Kyler Harder is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Mass Mutual and its affiliated insurance company since 2012. Outside of his advisory role, he owns and manages businesses involved in equipment rentals and aircraft leasing. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced software tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Jason Vogel is a financial advisor with Ameriprise in Ham Lake, MN, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2007 and is currently involved with American Enterprise Investment Services Inc. Outside of his advisory role, Vogel is employed with Roseville Youth Hockey, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Caroline Ward is a Private Wealth Advisor and partner with Broughton Ward, a team within Merrill Private Wealth Management that has served families and institutions for over 40 years. She collaborates with early-stage employees and founders, executives, families, and institutions across the country on a variety of financial needs, including equity compensation planning, liquidity strategies, portfolio management, wealth and estate strategies, and banking and lending services. Caroline's approach focuses on simplifying complex financial situations and guiding clients to realize what their wealth can achieve, grounded in the team's core values of humility, intellectual honesty, and empathy. Caroline began her career in financial services in 2016, bringing prior experience as an institutional investment professional at Artisan Partners and Travelers Insurance, where she contributed to managing a $70 billion fixed income portfolio. She holds an MBA in Finance from the UCLA Anderson School of Management and a Bachelor of Arts from Claremont McKenna College, where she co-captained the women's tennis team and was a seven-time NCAA All-American. Caroline is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the CFA Society of Minnesota. Residing in Northeast Minneapolis with her husband and their rescue cat, Caroline spends her free time engaged in activities such as yoga, cooking, exploring local restaurants, and spending time with family and friends.

Matthew Anderson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and over 20 years of industry experience. He has been with Thrivent Investment Management since 2005 and with THRIVENT Financial 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 analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Henry Larson is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Pensions & Investments and within the education sector at Orono Public Schools and the University of Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Jolene Moody is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at RBC Capital Markets from 2014 to 2023 and again starting in 2025, as well as positions at US Bank and the Metropolitan Council of the Twin Cities. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to each client’s risk profile.

Keri Burton is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Morgan Stanley since 2010, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she is a partner in a consulting business focused on business development for nonprofits. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee return estimates.

Anais Prado is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 credentials and eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Joshua Mattson is a CFP® and holds a Series 66 license with six years of experience at Edward Jones and a prior six years at Kerr Corporation. He is based in New Brighton, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jennifer Linder is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with 14 years of industry experience. She has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Paul Poydras is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Wells Fargo entities since 2012. Outside of his advisory role, he owns and operates a trucking business and also works as a security guard. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Randall Thiel is a financial advisor with Cetera, holding a Series 63 designation and bringing 27 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and is also associated with Mill City Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement diverse investment strategies under different program structures.

Todd Stangeland is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His background includes roles at AmerLife, LLC dba Sterlingbridge Insurance Agency, Small Business Insurance Agency, and Cetera Wealth Services. Outside of advisory work, he serves as a trustee and power of attorney for his mother’s estate. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering various discretionary and non-discretionary investment program options.

Layne Quam is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, he held positions with RH, Sportsdigita, and several other firms. Outside of his advisory role, Quam performs as a paid drummer for religious organizations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Anastasia Holmes is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. She has worked at Cetera Wealth Services, Ameriprise, and the University of St. Thomas, among other roles. Outside of her advisory work, she has been employed at Presbyterian Homes and Services as a cook and server since 2019. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that includes affiliated and third-party investment strategies.

Nicole Olson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Her prior experience includes roles at Deluxe Corporation, Restaurant Technologies Inc., and the University of Minnesota Athletics Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Renee Woodford is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by comprehensive portfolio management and financial planning services.

Michael Goff is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors and Securities America, Inc. from 2015 to 2024. Goff also operates Goff, Pruitt & Associates, a financial advisory business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and various investment options to construct portfolios managed on discretionary or non-discretionary bases.

Laura Fischer is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 26 years of industry experience. She has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Chris Amsden is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop holistic financial plans tailored to their individual needs and preferences. He leverages Fidelity's extensive planning expertise and offers clients a broad range of tools, strategies, and services. Chris has experience in various roles within Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative from 2021 to 2024. Prior to joining Fidelity, he worked in Capital Markets Trading at Ameriprise Financial Services from 2019 to 2021.