Dobby O'Donnell is a financial advisor with Edward Jones in Mendota Heights, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in the hospitality industry at various firms including Great Wolf Lodge, Drury Hotels, and Aimbridge Hospitality. 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 strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Brian Wagenbach is a financial advisor with Charles Schwab in Edina, MN, holding CFP® and Series 63 designations and bringing 28 years of industry experience. His career includes long-term service at Charles Schwab since 1999 and a brief tenure at TD Ameritrade from 2023 to 2024. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custodial and supervisory support.

Sam Reber is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise since 2018 and previously worked at Axa Advisors. He holds the Series 63 and Series 65 designations. 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 recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

James Deutsch is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Cetera and its related entities since 2023 and previously held roles at Securian Financial Services, CRI Securities, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options and custodial arrangements.

Michael Bryant is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has previously worked at CAPTRUST Financial Advisors LLC and Thrivent. His background also includes academic roles at Iowa State University and John F. Kennedy Jr. School. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a range of investment programs including Unified Managed Accounts and third-party money manager options.

Punnarin Koy is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliates since 1993. Outside of his advisory role, he owns and teaches at the Minnesota Taekwondo Center and serves as Vice President on the board of the Southeast Asian Refugee Community Home. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm operates as a large institution offering a broad range of advisory, brokerage, and insurance solutions.

Brian Farley is a CFP® professional with 30 years of industry experience, currently affiliated with Cetera. He has worked at various firms including Cetera Advisors LLC, First Allied Advisory Services, and has been the owner and CEO of Farley Financial Partners, Inc. since 2012. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Dennis Mcnearney is a financial advisor at LPL Financial with 40 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation and OSAIC. In addition to his advisory work, he owns D&S Tax Service LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Anuradha Ramakrishna is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Merrill and Wells Fargo prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, along with specialized roles such as commodity pool operation and formal advisory to registered investment companies.

Scott Notman is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously worked three years at Jimmy John's. Notman is co-owner of Woelfle-Notman LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes a centralized service team that leverages investment research and algorithmic tools, with recommendations implemented non-discretionarily by clients or their advisors.

Shannon Bugnon is a financial advisor with Merrill, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Merrill since 2005, except for a one-year period at RBC Capital Markets from 2019 to 2020. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Nickolas Vucenich is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior roles include positions at Farmers Insurance and Air T, Inc. 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 combines research from Wells Fargo Investment Institute with third-party data, offering both brokerage and advisory solutions across a broad asset base.

Peter Tartaro is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Cetera, having held prior roles at Securian Financial Services, Ameriprise Financial Services, and other firms. Tartaro serves as a director for the Knights of Columbus and holds leadership roles as treasurer and vice president of a Toastmasters International club. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients, and offers a multi-manager platform with various investment program options.

Andrew Frye is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the CFP®, CFA®, PFS™, and Series 63 designations. Prior to joining RBC in 2024, he worked at CliftonLarsonAllen LLP and CliftonLarsonAllen Wealth Advisors, LLC from 2012 to 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a mix of in-house and third-party investment managers.

Andrew Karlson is a financial advisor with Cetera in Edina, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Cetera since 2019 and previously spent 17 years at Foresters Financial. Outside of his advisory work, Karlson is the owner of Karlson Corporation, a personal tax planning business, and serves as treasurer for a youth sports organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets.

Seth Burg is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he has worked at Bob's Cycle Supply for seven years. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves matching clients to program models or discretionary managers through a network of Investment Adviser Representatives and utilizes a combination of proprietary and third-party investment solutions.

Richard Hoel is a CFP® professional with 22 years of experience in the financial services industry. He has been with LPL Financial since 2022 and previously held roles at CUNA Mutual Group, CUNA Brokerage Services, Robert Half, and Kaplan Education. He also conducts outside work with Axtell, Haller, Slachta. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, with investment strategies that may be discretionary or non-discretionary.

Adam Marso is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he held academic positions at the University of Minnesota, University of North Dakota, Henderson State University, and Arkansas State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under its WealthPlan option.

Kristopher Schultz is a financial advisor with Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2012, including 11 years with Morgan Stanley Private Bank, National Association, and previously spent eight years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

James Householder Jr. is a CFP® professional with 34 years of industry experience. He has worked at Fortis Investors, Inc. since 1992 and joined OSAIC in 2024. In addition to his advisory role, he serves as a co-trustee for his parents' trusts and is a self-employed tax preparer. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process that incorporates asset allocation and portfolio optimization tools and supports discretionary and third-party manager strategies.