Brandon Peddycoart is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has worked at Old National Bank and Wells Fargo Clearing. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios across various investment types.

Gisella Hernandez is a financial advisor at Ameriprise in Woodbury, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes roles at Huntington National Bank, Wells Fargo, and various positions outside the financial sector. Ameriprise offers a retirement-income planning service designed for individuals approaching 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 to deliver personalized recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.

Matthew Kassera is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at RBC Capital Markets for 11 years. Kassera serves as Treasurer on the Board of Directors for Territorial Trail, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lawrence Dorman is a financial advisor at Wells Fargo Clearing with Series 63 and 66 designations and four years of industry experience. His work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, JPMorgan Chase Bank, Bellagala LLC, Stellar Realty, Fidelity Investments, Wells Fargo Bank, and Bon-Ton Stores Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Spencer Draghi is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and two years of industry experience. His career includes roles at the Wisconsin Department of Revenue, Nicolet National Bank, and the University of Wisconsin-Madison. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendation reports and ongoing advice on income and tax strategies.

Dennis Ahlm is a financial advisor with Ameriprise in Rogers, MN, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to support its recommendations.

Dennis Gholson is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and having one year of industry experience. His prior work includes roles at Sherwin Williams and Michaels. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Ward is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 21 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2007. Ward holds the Series 66 designation. 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 planning in areas such as retirement, income tax, and estate planning, with options to integrate planning and managed-account services under a consolidated billing program called WealthPlan.

Jacob Nordly is a financial advisor at Ameriprise in Maple Grove, MN, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles in automotive sales, landscaping, construction, and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written retirement-income recommendations and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.

Christopher Foy is a financial advisor with Ameriprise in Rosemount, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Christine Ebert is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked with Ameriprise Financial Services, Inc. for 29 years. Outside of her advisory role, she volunteers with the Angel Foundation providing financial literacy training and is involved with Interfaith Outreach and Community Partners, a nonprofit focused on community support services. Ameriprise is an institutional firm that offers a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for individuals with significant investable assets. The firm’s approach integrates research-driven recommendations, tax-efficient strategies, and algorithmic support to assist clients in managing income during retirement.

John Schricker is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2007 and held a position at PFK Management Inc. for over two decades. In addition to his advisory role, he is involved with PFK Financial Services Inc., providing administrative and client services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and investment advice aligned with client goals.

Shannon Taggart is a financial advisor with LPL Financial and holds a Series 63 designation. She has 25 years of industry experience, including 20 years at Commonwealth Financial Network prior to joining LPL Financial in 2024. Outside of advising, she is involved with Float Club, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, multiple advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

William Rosengren is a financial advisor at Merrill Lynch Wealth Management. He began his career in finance at a Fortune 500 corporation in St. Paul, where he worked closely with senior management to model profitability scenarios across various company divisions and provided key business decision support. He also developed and presented annual budgets and monthly forecasts to divisional operations teams. At Merrill Lynch, William focuses on developing personalized wealth management strategies for high net worth families, emphasizing long-term client relationships and tailored financial planning. His expertise includes college education planning, family wealth management strategies, and retirement income. He integrates investment insights from Merrill and lending solutions from Bank of America to create flexible strategies in response to changing market conditions. William holds a bachelor's degree from the University of Minnesota and professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys boating, cooking, golfing, ice hockey, pickleball, and spending time with his family.

Timothy Johanson is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and has worked at Diversified Wealth Management, Securities America, and Cargill. Outside of advising, he coaches pickleball at Chip's Pickleball Club and serves as a commodities trading advisor at Marex. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools and risk-tolerance analysis to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Shawn Stuart is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management since 2010. Outside of advising, he manages rights related to music he produced prior to 2010. 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 planning across multiple areas without discretionary trading authority, allowing clients to combine planning with managed accounts while keeping services separate.

Lawrence Douglas is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Bank NA and Wells Fargo Advisors, LLC dating back to 2012. Outside his advisory role, he serves as power of attorney for a relative, assisting with elder care matters. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Tonya Schulte is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in guiding clients through comprehensive financial planning and wealth management strategies. She specializes in education planning, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Tonya works closely with multi-generational families to develop personalized, goals-based wealth strategies and regularly reviews client progress to help them achieve their long-term financial objectives. Tonya holds a Bachelor's Degree from St. Cloud State University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. Her approach emphasizes simplicity and transparency in navigating the complexities of investing, with a focus on aligning financial strategies with clients' unique perspectives and priorities. Outside of her professional role, Tonya is involved in community activities including Better Money Habits, Feed My Starving Children, Habitat for Humanity, and her church. Her personal interests include boating, gardening, reading, scrapbooking, volleyball, yoga, and spending time with her husband and three daughters.

Nathan Brennan is a Series 66-licensed financial advisor with Morgan Stanley in Wayzata, MN, with one year of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Lowe's, Concordia University, and Gustavus Adolphus College. Outside of his advisory work, he has been involved as an employee and intern with Aesthetic Enhancement Solutions, a healthcare and cosmetic business in Orono, Minnesota. Morgan Stanley Wealth Management serves individuals and institutional clients through a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally does not provide individual security recommendations as part of standalone plans.

Drew Rudlong is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with clients to design and implement personalized retirement and financial planning strategies that align with their long-term goals. He provides comprehensive guidance on investment allocation, risk management, and wealth accumulation, helping clients navigate complex financial decisions. Drew joined Fidelity Investments in 2023 and has held several positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining extensive experience in financial consulting. Prior to joining Fidelity Investments, Drew worked as a Client Support Associate at Ameriprise Financial from 2022 to 2023.