Daniel Carlson is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, Carlson serves as an assistant ice hockey coach for Minneapolis Public Schools. Ameriprise offers a retirement-income planning service primarily for clients with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported advice within its managed accounts platform.

William Tollerud is a Series 66 licensed financial advisor with Edward Jones in Maple Grove, MN, where he has worked since 2007, totaling 19 years of industry experience. Outside of his advisory role, he manages Riverside Farms Partnership, working with renters of farm land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Nicholas Christoff is a financial advisor with Thrivent Investment Management in Maple Grove, MN, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2016. Outside of his advisory role, he serves as a board member of the I-94 West Chamber of Commerce, providing business-owner feedback to support membership growth and program development. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separation between the two services.

Jeffery Stein is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Voya Financial Advisors and operating his own firm, Stein Financial Group LLC. In addition to his advisory work, he is an independent insurance agent and provides communication consulting services to employers. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to use model portfolios, third-party managers, or customize strategies across various program structures.

Aaron Larson is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2006. Larson is involved in insurance agency ownership through WaterRock Financial, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Dan Pias is a financial advisor at LPL Financial with 33 years of industry experience. He previously worked at Financial Dimensions Group and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 19 years. Outside of his advisory role, he is a co-owner of Schuler, Matheson, Pias and Associates, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Natthan Osterberg is a Series 66-licensed financial advisor with UBS Financial Services in St. Louis Park, MN. He has 23 years of industry experience and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies to tailor client plans.

Craig Shaver III is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 credentials and has 42 years of industry experience. He has been with RBC Capital Markets since 2009 and previously worked at City National Bank. Outside of his advisory role, he is actively involved in managing a farm he owns. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Carrie Schliemann is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 credential. She has been with Merrill since 2009 and also worked at Bank of America since 2022. 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 individual and institutional investors.

James Brennan is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a sole proprietor of a rental property in Long Lake, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services using various investment approaches, including proprietary modeling techniques.

Katherine Manahan is a financial advisor with RBC Capital Markets based in Wayzata, MN, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Boulay Financial Advisors, Merrill, and Victory Capital Management. Outside of her advisory work, she is involved with the Alpha Gamma Delta sorority at the University of Minnesota, where she attends monthly meetings focused on chapter goals and supports undergraduates with scholarship improvement plans; she also serves as a substitute house director for the sorority. RBC Wealth Management serves a broad client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles. The firm utilizes a combination of in-house and third-party investment managers and offers integrated capital-markets and lending capabilities.

Daniel Guibert is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with LPL Financial in Coon Rapids, MN, and has prior experience at CUNA Mutual Group, Kestra Financial Services, and other firms. Guibert also operates TruStone Financial Advisors, which is related to his work with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, and retirement consulting services with both discretionary and non-discretionary management options.

Dawn Krysan is a financial advisor with Morgan Stanley in Wayzata, MN. She holds a Series 63 designation and has 16 years of industry experience, having worked at Morgan Stanley Smith Barney since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ashleigh Scheidweiler is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and was previously a full-time student for nine years before joining OSAIC. OSAIC Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, institutional plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Scott Vogel is a Private Wealth Advisor at Merrill Private Wealth Management, where he advises senior executives, business owners, entrepreneurs, next-generation wealth creators, and ultra-affluent families on various aspects of their financial lives. He employs a goals-based framework to deliver holistic financial strategies, helping clients achieve their personal, professional, and philanthropic objectives. In addition to client advisory, Scott is responsible for the overall operations of his team. Scott has approximately 20 years of experience working with successful families and business owners in the investment field. Prior to joining Merrill Private Wealth Management in 2012, he served as a Portfolio Manager at Abbot Downing, a Wells Fargo business formerly known as Lowry Hill. His expertise includes family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management services, and values-based investing. He holds a Bachelor of Science degree in Finance from the University of Montana and has earned both the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER (CFP) certification. Scott is an active member of the CFA Society of Minnesota and participates in community initiatives such as the CFA Research Challenge and Habitat for Humanity. He lives in Delano, Minnesota with his two children and enjoys golfing, camping, woodworking, and building and flying large-scale radio-controlled aircraft.

Molly Schmitz is a financial advisor at Ameriprise in Plymouth, MN, holding a Series 66 credential with one year of industry experience. Prior to joining Ameriprise, she worked at Caterpillar Inc and Actalent and has a background that includes positions at Iowa State University, Small World Learning Center, and Farmington High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes a centralized advisory team that collaborates with financial advisors and utilizes proprietary research and third-party data to develop personalized recommendations.

Shaylah Anwar is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services Inc. from 2018 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

Adam Brady is a financial advisor with RBC Capital Markets in Wayzata, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining RBC Capital Markets, he worked at Capsule and ICF Next and has held various roles including positions in public works and university recreation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Sarah Wells is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 63 designation and has worked at Cetera since 2014, with prior experience at Cetera Investment Services LLC and Citizens Independent Bank, where she also serves as a personal banker and back-up receptionist. In addition to her advisory role, she is involved as a wholesale member of a health and supplements company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Richard Vande Vegte is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Thrivent Investment Management. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with customized consulting and portfolio services. The group employs a range of investment strategies, including traditional and non-traditional approaches, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerances.