Jeremy Bullock is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Merrill from 2008 to 2011. He is based in Minneapolis, MN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brenda Carlson is a financial advisor at Thrivent Investment Management with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Thrivent Financial and Thrivent Investment Management since 2015. 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 a wide range of topics without discretionary portfolio management or institutional advisory services.

Dominique Jones is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, Jones worked at Target Corporation for two years and has a background in education from the University of Cincinnati and Westland High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and proprietary tools.

Laura Feintech is a Series 66 credentialed financial advisor with five years of industry experience, currently based in St. Paul, MN. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to her financial advisory career, she spent 14 years with the U.S. Department of State. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Joel Mullins is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He joined RBC Capital Markets in 2017 after four years at Ameriprise Financial Services, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers and providing services such as portfolio management, financial planning, and custody.

Tammy Robbins is a financial advisor with Wells Fargo Clearing, holding CFP® and ChFC® designations and over 13 years of industry experience. She has been with Wells Fargo Bank since 2006 and with Wells Fargo Clearing Services since 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes an IPS-driven process tailored to plan objectives and demographics, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Timothy Valento is a CFP®-designated financial advisor with 37 years of industry experience, currently affiliated with LPL Financial. He has held roles at Financial Dimensions Group, Inc. for 23 years and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 33 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of over 22,800 advisors and technology tools for operational and research support.

Andrew Ibeh is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Thrivent, he has held roles at Edward Jones, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory work, he has been involved with the Fellowship of Christian Athletes. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning that addresses a broad range of financial topics. The firm provides these planning services separately from portfolio management and allows clients to integrate planning with managed-account programs under a consolidated billing option.

William Nelson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to his current role, he served in the United States Army Reserve from 2015 to 2021 across multiple units. He has also been employed with Wells Fargo Bank, N.A. since 2016. 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 offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Chase Brakke is a financial advisor with Cetera, holding a Series 66 designation and bringing 17 years of industry experience. He has worked with Cetera since 2023 and has prior experience at Securian Financial Services and CRI Securities. Outside of advisory duties, he serves on the boards of BestPrep, supporting financial literacy and career development in Minnesota schools, and One Protection, which provides technology solutions for disability insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement portfolios from affiliated and unaffiliated managers, with a variety of program structures and investment options under discretionary and non-discretionary authorities.

Tony Mohawk is a Financial Consultant currently working with Fidelity Investments since 2023. He has more than 30 years of experience in the financial services industry, having previously held roles including Managing Director and Vice President at Fidelity Investments from 2006 to 2023, and Relationship Manager at The Vanguard Group between 1995 and 2006. Tony focuses on helping clients pursue their financial goals by identifying their objectives, risk tolerance, and evaluating appropriate options to create personalized financial plans. His extensive background in the industry equips him with the knowledge to collaborate effectively with clients in developing strategies that align with their financial aspirations. Outside of his professional commitments, Tony enjoys activities such as cooking and baking, golfing, hiking, visiting museums, engaging in outdoor adventures, and traveling.

Jason Dean is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He collaborates with clients to plan, craft, and implement financial strategies aimed at providing peace of mind and progress toward their financial goals. His approach emphasizes trust, collaboration, transparency, and ongoing plan adjustments. Jason has accumulated extensive experience within Fidelity Investments, serving as an Investment Consultant from 2019 to 2021, an Investment Solutions Representative from 2018 to 2019, and a Service Representative Equity Trader from 2017 to 2018. Prior to his tenure at Fidelity, he was a QDRO Specialist at Empower Retirement from 2014 to 2017. Outside of his professional work, Jason enjoys a range of personal interests including food, golf, hiking, outdoor adventures, scuba diving, and traveling.

Raymond Elderd III is a Series 66 licensed advisor at Equitable Advisors with eight years of industry experience. His prior roles include positions at First Command Advisory Services and Brocade Communications, as well as a 34-year career with the US Army and Army Reserve. Outside of his advisory work, he serves as President of the Jeffers South Townhomes Association and Treasurer of the Minnesota Chapter Military Officers Association of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Keith Hinderman is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds the Series 63 designation and has 14 years of industry experience, including over a decade at Wells Fargo Clearing and 18 years with Wells Fargo Bank NA. 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 both brokerage and advisory solutions.

Jacob Shereck is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having two years of industry experience. He has worked in various roles within Wells Fargo and its affiliates since 2020. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Daunne Schaller is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63 designation and has been with Merrill since 1987. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Nina Wills is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she teaches yoga as a 500-hour Registered Yoga Teacher. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with personalized, non-discretionary recommendations delivered by a centralized consulting team.

Aaron Funk is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is involved in selling property and casualty insurance and provides pro bono financial planning support to individuals in the Minneapolis area. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management alongside financial planning, custody, and brokerage services.

Teddi Jacques is a financial professional with nine years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Securian Financial Services and North Star Resource Group. Outside of her primary role, she is involved as an employee with Augustine & Johnson. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with access to both affiliated and third-party investment strategies.

Ann Korn is a financial advisor with Cetera, holding a Series 63 license and bringing 42 years of industry experience. Her career includes long tenures at firms such as Securian Financial Services and C.R.I. Securities, as well as roles at North Star Tax, LLC and North Star/OT, LLC. In addition to advisory work, she is involved in individual income tax preparation through North Star Tax, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and multiple program structures.