Connor Fabio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior roles at Wells Fargo and other firms. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Bradley Newbauer is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and manages a cabin rental business, handling janitorial duties and bookkeeping. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

Dana Roberts is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2014, with prior experience at CRI Securities and Securian Financial Services. Roberts also serves as a FINRA arbitrator. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and annual advice, utilizing proprietary research, third-party data, and algorithmic tools.

Kathryn Austin is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and previously worked at Benjamin F. Edwards for three years. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach supported by tools such as risk-tolerance questionnaires and portfolio optimization, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Sigrid Nielsen is a financial advisor at Edward Jones in Golden Valley, MN, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Morgan Stanley and Wintrust Mortgage Barrington Bank and Trust. Outside of advising, she is a writer, author, and speaker, with a pending book titled "Letters from Sigrid," and she serves as Finance Director for the nonprofit WEMN Women Entrepreneurs of MN, among other volunteer roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and is notable for its extensive advisor and branch network as well as its additional affiliated capabilities.

William Thureson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at the Federal Reserve Bank of Minneapolis for six years. Outside of his advisory role, he is a partner in a property management LLC with his spouse, handling managerial duties for rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved analytical tools.

Molly Schutz is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2002. Outside of her advisory role, she has worked as an independent consultant selling and educating consumers on therapeutic-grade essential oils and has served as an election judge for the City of Eagan. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Kristin Printon is a financial professional with 15 years of industry experience, currently affiliated with Cetera. She holds a Series 66 credential and has worked at firms including Minnesota Life Insurance Company, Securian Financial Services, and CRI Securities. Kristin serves on the advisory board of the Diaper Bank of Minnesota, a nonprofit providing diapers to organizations supporting families with young children. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program platforms and third-party managers.

Scott Graul is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, Scottrade, and TD Ameritrade. In addition to his advisory role, he serves as Head of Operations and Financial Planner at Sandvold Financial Group, where he oversees cash flow and manages the customer service team. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a range of investment programs tailored to various client needs.

Warren Ludford is a CFP®-credentialed financial advisor with 29 years of industry experience. He has been with LPL Financial since 2008, working at the firm for 18 years. Ludford is based in Roseville, MN, and holds Series 63 and Series 65 licenses. 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, supported by various operational and research tools.

Daniel Griep is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with UBS since 1993. Mr. Griep serves on the investment committee for DeLaSalle High School’s endowment funds, contributing to the drafting of the Investment Policy Statement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies aligned with client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Steven Van Sloun is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Deepwater Asset Management and F2 Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Anthony Scheuring is a Senior Vice President, Senior Financial Advisor, and Portfolio Manager at Merrill in Minneapolis, Minnesota. He has been a Partner with The Scheuring Group at Merrill since August 2010. Prior to joining Merrill, Anthony worked at Piper Jaffray & Company from 2006 to 2010, where he spent three years in the Operations Department on the Fixed Income Trading Desk and one and a half years as a Registered Sales Assistant for a Corporate Cash Management Team. Anthony serves multiple generations of clientele, guiding families toward their financial objectives through tailored asset and liability management. His approach incorporates a diligent goals-discovery process, knowledge of financial markets, and rigorous financial strategies to address various family circumstances and philanthropic giving. As a Portfolio Manager, he manages discretionary strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds Series 7 and Series 66 FINRA registrations, and the Certified Plan Fiduciary Advisor (CPFA) designation. Anthony earned a Bachelor's degree in Business Administration from the University of St. Thomas and is an alumnus of Cretin-Derham Hall High School. He served in AmeriCorps from 2004 to 2005 as a Construction Supervisor with Dallas Area Habitat for Humanity. Anthony is involved with Prodeo Academy and Twin Cities Habitat for Humanity. He resides in Mendota Heights, Minnesota, with his wife and four children.

Sean Endersbe is a CFP® professional affiliated with Osaic Wealth, with 10 years of industry experience. He previously worked at Sagepoint Financial, Inc. for eight years and has been involved with Comprehensive Financial Solutions for 15 years. He is the owner of an insurance advisory practice and serves as President and CEO of EKE, LLC, a partnership organization for advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization within a complex affiliate network and a large multi-advisor platform.

Deborah Thompson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. She has been affiliated with Raymond James since 2015 and also works with Pfk Management and Scholz. Outside of her advisory role, she is involved in financial planning through PFK Financial Services, Inc. and serves as a future executor for a family estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm delivers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional specialties in municipal advisory services and SIMPLE IRA employer consulting.

Thomas Rippberger is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with OSAIC. He has held roles at multiple firms including Cetera Advisor Networks and Affiliated Advisors. Outside of his advisory work, he serves as secretary on a church endowment committee. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with a model-based investment process emphasizing asset allocation, portfolio optimization, and a range of advisory and brokerage services.

John Docter is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1984, he has focused on customizing asset allocation strategies to address the evolving needs of individual, family, and business clients. John incorporates both traditional and alternative market-linked investments in portfolios designed to enhance alpha, reduce beta, and implement downside hedging strategies. John holds a Bachelor’s degree in Finance from the University of Minnesota, Duluth, and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is actively involved in community activities such as Habitat for Humanity and has served as a pace car driver for Grandma’s Marathon since 1976. John is married and pursues personal interests in fitness, competitive water skiing, and trail building.

Austin Zurn is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Bell Bank for five years. Outside of his advisory role, he is involved with Lifeworks, a nonprofit serving people with special needs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Kyle Hidlebaugh is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Ryan Kuehne is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entity since 2013. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.