Stephen Braatz is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms, including City National Bank, RBC Capital Markets, Wells Fargo, and Morgan Stanley. Outside of his advisory role, he serves as Board Chair for Resolute, a family ministry nonprofit. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Kristin Strom is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with firms including Allianz Life, Questar Capital Corporation, and Securian Financial Services. Outside of her advisory role, she owns Jarne’s Financial and serves as a trustee. Cetera Investment Advisers LLC distributes services through a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, with access to multiple program structures and third-party money managers.

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.

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 at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked with firms including Securian Financial Services, Minnesota Life Insurance Company, and North Star Consultants. Kristin serves on the advisory board of the Diaper Bank of Minnesota, a nonprofit supporting families with young children. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to a variety of investment programs and third-party managers.

Gregory Witt is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Witt serves as a committee member offering investment and economic perspectives for St. Marys Greek Orthodox Church. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs, tailoring strategies to clients’ risk profiles and utilizing a combination of in-house and third-party investment managers.

Scott Graul is a financial advisor with OSAIC based in Minnetonka, MN, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Scottrade, and TD Ameritrade. Additionally, he serves as Head of Operations and Financial Planner at Sandvold Financial Group, where he manages cash flows and oversees a customer service team. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct and manage diversified portfolios for individual and institutional investors.

Megan Buss is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial and the University of Wisconsin-La Crosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in research.

Ben Brucciani is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built his career over more than 25 years. As a partner of the BWA Wealth Management Group, he focuses on helping clients identify and pursue their financial goals through customized planning and portfolio strategies. Ben works with a broad range of clients managing executive compensation, family wealth, liquidity, retirement planning, investment strategy, tax minimization, and retirement income. He holds a bachelor's degree in business finance from Augsburg College and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Ben resides in Lakeville, Minnesota. Outside his professional work, he is an active member of the Lakeville community and enjoys outdoor activities such as skiing, hunting, fishing, biking, boating, cooking, hiking, running, and soccer, as well as spending time with his family.

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.

Brandon Barkosky is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Waddell & Reed and A Vision Partners. His background also includes managing real estate rental activities through Gray Barkosky Real Estate, LLC. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Andrew Cripps is a financial advisor at Edward Jones with 26 years of industry experience. His prior roles include over two decades at Merrill Lynch/Bank of America and five years as a FINRA arbitrator. He holds Series 63 and Series 65 registrations. Andrew is also part of a private FINRA auditor pool, occasionally serving as an auditor in dispute cases. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

Evan Thornton is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. He is a part owner of Thornton Brothers, LLC and is involved in design marketing through Twin Cities Saxophone. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.

Luke Haddorff is a financial advisor with LPL Financial based in Edina, MN, holding a Series 66 credential and two years of industry experience. His prior work includes roles at the USTA National Tennis Center, Nike Tennis Camps, and Gustavus Adolphus College. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Sean Endersbe is a CFP® with 10 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Sagepoint Financial, Inc. for eight years and Comprehensive Financial Solutions for 15 years. In addition to his financial advisory work, he is the owner of an insurance advisory sole proprietorship and serves as president and CEO of an LLC that facilitates partnership operations for advisors. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party investment managers, utilizing proprietary tools and a variety of account management options.

Richard Kleber is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1998. He specializes in investment planning and portfolio management, providing advice and managing personalized or defined discretionary strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. Mr. Kleber holds a bachelor's degree in Mathematics from St. Olaf College. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional focus areas include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, personal retirement planning, philanthropic planning, portfolio management, and socially responsible, values-based, and ESG investing. Richard Kleber is a member of Rotary International (Edina Noon) and serves on the board of the International Hearing Foundation. He lives in Edina, Minnesota, with his wife Elizabeth and has three grown children.

Heather Johnson is a CFP® professional with 19 years of industry experience. She has worked with RBC Capital Markets since 2017 and previously spent 11 years at Stifel Nicolaus. Outside of her advisory role, she volunteers with Prepare + Prosper, a Minnesota nonprofit focused on improving financial well-being by providing one-on-one financial guidance during tax season. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through multiple advisory programs, utilizing both in-house and third-party investment managers to implement client strategies.

Thomas Rippberger is a CFP® professional with 27 years of industry experience, currently affiliated with OSAIC in St. Louis Park, MN. His prior roles include work with Cetera Advisor Networks, AdvisorNet, and VOYA Financial Advisors. He serves as an independent insurance agent offering disability, fixed annuities, and life insurance products and is a partner at Finanically Fluent Advisors, LLC, providing financial planning services. Rippberger also holds a position as an independent board member for Berger Financial Group and participates as secretary on his church endowment committee. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers. The firm provides a range of integrated financial services such as brokerage, advisory, financial planning, and access to third-party money managers, employing asset allocation tools and risk-tolerance assessments to manage portfolios across multiple asset classes.