Brandon Navara is a financial advisor with Robert W. Baird & Co. in Mahtomedi, MN, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Robert W. Baird since 2013. He works within The DDK Group, a team in Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Karl Hults is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2022, beginning his career there as a Financial Representative before advancing to Relationship Manager and then to his current role. Karl's work focuses on connecting with clients to understand their unique needs and guiding them through the planning process using Fidelity's resources. He aims to make financial planning approachable and collaborative, bringing together appropriate tools, specialists, and strategies. Outside of his professional role, Karl has interests in board games, comedy, football, spending time at the lake, movies, and caring for pets.

Pierre Lind is a CFA® charterholder with 18 years of industry experience. He has been with Ameriprise since 2011, currently serving as a financial advisor in Centerville, MN. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, to help clients manage income sources and withdrawal strategies.

Cassidy Burns is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Baird since 2018, following prior roles at IMST Distributors, LLC and Riverbridge Partners, LLC. Burns serves as chair of the Investment/Finance Committee for Interfaith America and participates on the investment committee for St. Martins by-the-Lake Church. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research, manager selection, and strategies including model- and manager-traded SMAs.

Daniel Shanahan is a financial advisor with LPL Financial, holding a Series 66 designation. He has been with LPL Financial since 2025 and has prior experience as an airline pilot with Delta Airlines and SkyWest Airlines. Shanahan also has a background in aviation through Valters Aviation. Outside of his advisory role, he continues to work as a first officer pilot for Delta Airlines. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, including access to model portfolios and research, and supports both discretionary and non-discretionary management approaches.

Bradley Davis is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Focus Financial Network, Royal Alliance Associates, and Invest Financial Corp. He is a co-owner of Law Tax and Financial Services, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and various investment management options.

June Kronenberger is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. In addition to her advisory role, she serves as a co-executor for an estate in Decorah, IA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Erik Rosvold is a CFP® professional with 28 years of industry experience, currently advising at Ameriprise in Edina, MN. He has been with Ameriprise and its affiliated entities since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Vincent King is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. He previously worked at Transamerica Financial Advisors and World Financial Group. Outside of his advisory role, he has engaged in life insurance sales with several companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option known as “WealthPlan.”

Scott Stensrud is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he serves on the Gift, Grants and Memorials Committee at Gloria Dei Lutheran Church. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Michael Delich is a financial advisor with RBC Capital Markets holding a Series 66 designation and four years of industry experience. His prior work includes positions at City National Bank, Baker Tilly, and KPMG. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jordan Esch is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Natasha Zawacki is a Financial Advisor at Merrill Lynch Wealth Management. She supports clients with their various account needs as they experience all aspects of their financial lives and changing events. Natasha works to assist individuals and families navigating important financial transitions, including retirement, inheritances, career changes, and liquidity events. Natasha obtained her bachelor's degree in Marketing from St. Catherine University in Saint Paul, graduating Magna Cum Laude in 2023. She holds the Personal Investment Advisor (PIA) designation. Her client focus areas include college education planning, divorce transition planning, employee benefits planning, institutional and corporate benefit services, legacy planning, managing new wealth, philanthropic planning, women and wealth, and retirement income. In addition to her professional work, Natasha enjoys camping, hiking, pottery, spending time with her family, and traveling. She is involved with the community organization Hope House.

Hans George Brase is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc., as well as a background in professional basketball with teams such as Hamburg Towers, MHP Riesen Ludwigsburg, and Synatainies MBC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to assist clients in managing their assets.

Michael Adams is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2015, including time at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC, and has also been employed at Life Time Athletic. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach incorporates proprietary and third-party research, algorithmic tools, and a structured product lineup with defined enrollment criteria for its retirement income program.

Sara Valesano is a CFP®-designated financial advisor with Edward Jones in Golden Valley, MN, where she has worked since 2018. She has eight years of industry experience and also serves as a registered nurse at Hennepin County Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katala Anderson is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding a Series 66 license and six years of industry experience. She has worked at Ameriprise since 2019 and also manages special events for Moo Booth at the Minnesota State Fair. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary service model.

Kevin Knock is a financial advisor at RBC Capital Markets with seven years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank, N.A. He holds a Series 66 designation. Outside of his advisory role, he serves on the board of his neighborhood homeowners association and has worked as an Uber driver. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through internal and third-party managers, supported by a broad range of portfolio management, financial planning, custody, and brokerage services.

John Williams is a CFP® with 15 years of industry experience, currently serving at Cetera since 2023. He has held roles at Minnesota Life Insurance Company and Securian Financial Services, and operates a separate fixed insurance sales agency, North Star Consultants. Williams also serves as successor trustee for client trusts and is involved with North Star Resource Group, a financial services DBA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors, employing multiple program structures and third-party managers.

Leslie Cadle is a CFP® professional with 38 years of industry experience, currently with Ameriprise in Edina, MN. Leslie has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Leslie serves on the board of directors at Benilde-St. Margaret's School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.