Sheng Li is a financial advisor with Ameriprise Financial Services LLC in Minneapolis, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2020, Sheng worked at King Buffet from 2018 to 2020 and had brief engagements with comtoGether and Franklin University Switzerland in 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focusing on written recommendation reports and ongoing retirement-income planning advice that addresses income sources, tax-aware withdrawal strategies, and Social Security options.

Michael Ribando is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having seven years of industry experience. His prior work includes roles at Principal Financial Group, Fastenal, and the University of Northern Iowa. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, 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, along with various portfolio management options and integrated capital-markets capabilities.

David Larson is a CFP® professional with 29 years of industry experience, currently serving at Thrivent Investment Management in Minneapolis, MN, where he has worked since 2006. His tenure includes roles at Thrivent Financial for Lutherans over the same period. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm focuses on holistic, goal-based planning covering various financial topics and offers an option to combine planning with managed-account services under a consolidated billing arrangement.

Cynthia Litwitz is a CFP®-certified financial advisor at Ameriprise with 27 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2010. Outside of financial advising, she owns and operates Blackrock Construction LLC, where she serves as a general contractor reviewing insurance estimates. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations through a centralized consulting team.

William Kohn is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has a role at City National Bank since 2019. Outside of his advisory work, he serves on the board of the Stillwater Area Foundation and is an assistant hockey coach for a local youth team. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers and providing various portfolio management and financial planning services.

Aleksandar Tsvetkov is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials. He joined Ameriprise in 2025 and has prior experience with Natural Science Landscaping and as a delivery driver for DoorDash. Outside of finance, he has been involved with the University of Minnesota and local community organizations such as Eden Prairie Parks and Recreation. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized retirement income service that provides clients with written recommendation reports and ongoing tax-aware withdrawal advice, drawing on internal research and third-party data within a defined investment framework.

Larry Litt is a financial advisor with Ameriprise in Eagan, MN, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for seven years. 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 recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jessica Douglass is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Merrill in 2021, she worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of her advisory role, she holds a fiduciary position as a power of attorney for an investment-related entity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Scharenbroich is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and six years of industry experience. He has worked at RBC Capital Markets since 2018 and previously spent four years with All Star Trophy and Awards. Outside the industry, he works as a golf caddy on an independent contractor basis at Spring Hill Golf Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.

Julian Johnson is a financial advisor with Ameriprise in Plymouth, MN. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Ameriprise, he worked at Banker's Life and has experience in the heating and air industry as well as education. Ameriprise provides a retirement-income planning service primarily for individuals with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Isaac Armitage is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Bremer Financial Corporation and Bremer Insurance Agencies. Isaac’s background also includes roles at CHS, Inc. and Aston Carter, as well as positions related to golf organizations. 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 a variety of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Gabriel Parrent is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and joined Thrivent in 2026. Prior to entering the financial industry, he worked at The Kroger Co. and Greek's Pizzeria. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across various financial topics. The firm offers these planning services separately from portfolio management and emphasizes periodic reviews without discretionary trading authority.

Daniel Timmerman is a CFP®-credentialed financial advisor with Edward Jones in Hudson, WI, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he holds a non-voting ownership share in the Hudson Food Co-op, a local grocery cooperative. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is distinguished by its extensive network of advisors and branch offices, as well as affiliated trust and lending services.

Michael Hillukka is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 65 and Series 66 licenses and possessing 27 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2013, with prior experience at Valic Financial Advisors and Ameriprise. 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 planning across various financial topics and integrates planning with managed account programs while maintaining separate services.

Eric Aiston is a Series 66-licensed financial advisor with Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent since 2026. Prior to joining the firm, his work experience includes roles in education and community services. 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 on topics such as retirement, tax, estate, and special needs planning, without discretionary trading authority, and allows clients to combine planning with managed-account services under a consolidated billing option.

Andrew Wilson is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2011. Outside of his advisory role, Wilson serves as a triathlon training instructor and assistant swim coach at the YMCA in Minneapolis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Jeff Landt is a financial advisor with Cetera based in Minneapolis, MN, holding CFP® and CFA® designations and over 30 years of industry experience. Prior to joining Cetera, he worked for North Star Consultants, Securian Financial Services, Minnesota Life, and CRI Securities. Outside of his advisory roles, he serves on advisory boards for a private K-8 Christian school and a lake management district, and he is a co-owner of a software company that develops tools for financial advisors. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.

Tanya Ninneman is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds Series 63 and Series 65 designations and has 17 years of industry experience. Tanya has been with Thrivent Financial For Lutherans and Thrivent Investment Management for 14 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, holistic financial planning covering a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Darrell Peterson is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise since 2017, including his current role since 2020, and previously worked at D.A. Davidson & Co. for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, combining firm investment research and algorithmic tools to provide written recommendations and ongoing advice.

Chase Harper is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and having two years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for four years and has experience in the hospitality industry, including roles at Bricks Kitchen & Pub and Sundays Off Pools Inc. 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.