Bradley Sygulla is a financial advisor with Primerica Advisors in New Hope, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1988. In addition to his advisory role, he is involved in selling loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading and execution responsibilities to BNY Mellon Advisors.

Xay Thao is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at BMO Harris Financial Advisors and multiple positions within Wells Fargo since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kevin Smith Jr. is a financial advisor with Merrill in Edina, MN, holding Series 63 and Series 66 licenses and with 11 years of industry experience. He has worked at Merrill and Bank of America since 2017 and was previously with FIDELITY Brokerage Services LLC from 2015 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Spencer is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Minnetonka, Minnesota, with two years of industry experience. Prior to joining Baird, Spencer held positions at RBC Wealth Management and various other roles outside the financial services industry. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a blend of SMA strategies, overlay management, tax-management, and direct-indexing capabilities.

Daniel Peterson is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2021, following 13 years at Riversource Distributors Inc. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Mark Nakamitsu is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Cetera, where he has worked since 2022, and previously was employed at Fidelity Personal and Workplace Advisors from 2014 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Orlearnda Hoeun is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including Bank of America, Merrill, U.S. Bancorp Investments, and Northwestern Mutual. Outside of advisory work, she has engaged in grocery delivery services as an Instacart shopper. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a range of advisory and brokerage solutions combining non-discretionary client relationships with access to affiliated discretionary separate managed accounts and alternative investment options.

Frederick Sherman is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Cetera Wealth Services, AdvisorNet Insurance, Securian Financial, and Allstate Insurance Company. Outside of advisory work, Sherman manages concierge services assisting advisors and brokers with placing life, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with options spanning discretionary and non-discretionary programs.

Chad Nelson is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Leach is a Financial Consultant currently serving clients with a commitment to understanding their financial goals and developing personalized strategies to help them spend and invest confidently. He has been a Financial Advisor at Fidelity Investments since 2022, following his tenure as a Financial Advisor at Ameriprise Financial from 2019 to 2022. Prior to his advisory roles, John gained experience as a Tax Preparer at Copeland Buhl & Company in 2018. Outside of his professional career, John enjoys spending time with his wife and their 6-month-old Wirehaired Pointing Griffon. His personal interests include baseball, biking, fitness, golf, lake activities, and skiing. He often spends time outdoors, whether on a lake, in the mountains, or with his extended family, including eight nieces and nephews.

Taylor Morehead is a financial advisor at Ameriprise with 15 years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, he spent seven years at Thrivent Financial and its affiliated entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Jonathan Tarshish is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and scenario modeling.

Michael Hoffman is a CFP®-designated financial advisor with Ameriprise in Plymouth, MN, and has 36 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1989 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved as Chief Manager of Migadeza Partners LLC, a real estate investment and leasing business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James O'Halloran is a CFP® professional with 27 years of industry experience, currently advising at Cetera. He has held positions at Avantax Advisory Services and Avantax Insurance Agency and operates his own tax and financial services firm. Additionally, he teaches accounting and tax courses at St. Paul College. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a nationwide network of independent advisors.

Martin Sheetz is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, State Farm, and Ludwig and Company. Outside of his advisory role, he owns a small business creating and selling Norse-themed handcrafted products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers a range of financial planning and consulting services.

Jadyn Huber is a financial advisor at Edward Jones in Minnetonka, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Jadyn worked at Mr. Cooper, Sigma Beauty, Alma Homes, Quorum Federal Credit Union, Huntington National Bank, and Signature Consultants. Outside of financial services, Jadyn is a fitness instructor and a content creator focused on fashion, wellness, and beauty. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Adams is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co., Inc. since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Kevin Johnson is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as an executor for his sister. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

William Rodgers IV is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and with nine years of industry experience. His previous roles include positions at Avant Management Inc and Gradient Securities, LLC. Outside of his advisory work, he coaches CrossFit classes at CrossFit SISU. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Eric Pemberton is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Fisher Investments, RBC Capital Markets, Traveling Coaches Inc., and Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.