Kathryn Gunderman is a Series 66-credentialed advisor at Fidelity with one year of industry experience. Her prior roles include positions at Googins Advisors, Potbelly, and the University of Wisconsin-Madison. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services.

Eric Nevermann is a financial advisor with Edward Jones in St Louis Park, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as an election judge for the City of St Louis Park. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jacob Stark is a financial advisor with Ameriprise in St. Louis Park, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Stark is involved in business development and back office support for franchise advisors through MJW Group LLC. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Mark Flannery is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Flannery has also operated his own firms, including Wealth Guidance, Inc. and Flannery Holdings, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through its network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Shane Davis is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity since 1995. Outside of his advisory role, he is a partner in a family limited partnership. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Leonard Brown is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, he worked at JPMorgan Chase Bank and J.P. Morgan Securities for three years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Tai Kotler is a financial advisor at LPL Financial with a Series 66 credential and four years of industry experience. His prior roles include positions at Arazon Financial Group and Orbis International. Kotler also works as a non-variable insurance agent at Peak Pro Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Logan Ehlenz is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked in various positions including roles at Krewe Restaurant and Bello Cucina. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software for goal analysis and offers collaborative, annual financial planning relationships.

Nicholas Starosta is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Peter Kelly is a financial advisor with Cetera in Minnetonka, MN, holding a Series 63 designation and 20 years of industry experience. He has worked with Avantax Insurance Agency LLC and Avantax Advisory Services, among other firms, and is a partner at Kelly & Muehler, PLLP, an accounting and bookkeeping firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and a multi-manager platform with access to affiliated and third-party managers.

Mohammad Vedadi is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for 13 years. Vedadi is also the owner of Vedadi Wealth Management, an S-Corp through which he manages his wealth management business and related operations. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to various investment platforms and third-party managers, utilizing asset-allocation tools and automated rebalancing to construct customized portfolios.

Todd Terhorst is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Arbor Point Advisors and Securities America Advisors, Inc. Outside of his advisory work, he is a guitar player in a band called Empty Attic. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients, offering brokerage, advisory, and retirement plan consulting services. The firm provides a range of investment solutions using asset-allocation tools and supports discretionary and non-discretionary accounts with access to third-party money managers and model portfolios.

David Born is a Certified Financial Planner (CFP®) with 41 years of industry experience, currently serving as a financial advisor at Stifel, Nicolaus & Co., Inc. since 2001. He holds Series 63 and Series 65 licenses and is based in Golden Valley, Minnesota. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses intended to inform client decisions.

Pravin Parekh is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has previously worked with firms including Waddell & Reed and various insurance carriers. Parekh also managed his own entities, such as Parekh Group, Inc. and Pradeep Pravin Real Estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Henry Schulenberg is a financial advisor with RBC Capital Markets based in Wayzata, MN. He holds a Series 66 designation and has four years of industry experience, including previous roles at City National Bank and SkyView Partners. He graduated from St. Olaf College. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies according to each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Melissa Olson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has previously worked at The Oak Ridge Financial Services Group, Inc., Landmark Creations, RBC Capital Markets, and CH Robinson. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Callie Gracie is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has previously worked at firms including LPL Financial, Cetera, Charles Schwab, and TD Ameritrade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Shay Donovan is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, he held roles at Brainlit North America and Augustana University. Outside of his advisory work, Donovan serves as the head coach of the Blake Bears junior varsity hockey team, mentoring youth athletes and designing practice plans. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Nicholas Kouchoukos III is a financial advisor at Thrivent Investment Management with two years of experience in the industry. He holds a Series 66 designation and has worked at various Thrivent entities as well as Advanced Wealth Management and Winnesota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm enables clients to combine planning with managed accounts through a consolidated billing option while keeping services administratively separate.

Kathleen Freiderich is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding a Series 63 designation and 33 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Advisors. Kathleen is also a commissioned notary in the state of Minnesota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.