James Hershey is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including over two decades at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research teams and third-party strategists.

Austin Murphy is a financial advisor with Ameriprise in Cottage Grove, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Murphy serves on the Board of Directors for Landing at North Meadows. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing tailored recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Benjamin Theis is a financial advisor at Ameriprise Financial Services with two years of industry experience. He holds the Series 66 designation and has worked previously at Well Groomed Lawns and the University of Minnesota Duluth. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Doreen Weber is a financial advisor at OSAIC with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Sagepoint Financial, Woodbury Financial, and Infinex Investments. Weber also operates Weber Consulting and serves as a Compliance and Supervision Specialist for Five Star Financial Resources. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm integrates brokerage and advisory services through multiple platforms, using asset-allocation tools and risk-assessment processes to manage portfolios that include a range of investment securities with discretionary or non-discretionary account options.

Sarah Joseph is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of her advisory role, she teaches drama and speech at Saint Francis Christian School. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services tailored to each client’s risk profile.

Eric Samshal is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Conneran is a financial advisor with Cetera in Andover, MN, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at Concourse Financial Group Securities Inc and ProEquities, Inc. Outside of advisory work, she is a Strategic Sourcing Manager at Cirtec Medical, where she manages vendor contracts and indirect spending. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to various program structures through affiliated and third-party money managers.

Jennifer Machtemes is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she works as an ice skating instructor at White Bear Lake Sports Center. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to support clients approaching or in retirement.

Austin Knapp is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he has been involved with Imola Motorsports since 2016. Ameriprise Financial Services is a large institutional advisory firm serving both 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 income sources and tax-aware withdrawal strategies.

Adam Solon is a financial advisor with Ameriprise in White Bear Township, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked at Diversified Real Estate Services and has a background in education at Gustavus Adolphus College and Nova Classical Academy. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored retirement-income recommendations.

John Ehlers is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that align with clients' individual goals and the dynamic conditions of today's market. With a career dedicated to assisting clients in achieving their financial objectives, John emphasizes building relationships founded on trust and mutual understanding. He and his team provide advice and guidance tailored to both personal and business financial needs, aiming to help clients pursue what matters most to them. John holds a Bachelor's Degree from the University of Iowa and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) professional designations. He is also committed to community involvement and spends time volunteering with local organizations.

Vincent Altstaetter is a financial advisor with Edward Jones in Roseville, MN. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including eight years at Ameriprise Financial Services prior to joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Amy Burg is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Beyond her advisory role, she is a 50% owner and chief manager of Falcon Properties, LLC, overseeing its monthly operations. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Aaron Swartz is a Series 66-credentialed financial advisor at Ameriprise in Coon Rapids, MN, with 23 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a limited partner in a non-investment real estate business, D&S Swartz LLLP. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. As a large institutional firm, it offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

James Lebahn is a CFP®-certified financial advisor with Ameriprise, bringing 35 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he is a partner and owner of Arden Rose Group, LLC, a consulting and organizational structure firm. 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 tailored retirement planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

John Leonard is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 17 years of industry experience. His prior positions include roles at Bradley Vick and Northwestern Mutual Wealth Management Company. He is also commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Jennifer Ray is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2000. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Wendy Engen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 63 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she serves as the secretary of the Lakes of Blaine Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser that supports 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 services through multiple program structures and a multi-manager platform.

Alexander Mayrand is a CFP® professional with 22 years of industry experience, currently affiliated with Cetera. He has held various roles including Vice President at MRK Financial Solutions, Inc., and has over a decade of experience with Avantax entities. He also serves as Chief Investment Officer and Senior Advisor at TruPlan Financial Planners, where he focuses on financial planning and portfolio management. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.