Mackenzie Sowada is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked previously at Woodbury Financial Services and Sandvold Financial Group. In addition to her advisory role, she serves as Financial Planner and Marketing Director at Sandvold Financial Group, where she assists with client account services and marketing initiatives. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to construct diversified portfolios and supports various third-party services and platform transitions.

Marie Henrichs is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. Her prior roles include positions at Financial Dimensions Group, Osaic Wealth (formerly Royal Alliance Associates), and Sagepoint Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, utilizing various portfolio strategies and technology tools.

Jason Aleshire is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he works as a fishing guide. Ameriprise is an institutional firm that offers retirement-income planning services primarily to clients with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors and offers a broad range of advisory, brokerage, and insurance solutions.

Bryan Nobs is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999. He holds a Series 63 designation. Prior to his current role, he was affiliated with the U.S. Air Force, from which he officially separated in 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory strategies alongside affiliated mutual funds and other services.

Michael Litch is a financial advisor with Cetera and holds a Series 66 designation, bringing 28 years of industry experience. He has worked with firms including Voya Financial Advisors and National Planning Corporation and has operated his own accounting and financial services businesses since 1994. He also provides accounting, consulting, and tax-related services through his CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to affiliated and third-party managers, and oversees roughly $256 billion in assets through a network of over 10,000 advisors.

Sage Banchy is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, Sage worked at Vedadi Wealth Management and Community Bank, and also has experience in various roles at Minnesota State University Mankato and other organizations. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm uses a range of portfolio construction tools and supports multiple advisory platforms, including access to third-party money managers and managed-account solutions.

Juan Guerrero is a CFP® professional with 25 years of industry experience, currently serving at LPL Financial since 2025. His prior roles include positions at Cetera, Hilltop Securities, Royal Alliance Associates, and TIAA. Outside of his advisory work, he operates JG Financial LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across strategic and tactical allocations.

Linnea Sodergren is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding Series 63 and 66 licenses and 27 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she serves as a commission member for the Minnetonka Charter Commission and is president of the Beachside II-1 Homeowners Association Board of Directors. 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, holistic analyses and written recommendations across multiple planning areas while keeping planning and managed-account services separate.

Clayton Knutsen is a CFP®-designated financial advisor with six years of industry experience, currently with Wells Fargo Advisors since 2026. His prior roles include positions at UBS Financial Services and Great Waters Financial. Outside of advising, he serves as a high school hockey coach at The Blake School in Minneapolis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. They provide tailored recommendations through a network of advisors using proprietary research and tools, offering both brokerage and advisory programs.

Rick Patton is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, 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.

Zachary Johnston is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Johnston serves as an assistant football coach at Macalester College. 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 combines research and analytics with diversification principles and modern portfolio theory to provide brokerage and advisory solutions.

Shawn Greseth is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Merrill, Bank of America, Wells Fargo Advisors, and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in agricultural ventures and investment-related business activities through several family and personal entities. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, employing structured financial planning tools and strategies without providing individual security recommendations as part of standalone planning services.

Aaron Dusek is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing from 2017 to 2024. Outside of his advisor role, he owns and manages Dusek Ventures LLC and has a partial ownership interest in Rize Wealth Management LLC. 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 investment solutions, utilizing Wells Fargo research and planning tools to develop tailored recommendations for its clients.

Rachel Roanne Gutierrez is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Equitable Advisors LLC and has held various roles including at University of St. Thomas and Sweet Retreat Cupcake Boutique. Outside of her advisory work, she performs occasional service and cashier duties at a local restaurant. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Samuel Birkes is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of finance, his background includes roles at Texas Roadhouse, Dollar Tree, and Lakeville North High School. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Lindberg is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS in 2025, he worked at Jackson National Life Insurance for one year and has background experience in retail and service roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Samuel Anyamele is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, US Bank, FedEx, and Employbridge. He also managed a family business, Samuel & Nkechi Anyamele, for 12 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying ESG criteria in its recommendations.

Alan Sullivan is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously at Enterprise Holdings from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational services.

Kathryn Flom is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has worked with Ameriprise and its affiliate since 2015. Outside of her advisory role, she owns Lumina Studio, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Robert Wagner II is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Wagner is involved in property rental management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach includes holistic analyses and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”