Alex Grausnick is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2013 to 2020. Outside of advising, he is involved with May, Inc. as a paraplanner supporting his Ameriprise practice. Ameriprise is an institutional firm serving clients, particularly those approaching or in retirement with significant investable assets, through its Premier Retirement Income service. The firm combines research, modeling, and tax-efficiency analysis to provide personalized retirement-income planning and offers a broad range of advisory, brokerage, and insurance solutions.

Sarah Coffey is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked in education for over 17 years, including a role at Hopkins Public Schools. Outside of advising, she has coached educational transition programs and works as a restaurant server. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers an optional managed-account program combined with planning under a consolidated billing arrangement called WealthPlan.

Kathryn Rodgers is a financial advisor with Morgan Stanley Wealth Management in Bloomington, MN, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Nepsis. Outside of her advisory work, she is involved with Partners in Community Service in St. Paul, MN, where she provides care to mentally handicapped adults. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct relationships and corporate financial planning agreements.

Jonathan Halvorson is a CFP® with 20 years of industry experience, currently serving as an advisor at OSAIC since 2024. He previously worked for Securities America Advisors and Securities America Inc. for a decade, and held a position at Raymond James Financial in 2011. Outside of his advisory role, he is president of JMark Financial LLC, an entity used for receiving advisory compensation and office rental purposes. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and a range of managed account programs through a multi-advisor platform.

Nicole Hiller is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS Financial Services since 2011 and holds a Series 63 designation. UBS Financial Services Inc. 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, supporting its advisors with proprietary research and a broad platform of capital markets and advisory solutions.

Cody Cullen is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo for four years. Outside of his advisory role, Cullen teaches digital literacy to senior citizens through a nonprofit organization, Senior Community Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Joseph Kack is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Grove Point Advisors, LLC and has been involved with Wealth Guidance, Inc. since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology and a diverse set of financial products.

Mark Strangis is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been associated with Linsco Private Ledger since 2007. Outside of his advisory role, he operates under the DBA Strangis Wealth Management. 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 variety of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Matthew Tuttle is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. He is co-owner of Great Service Model LLC and Excellent Management Model LLC, both involved in managing his Ameriprise business. Additionally, he is a co-founder and board member of Farcical Fertility, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brett Koopman is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves on the Board of Trustees for Mount Carmel Ministries and is a director and owner of a family farm corporation, Chedna, Ltd. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning addressing a wide range of topics, providing ongoing or one-time planning relationships without discretionary portfolio management for institutional clients.

Mark Nevermann is a financial advisor with Edward Jones in Golden Valley, MN, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved in managing rental properties through LLCs he established for tax and liability purposes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kevin Rollwagen is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Kevin is part of The DDK Group, a team within Baird’s Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, with an investment approach that includes manager-traded and model-traded strategies, tax management, and ongoing manager selection supported by internal research and advanced tools.

Elizabeth Mccarty is a financial advisor at Ameriprise with 21 years of industry experience. She holds the Series 63 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves on the Board of Directors and as Unit Treasurer for Pack 9561 Committee at Capitol Hill School in St. Paul, MN. 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.

Andrew Groebner is a CFP® with 12 years of industry experience, currently affiliated with LPL Enterprise. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with non-variable insurance activities through the Eugene Cohen Agency and Prudential-sponsored business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s model-driven investment approach incorporates portfolios from internal research and third-party strategists, while also offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Stacey Michels is a financial advisor with UBS Financial Services in Kailua, HI, holding Series 63 and Series 66 designations and offering 28 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Matthew Kelley is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he was affiliated with Titleist and has been involved with the Minneapolis Golf Club. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Richard Kirchoff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008 and Thrivent Investment Management since 2007. Outside of his advisory work, Kirchoff is part owner of an LLC that manages the office building he works in and personally handles snowplowing for the business parking lot through a separate LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach emphasizes holistic, goal-based planning across a broad range of topics, with an option to combine planning with managed-account services under a consolidated billing arrangement.

Dennis Dane is a financial advisor with Cetera, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services for three years. Outside of his advisory role, he manages a full-service CPA firm, Dane Tax Solutions, LLC, and serves as a trustee at Oak Grove Church, where he assists with financial reconciliation and budget formation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Connor Josephson is a financial advisor at Thrivent Investment Management in Edina, MN, holding a Series 66 designation. He has been with Thrivent and its related entities since 2022 and has experience working in educational and community organizations prior to his financial advisory role. 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 with options to combine it with managed-account services while keeping the two separate.

Nakita Kirchner is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. She has worked at Vedadi Wealth Management, SagePoint Financial, and OSAIC since 2022. Kirchner serves as a paraplanner for Vedadi Wealth Management and is a board member for the US Palestinian Community Network in Minnesota, where she helps organize community and cultural events. OSAIC Wealth provides a multi-advisor platform serving retail and institutional clients, offering brokerage and advisory services that include financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization through a range of strategies and maintains a complex affiliate network.