Justin Antonides is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, where he has been employed since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ronald Burkhalter is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His prior experience includes roles at Ameriprise and United Health Group. He has been with Thrivent in various capacities since 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm’s approach integrates planning with managed accounts through a consolidated billing option while maintaining separate service structures.

William Strong is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Fidelity Investments and multiple positions in diverse fields such as education and foodservice. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing assets.

Aaron Jones is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential with six years of industry experience. He has been with Thrivent since 2019. Outside of his advisory role, Jones serves on the board of the Minnesota United Methodist Builders East and is involved in mission selection at Epworth United Methodist Church; he also supports development operations for the Northern Star Council of the Boy Scouts of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on broad financial topics such as retirement, tax, estate, and special needs planning. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts through its WealthPlan option, while maintaining separate planning and investment management services.

Matthew Borash is a Senior Financial Advisor with the Duddingston Sylvester Group at Merrill Lynch Wealth Management. He provides tailored advice and guidance to individual and executive clients, focusing on aligning their financial strategies with personal objectives and priorities. Matthew specializes in executive compensation, equity compensation services, legacy planning, managing new wealth, personal retirement planning, and tax minimization, assisting clients in making informed decisions around retirement strategy, wealth planning, investment management, business modeling, cash flow, and customized lending access. Matthew began his career at Merrill as an intern in 2017 and joined full-time in 2018, progressively taking on increasing responsibilities. He holds a Bachelor of Business Administration in Finance from the University of Minnesota Duluth and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Matthew also holds the qualification of Senior Portfolio Advisor, enabling him to manage discretionary custom investment strategies for clients. Outside of his professional role, Matthew participates in Ducks Unlimited and enjoys outdoor activities such as skiing, golfing, boating, camping, fishing, hunting, soccer, and traveling. He values spending time with family and appreciates the seasonal opportunities offered by Minnesota’s environment.

Morgan Jaros is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he is involved with Royal Ideas LLC, a non-investment-related business. 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 ongoing retirement-income planning advice based on a written Recommendation Report and uses proprietary research and tools to support tax-aware withdrawal strategies and income planning.

Riley Dorsey is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Riley's background includes roles at Clarus Medical, Edina Country Club, and education positions at the University of St Thomas and Eden Prairie High School. Ameriprise offers a retirement-income planning service primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Peter Lewis is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and over 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Curtis Larson is a financial advisor at Ameriprise in Minneapolis, MN, with 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he is employed as a paid caregiver for his disabled child. Ameriprise is a large institutional firm offering advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals nearing or in retirement with substantial investable assets, providing non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawals.

Cory Grom is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at Ameriprise in Golden Valley, MN. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

James Ball is a financial advisor at Osaic with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and SII Investments, Inc. Ball is a member of the Burnsville Rotary, where he participates in fundraising to support charitable events. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Emma Rasmussen is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Ameriprise, she worked at Twin Cities Business, Epicor, U.S. Bank, Alliance Health Care, BMO Harris Bank, and the University of Wisconsin - La Crosse. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team and emphasizing products from affiliated firms.

Stephanie Taddey is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience at Whole Foods Market, Atomix Logistics, Northwestern Mutual, and Target. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Stacy Pence is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 66 and Series 63 licenses and possessing 14 years of industry experience. She has been with Thrivent and its related entities since 2014. Outside of her advisory role, Pence serves as Vice President of the Twin Cities Network of the University of Kansas Alumni Association, focusing on community outreach and business networking events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through its network of financial advisors. The firm offers comprehensive, goal-based planning across multiple areas without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Michael Fielding is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at State Farm Insurance, Northwestern Mutual, and Brayton Purcell LLP. In addition to his advisory role at Ameriprise, he provides comprehensive financial advice through Paragon Operations, LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning advice including written Recommendation Reports and tax-aware withdrawal strategies.

Lisa Rash is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2014, following a tenure at U.S. Bancorp Piper Jaffray beginning in 1997. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Nathan Zeller is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) with six years of industry experience. He is currently with Morgan Stanley in Minneapolis, having previously worked at Secured Retirement Advisors, Ameriprise Bank, and US Bank. He serves on the Finance Committee of the Epilepsy Foundation of Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates firm-approved tools and modeling techniques, offering a range of advisory programs without providing individual security recommendations as part of standalone plans.

Andrew Hogan is a financial advisor with Ameriprise in Chanhassen, MN, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Ameriprise Financial Services, Inc. since 2009 and American Enterprise Investment Services Inc. since 2022. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Larissa Alvarez is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds Series 66, Series 63, and Series 65 credentials. Her prior experience includes roles at Deutsche Bank Securities and Wealth Enhancement Advisory Services. 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, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools to develop tailored recommendations.

Richard Hanzlik is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has a long career history including roles at Ascend Financial Services, Inc., C.R.I. Securities, Inc., North Star Consultants, Inc., and Minnesota Life Insurance Company. Outside of his advisory work, he is involved as an agent/broker in several business ventures including Hanzlik Financial Services, HHAV Retirement Planners LLC, and Waypoint Wealth Group LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and multiple program structures.