Shawn Gray is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2013 and concurrently at The Northwestern Mutual Life Insurance Company since 1992. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Steven Larson is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63, 65, and 66 licenses with three years of industry experience. He has previously worked at Wells Fargo Bank, Bank of Maple Plain, Wells Fargo Wealth Management, and Wells Fargo Home Mortgage. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Bradley Ober is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for nine years. His additional activities include assisting clients with the integration of life insurance into financial plans. Osaic Wealth, Inc. serves a diverse mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and third-party platforms to tailor portfolios across multiple investment types.

Brian Bovee is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by LPL Research and third-party subadvisors.

Thomas Breen is a financial advisor with LPL Financial in Roseville, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at Affinity Plus Federal Credit Union, CUNA Brokerage Services, Inc., IFS Financial Services, and Voya. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Paige Eddleman is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she held positions at several firms including North Star Resource Group and Moxie Wealth Management. Outside of advising, she has experience coordinating practice operations at both Moxie Wealth Management and North Star Resource Group. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Logan Dwyer is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. He previously worked at RBC Capital Markets and Riversource Distributors, Inc., and has a background that includes a position at the University of Minnesota Medical School Duluth. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Jackson Raskob is a Series 66-registered financial advisor with Thrivent Investment Management in Minneapolis, MN. He has one year of industry experience and prior work history includes positions at State Farm, T-Mobile, and the American Diabetes Association. Outside of finance, he has been involved with the Medina Entertainment Center 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 planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Raj Vaswani is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and over five years of professional experience. His prior roles include positions at Athena Investment Advisors, Devonshire Partners, and academic work at the Simon Business School at the University of Rochester. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across multiple financial planning areas without managing client portfolios or implementing trades directly. The firm combines goal-based analyses with managed-account options through a service called “WealthPlan,” maintaining separate planning and investment management functions.

Andrew Lange is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with 13 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Qani Elmi is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Oakley is a Series 66-licensed financial advisor at UBS Financial Services in Minneapolis, with four years of industry experience. His career includes roles at Bank of America and six years of service in the United States Air Force. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Jeremy Sammons is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 license and is based in Lilydale, MN. Outside of his advisory role, Sammons is involved as a member of an investment club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Cardell Johnson is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. in Minneapolis, MN, since 2003. 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 across a broad range of topics, allowing clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

David Westlund is a financial advisor with Ameriprise in Andover, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Westlund is the owner and CEO of Meander Corner LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, utilizing a centralized consulting team that delivers annual, research-driven, non-discretionary recommendations tailored to tax efficiency and income sustainability.

David Hoft is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 65 and Series 63 credentials. He has been with Thrivent since 2026 and has prior experience in corporate roles at Kimberly Clark Professional and Caleres, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various planning topics. The firm offers these services through a network of financial advisors without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Amy Aadalen is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney LLC since 2009. She is based in Minneapolis, MN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses a structured planning process supported by proprietary tools and provides services without directly recommending individual securities as part of its standalone financial plans.

James Schmidt is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill for 20 years before joining Morgan Stanley in 2017, including its Private Bank since 2018. He is based in St. Paul, MN. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its financial planning process.

William Duncan III is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Stellarpath Wealth Advisors and Chattanooga State Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jared Lewis is a financial professional at Cetera with three years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Foundry Partners and Arbor Capital Management. He also provides team support at North Star Resource Group. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary investment options, overseeing over $256 billion in assets through a network of more than 10,000 advisors.