Katherine Newgard is a financial advisor with Edward Jones in Plymouth, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Optum for 12 years. She is also the owner of Flourish, LLC, a business focused on children's educational toys. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Pias is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior work experience at Mitsubishi HC Capital America, Inc., Hitachi Capital America Vendor Services, NorthMarq Capital, Aerotek, and Saint John's University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a broad range of advisory programs, financial planning, and retirement consulting, utilizing strategic and tactical model portfolios supported by internal and third-party research.

Justin Kappel is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2006 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Arron Olson is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at Wells Fargo Insurance / USI Insurance Services and Marsh & McLennan Agency. He is based in St Louis Park, MN. 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 strategies and affiliated investment products, operating under a fiduciary standard.

John Madson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 13 years. Madson is involved with Messiah United Methodist Church as a member of the finance steering team. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party resources to construct diversified portfolios tailored to client needs.

Jerry Sunde is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Thrivent in 2019, he worked at Medtronic PLC from 2015 to 2019. Outside of finance, he is involved in dog sitting through a business he owns and operates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans without discretionary trading authority. The firm offers these services through a network of advisors and allows clients to combine planning with managed accounts under a consolidated billing option.

Alexia Gharrity is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 66 designations and seven years of industry experience. Her work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Wells Fargo and Company, and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Elizabeth Gustafson is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 66 and Series 63 designations. Her work history includes positions at City National Bank, Cercano Management, LLC, and Envoi LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, along with a range of portfolio management and financial planning services.

Michael Walstien is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 18 years. Outside of his advisory role, he serves as an on-call firefighter for the Plymouth Fire Department. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Gorman is a financial advisor at Ameriprise with a Series 66 designation. He began his advisory career in 2024 and has prior experience in various roles, including positions at Maynards and Spring Hill Golf Club. He has also worked at the University of Minnesota and several country clubs. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ann White is a financial advisor at Merrill with 22 years of industry experience. She has held her current position since 2016 and holds Series 63 and Series 65 licenses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates its services within Bank of America’s broader platform, providing access to a wide range of products and trading capabilities.

Matthew Spiczka is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He has worked at Royal Alliance Associates, INC. since 2023 and has been involved with MHS Companies since 2015. Outside of his advisory role, he provides insurance services through MHS Advisory Services and handles administrative tasks related to health insurance for Thomas R Hokr and Associates. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services along with access to various managed account solutions. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a broad array of investment products, managed on either a discretionary or non-discretionary basis.

Brian Gregg is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial since 2018. He has also been self-employed since 2011. Outside of his advisory role, Gregg is involved with Team Gregg, LLC and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Justin Gandrud is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017 following a brief tenure at LPL Financial. Outside of his advisory role, he is the CEO of Gandrud Financial LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth investors, and public entities. The firm offers tailored, primarily non-discretionary advisory services and supports institutional and small business clients through specialized programs and public finance capabilities.

Michael Pasqua is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Pasqua is also a licensed CPA, though he does not devote time to accounting activities. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Robert Foss is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Prior to joining LPL Financial in 2022, he worked for nine years at Cetera Advisor Networks LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, 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 both discretionary and non-discretionary management supported by model portfolios and research.

Patrick Jensen is a CFP® professional with ten years of industry experience, all spent at Edward Jones since 2016. He holds a Series 66 license and serves as a Board Member At Large for the Nokomis East Business Association, where he helps organize and promote projects supporting local neighborhood businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Colin Kemmis is a financial advisor with Edward Jones in Maple Grove, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he spent 15 years in education with Osseo Area Schools and six years with Wayzata Public Schools. Outside of his advisory role, he coaches youth soccer with Fusion MN Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing over $1 trillion in assets under management.

Amanda Ahles is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Wellington Management, Brown Brothers Harriman, and State Farm Insurance. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Merry Ellen Bryers is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and its affiliates since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on a broad range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”