Sarah Nuernberg is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Prudential Annuities Distributors, Prudential Insurance Company of America, and Principal Financial Services. 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 through written Recommendation Reports and tax-aware withdrawal strategies.

Daniel Ament is a financial advisor with Morgan Stanley Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he frequently appears as a guest commentator on radio shows, providing financial market insights on stations including WCCO Radio and Cities 97. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and a dedicated Financial Advisors and Estate Planning Strategies Group.

David Roderick is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he has held roles at Starters Sports Training LLC and various educational institutions. Outside of his advisory work, he coaches youth baseball in a nearby city. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Daniel Niebuhr is a Series 66-licensed financial advisor with Ameriprise in Eagan, MN, and has 10 years of industry experience. He previously worked at American Enterprise Investment Services Inc. for 12 years before joining Ameriprise in 2022. Outside of his advisory role, he and his wife operate a retail business buying and selling antiques, clothes, toys, and collectibles. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team.

Molly Henke is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 21 years of industry experience. She has been with Thrivent since 2004 and affiliated with Thrivent Financial for Lutherans since 2007. Henke serves as a board member of the Waconia Basketball Booster Club, a nonprofit organization supporting local high school basketball programs. 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 planning across various financial topics, with an option to combine planning and managed-account programs under a consolidated billing service called “WealthPlan.”

Amy Maurer is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She has been with Robert W. Baird since 2008. Outside of her advisory role, she works as a Store Tasting Ambassador for Utepils Brewing Co., where she offers samples and information about the brewery's products. Amy is part of the DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Martin Mcalpin is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Insurance Company since 2013. Outside of his advisory role, he acts as a broker assisting clients with the sale of unneeded life insurance policies through M&E Catalyst Group and owns MM Investments LLC for pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved software to analyze client goals and generally recommends investment categories and strategies without discretionary authority.

Kyle Anderson is a financial advisor with Edward Jones in Blaine, MN, holding a Series 66 designation and three years of industry experience. He previously worked at Dick Hannah Motor Company and has experience in the marine sector with Sundance Yachts and Reed's Marine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Aman Jagga is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2025, he worked at Cetera and its affiliated entities from 2019 to 2025 and also has experience with Genpact. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing personalized reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement recommendations.

Ashley Peper is a financial advisor at Ameriprise Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, previously holding roles at the Twist Davis Group and Blue Plate Restaurant Company. 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.

Scott Jiskra is a financial advisor with Wells Fargo Clearing in Maple Grove, MN, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he has worked at Wells Fargo Bank and has diverse experience outside finance, including roles in food and beverage services at Hemisphere Restaurants and Levy Restaurants/Xcel Energy Center. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Erica Frantz is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets for 12 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Donald Constable is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and previously worked as a professional golfer for seven years before entering the financial services field. Outside of advising, he is a partner at Double Eagle Partners LLC, a business involved in business development and labor services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and makes use of tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates to model financial outcomes.

Brandon Peddycoart is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. His prior work includes roles at Old National Bank and Wells Fargo Clearing, as well as positions in education and veterinary support. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a range of program offerings including Unified Managed Accounts and third-party money manager programs.

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 five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including J.P. Morgan Securities, Fidelity Investments, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad range of clients including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

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 at Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses with 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 individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement income planning advice that addresses asset allocation, tax-aware withdrawal strategies, and Social Security claiming options.