Christopher Olson is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered by a centralized consulting team in partnership with financial advisors.

Kent Sipola is a Series 66-licensed financial advisor at RBC Capital Markets with 8 years of industry experience. He has been with RBC U.S. Wealth Management since 2015. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies and integrates both in-house and third-party managers to tailor portfolios according to clients’ risk profiles.

Peter Elliott is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He began his career at Thrivent Financial and Thrivent Investment Management in 2026. Prior to entering the financial industry, he was involved with Resurrection Church for seven years and worked at Settrax for four years. 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 financial planning on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Cali Roane is a financial advisor with LPL Financial in Shoreview, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL, Roane has worked with Preferred Resource Group and Thomson Reuters. Outside of advisory work, Roane is involved in retail sales at Indian Hills Golf Course and serves as a sales associate for ticket sales with Independent School District 622. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and specialized programs for institutional and individual clients.

Benjamin Lacroix is a financial advisor at Ameriprise in Saint Paul, MN, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering personalized, non-discretionary recommendations through a centralized consulting team.

Nicholas Jordan is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo entities since 2018. Outside of finance, he is employed as a retail associate at Kohl’s. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Charles Brodzinski is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at J.P. Morgan Securities and Wells Fargo Bank. Outside of finance, he has experience working in the food and beverage sector through Chankaska Creek Ranch, Winery, & Distillery. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances. The firm acts as an ERISA fiduciary and offers discretionary investment management options that include a broad range of financial products such as insurance-related vehicles and bank deposit sweep programs.

Trevor Hopkins is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior experience includes roles at CX Institutional, LPL Financial, Personal Wealth Partners, and service in the Minnesota Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and uses algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Jonathan Behnken is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Thrivent Financial and its investment management subsidiary since 2002. Behnken serves as a board member for Good in the 'Hood, a nonprofit organization focused on meal provision and basic care services for underserved community members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial plans without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing structure.

Chase Lapan is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and a consolidated billing option called WealthPlan, combining planning with managed-account services while maintaining them as separate engagements.

Todd Johnson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and previously worked at Robert Half before becoming self-employed. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from its Investment Institute.

Jan Friedrich is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive range of investment services.

Emilie Zibble is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. Her prior work history includes roles at Wells Fargo and several short-term positions in various industries. Outside of advising, she is involved in freelance photography and photo retouching through her business, Freeze Frame Visuals. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service features a collaborative, non-discretionary approach supported by proprietary research and algorithmic tools.

Eric Meyer is a financial advisor with Ameriprise in Brooklyn Center, MN, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Ameriprise and its related entities since 1998. Outside of his advisory role, he serves as a trustee and fiduciary managing financial accounts for a family member. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written retirement income recommendations through a centralized consulting team.

Thomas Starkey is a financial advisor with Equitable Advisors in Arden Hills, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Starkey is a 50% owner and chief manager of Falcon Properties, LLC, overseeing its monthly operations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Natalia Castaneda is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, previously spending nine years at Morgan Stanley Smith Barney. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Adams is a financial advisor with Cetera in Blaine, MN. He holds the CFP® and ChFC® designations, along with the Series 66 license, and has five years of industry experience. His career includes roles at Box Financial Advisors and AdvisorNet Financial Inc., among others. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of program structures with access to third-party money managers.

Jacob Nelson is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Aurelius MFG, State Farm, and Purple Hawk Country Club, as well as positions in education at Bethel University and Cambridge Isanti High School. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides annual retirement-income planning advice using a combination of proprietary research, third-party data, and algorithmic tools.

Richard Dunn is a CFP® professional with 23 years of industry experience, currently with Cetera. His prior roles include positions at Avantax and Osiac Wealth, and he has been principal financial planner and member of Dunncreek Advisors LLC since 2013. Outside of advisory work, he serves as president of the White Bear Avenue Business Association, a nonprofit supporting community development projects in Saint Paul, MN. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers.

Catherine Shelehov is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. Her career includes roles at Ameriprise and RBC Wealth Management. Outside of finance, she has worked in the restaurant industry and at Southern Methodist University. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs delivering portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.