David Rode is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis employs a proprietary methodology developed by its Investment Strategy Group that provides asset allocation and planning guidance based on forward-looking capital market assumptions.

Daniel Monahan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Monahan serves on a committee managing the endowment fund for Shepherd of the Valley Lutheran Church. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michael Dorsey is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of MDFF LLC, an entity established for expense management and operational continuity among team members. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with advisory, brokerage, and insurance solutions through its large institutional platform.

Andrew Koetter is a Series 66-licensed financial advisor with eight years of industry experience, currently with Cetera Investment Advisors LLC. His prior roles include positions at LPL Financial LLC, Focus Financial Network Inc., and American Heritage National Bank. Outside of advising, he has involvement in tax preparation and accounting services through Wochnick Tax Services. Cetera Investment Advisors LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a comprehensive range of portfolio management and financial planning services through various program structures and manager platforms.

Morgan Vondrachek is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He has previously worked at UBS Financial Services Inc., U.S. Bancorp Investments, Inc., and US Bank. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

Janet Mcconkey is a financial advisor at RBC Capital Markets with eight years at the firm and a total of 14 years in the industry. She holds the Series 66 designation and previously worked at Schluchter Investment Advisors. Outside of her advisory role, she owns North Star Grant Writing, LLC, which provides grant writing and nonprofit consultation services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Lauren Williams Kirsch is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Wealth Enhancement Group, Peterson Company Ltd, and CliftonLarsonAllen LLP. 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 and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Kumagai is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise. He has worked with Ameriprise Financial Services since 2005. Outside of advising, Kumagai is involved in pro bono financial planning for underserved populations and performs as a musician in a rock and roll band. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Nicholas Mlsna is a financial advisor at Ameriprise in Hopkins, MN, holding a Series 66 designation with six years of industry experience. He has been with Ameriprise since 2019, including time at Ameriprise Financial Services, Inc., and prior roles outside the industry while completing his studies at the University of Wisconsin-Eau Claire. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations focused on income sources, Social Security options, and withdrawal strategies.

Frederick Welch is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding a Series 63 designation and 24 years of industry experience. He previously worked at MetLife Securities, Inc. for 16 years before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Welch is also an independent health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-assisted planning approaches without discretionary investment authority.

Michael Isenberg is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work history includes roles at Insight Enterprises, Inc., Polaris, and Seven Interruptions, Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and written recommendations on a broad range of planning topics, delivered as either one-time or ongoing engagements.

Christopher Root is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliates since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies through a centralized team in collaboration with advisors.

Alexander Healy is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 from Wells Fargo Investment Institute and third-party data.

Casey Larson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at SagePoint Financial and Edward Jones. Outside of his advisory work, he is associated with the intellectual property business "Bid for Funds." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Laverne Erickson is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, and has 37 years of industry experience. Prior to joining Cetera in 2021, Erickson worked at Voya Financial Advisors from 2014 to 2021. Erickson serves as a board member of the Evangelical Free Church of America, where they provide input on audit and pension plan compliance. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary programs and access to a broad network of third-party managers.

Joseph Lang is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2012. He is based in New Hope, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lang serves on the board of CROSS Food Shelf, assisting with the organization’s financial operations and budgeting to support community resource efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive goal-based financial analyses across various planning areas without managing client portfolios directly. The firm offers flexible engagement options and integrates planning with managed accounts under a consolidated billing arrangement known as “WealthPlan.”

Michael Meader is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 credential and four years of industry experience. Before joining Thrivent, he worked at the University of Minnesota and Woodcrest Baptist Academy. Outside of finance, he produces content for an entertainment company focused on Indian movies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning across a broad range of topics without discretionary trading authority or institutional portfolio management.

John Tillotson is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as a board member for the St. Paul Friend of Youth Foundation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Andre Marshall is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at AdvisorNet Wealth Partners and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a deacon and board member at Zion Baptist Church, where he participates in financial oversight and community fundraising. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a large nationwide network of independent advisors. It serves individual, corporate, charitable, and institutional clients with offerings such as portfolio management, financial planning, and access to third-party money managers across various program structures.

Erik Endersbe is a CFP® professional with 11 years of industry experience, currently serving at OSAIC since 2023. Prior to this, he worked for nine years at SagePoint Financial. He is involved in operational leadership of a small partnership through EKE Marketing, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, offering a variety of advisory and brokerage services across multiple platforms.