Joshua Campbell is a financial advisor with Edward Jones in Lakeland, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as an ambassador at Afton Alps/Vail Resorts, where he electronically scans lift tickets and season passes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jamia Erickson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 65 and Series 63 credentials and 10 years of industry experience. She has worked at Thrivent since 2013, including roles at both Thrivent Financial and Thrivent Investment Management. Outside of finance, she is involved with WEHMANN MODELS & TALENT, INC as a talent/model and participates in the FAITH! FOSTERING AFRICAN-AMERICAN IMPROVEMENTS IN TOTAL HEALTH community steering committee, which focuses on health education and resource access for the African-American community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive goal-based planning across various financial topics without discretionary trading authority. The firm combines planning with managed account programs under a consolidated billing option while maintaining separate service lines.

Tj Arons is a financial advisor at Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2023. Prior to joining Thrivent, he was affiliated with the University of Iowa from 2022 to 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning and coordinated managed-account services without discretionary trading authority, focusing on comprehensive written recommendations across various financial topics.

William Ferguson is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Ameriprise and its related entities since 2012. Ferguson serves as Executive Treasurer and board member of the Imperial Court of Minnesota. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Wilkerson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to entering the financial sector, he served in the United States Air Force for several years until retiring in 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Amanda Morris is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 credential with two years of industry experience. Her prior work includes roles at DS Erickson & Associates PLLC and involvement with American Legion Post 620 and Vannelli's at the Post. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

William Defiel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. He is a board member of a condominium association, where he participates in maintenance and repair decisions. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, investment planning, and access to multiple advisory platforms and third-party managers.

Brady Solheid is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation. He has one year of experience at Ameriprise and previously worked in roles outside the financial advisory industry, including education and hospitality. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Salamzadeh is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has worked previously at North Star Resource Group and in tech sales roles. Outside of advisory work, he is also licensed as an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Larry Smith is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Smith has been with Wells Fargo Bank and its affiliates since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Cole Backstrom is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at Cetera Wealth Services, LLC since 2013 and serves as a financial professional managing the Novation Wealth Management team at Novation Credit Union. Additionally, he is involved in fixed insurance sales and participates in residential real estate analysis through a separate venture. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, with a multi-manager platform that incorporates both affiliated and third-party managers and supports a range of account structures and investment programs.

Stacey Ackerman is a CFP® professional with 13 years of industry experience, currently with Wells Fargo Clearing. She has worked within Wells Fargo Bank and Wells Fargo Clearing Services since 2005. She serves on the investment committee for the North Dakota State University Foundation, overseeing endowment asset management. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, offering both brokerage and advisory solutions.

Tanya Myers is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. Her previous roles include positions at The Vanguard Group, Charles Schwab, Morgan Stanley, and U.S. Bancorp Investments. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers services to individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through various advisory programs tailored to each client’s risk profile.

Timothy Ross is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes positions at Ameriprise Financial Services, Inc. from 2009 to 2020 and American Enterprise Investment Services Inc. since 2021. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joseph Romain is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. He has been with RBC Capital Markets since 2024, following three years of self-employment. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs and portfolio management options tailored to clients’ risk profiles. The firm combines in-house and third-party investment managers and provides integrated capital markets and alternative investment capabilities.

Gregory Krampe is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC). Gregory has been with Merrill Lynch since 1999, bringing extensive experience in total wealth management by providing advice and guidance on multidimensional personal and business finances. His approach involves understanding the specific situations of his clients to establish objectives, develop appropriate strategies, and review progress toward achieving financial goals. As a Portfolio Manager, he manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party strategies. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Gregory earned his undergraduate degree in Economics and Finance from the University of Indianapolis. Outside of his professional work, he lives in Mahtomedi with his wife and two children. He is involved in the community as a youth sports coach and enjoys running marathons, boating, and spending time with his family.

Douglas Pressley is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with experience including roles at Tanoan LLC and Statlinx, as well as over a decade at Fresenius Kidney Care. He holds Series 63 and Series 66 credentials. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm provides a range of planning topics and combines planning with managed-account programs under a consolidated billing option.

Alyssa Bell is a CFP® professional with 13 years of experience in the financial services industry. She has worked at RBC Capital Markets since 2024, following roles at Ameriprise and UBS Financial Services. Her career includes periods spent as a homemaker. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Sandra Sanders is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 63 license and over 42 years of industry experience. She has worked with Piper Jaffray Inc. since 1981 and joined UBS Financial Services in 2006. Outside of her advisory work, she crochets purses for school and church boutiques and serves on the Youth and Children's Ministry Board at Holy Emmanuel Lutheran Church. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Adam Amys is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has held roles at firms including North Star Resource Group and Securian Financial Services. In addition to his advisory work, he is involved in fixed insurance sales and payroll operations for businesses outside the investment sector. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with various program options and investment authorities.