Jace Roach is a financial advisor with Ameriprise in Coon Rapids, MN, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Ameriprise since 2019, with prior tenure at Walton Securities, Inc. and Triton Pacific Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and algorithmic tools, with recommendations delivered through a centralized team working alongside advisors.

Kevin Winters is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Morgan Stanley. Winters is also involved as a merchant partner in Winters GP LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting net-worth thresholds.

Alexis Didier is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, Alexis held roles at Hudl and several hospitality and service businesses. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a structured approach to alternative investments and cash management.

Edward Kraus Sanders is a financial advisor at Edelman Financial Engines with 10 years of industry experience and holds a Series 65 designation. He has worked at Edelman Financial Engines and its predecessor entities since 2016. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary management, and non-discretionary online advice.

Natalie Weelborg is a financial advisor at Edward Jones in Wayzata, MN, holding Series 63 and Series 66 licenses with eight years of industry experience. Her prior roles include seven years at Houlihan Loke Capital Inc and shorter tenures at Houlihan Lokey and BMO Capital Markets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Justin Rutar is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services for 17 years. In addition to his advisory role, he operates Rutar Financial Services, Ltd., and acts as an independent insurance agent offering fixed insurance products including life, disability, long-term care insurance, and fixed annuities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services, utilizing a variety of asset-allocation tools and third-party solutions to manage portfolios comprising stocks, bonds, options, mutual funds, ETFs, and alternative investments.

William Helgeson is a financial advisor with Merrill in Minneapolis, MN, holding a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America, General Code CMS, Lyft, Uber, Minokaw Technologies, and Risdall Marketing Group. Merrill, along 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 tailored for individuals, high-net-worth clients, and institutional investors.

Lane Gehle is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 license and having 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Justin Pettit is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Vermillion Insurance Agency, Vermillion Wealth Management Inc., Securities America, Inc., and Cetera Investment Advisers, LLC. He also works as a paraplanner assisting with financial planning and client communications. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves clients with at least $1 million in investable assets and emphasizes a range of advisory, brokerage, and insurance solutions through its institutional platform.

Jonah Hoeg is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments, the University of St. Thomas, and The Town and Country Club. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model strategies, and fund advisory services.

Katherine Newgard is a financial advisor with Edward Jones in Plymouth, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Optum for 12 years. She is also the owner of Flourish, LLC, a business focused on children's educational toys. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Pias is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 designation and with 2 years of industry experience. Prior to joining LPL Financial, he worked at Mitsubishi HC Capital America, Inc. and Hitachi Capital America Vendor Services. He operates under the DBA Pias Wealth Management for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support advisors and clients.

Justin Kappel is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2006 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Arron Olson is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at Wells Fargo Insurance / USI Insurance Services and Marsh & McLennan Agency. He is based in St Louis Park, MN. 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 strategies and affiliated investment products, operating under a fiduciary standard.

John Madson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 13 years. Madson is involved with Messiah United Methodist Church as a member of the finance steering team. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party resources to construct diversified portfolios tailored to client needs.

Jerry Sunde is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Thrivent in 2019, he worked at Medtronic PLC from 2015 to 2019. Outside of finance, he is involved in dog sitting through a business he owns and operates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans without discretionary trading authority. The firm offers these services through a network of advisors and allows clients to combine planning with managed accounts under a consolidated billing option.

Alexia Gharrity is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 66 designations and seven years of industry experience. Her work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Wells Fargo and Company, and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Elizabeth Gustafson is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at Merrill, Envoi LLC, and Cercano Management, LLC. 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 a range of advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers.

Michael Walstien is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 18 years. Outside of his advisory role, he serves as an on-call firefighter for the Plymouth Fire Department. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Gorman is a financial advisor at Ameriprise with a Series 66 designation. He began his advisory career in 2024 and has prior experience in various roles, including positions at Maynards and Spring Hill Golf Club. He has also worked at the University of Minnesota and several country clubs. Ameriprise provides retirement-income planning services primarily for 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.