Christopher Smith is a financial advisor with Ameriprise in Richfield, MN, holding a Series 63 designation and with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Smith is also the owner of Chris Smith Consulting, LLC, a business related to managing his advisory activities. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated committee.

Scott Morgan is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. He has worked at LPL Financial since 2021 and has operated Morgan Planning Group, LLC since 2010. Prior to that, he was with MassMutual Life Insurance Co and Mass Mutual Investors Services from 2008 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Samantha Ims is a financial advisor with Equitable Advisors in Minneapolis, MN. She holds a Series 66 designation and has been in the industry since 2024. Her background includes roles at Canopy Financial Group and the University of St. Thomas, as well as experience in education and contracting. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Jeffry Robinson is a CFP® with 30 years of industry experience, currently affiliated with Cetera. He previously worked at Avantax Investment Services and Kingdom Advisors and has operated Family Financial Services, a tax preparation and accounting business, since 1992. His background includes extensive experience in wealth advisory and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to affiliated and third-party managers across multiple program structures.

Juan Guerrero is a CFP® with 24 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at firms including Cetera, Hilltop Securities, Royal Alliance Associates, Focus Financial Network, and TIAA. Guerrero also operates JG Financial LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various technology-driven investment solutions.

Gavin Menning is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation. He has been with Ameriprise since 2025 and has previous experience working in educational and service roles, including at the University of Minnesota and Homeworks for Students. 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 recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Samuel Birkes is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of finance, his background includes roles at Texas Roadhouse, Dollar Tree, and Lakeville North High School. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregg Mekler is a financial advisor with Raymond James & Associates in Edina, MN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James & Associates since 2006. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Maxwell Stowe is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services, Inc., and CRI Securities, Inc. Stowe is also an associate at WDA LLC, where he manages an advisory business. 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 retirement income planning advice through written Recommendation Reports and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Robert Grant is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jeffrey Olson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since joining Merrill in 2000, Jeff has worked closely with affluent clients and business owners to assist in the accumulation, preservation, and transfer of wealth. His service offerings include pre- and post-retirement planning, portfolio management, tax minimization, stock option analysis, estate planning, survivorship protection, education planning, and cash management. He emphasizes a collaborative approach to wealth planning to help clients gain clarity, purpose, and confidence in their financial decision-making. Jeff’s approach includes monitoring progress and making adjustments to help clients stay aligned with their financial goals. Jeff earned a Bachelor's Degree from the University of Minnesota, College of Liberal Arts. He and his wife reside in Minneapolis with their two sons. In addition to his professional work, Jeff participates in community volunteering activities within the local area.

Anne Nelson is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VOYA Financial Advisors and Cetera Wealth Services prior to her current role. Nelson is also an independent insurance agent involved in the sale of fixed insurance products through her own firm, Adams Consulting Group, LLC. 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 diverse investment management solutions and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Brandon Strangis is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 63 designation and has been associated with Linsco Private Ledger since 2007. He also operates under the DBA Strangis Wealth Management in Minneapolis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Mitchell Griep is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Birch Cove Group, Ltd and Raymond James Financial Services. In addition to his advisory work, he is involved in insurance sales through Modern Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers diverse financial planning and advisory programs supported by extensive research and technology resources.

Craig Jarvinen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 25 years of industry experience. His prior work includes roles at Southwestern Consulting, Crown Construction, and Edina Public Schools, as well as involvement with The Loppet Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and utilizes various model portfolios and research to support its investment strategies.

Kelly Schrempp is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is also affiliated with the Illinois Army National Guard. 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 large network of financial advisors and branch offices.

Nathan Whited is a financial advisor with Edward Jones in Lilydale, MN, holding CFP® and Series 66 designations and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Camping World / Gander Outdoors and Gander Mountain Company. Edward Jones is a full-service wealth management firm serving over 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, operating under a fiduciary standard.

Chris Mc Clure is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Clear Channel Outdoor, Health Tech Academy, Strategic Education, Inc., and Capella University. 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 under management through a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Ishaa Dhamne is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation with two years of industry experience. Prior to her current role, she has held positions at the University of Minnesota, Victoria's Secret, and Doc Popcorn. Outside of her advisory work, she occasionally provides babysitting services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a combination of investment research, third-party data, and algorithmic tools to support its recommendations.

Zebedee Weyrick is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of experience with Cambridge and over a decade of industry involvement through his role at DMW Financial LLC. Outside of advising, he is involved in technology services through ownership of Z8 Holdings LLC and has held roles related to construction labor and coaching. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.