Christopher Sorsoleil is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at Securian Financial Services and CRI Securities. Outside of his advisory work, he serves as a board member for the Crohns and Colitis Foundation and owns a landscaping business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and retirement services, providing access to multiple program structures and investment strategies across discretionary and non-discretionary accounts.

Andrew Mc Connell is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Wells Fargo Clearing and has prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Corebridge, McConnell Financial, and Northwestern Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Sarah Joseph is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, she teaches drama and speech at Saint Francis Christian School. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party management to address various client needs.

Joseph Fields is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Eagan, MN. 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 broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Jungquist is a ChFC® with 40 years of experience in the financial industry. He is currently with OSAIC and has prior experience at Octagon Wealth Management, LLC and FSC Securities Corporation. He serves on the investment committee for DeLaSalle High School’s endowment fund and is a member of the parish council at Annunciation Catholic Church. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm uses a variety of asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers.

Eric Samshal is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brittany Bonde is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses and having six years of industry experience. She has been with Wells Fargo Bank, NA since 2016 and with Wells Fargo Clearing Services, LLC since 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Bouillon is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. His prior roles include positions at Innovative Planning Group/LPL Financial and MassMutual Life Insurance Company. Outside of finance, he has worked in municipal parks and recreation as well as university dining services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses proprietary software and structured annual planning engagements to deliver written recommendations focused on investment categories and strategies.

Anshu Dutt is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked primarily within Wells Fargo and affiliated firms since 1994, including roles at Wells Fargo Advisors and LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Farrells is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and having 14 years of industry experience. He previously worked at American Enterprise Investment Services Inc for eight years before joining Ameriprise in various roles since 2020. Outside of his advisory work, he serves on the board of directors for the ATL Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Shari Lum is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as an executor for a family estate. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Zachary Stegmiller is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he worked in the hospitality sector, including positions at Beach Bums Bar and Eatery and Olive Garden. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Elvis Rivera is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, and Bank of America/Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization, offering a range of investment solutions with an emphasis on institutional consulting.

Bassem Abou Zeid is a financial advisor with Raymond James & Associates in Minneapolis, MN, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior work includes roles at Bank of America, N.A., and Merrill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Samuel Doody is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms including Protective Life Insurance Company, Investment Distributors Inc, Transamerica Capital Inc., and Pacific Life. Doody is currently based in South St. Paul, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Meghan Kumpf is a financial advisor with Fidelity in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior work includes roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory work, she serves as a varsity head coach for gymnastics at Hopkins Public Schools, coaching students in grades 7 through 12. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Alan Saffert is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is a co-owner of a cottage that is occasionally rented to others. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm delivers written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Grant Galarneau Becker is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked in media and food service roles, including positions at KGAN-TV, KTVO-TV, and Papa Murphy's. Outside of financial advising, he is involved as a Dasher with DoorDash. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jennifer Machtemes is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she works as an ice skating instructor at White Bear Lake Sports Center. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to support clients approaching or in retirement.

Jonah Jangula is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His background includes roles in the restaurant industry and involvement with Charleston's Overspeed Hockey Training. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and relies on model-driven strategies managed by unaffiliated asset managers.