Jerald Prostrollo is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 30 years. He also owns Prostrollo Wealth Advisors, Inc., an investment-related business based in Minneapolis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers specialized planning in areas such as retirement, education, risk, business-owner transitions, and other niche services, using proprietary research and tools to develop customized recommendations.

Jerrod Resseman is a Series 66 credentialed financial advisor with Edward Jones in Eagan, MN, where he has nine years of industry experience. Before joining Edward Jones in 2017, he worked at Red Robin International from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the United States.

Joel Miller is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2014. Outside of his advisory role, he serves as a director for the 2026 Prior Lake - Lakers Baseball Club, a nonprofit organization involved in fundraising and organizing baseball trips. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyler Peterson is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise Financial Services, Wells Fargo, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research and offers a range of strategies that may include ESG considerations.

Timothy Biekkola is a financial advisor with Ameriprise in Edina, MN, holding the ChFC® and Series 63 credentials and bringing 34 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing business operations related to office space for advisors and staff. 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 annual retirement-income planning advice based on a detailed Recommendation Report and focuses on dependable income sources and tax-aware withdrawal strategies.

Colin Hohman is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp and RBC Capital Markets. Outside of his advisory role, he is involved in providing insurance solutions through Oriole Financial Services, Inc. and serves as a trustee for his parents' trust. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment strategies for individual and corporate clients.

Jack Nasby is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. His work history includes roles at RBC Capital Markets LLC, RBC Wealth Management, and At The Turn, as well as involvement with the University of St. Thomas and local clubs such as The Minikahda Club and Bearpath Golf & Country Club. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Rebecca Blaine is a financial advisor with Merrill in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Merrill since 1990. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Tolle is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise since 2008, including her current role since 2020. Outside of her advisory work, she is a co-owner of a real estate business in Maple Grove. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes managed accounts and algorithmic automation to tailor retirement income recommendations.

Kelly Leigh is a financial advisor with Edward Jones in Eagan, MN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as a brand ambassador for Gray Duck Spirits, promoting their products at regional events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the country.

Pamela Smith is a financial advisor with RBC Capital Markets, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for two years and Wells Fargo for twenty years. Pamela volunteers as a financial virtual coach with Women Money Matter, assisting clients with budgeting, saving, and credit rebuilding. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs combining in-house and third-party management with options for tax management and responsible investing.

Joseph Balut is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he coaches basketball at Mound Westonka High School in Minnetrista, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and affiliated products, with a large nationwide network of advisors and branch offices.

Ryan Fisher is a financial advisor with Edward Jones in Bloomington, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advisory work, he owns a rental property business in Aberdeen, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Craig Wait is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked in various positions including at Wings Financial Credit Union and in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a large network of investment adviser representatives.

Brian Wanous is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 credential and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. He also operates a separate business under the name Canopy Financial Group. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management solutions. The firm utilizes a range of advisory programs and third-party managers to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Coldagelli is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2010. 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 planning without discretionary trading authority, combining planning with managed-account services under a consolidated billing option known as “WealthPlan.”

David Irvin is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide customized financial planning and portfolio management solutions.

Benjamin Hammersten is a financial advisor at Ameriprise Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial and several public school districts, along with experience at Mount Olivet Rolling Acres. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s investment approach involves a centralized service team using proprietary research and third-party data, with distinctive enrollment criteria and investment options influenced by affiliated product relationships.

Lance Minnichsoffer is a CFP® professional with 15 years of industry experience, currently serving as an advisor at LPL Financial since 2021. His prior experience includes roles at Blue Heron Professional Group LLC, Tyr Financial Group LLC, Lori Tauring, various insurance carriers, and Waddell & Reed Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with diverse investment options and operational tools, managing over $819 billion in discretionary assets through a broad network of more than 22,800 advisors.

Barbara Kickhafer is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves as Board Secretary for the Edinburgh Women's Golf Association. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.