Charles Leflar is a financial advisor at LPL Enterprise with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Gradient Securities over the past 14 years. He also offers fixed insurance products through Crump as part of his outside business activities. LPL Enterprise provides investment advisory and brokerage services to a range of clients including individuals, high-net-worth investors, and institutional entities, utilizing a model-driven investment approach supported by third-party asset managers and proprietary research.

Sean Hoffman is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies using both in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Nicholas Safi is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. Outside of his advisory role, he is involved with Financlaly Fluent Advisors as a Financial Planning Associate. 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 a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various investment types.

Andrew Jankowiak is a financial advisor with LPL Financial in St. Louis Park, MN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Old National Bank, Bremer, Raymond James Financial Services, Bank of America, Merrill, BMO Wealth Management, and Wells Fargo Investments. He is involved in advisor referral programs at Old National Bank through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with both discretionary and non-discretionary investment strategies.

Sara Humann is a financial advisor at UBS Financial Services with seven years of industry experience. She has previously worked at Medtronic PLC for eleven years before joining UBS in 2019. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the Plymouth Wayzata Youth Baseball Association, which organizes youth baseball programs in her local community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Kelsi Rahm is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and models outcomes with its Global Investment Committee’s estimates and Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

Molly Root is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked with The Prudential Insurance Company of America, Pruco Securities, LLC, and THRIVENT FINANCIAL for Lutherans, including its investment management branch. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Blake Hartmann is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He previously worked at Northwestern Mutual and has a background that includes roles outside of finance, such as at Lancer Clad Door Frames and Pizza Ranch. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Jackson is a financial advisor with RBC Capital Markets in Wayzata, MN. She holds Series 63, 65, and 66 licenses and has 18 years of industry experience. Since 2015, she has been with RBC Capital Markets. RBC Wealth Management serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors strategies based on each client’s Advisory Risk Profile, using a combination of in-house and third-party investment managers.

Jacob Sterling is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has worked at City National Bank and Live Nation. Outside of finance, Sterling is the founder and co-owner of Swanky Systems LLC, a concert and event lighting and sound production company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, using both in-house and third-party investment managers.

Nathan Perbix is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the Series 63 and Series 65 designations. His career has been primarily with Thrivent Financial and Thrivent Investment Management since 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of financial topics. The firm offers these services through a network of financial advisors and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Teresa Lane is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and four years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked at Wells Fargo Bank, N.A. from 2014 to 2017. 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.

Jayne Bushman is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 1993 and brings over a decade of prior experience owning her own business. Jayne focuses on a range of wealth management services including retirement planning, portfolio strategy, and estate planning. Jayne holds several professional designations including Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed her high school education at Windward School for Adults. Her client focus areas include education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. In addition to her professional work, Jayne is actively involved in community volunteer efforts, including health-related fundraising initiatives and education. She supports the Tim Rasmussen Foundation. Her personal interests include boating, hiking, photography, skiing, soccer, and traveling.

Jennifer Matter is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Bank since 2012 and has been with Wells Fargo Clearing since 2021. Prior to her career in finance, she was employed at Caribou Coffee Co Inc for one year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Brady Josewski is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Carlson School of Management and Anoka Ramsey Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Jordan Komendowski is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Blake Gleason is a financial advisor at OSAIC Wealth Inc with five years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and MassMutual Life Insurance Company. Outside of his advisory role, he is a partner in an investment club focused on market trends and securities investing. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios comprising various securities and alternative investments.

Thomas Tollefson is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He has been with Cambridge since 2011 and holds a Series 66 designation. Outside of his role at Cambridge, he serves as president of CPHASE Financial, an investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various platform arrangements and both proprietary and third-party strategies.

Joshua Schultheis is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Piper Jaffray Investment Management and UBS Financial Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. Their investment approach is model-driven, offering access to third-party asset managers and various financial planning services.

Donald Hutson is a financial advisor with Merrill in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill since 1985 and also has a 15-year tenure with Bank of America, N.A. There are no other business activities reported. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.