Ann Staloch is a financial advisor with Thrivent Investment Management based in Minneapolis, MN. She holds the Series 66 designation and has recently started her advisory career, joining Thrivent in 2024. Outside of her advisory role, she has been involved with the Waseca Area Chamber of Commerce since 2018. 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 planning covering various topics, with optional managed-account integration under its consolidated WealthPlan billing.

Bryan Taylor is a CFP®-designated financial advisor with 14 years of industry experience. He is currently affiliated with LPL Financial and BMO Harris Bank and has previously worked at Heritage Wealth Advisors and Ameriprise Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Anthony Williams is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2017 and was previously affiliated with Saint Mary's University of Minnesota. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lori Joyce Driscoll is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she owns and manages a short-term rental property with a separate entrance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering personalized, research-driven recommendation reports through a centralized consulting team. The firm combines advanced modeling and tax-efficiency analysis and provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Derek Johns is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Thrivent and its affiliated entities since 2003, with a brief employment gap in 2019-2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across various planning areas without discretionary trading authority or portfolio management for institutional clients.

Anna Morrison is currently a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2014, progressing through various positions including Relationship Manager, Financial Representative, and roles focused on fraud prevention and customer response, demonstrating extensive experience within the financial services industry. Anna also worked as a Financial Advisor at Thrivent from 2024 to 2025. Throughout her career, Anna has engaged in client-focused financial planning, emphasizing conversations that help clients build plans aligned with their goals and values. She seeks to educate clients to enhance their understanding of financial options, regardless of their background or experience. Outside of her professional commitments, Anna has interests that include art, camping, family activities, outdoor adventures, softball, and table tennis.

Thomas Parker is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial and PFK Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathleen Mckee is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo entities since 2016. She is based in Minneapolis, MN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Christianna La Course is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with eight years of industry experience. She has been with UBS since 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering proprietary research and a broad range of capital markets and banking solutions.

Jonathan Copeland is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Principal Securities, Securian Financial Services, and Cetera prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on various financial topics. The firm separates its planning services from managed accounts and typically conducts annual reviews of recommendations.

Thomas Park is a financial advisor with OSAIC based in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 21 years at Woodbury Financial prior to joining OSAIC in 2024. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Alex Zachman is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He previously worked at American Enterprise Investment Services, Inc. and Ameriprise Financial Services from 2018 to 2021, and at RBC Wealth Management from 2016 to 2018. Outside of his advising role, he owns and actively operates a sports card dealership and serves as a head coach for the Wright County Soccer Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrated capital markets capabilities.

Melissa Stone is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, following eight years at Morgan Stanley. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Mulchrone is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Mass Mutual Investors Services, and TD Ameritrade. 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 various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing a range of in-house and third-party investment managers.

Patricia Vega is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at several firms including UBS Financial Services, Robert Baird & Co., and Wells Fargo Investments. Vega has been with Merrill Lynch Pierce Fenner & Smith since 2019. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Dale Carlson is a financial advisor with LPL Financial who holds the Series 63 designation and has 32 years of industry experience. He previously worked at Investment Centers of America, Inc. and Lake Area Bank. Carlson also operates insurance agencies offering life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad network of over 22,800 advisors.

Bradley Timmons is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. His prior roles include positions at Woodbury Financial Services and OSAIC. Outside of his advisory work, he is involved in youth hockey as a coach, referee, and instructor, and owns a hockey development sole proprietorship focused on teaching life skills through the sport. 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 with a broad investment platform, including financial planning, model portfolios, and institutional programs.

Awilda Diaz is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Financial Dimensions Group since 2021 and Royal Alliance Associates, Inc. from 2005 to 2021. In addition to her advisory role, she serves part-time as an RA-Delegate for Gregg Anderson, overseeing account supervision and related tasks. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Todd Myers is a financial advisor with Primerica Advisors in Chanhassen, MN, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Primerica Financial Services since 2003, Kensington International from 2014 to 2019, and ACCRA Home Care beginning in 2024. Outside of financial advising, he is the owner and sole proprietor of Midwest Talent Advisors LLC, an HR consulting business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select separately managed account options primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Michael Kuenster is a CFP® professional with 32 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.