Kathryn Rodgers is a financial advisor with Morgan Stanley Wealth Management in Bloomington, MN, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Nepsis. Outside of her advisory work, she is involved with Partners in Community Service in St. Paul, MN, where she provides care to mentally handicapped adults. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct relationships and corporate financial planning agreements.

Aaron Venasky is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and possessing 17 years of industry experience. He has been with RBC Capital Markets since 2007. Outside of his advisory role, he serves as a scout and helps with roster construction for the Austin Bruins Hockey Club, a junior hockey team. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors and institutional clients. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and using a combination of in-house and third-party investment managers.

Joanne Basile is a financial advisor with Wells Fargo Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2002 to 2003. Wells Fargo Advisors Financial Network is a large 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 Wells Fargo research and planning tools to develop tailored recommendations for clients who meet certain net-worth thresholds.

Jonathan Halvorson is a CFP® with 20 years of industry experience, currently serving as an advisor at OSAIC since 2024. He previously worked for Securities America Advisors and Securities America Inc. for a decade, and held a position at Raymond James Financial in 2011. Outside of his advisory role, he is president of JMark Financial LLC, an entity used for receiving advisory compensation and office rental purposes. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and a range of managed account programs through a multi-advisor platform.

Heather Foley is a financial advisor at Wells Fargo Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments, LLC from 2010 to 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and planning tools to develop customized recommendations.

Callie Wurst is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Advisory Services and MRK Financial Solutions. Her background also includes roles outside of financial advising. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Cody Cullen is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo for four years. Outside of his advisory role, Cullen teaches digital literacy to senior citizens through a nonprofit organization, Senior Community Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Connor Murphy is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation. He joined Merrill in 2026 after an 11-year tenure with South St. Paul Public Schools. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Strangis is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been associated with Linsco Private Ledger since 2007. Outside of his advisory role, he operates under the DBA Strangis Wealth Management. 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 variety of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Matthew Tuttle is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. He is co-owner of Great Service Model LLC and Excellent Management Model LLC, both involved in managing his Ameriprise business. Additionally, he is a co-founder and board member of Farcical Fertility, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joseph Kaufman is a financial advisor at J.P. Morgan Securities in Minneapolis, MN, with 18 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Raymond James Financial Services, Bremer Bank, and Wells Fargo Investments. Kaufman has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations, incorporating an ESG eligibility framework and a range of derivatives and commodities capabilities.

Michael Farley is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has worked at Cetera and its predecessor firms since 2007 and is the owner and president of Farley Financial Partners, Inc., where he has been involved since 1999. He volunteers with St. Thomas Academy, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Brett Koopman is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves on the Board of Trustees for Mount Carmel Ministries and is a director and owner of a family farm corporation, Chedna, Ltd. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning addressing a wide range of topics, providing ongoing or one-time planning relationships without discretionary portfolio management for institutional clients.

David Follett is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2018. Outside of his advisory role, Follett is a partner in Triple Divide Investments, LLC, an entity focused on commercial real estate investment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Kevin Rollwagen is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Kevin is part of The DDK Group, a team within Baird’s Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, with an investment approach that includes manager-traded and model-traded strategies, tax management, and ongoing manager selection supported by internal research and advanced tools.

Elizabeth Mccarty is a financial advisor at Ameriprise with 21 years of industry experience. She holds the Series 63 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves on the Board of Directors and as Unit Treasurer for Pack 9561 Committee at Capitol Hill School in St. Paul, MN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Norman Gaskins is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 66 and Series 65 designations and has worked at several firms including Securian Financial Services and Quasar Distributor LLC. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice, utilizing proprietary research and algorithmic tools.

Stacey Michels is a financial advisor with UBS Financial Services in Kailua, HI, holding Series 63 and Series 66 designations and offering 28 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Matthew Kelley is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he was affiliated with Titleist and has been involved with the Minneapolis Golf Club. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jodie Hall is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She has worked at Ameriprise since 2015, including time with American Enterprise Investment Services Inc. Ameriprise Financial Services serves individual and institutional clients and offers a Premier Retirement Income service providing written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.