Kevin Huss is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Cetera and its related entities since 2013. He is also president of Huss Investment Services, a financial services firm he has led since 2004. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Jarod Haglin is a financial advisor with LPL Enterprise holding a Series 66 designation and 18 years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. Outside of his advisory role, he is a business owner and CFO of Powersource Technologies, a construction company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tyler Graham is a Series 66 licensed advisor with six years of industry experience, currently affiliated with LPL Enterprise. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is involved with State of Fun in an employment capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers a range of financial planning, consulting, and insurance-related services.

Frederick Knapp Jr. is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2010. 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 fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Kevin Kuhl is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at LPL Financial and Investment Centers of America, Inc. Outside of advising, he is an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management services and operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

Lynn Elmer is a financial advisor with Mass Mutual Investors Services based in Plymouth, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, Elmer worked at Partners Financial Solutions and Principal Securities Inc., with extensive experience spanning both firms. Outside of advising, Elmer is an insurance broker with ROYA LLC, focusing on life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to deliver collaborative, goal-oriented planning.

Kyle Neubauer is a financial advisor at Edward Jones in Plymouth, MN, holding a Series 66 designation with one year of industry experience. His previous roles include positions at Mercer, Amazon, and Optum. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jonathan Bryant is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and 24 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years before joining Osaic in 2024. Outside of his financial advisory role, he is the owner and president of TripleThreat Training, Inc., which provides basketball skills training, and serves as the head varsity boys basketball coach at Edina High School. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs multiple advisory platforms and tools to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Kyle Laube is a financial advisor at Ameriprise Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of his advisory role, he manages a private wealth advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Mark Wolpert is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. His career includes over two decades at Metlife Securities Inc. before joining Mass Mutual Life Insurance Company and its affiliated investor services firm. He is also the owner of W Financial Group, a separate legal entity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative planning engagements using firm-approved analytical tools and offers event-driven planning programs alongside educational seminars.

Chad Fullington is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Edward Jones since 2011. He also earns income from youth baseball umpiring in Rogers, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

John Beard is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Beard serves as a citizen member on the Lessard-Sams Outdoor Heritage Council’s Legislative Commission to Promote Conservation and is a board member of the Gyro Club in Edina, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and uses structured discovery processes and advanced modeling techniques as part of its planning approach.

Megan Gehrman is a CFP® with 20 years of experience in the financial services industry, currently affiliated with Cetera. She has worked at Cetera Wealth Services, AdvisorNet Wealth Partners, and National Planning Corporation. In addition to her advisory role, she partners at Sterling Retirement Resources, a financial planning firm, and provides notary services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Jeannine Strand Marquez is a financial advisor with Ameriprise in Hopkins, MN, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages a business, Strand & Associates, related to her Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Jeremy Schmidt is a CFP® professional with 23 years of experience in financial advising. He has worked at Ameriprise since 2024 and previously spent 16 years at Marks Group Wealth Management, Inc. and 13 years at LPL Financial, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice through a written Recommendation Report and emphasizes tax-aware withdrawal strategies and dependable income sources.

Tyanna Graner is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has been with RBC Capital Markets since 2016, following a brief tenure at Wells Fargo Clearing the same year. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Amanda Goers is a financial advisor at Edward Jones in Anoka, MN, holding a Series 66 designation with two years of industry experience. She previously worked at Wells Fargo for 12 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Karmin Corkery is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Karmin worked at United Natural Foods, Inc. for 19 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jay Rothmeier is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Advisors, and Morgan Stanley. He is also involved as a registered team member with BDLR Group, Inc., managing an advisory business outside of his primary employment. Ameriprise Financial Services is a large, diversified firm serving both 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.

Brian Sullivan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at various breweries including Cartecay River Brewing and Contrast Artisan Ales. Outside of finance, he has been involved in the brewing industry since 2014. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.