John Mazzara is a CFP® and ChFC® professional with 35 years of experience in financial advisory. He is currently with Cetera and has been affiliated with the firm and its affiliates since 2013. In addition to his financial advisory work, Mazzara is the owner of a website and publication focused on senior housing, where he manages content and advertising. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers and investment programs.

Patricia Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with Raymond James & Associates and its related entities continuously since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Patrick Hager is a financial advisor at Edward Jones in Woodbury, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Powderhorn Mountain Resort and multiple vineyards, such as BookCliff Vineyards and Restoration Vineyards. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Cara Corey is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 license and one year of industry experience. She has operated Cara Corey Designs since 2010, providing class instruction and retail sales, and is involved in family dog sitting services through the Rover platform. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Mark Edlund is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Edlund is also involved in Strategic Financial Concepts, where he focuses on non-variable insurance and related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Derek Iverson is a financial advisor with LPL Financial in Eagan, Minnesota, holding Series 65 and Series 66 credentials and 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. for 23 years and has involvement with Irish Group, Inc. since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing various portfolio strategies and advisory platforms.

Dallas Eldeen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Kevin Mc Donnell is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Bank of America and Merrill Lynch since 2022 and has consulting experience with Loot Tavern Publishing, a company that produces digital and print materials for tabletop role playing games. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Connor Jones is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2017, following two years at Thrivent Financial and six years at the University of North Dakota. Jones also works as a client services associate at Prosperwell Financial in Minnetonka. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm provides tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Michael Metzger is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Edina, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Metzger manages a men's hockey team, overseeing fee collection and league participation. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities to serve its clients.

Michael Coughlin is a financial advisor with Thrivent Investment Management in Minnetonka, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and with Thrivent Investment Management since 2010. Outside of his advisory role, he is a part-owner of a farmland rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics and offers a managed-account program that can be combined with planning services under a consolidated billing option.

Peter Ward is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions in collegiate athletics and environmental studies at Macalester College, as well as public service with the City of Coon Rapids and the Hernando County Public Defender's Office. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through its network of Investment Adviser Representatives. The firm employs a range of investment models and fiduciary services, utilizing both proprietary and third-party solutions.

Mary Marko Quinn is a financial advisor with Edward Jones in Savage, MN. She holds a Series 66 designation and began her financial services career in 2025. Prior to joining Edward Jones, she has experience working in various industries, including life and leadership coaching through her ownership of NSpire LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Chad Stranlund is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he owns and manages a property management business operating under The Bailey Group. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Joy Henry is a financial advisor with Ameriprise in Eden Prairie, MN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Henry is also a registered team member at May, Inc., where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Hanley is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007, including the Private Bank since 2015. Outside of his advisory role, he serves on the Finance Committee of the Minnetonka Yacht Club and is a partner in Chaos II, LLC, a recreational venture. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Paul Bayer is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent since 2014, with prior experience at the firm beginning in 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning across various topics without managing discretionary assets for institutional clients, combining planning and managed-account services under a consolidated billing option called “WealthPlan.”

Paul Thurin is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and five years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at New Horizons, Mike's Cafe, Brau Brothers Brewing, and Southwest Minnesota State University. Thurin is also a registered team member of the AFA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, employing a combination of proprietary research and third-party data within a defined investment framework.

Christopher Peterson is a CFP® with 18 years of experience in the financial services industry, all of which have been with Edward Jones since 2008. He is based in Burnsville, MN and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Daniel Moran is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1988, following in the footsteps of his father, Dan Moran Sr., who worked with the firm for 38 years. As a second-generation advisor, Daniel brings extensive experience in wealth management and investment advisory services. He holds a Bachelor of Arts degree from St. Olaf College, where he also continued his hockey career after graduating from Edina West High School. Daniel has earned the designation of Personal Investment Advisor (PIA). Beyond his professional role, he serves on multiple boards and provides financial support to various organizations including The St. Paul Seminary, Our Lady of Grace Church, The Catholic Services Appeal, and several others within the Catholic community. He also engages in pheasant and duck hunting, golf, physical fitness activities, Bible study, and spending time with his family.