Christopher Forsberg is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is a freelance violinist. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including financial planning, portfolio management, and capital markets services.

Stephanie Betz is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has worked at RBC Wealth Management since 2006. Outside of her advisory role, she has been employed at J.Crew since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers.

Elizabeth Heidemann is a Series 66-licensed financial advisor with Morgan Stanley in Bloomington, MN, where she has worked since 2014. She has 22 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Mark Sunberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held roles at Cetera since 2013 and is the owner of Sunberg Capital Partners, Inc. Outside of his advisory work, Sunberg is a co-owner of Red's Savoy Pizza, a restaurant in St. Paul, MN, and serves as vice president and board member of Discern Capital Inc, a holding company for private investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures and custodial relationships.

Stephanie Walz is a financial advisor with Fidelity, holding a Series 66 designation and 13 years of industry experience. She has been with Fidelity Investments since 2013, including seven years at Fidelity Personal and Workplace Advisors prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, combining proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with specialized roles in commodity pool operations and advisory services to registered investment companies.

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.

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, with one year of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2025. Prior to his advisory role, he was employed in various positions including at Fat Lorenzo's and educational institutions such as Washburn High School and the University of Minnesota–Twin Cities. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a model that matches clients to investment programs or discretionary managers, leveraging third-party asset managers and advisory platforms while offering ERISA fiduciary services through credentialed representatives.

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. His prior roles include positions at The Leaders Group Inc and Diversified Brokerage Services Inc. Crowley is involved with The Haddorff Team, Inc., an entity related to his LPL business activities. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Ryan is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at Woodbury Financial Services, Inc. for 15 years before joining OSAIC in 2024. Ryan also operates Mike Ryan Financial, a sole proprietorship focused on traditional life, disability, and long-term care insurance. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process and multiple program options.

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 and holds the Series 66 designation. Prior to joining OSAIC in 2023, he worked at Thrivent Financial and Thrivent Investment Management Inc., and served ten years in the U.S. Army. He is a board member and membership chair of the Rotary Club of Lakeville. OSAIC serves a diverse client base including retail and institutional investors, offering advisory and brokerage services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

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.

Autumn Schinka is a financial advisor with Thrivent Investment Management in Cottage Grove, MN. She holds the Series 66 designation and has three years of industry experience. Prior to joining Thrivent, she spent 20 years at Best Buy Co., Inc. Outside of advising, she works occasionally as a freelance video producer and director and serves as president of the Stillwater Area High School Girls Golf Booster Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a wide range of financial topics, with the option to combine planning with managed-account services under a consolidated billing system.