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Steven P

Series 63

Brooklyn Park, MN

Ameriprise

Steven Pukal is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he serves on the Board of Directors for the Giants Ridge Master Association and is involved with The Lodge at Giants Ridge HOA. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ethan A

Series 66

Fridley, MN

Merrill

Ethan Allone is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Equitable Advisors and Bank of America, N.A. Outside of finance, he was previously involved in music distribution as the owner of the BK KINGS record label, which is currently inactive. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, using model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Kamanda B

Series 63, Series 65

Maple Grove, MN

Ameriprise

Kamanda Barber Ndama is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at US Bank before joining Ameriprise in 2018. Outside of her advisory role, she is a registered team member managing an advisory business under PASJ LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joshua M

CFP®, Series 66

Coon Rapids, MN

Ameriprise

Joshua Mancell is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 20 years. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and a structured oversight process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Grant F

Series 63

Maple Grove, MN

LPL Financial

Grant Fossum is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 17 years of industry experience. He has worked at firms including Cetera and Voya Financial Advisors and currently serves as Director of Basketball Operations at Maranatha Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with account management provided through a network of investment adviser representatives using various investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jacqueline M

Series 66

Coon Rapids, MN

Wells Fargo Clearing

Jacqueline Mjolhus is a financial advisor with Wells Fargo Clearing in Coon Rapids, MN, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments, LLC from 2005 to 2011. Outside of her advisory role, she serves as treasurer for the Northern Starz Theater Company and the Anoka High School Tennis Booster Club, supporting their budgeting and fundraising efforts. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics, focusing on diversification and modern portfolio theory.

Retired Founder/Business Owner
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Taryn Z

Series 63, Series 65

North Maple Grove, MN

UBS Financial Services

Taryn Zimmerman is a financial advisor with UBS Financial Services in North Maple Grove, MN. She holds Series 63 and Series 65 credentials and has nine years of industry experience, including two years at Wells Fargo Clearing before joining UBS in 2016. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Eric R

Series 63, Series 66

Coon Rapids, MN

Wells Fargo Clearing

Eric Rousslange is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank, N.A. since 2005. 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.

Retired Founder/Business Owner
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Julie P

Series 66

Otsego, MN

Edward Jones

Julie Parks is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors nationwide.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Andrew M

Series 63, Series 66

Otsego, MN

LPL Financial

Andrew Michaelides is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ic Advisory Services, Inc., The Investment Center, Inc., and Pinnacle Financial Solutions. Outside of his advisory role, he is employed with Pinnacle Financial Advisors, where he handles paperwork, filing, and appointments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ronald A

Series 63

Maple Grove, MN

Cetera

Ronald Aho is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 63 designation and has worked with firms including Avantax Advisory Services and ASR Consulting Group. Outside of his advisory role, he owns a prepaid legal services business and participates in multi-level marketing activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Timothy S

CFP®, Series 66

Big Lake, MN

Edward Jones

Timothy Suchy is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Wade S

Series 63, Series 66

Maple Grove, MN

Wells Fargo Advisors

Wade Schuknecht is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. He also owns Maple Grove Wealth Advisors LLC, a financial practice based in Maple Grove. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Raymond M

Series 63, Series 66

St. Michael, MN

Ameriprise

Raymond Messenbrink is a financial advisor with Ameriprise in St. Michael, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Amanda J

Series 63, Series 65

Corcoran, MN

Fidelity

Amanda Johnson is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She specializes in long-term retirement cash-flow planning, risk management, tax-efficient investment strategies, and estate plan considerations. Amanda works closely with her clients, focusing on collaborative relationships to understand their unique goals and design personalized financial roadmaps. Her professional experience spans over a decade in the financial services industry. Prior to her current position, Amanda served as Vice President of Financial Planning and Financial Advisor at LGM Wealth Management - LPL Financial from 2021 to 2023. She has also held senior financial advisory roles at Secured Retirements and Lurie Wealth Management, as well as a private wealth management position at Integrated Equity Management. Early in her career, she worked as a Registered Representative at New England Financial. Outside of her professional life, Amanda enjoys concerts, cooking and baking, family activities, exploring food as a foodie, golf, and traveling.

Retirement income strategy Income planning Tax-loss harvesting General estate planning guidance
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Justin P

CFP®, Series 65, Series 66

Ham Lake, MN

Cetera

Justin Prescott is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Advisory Services and Avantax Investment Services, and has experience as an independent insurance agent through Advisornet Insurance. Prescott is also president of TruPlan Financial Planners, a financial advisory firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mark N

Series 63, Series 65

Maple Grove, MN

LPL Financial

Mark Nohrenberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Pontem Financial, LLC and Waddell & Reed Inc. He has served on the Meadows Child Development Center Parent Advisory Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mike S

Series 66

Albertville, MN

OSAIC

Mike Senechal is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms, including Securities America Advisors and Securian Financial Advisors. Outside of his primary role, he serves as a trust officer and investment advisor representative for Bravera Wealth Planning + Investing. OSAIC is a large institution serving a diverse client base, including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization strategies supported by various risk assessment and management tools.

Annuities Private / alternative investments
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Anthony G

Series 63

Maple Grove, MN

Mass Mutual Investors Services

Anthony Gleason is a financial advisor at MassMutual Investors Services with 32 years of industry experience. He holds the Series 63 designation and has worked at MML Investors Services, Inc. since 1994 and Mass Mutual Life Insurance Company since 1991. Outside of advising, he is involved in life and health insurance sales and owns a property management business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-focused planning without discretionary investment authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Tobin H

Series 63, Series 65

Elk River, MN

Cetera

Tobin Hempel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Cetera since 2007 and owns Hempel Tax and Financial, a tax preparation and financial services business. Additionally, he serves as vice president and tax preparer at Hempel Income Tax Service, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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