Daniel Rauchman is a financial advisor with Edward Jones in Minneapolis, Minnesota. He holds the CFP® designation and a Series 66 license, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Bank of America and BMO Harris Bank. Edward Jones is a full-service wealth management firm serving 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 through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Richard Vandyke is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with LPL Financial since 2007. Outside of his advisory role, he has been involved in developing and brokering non-variable insurance solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, with both discretionary and non-discretionary management supported by proprietary and third-party research.

Eva Lotta Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously held roles at Wells Fargo Bank NA and as a homemaker. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregory Idelkope is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Ameriprise in 2020. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Courtney Cotter is a financial advisor at Ameriprise with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise and The Oak Ridge Financial Services Group. Cotter serves as a volunteer judge for the SIFMA Foundation's InvestWrite Program, evaluating student essays on portfolio management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Lucas Blesener is a financial advisor with Edward Jones in Eagan, MN, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a board member of the Mendakota Country Club in Mendota Heights, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Jacob Munger is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he develops new opportunities for clients and collaborates with team members to establish and execute personalized wealth management strategies. He also focuses on commercial lending, utilizing resources at Bank of America, N.A. to assist clients and their businesses. Jacob’s areas of client focus include college education planning, corporate retirement plan services, divorce transition planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jacob graduated from the University of St. Thomas in 2014 with a Bachelor's Degree in Finance. He is a member of Young Professionals of the Chippewa Valley. His personal interests include fishing, football, golfing, ice hockey, skiing, and spending time with his family.

Andrew Huss is a financial advisor at Edward Jones in Bloomington, MN, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at SAP for five years and Pearson VUE for six years. Outside of his advisory role, Huss serves as president of the St. Benedict Saints Baseball Association, a youth and amateur baseball organization in Savage, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Kimberly Osborne is a financial advisor with Edward Jones in Apple Valley, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a consultant for Beauty Counter, providing skin care and makeup products to her personal network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Ann Hoen is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. Her prior roles include positions at RBC Capital Markets and RBC Capital Markets, LLC. Outside of her advisory work, she is involved as an independent contractor in direct sales for jewelry and cleaning supply businesses. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools, including the use of artificial intelligence.

Charles Gits is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2006. Outside of his advisory role, he serves on the board of directors and the finance committee for Loaves and Fishes MN, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Nicole Olmscheid is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and nine years of industry experience. Before joining UBS in 2020, she worked at Stinson LLP and Bremer Trust, N.A., and was the owner of Financial Empowerment Coaching & Consulting, LLC from 2016 to 2020. She is also involved in selling health and wellness products through Isagenix. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Sandra Kadisak is a financial advisor at Cetera with 35 years of industry experience. She holds a Series 63 designation and has worked at Cetera and Cetera Wealth Services since 2013. Outside of her advisory role, Kadisak is CEO and board member of Old Home Foods, Inc., a food distribution company, and is involved with Lemisa Natural Foods, Inc. as an owner and CEO. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kristopher Bjorklund is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, with services emphasizing advisory roles rather than individual security recommendations.

Lori Gile is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Financial in 2021, she worked with The Haddorff Team and several insurance carriers, including Waddell & Reed, from 2005 onward. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning and advisory programs along with access to model portfolios and research.

Rick Fossey is a CFP®-credentialed financial advisor with 30 years of industry experience. He is currently with Morgan Stanley, having previously worked at Bank of America, N.A. and Merrill. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and strategies.

Alexander Kronick is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2010. Kronick is also an independent insurance agent and serves as a trustee for an irrevocable trust. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and platform options tailored to client objectives.

Michael Howe is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He is based in Chaska, MN, and has involvement outside of finance as a musician, performing in multiple musical groups that often support local charities. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Theis is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership through part ownership of a professional building in Shakopee. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Geoffrey Beninga is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently serving at Ameriprise in Eden Prairie, MN. He has been with Ameriprise and its affiliated entities since 2010, spanning over 13 years of service. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.