Anthony Greniuk is a financial advisor with Charles Schwab in Elk River, MN, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at UBS Financial Services, Prosperity Capital Advisors, and MerCap Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Christine Ansley is a financial advisor at OSAIC with six years of industry experience. She holds the Series 66 designation and has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2020, following eight years at Financial Dimensions Group Inc. Osaic Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform and model-based investment strategies.

Peter Haagenson is a financial advisor at Osaic with three years of industry experience. Before joining Osaic, he worked at Focus Financial and held positions at VMware and Blue Medora. He is involved in several financial advisory activities through his LLCs, including collaborating with clients on financial planning and estate considerations. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services delivered through multiple affiliated entities, emphasizing model-based asset allocation and portfolio optimization.

David Hitchcock is a financial advisor at Osaic with 35 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. His prior experience includes long tenures at G.A. Repple & Company and Northtown Capital Strategies, and he has been self-employed since 1989. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, providing a broad range of financial planning and investment management solutions.

Nuvia Solorzano Zambrano is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at The Huntington Investment Company, LPL Financial LLC, and Wells Fargo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Stephen Branham is a financial advisor with Cambridge Investment Research Advisors in Minneapolis, MN. He holds a Series 63 designation and has 36 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entity since 2004. Outside his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Glenn Stewart is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds the Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

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 experience in the financial services industry. He is currently with Osaic Wealth, Inc., where he has worked since 2020. Prior to that, he worked at Financial Dimensions Group, Inc. and Royal Alliance Associates, Inc. Anderson is also a licensed insurance agent, providing life, long-term care, and disability insurance to individuals and businesses. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a range of managed account solutions.

Jed Lund is a Series 63 licensed financial advisor with 20 years of industry experience. He is currently with OSAIC, where he has worked since 2022, and previously held roles at Focus Financial, Advisornet Wealth Management, Cetera Advisor Networks, and Questar Asset Management among others. Lund is also a licensed independent insurance agent. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various tools and discretionary strategies.

Jacob Fleming is a financial advisor at OSAIC in Plymouth, MN, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at Strong Tower Wealth Management and Focus Financial Network Inc. Outside of his advisory work, he is involved in youth sports as a coach for the Elk River Youth Hockey Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization through various strategies and third-party manager programs.

Chad Holtz is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing, U.S. Bancorp Investments, Inc., and Piper Sandler & Co. Outside of his advisory role, he owns and manages Red Dog Stables Ltd., a thoroughbred breeding and racing operation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth thresholds, combining proprietary research and tools with optional implementation through its brokerage or advisory programs.

Bradley Melby is a CFP® with 36 years of industry experience and is currently affiliated with Ameriprise in Arden Hills, MN. He has been with Ameriprise and its related entities since 1990. Outside of his advisory role, Melby holds ownership rights in a production company for an independent film and consults on organizational and financial matters for several private business entities. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Grant Gilmore is a Series 66-licensed financial advisor with LPL Financial, based in New Brighton, MN, and has two years of industry experience. Prior to joining LPL, he held roles at OSAIC Wealth, Inc and Financial Dimensions Group, and worked in various other fields including education and contracting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

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.

Kevin Huseth is a financial advisor with LPL Financial in Roseville, MN, holding a Series 63 designation and 42 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

Mason Schuler is a financial advisor at LPL Financial in Maple Grove, MN, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining LPL, he worked in marketing and other financial roles, including at elk Marketing and Wells Fargo Home Mortgage. He is also the owner of Schuler LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Scott Jarnot is a financial advisor with LPL Financial in New Brighton, MN. He holds a Series 63 designation and has 30 years of industry experience, including 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He is also a notary public in Brooklyn Park, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.