Nicole Hiller is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS Financial Services since 2011 and 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, supporting its advisors with proprietary research and a broad platform of capital markets and advisory solutions.

Callie Wurst is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Advisory Services and MRK Financial Solutions. Her background also includes roles outside of financial advising. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Connor Murphy is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation. He joined Merrill in 2026 after an 11-year tenure with South St. Paul Public Schools. 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 plans, corporations, and charitable organizations.

Joseph Kaufman is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Raymond James Financial Services and Bremer Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Brett Koopman is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves on the Board of Trustees for Mount Carmel Ministries and is a director and owner of a family farm corporation, Chedna, Ltd. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning addressing a wide range of topics, providing ongoing or one-time planning relationships without discretionary portfolio management for institutional clients.

David Follett is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. He is also a partner in Triple Divide Investments, LLC, an entity focused on commercial real estate investments unrelated to his advisory role. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting supported by a centralized due-diligence framework.

Mark Nevermann is a financial advisor with Edward Jones in Golden Valley, MN, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved in managing rental properties through LLCs he established for tax and liability purposes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Andrew Groebner is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Enterprise. He has worked at Prudential Insurance Company of America since 2014 and was previously with Pruco Securities, LLC. His outside business activities include involvement with non-variable insurance agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Norman Gaskins is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Securian Financial Services, Quasar Distributor LLC, and Minnesota Life Insurance Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jodie Hall is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She has worked at Ameriprise since 2015, including time with American Enterprise Investment Services Inc. Ameriprise Financial Services serves individual and institutional clients and offers a Premier Retirement Income service providing written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dennis Dane is a financial advisor with Cetera, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services for three years. Outside of his advisory role, he manages a full-service CPA firm, Dane Tax Solutions, LLC, and serves as a trustee at Oak Grove Church, where he assists with financial reconciliation and budget formation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Maxwell Darrington is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at the University of Wisconsin - Eau Claire and held various positions in retail and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Nakita Kirchner is a financial advisor with Osaic Wealth, Inc. based in Minnetonka, MN. She holds the Series 66 designation and has three years of industry experience. Kirchner also serves as a board member for the US Palestinian Community Network in Minnesota, where she helps organize community and cultural events. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a range of investment vehicles and third-party solutions.

Christopher Brehmer is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation with 11 years of industry experience. He has been with Merrill since 2015. 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 for a range of clients including individuals, high-net-worth clients, and institutional investors.

Kayla Kuhlman is a Series 66-licensed financial advisor with Thrivent Investment Management in Minneapolis, MN, bringing three years of industry experience. She has worked at Thrivent since 2022 and has prior experience in educational roles at Divine Mercy Catholic School and Northfield Public School District. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across a variety of financial planning topics. The firm’s approach separates planning from implementation and managed-account services, with a focus on periodic review and advisor-delivered plan updates.

Jack Healy is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has worked at UBS since 2017 and was previously employed at BNC National Bank. 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 wealth management services with institutional trading capabilities and provides a broad range of capital markets services.

Seamus Ott is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Prime Therapeutics. Outside of finance, he serves as an assistant coach for a high school ultimate frisbee program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive goal-based planning across multiple areas, allowing clients to combine planning with managed-account services under a consolidated billing option.

Mark Joern is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he is involved in business ownership through Mark Joern, LLC and serves as co-owner of Scannell LLC, an Ameriprise franchise practice entity, as well as president of Minneapolis Wealth Advisors, LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Scott Larson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Larson is involved as a partner in a farming business and owns a financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Jeffrey Erpelding is a financial advisor with LPL Financial in Coon Rapids, MN, holding the CFA®, PFS™, and Series 66 credentials and bringing 24 years of industry experience. He has worked with Trustone Financial Credit Union and LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.