William Hollway is a CFP® professional affiliated with OSAIC, based in Maple Grove, Minnesota, with 42 years of industry experience. He has been associated with Royal Alliance since 2012. Hollway is also the owner of First Signature Services, a securities marketing sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party platforms to manage portfolios across multiple asset classes.

Brooks Staples is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Benjamin Freeby is a financial advisor at OSAIC with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC, he worked at RBC Capital Markets and has experience in insurance sales, including fixed and variable annuities as well as life and long-term care insurance. He is also involved with Delich Wealth Management, where he manages client portfolios and conducts financial planning. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Robert Arnoldy is a Certified Financial Planner® with 29 years of industry experience. He has worked at Ameriprise Financial Services since 2017, following a one-year tenure at JP Morgan Securities and JP Morgan Chase Bank. 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 advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Steven Russek is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at Equitable Advisors and has a diverse work history including roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios across mutual funds, ETFs, and ETPs.

Matthew Brewers is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Isenberg is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work history includes roles at Insight Enterprises, Inc., Polaris, and Seven Interruptions, Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and written recommendations on a broad range of planning topics, delivered as either one-time or ongoing engagements.

Thomas Lee is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor at their Brooklyn Park, MN office. Outside of his advisory role, he manages Sage Squared, LLC, a legal entity focused on non-investment-related business expenses and administrative functions. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive planning reports that incorporate research, modeling, and tax-efficiency analysis, combining advisory, brokerage, and insurance solutions through its large institutional platform.

Laverne Erickson is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, and has 37 years of industry experience. Prior to joining Cetera in 2021, Erickson worked at Voya Financial Advisors from 2014 to 2021. Erickson serves as a board member of the Evangelical Free Church of America, where they provide input on audit and pension plan compliance. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary programs and access to a broad network of third-party managers.

James Woytcke is a financial advisor at LPL Financial with 44 years of industry experience. He has held roles at Crown Capital Securities, L.P. for 25 years and has been involved with Financial Success, Ltd since 1992, where he also provides tax preparation services. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various technology tools.

Joseph Lang is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2012. He is based in New Hope, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lang serves on the board of CROSS Food Shelf, assisting with the organization’s financial operations and budgeting to support community resource efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive goal-based financial analyses across various planning areas without managing client portfolios directly. The firm offers flexible engagement options and integrates planning with managed accounts under a consolidated billing arrangement known as “WealthPlan.”

Julienne Entinger is a financial advisor at Thrivent Investment Management with two years of experience in the industry. She holds the Series 66 designation and previously worked at Thrivent Financial and Housing First Minnesota. Outside of her advisory role, she coordinates the track and field program for the Andover Athletic Association and serves on its board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers integrated planning and managed-account options under its WealthPlan program.

Kat Link is a Financial Consultant currently serving at Fidelity Investments since 2024. She has previously held positions at Ameriprise Financial, including Director of Experienced Advisor Recruiting from 2020 to 2024, Manager of the Ameriprise Advisor Center from 2015 to 2020, and Financial Advisor from 2012 to 2015. Kat specializes in working with individuals and families to develop financial plans tailored to their unique circumstances and goals. Her approach focuses on collaboration and informed decision-making to help clients grow and protect their wealth over time while navigating life's transitions. Kat holds insurance licenses in Arkansas and California. Outside of her professional activities, Kat enjoys cooking and baking, participating in family activities, running, traveling, and volunteering.

Amanda Emery is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and four years of industry experience. She has been with Ameriprise since 2017 and previously worked at Xcel Energy Inc. from 2015 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Daren Halvorson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. His prior roles include positions at Moxie Wealth Management, North Star Resource Group, and Northwestern Mutual. Outside of his advisory duties, he is an associate with MissionBridge Wealth, supporting investments, insurance, and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Thomas Humphrey is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously spent 15 years with Ameriprise Financial Services, Inc. Outside of his advisory role, Humphrey is the COO of ER Green Operational Services, LLC, where he manages operational aspects of the company. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering tailored, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions, utilizing algorithmic tools and a structured oversight process to support retirement income strategies.

Aaron Ackerson is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. He holds the Series 66 license and is based in Roseville, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Hogan is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and Rivercrest Financial. Outside of advisory roles, Hogan operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Elizabeth Clendenin is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, wealth-transfer, and specialized services including business-owner transition and special-needs analysis.

Andrew Wingerd is a CFP® professional with four years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also has experience outside finance, including work with KNO Wood Works. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and research-supported investment strategies through a national network of investment adviser representatives.