Ashley Stensrud is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Bank of America and Merrill from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Rebecca Janisch is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Jennifer Nelson is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial, she has held roles at Jukin Media and State Farm, among others. In addition to her advisory work, she is involved with Jukin Media in a social media capacity and maintains a longstanding role with Hilton Garden Inn. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technological tools and a large network of investment adviser representatives.

Devon Roehrich is a CFP®-credentialed financial advisor with 12 years of experience, currently serving clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Minnetonka, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathleen Soberg is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized services for business owners and other niche clients.

Alexander Kruser is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked in investment roles at Ryan Grant Investments and NEXT Financial Group and is currently a Munition Systems Specialist in the United States Air Force. 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 wide range of financial planning and investment management services, including model portfolios and third-party asset management, supported by extensive technology and operational resources.

Milissa Grimsbo is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and BMO Bank NA. Outside of her advisory role, she owns Grim Ink and Grimsbo Trucking Inc. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

John May Jr. is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. He has worked with several firms including AdvisorNet Wealth Partners and Cetera Wealth Services. Outside of his advisory role, he volunteers as a hockey coach for local youth teams and serves as a financial counsel member on the board of St. Jude of the Lake Catholic Church. Cetera Investment Advisers LLC operates a multi-manager platform serving a diverse client base including individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management and financial planning services, utilizing a range of program structures and third-party managers.

Daniel Follmuth is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its predecessor, American Express Financial Advisors Inc., since 2002. Outside of his advisory work, he serves as an instructor and coach for the game of curling with the City of Chaska. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Jones is a financial advisor with Edward Jones in Waconia, MN. He holds a Series 66 credential and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arctic Wolf and Genotox Laboratories, among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Coleman Wurzer is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm emphasizes structured financial planning using firm-approved tools and offers various investment and wealth management services.

Andrew Gagnon is a financial advisor at Ameriprise with 9 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise Financial Services since 2016. Outside of his advisory role, he coaches 7th grade basketball and helps organize a youth baseball organization in Watertown, MN. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jay Untiedt is a financial advisor at Ameriprise with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Jay manages two agriculture-related business ventures, Maple Knoll Farm LLC and Maple Lane LLC, alongside his advisory role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice.

Bryce Roufs is a financial advisor at Ameriprise in Golden Valley, MN, holding a Series 66 designation with three years of industry experience. Before joining Ameriprise, he worked at Wells Fargo Bank and was involved with Rustic Waters LLC. He is also a registered team member at BDLR Group, Inc., where he manages an advisory business outside of his primary role. Ameriprise offers retirement-income planning services focused on 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.

Benjamin Wels is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he owns farmland as a personal investment. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Jennifer Carroll is a Series 63–registered financial advisor with Morgan Stanley in Wayzata, Minnesota. She has 21 years of industry experience and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Anna Reichenberger is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation. Prior to her current role, she held positions at Lululemon and Wells Fargo Advisors. 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 through a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Braden Hubbard is a financial advisor with Ameriprise in Lino Lakes, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, focusing on managed accounts and employing algorithmic tools overseen by a dedicated committee.

Jason Bowles is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 credential and 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Bowles serves on the Board of Trustees for The Blake School and is Treasurer of the Sigma Pi Phi Omicron Chapter, a professional fraternity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside specialized services such as tax management and responsible investing.

Pradeep Sukhani is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Waddell & Reed and Life Map Wealth Advisors. Outside of his advisory role, he has been involved with the India Association of Minnesota and has engaged in real estate-related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a network of investment adviser representatives. The firm offers a range of financial planning and investment management services utilizing both proprietary and third-party strategies.