Michael Oakley is a Series 66-licensed financial advisor at UBS Financial Services in Minneapolis, with four years of industry experience. His career includes roles at Bank of America and six years of service in the United States Air Force. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Jeremy Sammons is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 license and is based in Lilydale, MN. Outside of his advisory role, Sammons is involved as a member of an investment club. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Cardell Johnson is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. in Minneapolis, MN, since 2003. 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 across a broad range of topics, allowing clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

David Westlund is a financial advisor with Ameriprise in Andover, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Westlund is the owner and CEO of Meander Corner LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, utilizing a centralized consulting team that delivers annual, research-driven, non-discretionary recommendations tailored to tax efficiency and income sustainability.

David Hoft is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 65 and Series 63 credentials. He has been with Thrivent since 2026 and has prior experience in corporate roles at Kimberly Clark Professional and Caleres, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various planning topics. The firm offers these services through a network of financial advisors without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Amy Aadalen is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney LLC since 2009. She is based in Minneapolis, MN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses a structured planning process supported by proprietary tools and provides services without directly recommending individual securities as part of its standalone financial plans.

James Schmidt is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill for 20 years before joining Morgan Stanley in 2017, including its Private Bank since 2018. He is based in St. Paul, MN. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its financial planning process.

William Duncan III is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Stellarpath Wealth Advisors and Chattanooga State Community College. 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 recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jared Lewis is a financial professional at Cetera with three years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Foundry Partners and Arbor Capital Management. He also provides team support at North Star Resource Group. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary investment options, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Diane Yohn is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. Her career includes long tenures at Securian Financial Services and C.R.I. Securities, along with her ongoing role at North Star Resource Group since 1988. Outside of advisory work, she serves as an election judge. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services to individual, corporate, and institutional clients and operates a multi-manager platform with discretionary and non-discretionary program options.

Colleen Alcin is a financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2015 and holds Series 63 and Series 66 licenses. 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. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Mattson is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has worked at Ameriprise since 2021 and previously spent six years at Parametric. Outside of his advisory role, Mattson teaches a finance course as an adjunct professor at the University of Minnesota. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, leveraging algorithmic automation alongside advisor input.

John Steenis is a CFP® and holds a Series 66 designation, currently serving as a financial advisor with Edward Jones in Hudson, WI. He has seven years of industry experience, including time at Phillips-Medisize prior to joining Edward Jones in 2018. Outside of his advisory work, he manages a rental property LLC formed for real estate holdings in Arizona. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices across the United States.

Michael Olaniyi is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at Minnesota State University, Mankato, and retail positions including Sam's Club and Walmart. Ameriprise serves clients generally with at least $1,000,000 in net investable assets, offering a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for assets managed within Ameriprise.

Matthew Simmons is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Bank First National and in the Nutritional Sciences Department at the University of Wisconsin Madison. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Dean Johnson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he has served on the Investment Committee for Ronald McDonald House Charities in the Midwest, overseeing their charitable endowment fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Daniel Getsch is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns and manages FFG Advisors LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Rick Straub is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments for 19 years and has more than three decades of experience in the financial services industry. Rick's professional experience includes positions as Financial Consultant, Planning Consultant, Branch Service Manager, and Financial Representative at Fidelity Investments. Prior to joining Fidelity, he held roles such as Operations Manager - Principal at TCF Investments, Compliance Officer at Northland Securities, and Investments Practice Officer-VP Regional Compliance Principal at Marsh & McLennan Companies. Throughout his career, Rick has focused on helping individuals and families navigate specific financial needs. He emphasizes co-creating financial plans tailored to clients' priorities, such as wealth growth, income generation, preservation of assets, or legacy planning. Rick's extensive experience covers compliance, branch management, and financial consulting, reflecting a comprehensive understanding of the financial services sector. Outside of his professional work, Rick enjoys camping, cooking and baking, and photography.

Timothy Adrian is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has been with Ameriprise and its related entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dane Solberg is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory role, he is involved in Solberg Benefits LLC, an insurance brokerage business focused on life, health, disability, and long-term care insurance. OSAIC serves a diverse clientele including individual and institutional investors, offering integrated brokerage and advisory services with a wide range of investment solutions and third-party money manager access. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management.