Thomas Breen is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Affinity Plus Federal Credit Union and CUNA Brokerage Services. Breen has also been involved with Vision Soccer Academy early in his career. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Paige Eddleman is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she held positions at several firms including North Star Resource Group and Moxie Wealth Management. Outside of advising, she has experience coordinating practice operations at both Moxie Wealth Management and North Star Resource Group. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Logan Dwyer is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. He previously worked at RBC Capital Markets and Riversource Distributors, Inc., and has a background that includes a position at the University of Minnesota Medical School Duluth. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Lange is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with 13 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Qani Elmi is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2010. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Oakley is a Series 66-licensed financial advisor at UBS Financial Services in Minneapolis, with four years of industry experience. His career includes roles at Bank of America and six years of service in the United States Air Force. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Jeremy Sammons is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 license and is based in Lilydale, MN. Outside of his advisory role, Sammons is involved as a member of an investment club. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joshua Canniff is a CFP® with 20 years of experience in financial advising. He is currently with Cetera and has held roles at Cetera Wealth Services, LLC, AdvisorNet Wealth Partners, and Ameriprise. He is also a financial advisor at Rice Creek Wealth Management, where he provides investment advice, insurance, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of investment and retirement solutions via multi-manager platforms, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Cardell Johnson is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. in Minneapolis, MN, since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics, allowing clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

David Westlund is a financial advisor with Ameriprise in Andover, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Westlund is the owner and CEO of Meander Corner LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, utilizing a centralized consulting team that delivers annual, research-driven, non-discretionary recommendations tailored to tax efficiency and income sustainability.

Christopher Nelson is a financial advisor with Charles Schwab in Woodbury, MN, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at JP Morgan Chase Bank and J.P. Morgan Securities. 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 offers a mix of non-discretionary and discretionary investment guidance, supported by a large integrated structure and multi-asset model portfolios.

Amy Aadalen is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney LLC since 2009. She is based in Minneapolis, MN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses a structured planning process supported by proprietary tools and provides services without directly recommending individual securities as part of its standalone financial plans.

James Schmidt is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill for 20 years before joining Morgan Stanley in 2017, including its Private Bank since 2018. He is based in St. Paul, MN. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its financial planning process.

William Duncan III is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Stellarpath Wealth Advisors and Chattanooga State Community College. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jared Lewis is a financial professional at Cetera with three years of industry experience. He previously worked at Foundry Partners for seven years and currently provides support for team members at North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Diane Yohn is a financial advisor at Cetera with 32 years of industry experience. She holds the Series 63 designation and has worked extensively at Securian Financial Services, Inc. and C.R.I. Securities, Inc. In addition to her advisory role, she serves as an election judge in Bloomington, MN. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to affiliated and third-party managers.

Colleen Alcin is a financial advisor with Merrill in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 16 years of industry experience. She has worked at Merrill since 2015. 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, pension and profit-sharing plans, corporations, and charitable organizations.

David Mattson is a CFA® charterholder and holds a Series 63 license with five years of industry experience. He has worked at Ameriprise since 2021 and previously spent six years at Parametric. Outside of his advisory role, he teaches a finance course as an adjunct professor at the University of Minnesota. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Michael Olaniyi is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at Minnesota State University, Mankato, and retail positions including Sam's Club and Walmart. Ameriprise serves clients generally with at least $1,000,000 in net investable assets, offering a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for assets managed within Ameriprise.

Michael Phillipson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Bond & Devick Wealth Partners, and NorthRock Partners. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.