Joshua Liebelt is a financial advisor with Ameriprise in New Brighton, MN, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He worked at Riversource Distributors, Inc. for 17 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts and algorithmic automation to generate tailored recommendations.

Chansoknea Theng is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2024, they worked at the Royal Bank of Canada and U.S. Bancorp Investments, Inc. Theng has entrepreneurial experience as the owner of BZBar, a packaged food business, and served as Chief Recruiting Officer at ChefNote LLC, a software company focused on social media recipe influencers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathaniel Willaert is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Greta Farley is a Wealth Management Advisor with the Duddingston Sylvester Group at Merrill, where she develops long-term relationships with clients and their families, guiding them through significant financial decision points. Her expertise includes wealth planning, pre- and post-retirement strategies, tax-sensitive investing, and trust and estate planning services. Greta prioritizes clear communication to help clients weigh their options and align solutions with their individual parameters. She holds a Bachelor's degree from Iowa State University and is a CERTIFIED FINANCIAL PLANNER® professional. Greta combines technical insight with practical knowledge to support clients in pursuing their financial goals and securing their wealth outlook. Residing in Lake Elmo, Minnesota, with her husband and two children, Greta enjoys spending time with her family, outdoor activities, skiing, reading, and watching movies.

Thomas Berlin is a financial advisor with Edward Jones in Roseville, MN, holding the CFP® and ChFC® designations and the Series 66 license. He has six years of industry experience, including prior roles at K12 Transportation Management Services and founding Berlin Creative LLC. Outside of finance, he performs as a bassist with local music groups. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Dean Ravenscroft is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. He also has experience working for the Department of the Army and in various roles outside finance. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice based on in-house research and algorithmic tools.

Emily Ost is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and nine years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she serves on the Board of Directors for ECFE Advisory Council and is involved with Royal Ideas, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jodi Jenson is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jackson Rynda is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2021 and previously spent five years at Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Patrick Walsh is a financial advisor with Ameriprise in Cottage Grove, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise since 2018 and previously worked at Waddell & Reed, Inc. Outside of his advisory role, he is involved with the Cottage Grove Athletic Association. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven strategies and algorithmic tools to provide tailored, non-discretionary recommendations focused on income sources, tax efficiency, and Social Security options.

Austin Bock is a CFP® with nine years of industry experience, currently with LPL Financial since 2026. He previously worked at Ameriprise Financial Services, LLC, CTB Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves on the Alpha Delta Phi Minnesota Alumni Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, supported by model portfolios, subadvisors, and research from LPL Research.

Brent Hanson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, Hanson serves as treasurer on the board of the Hudson Raidaire Booster Club for the Hudson High School Dance Team. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to each client’s risk profile, utilizing a mix of in-house and third-party managers.

Daniel Bartel is a CFP® professional with 24 years of experience in financial advising, currently with Ameriprise in New Brighton, MN. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in business management and operations leadership through his partnership in the Bartel Manning Group and as president of GEM Operations, supporting the strategic and financial management of his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service for clients nearing or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and automated recommendations with advisor collaboration, primarily serving clients with substantial investable assets and Ameriprise-managed accounts.

Heather O'connor is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2006 and joined Merrill in 2012. Heather's professional focus includes college education planning, corporate benefits, legacy planning, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and retirement income. Heather grew up on a working dairy and crop farm in Braham, Minnesota. She earned Bachelor of Arts degrees in Anthropology and Criminal Justice along with a Certificate of Forensic Science from Hamline University in 2002. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Heather and her husband Patrick currently reside in Shoreview. She is a current member and former board member of Giving WoMN, a group that promotes women's leadership in philanthropy. She is also involved with Junior Achievement. In her spare time, Heather enjoys reading, walking her dog, cooking, spending time with her family, and traveling.

Anders Ahlberg is a financial advisor with Fidelity Investments in Oakdale, MN, holding a Series 66 designation and two years of industry experience. His prior roles include operating Anders R. Ahlberg LLC for five years and working at Whelan Security for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor for multiple registered investment funds.

Nikolas Neuman is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has worked previously at Meridian Services and RBC Wealth Management. Outside of his advisory work, he has worked as a delivery driver for DoorDash. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm’s investment approach includes tailored strategies based on client risk profiles and access to both in-house and third-party managers.

Michael Schwartz is a financial advisor with Cetera, holding a Series 63 designation and 18 years of industry experience. He has worked previously at LPL Financial and Investment Centers of America, Inc., and currently serves as president of Eastwood Wayne, LLC, a transportation business. Cetera Investment Advisers LLC is a large SEC-registered firm offering a multi-manager platform to serve individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through multiple program structures.

Stephen Braatz is a financial advisor with LPL Financial in Oakdale, MN, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including City National Bank, RBC Capital Markets, and Wells Fargo Advisors. Outside of his advisory role, he serves as Board Chair for Resolute, a family ministry nonprofit. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Warren Ludford is a CFP® professional with 28 years of experience in the financial industry. He has been with LPL Financial since 2008. 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 broad range of financial planning and advisory programs, retirement consulting, and brokerage services, with access to model portfolios, research, and various management options.

Kenneth Duhadway is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.