Kevin Kuenster is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Kuenster has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Robin Schneekloth is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Russell Bertsch is a financial advisor with Primerica Advisors in Arden Hills, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he serves as a Ramsey County Election Judge from 2022 to 2025. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management primarily for individual investors rather than institutional clients.

Mina Basilious is a financial advisor with Wells Fargo Clearing and holds the Series 63 and Series 65 licenses. She has one year of experience as a financial advisor, with prior roles at Wells Fargo Bank and Arab Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jeffrey Schlesinger is a financial advisor with RBC Capital Markets in St. Paul, MN, holding a CFP® designation and over 32 years of industry experience. He has worked with RBC Capital Markets since 2008 and also has experience at City National Bank. He serves on the board of the Carl and Holly Jones Family Foundation, a nonprofit that awards scholarships and provides mentoring to students. 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 and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

D Aundre De Mars is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has prior work history outside of finance, including roles at Luther Brookdale Volkswagen and Blue Collar BBQ. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic planning covering various financial topics, with options to combine planning and managed-account services under a consolidated billing structure.

Mark Rachac is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at VOYA Financial Advisors and Capital Street Financial Services, where he also serves as vice president. Outside of advising, he owns a family farm in Saint Paul, MN. Cetera Investment Advisers LLC provides services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, operating a multi-manager platform with discretionary and non-discretionary program options.

Christine Ansley is a financial advisor with Osaic Wealth, Inc. in Arden Hills, MN, holding a Series 66 credential and six years of industry experience. She has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2020 and has been associated with Financial Dimensions Group Inc. since 2016. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management while maintaining a complex corporate structure involving multiple mergers and private-equity ownership.

Anthony Patridge is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials. He has two years of industry experience and previously worked at U.S. Bancorp Investments and U.S. Bank. His prior experience also includes roles outside of finance at Raising Cane's, Doordash, and Dairy Queen. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Derrek Hall is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses. He has two years of experience in the industry, including prior roles at Huntington National Bank, Bremer Bank, and U.S. Bank National Association. 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.

Michelle Muthiani is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her prior roles include positions at North Star Resources Group, Securian Financial Services, and CRI Securities. She serves on the finance committee of Sanctuary Covenant Church, focusing on budgeting, internal controls, and investment oversight. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a variety of investment program structures.

Peter Haagenson is a financial advisor at OSAIC with three years of industry experience. Prior to joining OSAIC in 2023, he worked at Focus Financial and has a background at VMware and Blue Medora. He is involved in several business activities including serving as president of BRIDGER Financial, and providing financial advisory services through entities such as Encore Financial and Steve Haagenson. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services with a focus on portfolio construction using firm-provided tools and supports multiple third-party managed account solutions.

Matthew Pfaff is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at The Oak Ridge Financial Services Group, Questar Asset Management, and Questar Capital Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing tailored retirement-income planning advice with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Brandon Jungmann is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has held roles at RBC Capital Markets and YipitData since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Brian Whinnery is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at RBC Capital Markets and Global Retirement Partners LLC. Outside of his advisory practice, he serves as a board member for World Archives, LLC, a for-profit entity focused on CHIP (Changing How Individuals Prosper). LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

David Hitchcock is a CFP® and ChFC® with 35 years of industry experience. He has worked at OSAIC since 2026 and previously spent over two decades at G.A. Repple & Company and Northtown Capital Strategies. Hitchcock has also been self-employed since 1989. OSAIC serves a broad client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and portfolio management, utilizing proprietary tools and third-party platforms to construct diversified investment portfolios.

Nuvia Solorzano Zambrano is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at The Huntington Investment Company, LPL Financial LLC, and Wells Fargo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Elom Kouessan is a financial advisor with Thrivent Investment Management based in Minneapolis, MN. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Thrivent, he worked at Charles Schwab & Co., Inc. and spent over a decade at Alorica. 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 financial planning focused on a broad range of topics, with options to combine planning with managed-account programs while keeping the services distinct.

Jennifer Hanson is a financial advisor with Ameriprise in Minneapolis, MN, holding the CFP® designation and Series 63, 65, and 66 licenses. She has 28 years of industry experience, including ten years at Ameriprise Financial Services, Inc. and nine years with American Enterprise Investment Services Inc. before joining her current Ameriprise team in 2022. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jackson Sosnowski is a Series 66-licensed financial advisor with Ameriprise, based in Minneapolis, MN, and has two years of industry experience. Before joining Ameriprise in 2023, he worked at cxLoyalty and was involved with Selfscapes. He also spent four years affiliated with the University of Minnesota and Freeport High School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendations combining research, modeling, and tax-efficiency analysis, with an emphasis on assets managed within Ameriprise accounts.