John Dubbe is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he operates John Dubbe Realty and is involved in soliciting disability insurance business through the Eugene Cohen Agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and financial planning services.

Pierre Lind is a CFA® charterholder with 18 years of industry experience. He has been with Ameriprise since 2011, currently serving as a financial advisor in Centerville, MN. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, to help clients manage income sources and withdrawal strategies.

Cassidy Burns is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Baird in 2018, he worked at IMST Distributors, LLC, Riverbridge Partners, LLC, and UBS Financial Services. Outside of his advisory role, he chairs the Investment/Finance Committee for Interfaith America and serves on the Investment/Finance Committee for St. Martins by-the-lake Church. Baird’s Private Wealth Management department, including the DDK Group, serves a diverse client base ranging from individuals and high net worth clients to corporate entities and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and specialized account programs, supported by ongoing manager selection, internal research, and a mix of manager-traded and model-traded strategies.

Daniel Shanahan is a financial advisor with LPL Financial in Woodbury, MN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked as a first officer pilot for Delta Airlines and SkyWest Airlines and spent time at the University of North Dakota. He currently balances his advisory role with his position as an airline pilot. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bradley Davis is a financial advisor with LPL Financial in Woodbury, MN, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Focus Financial Network, Royal Alliance Associates, Invest Financial Corporation, and Ameriprise. He is also a co-owner of a tax preparation and accounting firm, Law Tax and Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by technology and a large network of over 22,800 advisors.

June Kronenberger is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has worked with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as co-executor of an estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics to support diversified investment strategies.

Erik Rosvold is a CFP® professional with 28 years of industry experience, currently advising at Ameriprise in Edina, MN. He has been with Ameriprise and its affiliated entities since 2000. 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 recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Bradley Brager is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has 14 years of experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. 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 focused on a broad range of topics without discretionary trading authority, emphasizing ongoing client engagement and periodic plan reviews.

Shane Swanke is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years with VOYA Financial Advisors. Swanke also operates Swanke Financial Group, founded in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Natasha Zawacki is a Financial Advisor at Merrill Lynch Wealth Management. She supports clients with their various account needs as they experience all aspects of their financial lives and changing events. Natasha works to assist individuals and families navigating important financial transitions, including retirement, inheritances, career changes, and liquidity events. Natasha obtained her bachelor's degree in Marketing from St. Catherine University in Saint Paul, graduating Magna Cum Laude in 2023. She holds the Personal Investment Advisor (PIA) designation. Her client focus areas include college education planning, divorce transition planning, employee benefits planning, institutional and corporate benefit services, legacy planning, managing new wealth, philanthropic planning, women and wealth, and retirement income. In addition to her professional work, Natasha enjoys camping, hiking, pottery, spending time with her family, and traveling. She is involved with the community organization Hope House.

Hans George Brase is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc., as well as a background in professional basketball with teams such as Hamburg Towers, MHP Riesen Ludwigsburg, and Synatainies MBC. 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 and financial planning services that utilize structured discovery processes and firm-approved tools to assist clients in managing their assets.

Michael Adams is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2015, including time at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC, and has also been employed at Life Time Athletic. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach incorporates proprietary and third-party research, algorithmic tools, and a structured product lineup with defined enrollment criteria for its retirement income program.

Katala Anderson is a financial advisor at Ameriprise Financial Services, LLC in Minneapolis, MN, with six years of industry experience and a Series 66 designation. Prior to joining Ameriprise, she held positions at Running Aces Racetrack and Casino and Marcus Corporation. Outside of her advisory role, she manages special events for Moo Booth at the Minnesota State Fair. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice through a structured Recommendation Report and collaborative implementation process.

Kevin Knock is a financial advisor at RBC Capital Markets with seven years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank, N.A. He holds a Series 66 designation. Outside of his advisory role, he serves on the board of his neighborhood homeowners association and has worked as an Uber driver. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through internal and third-party managers, supported by a broad range of portfolio management, financial planning, custody, and brokerage services.

John Williams is a CFP® with 15 years of industry experience, currently serving at Cetera since 2023. He has held roles at Minnesota Life Insurance Company and Securian Financial Services, and operates a separate fixed insurance sales agency, North Star Consultants. Williams also serves as successor trustee for client trusts and is involved with North Star Resource Group, a financial services DBA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors, employing multiple program structures and third-party managers.

Leslie Cadle is a CFP® professional with 38 years of industry experience, currently with Ameriprise in Edina, MN. Leslie has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Leslie serves on the board of directors at Benilde-St. Margaret's School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Jacob Damhof is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at KPMG before joining Ameriprise Financial Services in 2017. 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 tax-aware retirement income planning advice based on proprietary research and algorithmic tools.

Scott Dennison is a financial advisor at Edward Jones with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Dennison has been with Edward Jones since 2004, working in the Eagan, MN office. 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 through a nationwide network of financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Michael Gergen is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and having 10 years of industry experience. He has been associated with both City National Bank and RBC Capital Markets since 2016. Outside of his advisory role, he manages family farmland in Hastings, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment resources.

Travis Rothstein is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bank, U.S. Bancorp Investments, and Northwestern Mutual. Rothstein is based in Woodbury, MN. Ameriprise offers a retirement-income planning service primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.