuette is a financial advisor with Equitable Advisors in Eagan, MN, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 22 years before joining Equitable Advisors in 2026. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, focusing on both discretionary and non-discretionary advisory solutions through various program sponsors.

Jonathan Nelson is a financial advisor at RBC Capital Markets in Edina, MN, holding a Series 66 designation and with eight years of industry experience. He previously worked at William Blair Investment Management, LLC for six years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Theodore Larson is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been affiliated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and market assumptions.

Linette Carlson is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2008. Based in Minneapolis, MN, her career at a major institution spans nearly two decades. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on clients’ risk profiles using both in-house and third-party managers.

Theresa Olberding is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 16 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Jamie Johnston is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Johnston holds a Series 66 designation and serves as Treasurer for the Prior Lake Hockey Association, a youth organization in Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and structured discovery conversations.