Randall Ehleringer is a CFP® and ChFC® with 39 years of industry experience, currently affiliated with Ameriprise Financial Services LLC since 1988. He has held continuous roles within Ameriprise entities since 1987. Outside of his advisory work, he serves on the board of directors for Wishes and More, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Joy Sheets is a financial advisor with RBC Capital Markets in Rochester, MN, holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has been with RBC Capital Markets since 2006. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension 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.

Jordan Hauer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the Flack Wealth Management Team since 2013, where he assists clients in building wealth management strategies tailored to their individual needs. Jordan emphasizes a comprehensive approach to managing wealth by first listening to clients and helping them make informed decisions throughout the development of their financial plans. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Jordan holds a Bachelor of Science degree in Business Administration from the Minnesota School of Business, graduating with honors in 2010. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jordan enjoys boxing, cooking, ice hockey, music, spending time with his family, and watching movies.

Kyle Voelz is a financial advisor with OSAIC in Rochester, MN, holding a Series 63 designation and over 20 years of industry experience. He previously worked at Signator Investors, Inc., and has engaged in business activities including ownership of Voelz Investment Professionals and serving as an Investment Advisor Representative for multiple DBAs. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple investment platforms. The firm utilizes a range of tools and third-party services to construct and manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Zachary Saiki is a financial advisor with Ameriprise in Rochester, MN, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Saiki serves on the boards of local homeowner associations and manages several business entities related to real estate and practice operations. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations primarily for clients maintaining assets in Ameriprise-managed accounts.

Justin Glasrud is a financial advisor at LPL Financial in Rochester, MN, with five years of industry experience. He holds the Series 66 designation and previously worked at DeCook Landscaping and Bigelow Homes. Outside of his advisory role, he is involved with a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Staci Kaltenbach is a CFP®, ChFC®, and Series 66 registered financial advisor with Edward Jones in Byron, MN. She has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive nationwide advisor and branch network, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Emanuel Lopez is a financial advisor at Stifel in Rochester, MN, holding Series 63 and Series 66 licenses with 37 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Joseph Blazek is a financial professional at Cetera with four years of industry experience. He holds a Series 66 credential and has previously worked with Securian Financial Services, Minnesota Life Insurance Co, and First Command Brokerage Services. Blazek also serves as the chapter president of a nonprofit organization called BNI. Cetera Investment Advisers LLC is an SEC-registered adviser that offers financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform providing access to a range of investment strategies and third-party managers, serving over 800,000 clients with more than $256 billion in assets under management.

Arlin Bornschlegl Jr. is a financial advisor with Thrivent Investment Management in Rochester, MN. He holds the ChFC® designation and Series 66 license and has 19 years of industry experience. Bornschlegl has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. He serves as a member of the WELS Board for World Missions, a charitable organization that supports global missions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations across various financial topics without managing assets directly. The firm emphasizes goal-based, holistic planning and offers a consolidated billing option for combining planning with managed-account services.

Andrew Roberts is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2022, following three years at Securities America Advisors and seven years at Edward Jones. Based in Rochester, MN, Roberts advises clients through Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, written financial plans on a broad range of topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Pinnarorth Peng is a financial advisor with Stifel, holding a Series 66 designation and three years of industry experience. Peng has worked at Stifel, Nicolaus & Co., Inc. since 2022 and previously spent 11 years at Think Mutual Bank. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses intended to support client decision-making.

Jill Minette is a financial advisor with LPL Enterprise in Rochester, MN, holding Series 63 and Series 65 designations and over 21 years of industry experience. She has previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell and Reed, Inc. Jill is involved with Sensible Divorce Solution Inc and the Rochester Area Chamber of Commerce. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and various corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Daniel Charlesworth is a Series 63-licensed financial advisor with 13 years of industry experience. He has worked at OSAIC since 2018 and previously spent two years at Signator Investors, Inc. Charlesworth is also a senior manager and partner of The Alpha Team LLC, a business focused on expense sharing, staff management, and acquiring books of business. OSAIC Wealth, Inc. serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party manager platforms to construct diversified portfolios across various asset classes.

Paul Peterman is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various capacities from 2009 to 2024. He serves as a volunteer committee member for the City of Zumbrota, Minnesota, contributing to efforts to develop a community swimming pool. 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 that provide portfolio management, financial planning, and brokerage services tailored to each client's risk profile and investment preferences.

Matthew Cano is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Fisher Investments in 2018. Cano serves on the board of directors for the Austin Area Chamber of Commerce. Fisher Investments provides discretionary portfolio management to a diverse client base, including institutional and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research to build globally diversified portfolios. The firm offers a range of services including sub-advisory and retirement plan solutions.

Josh Dascher is a financial advisor with Thrivent Investment Management in Rochester, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Thrivent in 2020, he was self-employed and worked at Augsburg University and the Mayo Clinic. Outside of finance, he serves as a game official for NCAA football as well as high school football and basketball. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach focuses on holistic, goal-based analyses addressing topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed-account services under a consolidated billing program.

Jason Tlougan is a financial advisor at Ameriprise with two years of industry experience. He previously worked at Wells Fargo Bank from 2018 to 2022. Outside of his advisory role, he manages an advisory business through DNB Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Kathleen Allison is a financial advisor with Morgan Stanley in Rochester, MN, holding a Series 63 designation and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and secular return estimates from its Global Investment Committee.

Darien Timmerman is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at CHS Inc, Robert Half Corporation, and TARGET. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.