Jason Lach is a financial advisor with OSAIC in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with OSAIC since 2012 and is also involved in coaching high school football. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services with a range of portfolio construction tools and options, supporting both discretionary and non-discretionary management.

Maria Taylor is a financial advisor with Edward Jones in Eden Prairie, MN, holding CFP® and Series 66 designations. She has eight years of industry experience, all of which has been with Edward Jones since 2018, following a two-year period out of the workforce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Matthew Davis is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2017. In addition to his advisory role, Davis is involved with Northern Edge Operations LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing tailored planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Matthew Johnson is a financial advisor at Ameriprise in Plymouth, MN, holding a Series 66 designation with 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning, emphasizing the use of Ameriprise-managed accounts and algorithmic automation overseen by a dedicated consulting team.

Brandon Larson is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Advisors since 2026. He previously worked at UBS Financial Services Inc. for 13 years. Outside of his advisory role, Larson is an officer of Lakeview Partners LLC, a company involved in a technology license agreement. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Leslie Joon is a financial advisor at Fidelity with 13 years of industry experience. They hold Series 63 and Series 65 licenses and have worked in various roles within Fidelity since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Taylor White is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and has been involved with Vision Financial Group since 2013, where he serves as a director. He is also owner or partner of several related business entities, including Vision Holdings LLC and Financial Integrators. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple investment platforms and strategies, combining proprietary models and third-party solutions, with options for discretionary and non-discretionary management.

Bryan Savage is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and First Allied Advisory Services. 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 wide range of financial planning and portfolio management services, leveraging both proprietary research and third-party asset managers across various strategies.

Mitchell Levin is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has previously worked at TCF Bank. Levin is currently based in Wayzata, MN. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul King is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. He serves on the board of directors for the Maple Grove Lutheran Foundation, where he leads fundraising and disbursements to other nonprofits. RBC Wealth Management, a division of RBC Capital Markets, serves a broad 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.

Tyler Morrison is a financial advisor at Ameriprise in Edina, MN, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at IMST Distributors, Riverbridge Partners, and Civic Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Anton Gougeon is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and UBS. Gougeon is based in Lakewood, Colorado. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brian Warpinski is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2008, respectively. He serves on the finance committee of the Aim Higher Foundation, a nonprofit focused on children, youth, and education in St. Paul, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides various investment and planning services across retail and institutional markets.

Daniel Phillips is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert W. Baird since 2013. Phillips serves as a trustee on the investment committee of Buena Vista University. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio management services. The group offers a range of investment strategies, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

Melissa Kinnard is a financial advisor at Robert Baird & Co. with 40 years of industry experience. She has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Baird in 2019. Kinnard holds Series 63 and Series 65 licenses. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Amy Lundstrom is a financial advisor with Ameriprise in Plymouth, MN. She holds a Series 66 designation and has six years of industry experience. Prior to Ameriprise, she worked at Constellation Wealth Group and spent 19 years at NorthRock Partners. She is also involved in real estate ownership outside of her advisory work. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income sources and tax‑aware withdrawal strategies.

Tian Elder is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, Elder worked in marketing roles and at Chick-Fil-A. He is also involved in a team marketing position supporting Xcel Energy and Center Point Energy programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and recommendations across various planning topics without portfolio management or implementation services.

Bridget Root is a financial advisor at Ameriprise with 25 years of industry experience. She holds the Series 66 designation and has worked previously at Riversource Distributors, Inc. and American Enterprise Investment Services, INC. Root is also an associate financial advisor for May, Inc., a business owned by franchise advisor Michelle Young. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Larissa Oliphant is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 63 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following eight years at Wells Fargo Clearing and ten years at Wells Fargo Bank, N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage, distribution, and investment management capabilities through a non-discretionary program supported by an in-house manager solutions team and a centralized due diligence framework.

David Buck is a financial advisor at Merrill with a Series 66 credential and 10 years of industry experience. His prior work history includes roles at Bank of America, Fisher Investments, and Morgan Stanley. In addition to his advisory work, he serves in the Army National Guard and owns a business that manufactures and sells outdoor equipment. 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 individuals, institutions, and charitable organizations.