Anna Schlesinger is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2015 and City National Bank since 2019. Outside her advisory role, she serves on the board of directors for Public Art Saint Paul, a nonprofit organization partnered with the city. RBC Wealth Management at RBC Capital Markets serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through a range of advisory programs and utilizes both in-house and third-party investment managers.

Kory Schleicher is a financial advisor with Wells Fargo Clearing in Edina, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Michelle Glood is a CFP®-certified financial advisor with Ameriprise, based in Shoreview, MN, and has 34 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides 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 offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brianna Riofski is a financial advisor at RBC Capital Markets with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for nine years and Ecolab for one year. Outside of her advisory role, she serves on the advisory board of Early Childhood Family Services in Rosemount, Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Cullen Gess is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses with two years of industry experience. His work history includes positions at Wells Fargo Bank and Wells Fargo Clearing, along with multiple roles associated with the University of Minnesota. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

Josh Fussy is a financial professional with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with several Cetera affiliates since 2022 and also holds a role as a client administrator at AdvisorNet Financial Partners. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a wide range of portfolio management and retirement services through a multi-manager platform that includes both affiliated and third-party investment options.

Michael Petersen is a CFP® with 23 years of experience in the financial services industry. He is currently with Cetera, where he has worked since 2023 and previously served at Cetera Wealth Services, LLC and AdvisorNet Wealth Partners. Outside of his advisory work, he is involved in selling fixed life, disability, annuities, and long-term care insurance, and he refers clients for online banking services with Choice Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with varied discretionary authorities and program structures.

Andrew Jarosz is a financial advisor with RBC Capital Markets in Roseville, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous roles include positions at Piper Sandler & Co. and Saint John's University. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to client risk profiles and utilizing a mix of in-house and third-party investment managers.

Tasha Coleman is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with LPL Financial and has previously worked at OSAIC and SagePoint Financial. Outside of her advisory work, she is involved as a statutory agent in marketing for Five Star Financial Resources and owns Five Star Wealth Planning, LLC. 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, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Steven Hebert is a CFP® professional with 33 years of industry experience, currently serving at Ameriprise since 2014. He has a background that includes providing training and support on Ameriprise technology tools and processes, as well as operating an audio production and voiceover business. Based in Minneapolis, MN, he holds a Series 63 license. Ameriprise is a large institutional firm offering a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce written Recommendation Reports in collaboration with clients’ financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Benjamin Beuning is a CFP®-credentialed financial advisor with six years of industry experience. He currently works at Cetera and has previously been affiliated with Avantax Investment Services and RGW Wealth Management, where he has also engaged in marketing activities including PR releases and website maintenance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management solutions, combining discretionary and non-discretionary services across multiple program structures.

Courtney Martineau is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Morgan Stanley in 2025, Martineau worked at Merrill from 2021 to 2024 and UBS Financial Services from 2015 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support financial plans.

Lucas Ciabattoni is a CFA® charterholder with four years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance since 2021, following a four-year tenure at Allstate Investments. Prior to his advisory career, he attended the University of Wisconsin - Madison. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing structured, collaborative planning engagements that utilize firm-approved analytical tools.

John Dubbe is a financial advisor with LPL Enterprise in St. Louis Park, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Dubbe is involved in mortgage and real estate services through John Dubbe Realty and also solicits disability insurance business with the Eugene Cohen Agency. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers. The firm’s integrated platform combines adviser programs with brokerage and insurance product sales, supported by research and discretionary management options.

Pierre Lind is a CFA® charterholder with 18 years of industry experience. He has been with Ameriprise since 2011, currently serving as a financial advisor in Centerville, MN. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, to help clients manage income sources and withdrawal strategies.

Brent Rice is a Senior Financial Advisor with Merrill Lynch Wealth Management. With a focus on personalized wealth management strategies, he helps clients navigate complex financial landscapes by understanding their full financial picture and unique goals. Brent specializes in areas including divorce transition planning, small business strategies, and retirement income. Brent holds a Bachelor's Degree from Grand View College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He emphasizes a holistic approach to financial advising, working closely with clients to develop customized strategies that align with their long-term objectives. In addition to his professional work, Brent participates in community activities such as coaching youth baseball and is affiliated with Grace Church. His personal interests include biking, golfing, hunting, and running.

Vincent King is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. He previously worked at Transamerica Financial Advisors and World Financial Group. Outside of his advisory role, he has engaged in life insurance sales with several companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option known as “WealthPlan.”

Kathryn Ripley is a financial advisor with UBS Financial Services, holding a Series 66 designation and eight years of industry experience. She has previously worked at Merrill and Luxottica, Target Optical. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm operates with a combination of wealth management and institutional trading capabilities.

Michael Delich is a financial advisor with RBC Capital Markets holding a Series 66 designation and four years of industry experience. His prior work includes positions at City National Bank, Baker Tilly, and KPMG. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jordan Esch is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.