Stephanie Walz is a Series 66-licensed financial advisor at Fidelity with 13 years of industry experience. She has been with Fidelity Investments and its affiliates since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Rhys Gailah is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at Wells Fargo and USI Insurance Services and is also involved with Think Financial Planning in Edina, MN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Charles Juckniess is a financial advisor at Morgan Stanley with Series 66 registration and one year of industry experience. His prior roles include positions at First Round, Old National Bancorp, and Bearpath Country Club, as well as several years in education at Creighton University and Benilde St. Margaret's. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Jason Halada is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Charles Schwab in Edina, MN. He has been with Charles Schwab Bank and Charles Schwab & Co. since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory, custody, and order-routing infrastructure.

Corby Serk is a CFP®-credentialed financial advisor with Edward Jones, based in Minnetonka, MN, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Knewtson Health Group and spent over a decade involved with Serk Family Chiropractic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices across the country.

Dennis Rowland is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 63 designation and 46 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory work, he sells a private sports card collection on eBay. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Peter Jandric is a financial advisor with Robert W. Baird & Co. in St. Paul, MN, holding a Series 66 designation and 13 years of industry experience. He previously worked at Raymond James Financial Services and Bremer Bank. Outside of his advisory role, he owns and manages three residential rental properties in St. Paul. He is part of The DDK Group at Robert W. Baird, which serves individuals, families, pension plans, corporations, and charitable organizations through a range of financial planning and portfolio management services tailored to client goals and risk tolerances.

Charles Wiestling is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he was employed at Fat Lorenzo's for six years and attended the University of Minnesota–Twin Cities for four years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and endorsed third-party managers, and manages a substantial portfolio on both discretionary and non-discretionary bases.

John Mclean is a Series 66-licensed financial advisor with Raymond James & Associates, based in Edina, MN, and has 13 years of industry experience. He has been with Raymond James & Associates 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 clientele, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Crowley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with The Leaders Group Inc and Diversified Brokerage Services Inc before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by comprehensive research and model portfolios.

Michael Ryan is a financial advisor at OSAIC with 25 years of industry experience. He held a 15-year tenure at Woodbury Financial Services, Inc. before joining OSAIC in 2024. Ryan holds Series 63 and Series 66 licenses and operates a sole proprietorship, Mike Ryan Financial, where he provides traditional life, disability, and long-term care insurance services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of advisers, utilizing asset-allocation tools and multiple third-party platforms to construct portfolios across various asset classes.

Frank Bevsek is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert Baird & Co. since 1992. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Timothy Missling is a financial advisor with Edward Jones in Burnsville, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2026, he worked at Ameriprise Financial Services for eight years and Wells Fargo Company for four years. He serves as a trustee and fiduciary on the Winona State University Foundation's Finance Committee, Special Projects Committee, and Full Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated financial services.

Sandy Kelch is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Sandy worked for Pioneer Press/Media News Group for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Steven Swanson is a financial advisor at OSAIC with five years of industry experience. He holds the Series 66 designation and has worked previously at Thrivent Financial and Daikin Applied. Swanson serves as membership chair on the board of the Rotary Club of Lakeville, where he assists with member induction and club decisions. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party solutions to construct and manage customized investment portfolios.

Alexander Gonzalez is a CFP® professional with 22 years of experience, currently serving at Thrivent Investment Management since 2003. He holds the Series 66 designation and is based in Bloomington, MN. Outside of his advisory role, Gonzalez volunteers as a board member for Meals on Wheels Bloomington, contributing to strategic planning and executive oversight, and serves on the Towndale Association board managing local community affairs. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial analyses and supports clients with planning services separate from managed accounts, emphasizing non-discretionary advisory relationships and periodic plan reviews.

Kristy De Los Santos is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo and in the abstract and title industry. Prior to her financial career, she spent five years at a veterinary referral and emergency clinic. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

James Chapman is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of finance, he works as an independent contractor for a modeling and talent agency. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide customized portfolio management, financial planning, and brokerage services using a combination of in-house and third-party investment managers.

Gary Hanson is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

George Gove is a Series 66-licensed financial advisor with five years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously held positions at North American Banking Company and Great Western Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning areas. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed accounts through a consolidated billing option.