John Falldin is a financial advisor with Ameriprise in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliated entities, where he worked from 2002 to 2020. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Mackenzie Willemsen is a CFP® and ChFC® with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at Ameriprise and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics, with options to combine planning with managed-account services under a consolidated billing system.

Chad Reisner is a financial advisor with Thrivent Investment Management in Chaska, MN, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008. Outside of his advisory role, Reisner serves on the boards of St. John’s Lutheran Church and School, assisting with facility maintenance, and coaches girls’ basketball at Chanhassen High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics, offering clients options to combine planning with managed accounts under a consolidated billing service called “WealthPlan.”

Daniel Anderson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.