Jacob Radabaugh is a financial advisor at Wells Fargo Advisors with one year of industry experience. He previously worked at Green Mill and Bank Cherokee and has held roles in education and other sectors, including Century College and Complete Custom Painting Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based 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 Wells Fargo research and tools to develop tailored client recommendations.

Amy Untiedt is a financial advisor with Ameriprise in Independence, MN, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Columbia Management Investment Distributors, Inc. and American Enterprise Investment Services, INC. She also serves as an operations manager at Strand and Associates, supporting the operations of her advisory practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-smart withdrawal strategies through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sharon Kosir Krumme is a financial advisor at Wells Fargo Clearing with 48 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Liam Fanola is a financial advisor with UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at UBS since 2021, Alerus since 2018, and self-employment from 2015 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Gregory Bowar is a financial advisor with OSAIC, holding a ChFC® designation and Series 63 and 66 licenses, and has 19 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for 12 years. In addition to his advisory role, he is involved in fixed insurance sales and operates a consulting business focused on server and computer equipment relocation. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides a range of investment and advisory services utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.

Bradley Harder is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Hanover, MN. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated committee.

Eric Morris is a financial advisor with Edward Jones in Maple Grove, MN, holding the CFP® and Series 66 designations, and has six years of industry experience. Prior to joining Edward Jones in 2025, he worked at RBC Capital Markets LLC for nine years and briefly at Ameriprise Financial Services LLC in 2024. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Kristi Morton is a financial advisor at RBC Capital Markets in Wayzata, MN, holding a Series 66 designation with nine years of industry experience. She has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and access to a range of in-house and third-party investment managers, along with various portfolio management and financial planning services.

Stephanie Starcevich is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill and Merrill Lynch since 1995 and holds Series 63 and Series 66 designations. 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 and profit-sharing plans, corporations, and charitable organizations.

Martin Gorman is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Westwind Investors Management, Allianz Life Insurance Company of North America, and PricewaterhouseCoopers. Outside of his advisory role, Gorman is owner of Proelium Capital LLC, a tax planning and preparation business, and is an agent authorized to sell life insurance and variable life products. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.

Karli Johnson is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Ameriprise Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products and solutions.

Brian Nelson is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Nelson engages in sports photography, focusing on high school sports through activities with Sport Ngin and SportsEngine. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many large institutional advisors.

Christina Boyd is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Christina earned her bachelor's degree from Colorado State University and completed her high school education at Edina. She specializes in areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Christina works with clients to address complex financial needs and support their financial goals. Christina is involved in her community through organizations such as Children's Hospitals & Clinics of Minnesota and the City of Minnetonka Beach.

Jordan Reiley is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Fidelity Investments and Paysafe Group. Reiley is based in Wayzata, MN. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and supervisory structures, and employs multi-asset model portfolios with strategic asset allocation.

William Williams is a financial advisor at Ameriprise with 37 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1989 and continues at Ameriprise since 2020. He holds Series 63 and Series 65 designations. 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 annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Justin Bettinger is a financial advisor with Thrivent Investment Management in Albertville, MN. He holds Series 63 and Series 65 designations and has 12 years of industry experience, all spent with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Leo Schlangen is a CFP® with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL Financial, he worked at Investment Centers of America. Outside of his advisory role, he is a business owner of H&R Block franchises and Common Cents Tax in Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from internal and third-party sources.

Ian Welsh is a financial advisor with Cetera holding a Series 66 designation. He has been with Cetera and related entities since 2025 and previously worked at Ultimus Leverpoint Fund Solutions and in various roles outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, supporting a range of investment programs and custodial arrangements.

John Coyle is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves on the boards of two community organizations involved in fundraising and support services in the Minneapolis area. Morgan Stanley Wealth Management provides comprehensive financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and it offers a broad range of investment and financial strategies.

Brad Spencer is a financial advisor with Robert W. Baird & Co. in Independence, MN, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at CITY NATIONAL BANK and RBC Capital Markets before joining Baird in 2024. Outside of his financial advisory role, he serves as the elected Mayor of the City of Independence. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm offers tailored investment strategies through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management along with municipal advisory and public finance services.