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 with Ameriprise in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, Riley's career includes roles at Clarus Medical, Edina Country Club, and experience working at the University of St. Thomas and Eden Prairie High School. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 with 20 years of industry experience. He holds a Series 63 designation and has been with Ameriprise in various capacities since 2006. Outside of his advisory role, he is employed in a caregiving capacity, providing daily care for his disabled child. 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.

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 with OSAIC in Burnsville, MN, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and SII Investments, Inc. Ball is a member of the Burnsville Rotary, where he volunteers to support local charitable events. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and multiple program platforms supported by affiliated broker-dealer and RIA relationships.

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 2 years of industry experience. She holds a Series 66 credential and has previously worked at Northwestern Mutual, as well as in roles outside of finance including positions at Whole Foods Market and Atomix Logistics. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes comprehensive written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Stacy Pence is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Thrivent and its affiliates since 2014. Pence serves as Vice President of the Twin Cities Network of the University of Kansas Alumni Association, where she leads community outreach and business networking events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning covering a wide range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

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 financial advisor at Morgan Stanley in Minneapolis, MN, holding the CFP® and CFA® designations with seven years of industry experience. His prior work includes roles at Secured Retirement Advisors, Ameriprise Bank, and U.S. Bank. He serves on the finance committee of the Epilepsy Foundation of Minnesota. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process integrates structured discovery and modeling tools to assist clients in developing financial plans.

Andrew Hogan is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. since 2009 and American Enterprise Investment Services Inc since 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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 licenses. Her prior experience includes roles at Deutsche Bank Securities and Ameriprise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients having flexibility in implementing those 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.

Kaeli Williams is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, she was involved with several nonprofit organizations focused on community justice and support initiatives. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering 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.

Robert Smith is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Eric Young is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. His career includes 10 years with Wells Fargo Clearing and 5 years with Wells Fargo Investments. 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 advisory and brokerage services, including financial planning and access to various portfolio programs, supported by a large network of investment adviser representatives.

Jason Frank is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. He has been associated with Wells Fargo Clearing Services since 2001 and Wells Fargo bank since 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Mark Holtz is a financial advisor at Merrill in Minneapolis, MN, holding Series 63 and Series 66 designations with 11 years of industry experience. He has been with Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.