Shannon Mc Ginnis is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 designations and has 30 years of industry experience. She has been with Ameriprise and its affiliates since 1996. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice. The firm’s approach incorporates proprietary research and third-party data, emphasizing asset allocation, withdrawal strategies, and Social Security claiming options.

Youkang Gao is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing nine years of industry experience. His previous roles include positions at Merrill, Bank of America, and Wells Fargo, as well as entrepreneurial work with LaoLai International (America) Inc. and Happy Heart Floral. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and utilizes both quantitative and qualitative research to build model asset allocations.

Malia Haskins is a financial advisor at Edward Jones with 24 years of industry experience and holds a Series 66 designation. Her prior roles include positions at RBC Capital Markets, LLC, LPL Financial, and BMO Harris Private Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Granse is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. He has worked with Ameriprise since 2013 and is also self-employed as an organic inspector. Granse serves as the treasurer on the board of the Devin Smith Scholarship Foundation and volunteers as an election judge for Hennepin County. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling, tax-efficient strategies, and personalized recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jeremy Dobson is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is engaged as Treasurer on the Board of Directors for Boy Scouts of America Troop 9017 and conducts physical inspections of farms and processing facilities for organic food certification. He is also the CEO and owner of The Dobson Group, his advising business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team to produce written Recommendation Reports and collaborates with advisors to implement non-discretionary retirement income solutions.

Chad Haas is a financial advisor with Raymond James Financial Services, Inc. based in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Raymond James since 2007. Outside of his advisory role, he is an associate at PFK Financial Services, Inc., where he performs clerical and client service duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and has unique affiliations supporting municipal and public finance work.

Benjamin Johnshoy is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise since 2005 in various capacities. He holds Series 66 registration and is involved in managing his advisory business through entities such as Constellation Holdings LLC. Johnshoy also serves as Vice President on the Board of Directors for the Shakopee Fairway Club. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Charlene Zielin is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has prior experience in healthcare and coaching roles. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a broad range of planning topics without portfolio management for institutional clients.

Logan Fox is an advisor with LPL Financial located in Maple Grove, MN. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining LPL Financial, he worked at Zaengle Corp. and Perishable Distributors of Iowa, Ltd. Outside of finance, his work history includes experience at Camp Chetek. 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 broad range of financial planning and investment management services, combining advisory platforms with extensive non-advisory financial activities.

Tyler Olson is a financial advisor with Wells Fargo Clearing in Rogers, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Northwestern Mutual, and Ferguson Enterprises. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment decisions, offering a range of products through bank and insurance affiliates.

Michelle Letch is a financial advisor with OSAIC in Arden Hills, MN, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2013 and previously spent four years at Valic Financial Advisors. Outside of her advisory role, she provides fixed insurance products to clients. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach with multiple program options, leveraging a large, complex affiliate network and private-equity ownership.

Aaron Locke is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and over 22 years of industry experience. He has previously worked at Advisornet Wealth Management and has been affiliated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, Locke coaches an 11U club fast pitch softball team. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Justin Feigal is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BMO Harris Financial Advisors, U.S. Bancorp Investments, US Bank, and Wells Fargo Clearing. 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, third-party asset management access, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Kent Larson is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, he was employed at Voya America Equities, Inc. and VOYA Financial from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Roeschlein is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for Milaca Alliance Church and is President of RURAL Music Ministries. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations through a centralized consulting team.

Lisa Hanson is a financial advisor with Ameriprise in Oak Grove, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, delivering detailed income and tax strategy recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to provide tailored guidance and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Craig Twombly is a CFP®-certified financial advisor with over 30 years of industry experience, currently with OSAIC. He has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2006 and was also associated with Financial Dimensions Group, Inc. for 18 years. Outside of his advisory role, Twombly is a partner in a commercial real estate venture and operates a sole proprietorship focused on life, disability, fixed annuity, and long-term care insurance. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization and supports a variety of strategies and third-party managers across its extensive affiliate network.

Ryan Thimjon is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining RBC in 2025, he worked at Korn Ferry for eight years and Feltl and Co for three years. Outside of finance, he serves on the board of his condominium homeowners association. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to client risk profiles.

Addie Ng is a financial advisor with Equitable Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and having 45 years of industry experience. She has been with Equitable Advisors since 1999, including the period when it operated as Axa Advisors. Outside of her advisory role, she owns Source One Insurance Agency, which sells property and casualty insurance, and provides accounting services through Addie H. Ng & Associates. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement consulting, and asset management programs. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and providing fiduciary services to qualified plans.

Isaac Moin is a financial advisor with Thrivent Investment Management holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Thrivent, his work experience includes various roles unrelated to finance, such as involvement with local basketball organizations and positions in the food service and landscaping industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan, while maintaining the separation of planning and investment management.