Joel Silver is a financial advisor at Robert Baird & Co. with 19 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at City National Bank and RBC Capital Markets, LLC. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, with an investment approach that incorporates manager-traded and model-traded strategies, tax management, and ongoing manager selection supported by internal research and technology.

Kevin Huss is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Cetera and its related entities since 2013. He is also president of Huss Investment Services, a financial services firm he has led since 2004. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Logan Hershey is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2022, he worked at Deloitte & Touche LLP for five years. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

William Regenscheid is a CFP® professional with 12 years of experience in financial advisory roles. He is currently with Cetera and has previously worked at firms including AdvisorNet Wealth Partners, Trustone Financial Credit Union, LPL Financial, and Ameriprise. Outside of advising, he holds a notary public license and serves as a power of attorney for family members. Cetera Investment Advisers LLC provides advisory services through a large network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and reported assets under management exceeding $256 billion.

Paul Remus is a Series 66 licensed financial advisor with Equitable Advisors in Minneapolis, MN, where he has worked since 2003. He has 22 years of industry experience, including 17 years at Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Maxfield Elliott is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021. Prior roles include positions at Nexa Receptionists, Jaeger Farms Incorporated, and SPS Commerce, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and due diligence on alternative investments, combining extensive scale with an integrated operational structure.

Blake Kroyer is a financial advisor with Ameriprise in Savage, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized retirement income advice supported by a centralized consulting team.

Abigail Kes is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and beginning her financial advisory career in 2025. Prior to joining Edward Jones, she worked at the Metropolitan Airports Commission for six years and at Nemer Fieger for five years. 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 wide range of advisory programs and investment strategies through a nationwide network of financial advisors.

Keenan Devine is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles at the University of St. Thomas and Aero Assemblies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning that covers retirement, tax, estate, and other areas. The firm allows clients to combine planning with managed-account programs while keeping services separate and does not accept discretionary trading authority for its planning offerings.

Randy Lacombe is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

John W. Bloom is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2000. He holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets services.

Devin O'Neil is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Casey Fox is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Kestra Advisory Services, Kestra Investment Services, and Woodbury Financial Services. Fox is also involved with Manitou Advisors, LLC, a non-investment business entity for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory and brokerage services.

Thomas Brand is a financial advisor with LPL Financial and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Wells Fargo Advisors and Waddell & Reed. In addition to his advisory work, he owns Specialty Brand Products, LLC, a company that sells a plastic protective cage for light bulbs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Lisa Brula is a financial advisor with Cetera, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Cetera since 2021 and previously at VOYA Financial Advisors for seven years. Brula is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that offers both discretionary and non-discretionary program options.

Kari Mcguire is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Cetera. She has previously been affiliated with Thrivent Financial and has managed her own business, AJW Financial, specializing in divorce planning and mediation. In addition to her advisory role, Mcguire is involved in community services, including serving on a sliding scale fee committee for divorce services and managing administrative duties for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services across diverse program platforms.

Desirae Zarling is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. In addition to her advisory role, she is a registered team member at BDLR Group, Inc., where she manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement income planning advice through a collaborative, non-discretionary approach.

Danielle Niska is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She is a senior member of the Niska Bongiovanni Group at Merrill and works closely with corporate executives, business owners, retirees, and women navigating significant life transitions. Danielle's approach involves coordinating with specialists in retirement planning, education funding, estate planning services, and lending strategies to provide personalized wealth management that aligns with her clients' unique goals. With over 30 years of experience, Danielle focuses on creating financial strategies that help individuals and families pursue long-term objectives while incorporating sustainable and socially responsible investing. Her expertise includes college education planning, divorce transition planning, executive compensation, family wealth management strategies, LGBT wealth planning, philanthropic planning, and women and wealth. She holds a Bachelor's degree in Mathematics from Saint Olaf College and has also studied at the University of Seville in Spain. Danielle holds professional designations including Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC). Outside of her professional role, Danielle is involved in community activities such as Inner City Tennis, Loaves and Fishes, the Merrill Twin Cities Diversity and Inclusion Committee, and Next Step Housing. She enjoys competitive tennis, exploring the outdoors with her husband, and spending time with their three children.

Luke Westholder is a Series 66-licensed advisor with Raymond James Financial in Bloomington, MN, with one year of industry experience. His work history includes roles at Lifetime Inc. and multiple country clubs, as well as coaching tennis and pickleball. Outside of financial advising, he is involved in tennis and pickleball coaching. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools, and supports various advisory and public finance services.

Chase Polacek is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and four years of industry experience. His prior work includes nine years at Target Corporation. Outside of finance, he serves as an on-ice hockey coach and instructor at The Fortis Academy and is a member of the Board of Directors for the Rensselaer Alumni Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party investment managers.