Cally Haderaj is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at M Health Fairview for ten years and held positions at the University of Minnesota and Saint Catherine University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored client recommendations.

Jacob Johnson is a Wealth Management Advisor at Merrill, serving clients by developing personalized financial strategies aligned with their long-term goals. He joined Merrill in 2022 and leverages sophisticated wealth management tools to create comprehensive plans addressing various aspects of clients’ financial lives. Jacob brings over a decade of experience in financial services, including roles in wealth management and leadership at several national banks and financial companies. His expertise encompasses college education planning, corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, retirement income, philanthropic planning, and socially responsible investing. He holds a Bachelor of Arts degree in Political Science and Religion from Concordia College – Moorhead. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor™ and Certified Trust and Fiduciary Advisor designations. Residing in Eagan, Jacob lives with his wife, Marisa, their two daughters, and their golden retriever. In his personal time, he enjoys golfing and exploring local parks with his family.

Lindsey Stokes is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various Fidelity entities since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jody Gunderson is a financial advisor at LPL Financial with 14 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial, Gunderson has worked at a variety of firms including Great Point Capital, LLC and S2K Financial LLC. Outside of financial advising, Gunderson has experience in the home furnishings remodeling business. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms supported by advanced research tools and a broad network of investment adviser representatives.

Ashley Jager is a financial advisor with Edward Jones in Bloomington, MN, holding CFP® and Series 66 credentials and having six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Raytheon Technologies Corporation for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Kenney is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. She has worked at UBS since 2017 and previously at Assimilated Strategy Group and Kari Lynn & Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Scott Swenson is a financial advisor at UBS Financial Services in Bloomington, MN, with 28 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Jacqueline Larson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Baytons since 1995 and has been with RBC Capital Markets since 2008, including her current role at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs and tailors strategies based on each client’s Advisory Risk Profile, utilizing a combination of in-house and third-party investment managers along with a range of portfolio management and financial planning services.

Timothy Flynn is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial, he worked at the Minnesota Department of Health and the Epilepsy Foundation of Minnesota. He is also a commissioned notary public in the state of Minnesota. 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 range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of investment adviser representatives.

Natalie Johnson is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2018 and previously held a position at Benedictine College for three years. 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 recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Michael Pierce is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1996, bringing extensive experience in retirement planning strategies and a focus on assisting individuals, families, and business owners with comprehensive financial planning. Michael holds a Bachelor's Degree in Finance from the University of St. Thomas and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. Michael is committed to working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. He participates in community volunteer work and has personal interests in biking, chess, golfing, ice hockey, reading, and skiing. Michael resides in Medina with his wife, Joni, and their sons, Ryan and Liam.

Rae Velasquez is a financial advisor at Cetera with five years of industry experience and holds a Series 66 credential. She has worked at several firms, including Fortune Financial and Securian Financial Services. Velasquez also supports team members at Fortune Financial in securities, insurance, and planning business. Cetera Investment Advisers LLC serves a broad range of clients including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Luke Iverson is a CFP® with 11 years of experience in the financial industry. He is currently with Ameriprise Financial Services LLC and has been with Ameriprise since 2015. Outside of his advisory role, he is involved in tax preparation services through an accounting and tax solutions business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides tailored, ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Rossiter is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and joined Edward Jones in 2024. Prior to his current role, he worked at Interpublic Group (Carmichael Lynch) for five years and held positions at Fjorge and Robert Half. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Graham Burke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at WaterRock Financial LLC and MD Financial / Vestment Financial, along with prior experience in financial services and education. 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, utilizing various investment strategies and technology tools across a large network of advisors.

Justin Feigal is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BMO Harris Financial Advisors, U.S. Bancorp Investments, US Bank, and Wells Fargo Clearing. 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 range of advisory and brokerage services including financial planning, third-party asset management access, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Richard Shaeffer is a CFP® professional with 17 years of experience at Edward Jones, where he has worked since 2009. He holds the Series 66 designation and is based in Plymouth, MN. 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 and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Garrit Otten is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in family-focused financial planning. He partners with clients to create personalized strategies aligned with their unique goals, emphasizing trust, transparency, and open communication. His expertise spans college education planning, executive compensation, family wealth management, retirement income, tax minimization, legacy planning, and portfolio management services. Garrit holds a Bachelor's Degree from St. Olaf College and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), Accredited Wealth Management Advisor (AWMA™), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). He applies his extensive industry knowledge to help clients navigate financial complexities and make informed decisions that support their families’ long-term success. Based in Minneapolis, Garrit is actively involved in his community through his participation with Orono Youth Hockey. When not advising clients, he enjoys boating, football, golfing, ice hockey, pickleball, running marathons, skiing, reading, and spending time with his wife Mackenzie, son Tripp, and their dog Kopitar. He also serves as a varsity assistant coach at Mound Westonka High School, reflecting his commitment to family and community engagement.

Jesse Polk is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 15 years of industry experience and has been affiliated with MassMutual Life Insurance Company and MML Investor Services, Inc. since 2010. Outside of his advisory role, Polk serves as Vice President and CFO at Stampings of Minnesota, a metal stamping and manufacturing company. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements without discretionary authority over client investments.

Carly Jaffee is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios spanning mutual funds, ETFs, and ETPs.