Matthew Borchert is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Borchert is a co-owner and managing partner of PASJ LLC, a pass-through entity that supports the management and operations of his financial practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver detailed, non-discretionary recommendation reports that incorporate sophisticated modeling and tax-efficiency analysis. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jed Lund is a financial advisor with Osaic Wealth, Inc. based in Plymouth, MN, holding a Series 63 designation and with 20 years of industry experience. His career includes roles at Focus Financial, Advisornet Wealth Management, Cetera Advisor Networks, Woodbury Financial Services, Questar Asset Management, and Sandvold Financial Group. Additionally, he is a separately licensed independent insurance agent. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to manage portfolios across a range of investments on both discretionary and non-discretionary bases.

Gary Hoshaw is a financial advisor with Primerica Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory work, he owns and serves as president of Gary and Carrie Hoshaw Inc., a legal entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jacob Fleming is a financial advisor at OSAIC with three years of industry experience. He previously worked at Focus Financial Network Inc and Strong Tower Wealth Management. Outside of financial services, he coaches youth hockey with the Elk River Youth Hockey Association. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to build portfolios across multiple asset classes for both discretionary and non-discretionary management.

Chad Holtz is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, U.S. Bancorp Investments, Inc., and Piper Sandler & Co. Outside of his advisory work, he owns and manages Red Dog Stables Ltd., a thoroughbred breeding and racing operation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Erica Williams is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2023, she worked for Stifel Nicolaus for 10 years. Outside of her advisory work, she has been involved with Perrella Enterprises, operating Sammy's Pizza and Restaurant. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mason Schuler is a financial advisor at LPL Financial in Maple Grove, MN, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining LPL Financial, he worked in various roles including marketing and financial services. He is also the business owner of Schuler LLC, an unrelated venture outside the investment industry. 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 with access to model portfolios, third-party asset managers, and institutional platforms.

Andres Herrera is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 credential and has worked previously in automotive and logistics sectors, including roles at Walser Automotive, Reynolds Logistics, Morries Automotive, and CBRE. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Omotayo Famodu is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Wells Fargo Clearing, Famodu’s work history includes roles at Wells Fargo Bank and several other firms, as well as experience in the restaurant industry and education. Wells Fargo Advisors is a national securities firm that provides 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.

Crystal Hatteberg is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Royal Alliance Associates, Cetera Advisor Networks, and Stevens Foster Financial Advisors. She also serves as Chief Operating Officer and Director of Operations for Eagle Creek Financial Advisors, a financial planning business. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated advisory and brokerage services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across a range of asset classes.

Isak Larson is a financial advisor with Cambridge Investment Research Advisors in Ramsey, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge in 2024, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2019 to 2024. Outside of his advisory role, Larson is an administrative employee with Hockey Ministries International in Minnesota. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm delivers solutions through a network of independent financial professionals, employing a range of portfolio management approaches and maintaining proprietary and third-party model strategies.

Connor Reilly is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at KPMG LLP for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brent Bunne is a financial advisor with Edward Jones in Maple Grove, MN, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, all of which have been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Scott Robichaud is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also serves as a notary in a related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, retirement plans, banks, and institutions. The firm supports its network of advisors with a range of portfolio programs, third-party asset management, and institutional platforms.

Matthew Mulville is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, various insurance carriers, and in other roles including Design Ready Controls. Mulville also operates a DBA under Northern Light Financial Advisors associated with his LPL business. 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.

Brandon Peddycoart is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has worked at Old National Bank and Wells Fargo Clearing. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios across various investment types.

Matthew Kassera is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at RBC Capital Markets for 11 years. Kassera serves as Treasurer on the Board of Directors for Territorial Trail, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dennis Ahlm is a financial advisor with Ameriprise in Rogers, MN, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to support its recommendations.

Jacob Nordly is a financial advisor at Ameriprise in Maple Grove, MN, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles in automotive sales, landscaping, construction, and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written retirement-income recommendations and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.

Christine Ebert is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked with Ameriprise Financial Services, Inc. for 29 years. Outside of her advisory role, she volunteers with the Angel Foundation providing financial literacy training and is involved with Interfaith Outreach and Community Partners, a nonprofit focused on community support services. Ameriprise is an institutional firm that offers a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for individuals with significant investable assets. The firm’s approach integrates research-driven recommendations, tax-efficient strategies, and algorithmic support to assist clients in managing income during retirement.