Kelly Schrempp is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is also affiliated with the Illinois Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Nathan Whited is a financial advisor with Edward Jones in Lilydale, MN, holding CFP® and Series 66 designations and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Camping World / Gander Outdoors and Gander Mountain Company. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chris Mc Clure is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Clear Channel Outdoor, Health Tech Academy, Strategic Education, Inc., and Capella University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Ishaa Conley is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held various roles at the University of Minnesota, Victoria's Secret, and Doc Popcorn. Outside of her advisory work, she occasionally provides babysitting services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income and tax-aware withdrawal strategies. Its retirement income program features a centralized team that collaborates with advisors to deliver personalized recommendation reports and ongoing advice.

Zebedee Weyrick is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of experience with Cambridge and over a decade of industry involvement through his role at DMW Financial LLC. Outside of advising, he is involved in technology services through ownership of Z8 Holdings LLC and has held roles related to construction labor and coaching. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Mark Murphy is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors, Inc. since 2014. In addition to his advisory role, he works as an insurance agent specializing in outside term and long-term care insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations and supports clients through various advisory programs and partnerships.

Marc Terris is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 26 years of experience in the financial services industry and focuses on building long-term client relationships based on trust. Marc works with clients on a range of financial planning needs including college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, and retirement income. Marc holds a Bachelor's Degree from Concordia College – Moorhead and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He emphasizes personalized financial strategies tailored to clients’ risk tolerance, time horizons, and liquidity needs, with an approach that encourages ongoing communication and at least an annual face-to-face portfolio review. In addition to his professional work, Marc participates in his community as a member of the St John Vianney Minor Seminary Board. Outside of his advisory role, he enjoys boating, golfing, ice hockey, and reading. Marc is married to Wendy and they have four children.

Lindsay Gordon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. Gordon has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC and Wells Fargo Investments, LLC. 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 offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Brendan Drager is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Park Valley United and Service Point Pro. Outside of his advisory work, he coaches soccer with Park Valley United. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm works through a network of Investment Adviser Representatives, offering access to both proprietary and third-party investment solutions.

Sue Nauss is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Nauss serves on the Board of Directors for the Lakewoods Townhome Association. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and a focus on assets managed within Ameriprise accounts.

Arlen Stern II is a CFP® professional with 18 years of industry experience, currently serving at Ameriprise in Minnetonka, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on providing written recommendations and ongoing retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Michael Haverkamp is a CFP®-certified financial advisor with LPL Financial in St. Paul, MN, where he has worked since 2003. He has 38 years of industry experience. Outside of his advisory role, he is involved with tax preparation support through Dakota Tax Services and administrative work for Breezy Meadows LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a broad suite of non-advisory financial services.

James Scattergood is a financial advisor with Cetera, holding a Series 66 designation and having 20 years of industry experience. He has been with Cetera and its affiliated entities since 2010. He is also the managing partner for West Shore Brokerage LLC, a pass-through company for Cetera Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple investment platforms and third-party managers.

Scott Luehring is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and businesses, providing guidance during times of change such as retirement, job transitions, estate planning strategies, and business planning. Scott emphasizes connecting all aspects of a client's financial life to prioritize and pursue their most important goals. Scott offers expertise in alternative investments including private equity, equity long-short hedge funds, credit, and equity multi-strategies tailored for high net worth individuals. Utilizing Merrill's research capabilities and portfolio solutions team, he addresses clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. His services encompass a broad range of financial products including investments, securities, annuities, life insurance, disability insurance, long term care insurance, asset accumulation strategies, and lending services through Bank of America, N.A. He holds a Bachelor's Degree from Saint Cloud State University and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Scott serves as the unofficial team photographer for his daughters' volleyball teams and enjoys boating, hiking, photography, and volleyball.

Jeffrey Coplan is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Raymond James Financial since 2006, currently serving at Raymond James Financial Services, Inc. in Eden Prairie, MN. Outside of his advisory role, he is an insurance agent and the owner of a commercial property business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports its offerings with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Eric Ebsen is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services and its affiliated entities since 2014. 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 advice focused on income sources and tax-aware withdrawal strategies.

Bret Larson is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Cetera and its related entities since 2019. Prior to that, he was with Foresters Financial Services and its affiliates from 2004 to 2019. He is also a 50% owner and serves as secretary/treasurer of Karlson Larson Financial Group LLC, an entity established to define succession of his advisory practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management services and access to both affiliated and third-party managers.

Megan Hrabe is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios.

Nicholas Klug is a financial advisor at Edward Jones in Chaska, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Examination Resources, LLC, Ameriprise Financial Services, Inc., and Insurance Logic Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide advisor and branch network.

Thomas Spanier is a financial advisor with LPL Financial in Eden Prairie, MN, holding a Series 63 designation and over 30 years of industry experience. He has been with LPL Financial since 2002. Spanier also operates financial planning and retirement plan counseling businesses under the names Financial Planning of Minnesota, Inc. and Counsel Retirement Plans, Inc. 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, and institutional platforms, supported by over 22,800 advisors and extensive technology tools.