Peter Fox is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo from 2014 to 2017. Peter has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Arjun Wickremasinghe is a financial advisor at Charles Schwab with a Series 66 designation. He has held various roles in the financial industry since 2016, including positions at First Foundation Bank, Blue Street Capital, and Partners Capital Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Josef Minnich is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Golden Valley Little League. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Benjamin Hovland is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for SagePoint Financial, Inc. for 13 years before joining OSAIC in 2023. He owns a sole proprietorship focused on insurance sales and servicing for new and existing clients. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and offers access to third-party money managers and wrap programs.

Eldin Hegic is a financial advisor at LPL Financial in St. Louis Park, MN, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC, Wells Fargo Bank, and BMO Bank. Outside of finance, he is involved with several entrepreneurial ventures, including EK Vending LLC and EK Ventures LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from LPL Research and third-party subadvisors.

James Walburg is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm emphasizes goal-based analyses and maintains separation between planning and managed-account services.

Brandon Enriquez is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked in roles at Lifetime Fitness, Landscape Structures, and the University of Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jacob Barber is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. He has been with Ameriprise since 2020. Outside of his advisory role, he is involved with TC Trailmarkers LLC as a registered team member and manages this advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Peter Fleming II is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Financial Engines Advisors L.L.C., Associated Investment Services, Inc., and VALIC Financial Advisors. Outside of finance, he was involved with James Fox Artist Management LLC for over a decade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offering a range of discretionary and non-discretionary advisory programs to a large client base.

Matthew Gribben is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and has worked at City National Bank and Citizens State Bank. Outside of finance, he was involved with the La Crosse Area Family YMCA and the University of Wisconsin La Crosse. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies using a combination of in-house and third-party investment managers, alongside features such as tax management and responsible investing options.

Timothy Davisson is a financial advisor with Ameriprise in Minnetonka, MN. He holds the CFP®, ChFC®, and Series 63 designations and has 38 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Matthew Osendorf is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its recommendations and delivers these services through a centralized retirement-income consulting team.

Michael Hiniker is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at E*TRADE Securities and various Advisornet entities. He is also an executive planner at Advisornet Financial Inc., where he provides financial planning and asset management services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Casey Reif is a financial advisor with Edward Jones in Champlin, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he was self-employed through Skulldini LLC and has held positions at TE Connectivity and the University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Kristin Harper is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Michael Pollock is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Thrivent Financial in various advisory roles since 2016. Pollock is involved with TC Trailmarkers LLC as a registered team member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to deliver written recommendation reports and ongoing planning advice.

Harold Sorley is a financial advisor at Stifel with 33 years of industry experience. He has held his current position since 2006 in Wayzata, MN, and holds Series 63 and Series 66 licenses. Stifel serves a diverse clientele including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology from its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Michael Kosmak is a financial advisor with Cetera who holds a Series 66 designation and has 27 years of industry experience. He has been with Cetera Wealth Services since 1999 and currently co-owns Bennett, Mastin and Kosmak Inc., where he serves in management and training roles. Outside of finance, he is the owner and president of Langdon St. Consultants, a technology consulting firm. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that allows advisors to implement diverse investment strategies with discretionary and non-discretionary authorities.

Perry Jacobson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Golden Valley, MN. He has 17 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008 and 2009, respectively. He serves on the board of the Westwood Lutheran Memorial Foundation, which supports the mission and outreach of Westwood Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics without implementation services. The firm delivers holistic, goal-based planning combined with managed-account options under a consolidated billing approach called “WealthPlan,” but does not provide portfolio management for institutional clients.

Christopher Kellett is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, and Wells Fargo Advisors before joining Cetera. Outside of his advisory work, he is an owner of SaltPoint Capital Partners, a financial services DBA providing brokerage and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.