Robert Harris is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1996 and continues to work with Ameriprise in Stillwater, MN. He holds the Series 63 designation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor input and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Jake Anderson is a CFP® with 10 years of industry experience, currently affiliated with OSAIC. He has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2015 and has prior experience with Financial Dimensions Group, Inc. In addition to his advisory role, he is a licensed insurance agent selling life, long-term care, and disability insurance to individuals and businesses. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing, and supports a variety of investment vehicles and third-party managed-account solutions.

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.

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.

Bradley Melby is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 30 years. Outside of his advisory role, Melby is involved in consulting and organizational support for several business entities and holds the original story rights for an independent film production company. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with its financial advisors.

Grant Gilmore is a Series 66-licensed financial advisor with LPL Financial, based in New Brighton, MN. He has two years of industry experience, including prior roles at OSAIC Wealth, Inc and Financial Dimensions Group. Gilmore’s background also includes work in education and contracting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

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.

Gavin Burns is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Hallett Financial, Bremer Bank, and Raymond James Financial Services Advisors Inc. Outside of his advisory role, he has advised clients at Bremer Bank. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations, offering various wrap fee advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles. The firm combines in-house and third-party investment managers and provides access to alternative investments and integrated lending solutions.

Mason Schuler is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 66 licenses. He has one year of industry experience and has previously worked at several firms, including elk Marketing and Quad Logic. Outside of his advisory role, Mason is a business owner of Schuler LLC, a non-investment-related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and advanced technologies across its discretionary and non-discretionary management services.

Scott Jarnot is a financial advisor with LPL Financial in New Brighton, MN, holding a Series 63 designation and 30 years of industry experience. He previously spent 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). Outside of advising, he is a notary in Brooklyn Park, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management and utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

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.

Daniel Enright is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Beth Wills is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving clients at their Arden Hills, MN office. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by dedicated committees and emphasizes the use of affiliated funds within its product-selection process.

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.

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.

Bradley Hunt is a financial advisor with Thrivent Investment Management in Blaine, MN, holding a Series 66 designation and six years of industry experience. He has been with Thrivent since 2020 and previously worked with Eagle Brook Church for five years. Outside of his advisory role, he serves as Brand and Marketing Director for the Spring Lake Park Softball Association, supporting youth softball development through marketing and branding efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning combined with managed-account services through a consolidated billing program called “WealthPlan.”

Scott Robichaud is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Robichaud is also commissioned as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of representatives. The firm offers a range of advisory and brokerage services, including financial planning and retirement plan consulting, supported by proprietary research, third-party subadvisors, and technology-driven portfolio management.