Christopher Sok is a financial advisor at Charles Schwab with 2 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at the Hennepin County Sheriff's Office and the U.S. Army. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm combines centralized custody and brokerage services with multi-asset model portfolios and alternative investment options.

Brian Oehler is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and based in St Louis Park, MN. He joined LPL Enterprise in 2026 and has prior experience at Pioneer Management Consulting, Perficient Inc, Gigit Inc, and IHS Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Ashley Moore is a Financial Solutions Advisor at Merrill Lynch Wealth Management, where she joined the BWA Wealth Management Group in 2022. In her role, she supports comprehensive wealth planning approaches and works directly with clients to develop strategies aligned with their personal values and goals. Ashley leverages the global investing resources of Merrill along with credit, lending, and banking services from Bank of America to support her clients' financial needs. Ashley holds a Bachelor of Arts degree in French Studies from Wake Forest University. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is recognized as a Personal Investment Advisor (PIA). These credentials support her expertise in personal investment advising and financial planning. Outside of her professional work, Ashley is involved with the Tonkawood Ski School, Inc. She is a native of Minnesota, a graduate of Hopkins High School, and resides in the Twin Cities area. Ashley's interests include equestrian activities and volunteering, including teaching ski lessons to children during the winter months.

Cally Haderaj is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at M Health Fairview for ten years and held positions at the University of Minnesota and Saint Catherine University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored client recommendations.

Jacob Johnson is a Wealth Management Advisor at Merrill, serving clients by developing personalized financial strategies aligned with their long-term goals. He joined Merrill in 2022 and leverages sophisticated wealth management tools to create comprehensive plans addressing various aspects of clients’ financial lives. Jacob brings over a decade of experience in financial services, including roles in wealth management and leadership at several national banks and financial companies. His expertise encompasses college education planning, corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, retirement income, philanthropic planning, and socially responsible investing. He holds a Bachelor of Arts degree in Political Science and Religion from Concordia College – Moorhead. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor™ and Certified Trust and Fiduciary Advisor designations. Residing in Eagan, Jacob lives with his wife, Marisa, their two daughters, and their golden retriever. In his personal time, he enjoys golfing and exploring local parks with his family.

Lindsey Stokes is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various Fidelity entities since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jody Gunderson is a financial advisor with LPL Financial in Edina, MN. He holds a Series 66 designation and has 14 years of industry experience. His prior roles include positions at Great Point Capital, S2K Financial, and various real estate and financial services firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven investment strategies.

Ashley Jager is a financial advisor with Edward Jones in Bloomington, MN, holding CFP® and Series 66 credentials and having six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Raytheon Technologies Corporation for 11 years. 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 nationwide network of financial advisors and branch offices.

Elizabeth Kenney is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. She has worked at UBS since 2017 and previously at Assimilated Strategy Group and Kari Lynn & Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Scott Swenson is a financial advisor at UBS Financial Services in Bloomington, MN, with 28 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Jacqueline Larson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Baytons since 1995 and has been with RBC Capital Markets since 2008, including her current role at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs and tailors strategies based on each client’s Advisory Risk Profile, utilizing a combination of in-house and third-party investment managers along with a range of portfolio management and financial planning services.

Timothy Flynn is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial, he worked with the Minnesota Department of Health and the Epilepsy Foundation of Minnesota. He is also a commissioned notary for the State of Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Kayla Dmowski is a Series 66 licensed financial advisor with Charles Schwab in Edina, MN, and has four years of industry experience. Her prior work includes positions at Erus Energy and Tender Paw Pet Grooming. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory wrap fee program. The firm provides both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Natalie Johnson is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2018 and previously held a position at Benedictine College for three years. 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 reliable income sources and tax-aware withdrawal strategies.

Michael Pierce is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1996, bringing extensive experience in retirement planning strategies and a focus on assisting individuals, families, and business owners with comprehensive financial planning. Michael holds a Bachelor's Degree in Finance from the University of St. Thomas and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. Michael is committed to working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. He participates in community volunteer work and has personal interests in biking, chess, golfing, ice hockey, reading, and skiing. Michael resides in Medina with his wife, Joni, and their sons, Ryan and Liam.

Rae Velasquez is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. Rae has worked at several firms including Fortune Financial, Securian Financial Services, and The Lynd Group, LLC. Rae also supports team members in securities, insurance, and planning through a registered administrative role at Fortune Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a range of program structures and a nationwide network of over 10,000 advisors.

Carrie Orvik is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, Merrill, and RBC Capital Markets. Outside of her advisory role, she serves as a committee member for Hope Renewed MN Inc., a nonprofit thrift store, where she assists with accounting and deposits. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

Luke Iverson is a CFP® professional affiliated with Ameriprise Financial Services, with 10 years of industry experience. He has worked at Ameriprise since 2015. Outside of his advisory role, he is involved with MJW Group LLC, providing tax preparation services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Kyle Rossiter is a financial advisor at Edward Jones in Golden Valley, MN, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2024, he worked at Interpublic Group (Carmichael Lynch) for five years and held various roles at Fjorge, Robert Half, and Bad Weather Brewing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary strategies under a fiduciary standard.

Graham Burke is a financial advisor with LPL Financial in Excelsior, MN, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at WaterRock Financial LLC and MD Financial/Vestment Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, including access to model portfolios and research from LPL Research and third-party subadvisors.