Jon Jezierski is a financial advisor at Edward Jones in Andover, MN, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Patterson Companies, Inc. and Cargill, Inc. Outside of his advisory role, he manages a rental property. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors, with a broad national network of financial advisors and offices. The firm provides a range of investment strategies and affiliated services under a fiduciary standard.

Sarah Joseph is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of her advisory role, she teaches drama and speech at Saint Francis Christian School. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services tailored to each client’s risk profile.

Eric Samshal is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Lundstrom is a financial advisor with Ameriprise in Plymouth, MN. She holds a Series 66 designation and has six years of industry experience. Prior to Ameriprise, she worked at Constellation Wealth Group and spent 19 years at NorthRock Partners. She is also involved in real estate ownership outside of her advisory work. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income sources and tax‑aware withdrawal strategies.

Larissa Oliphant is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 63 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following eight years at Wells Fargo Clearing and ten years at Wells Fargo Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and may incorporate an ESG eligibility framework.

Jennifer Conneran is a financial advisor with Cetera possessing Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Cetera, she worked at Concourse Financial Group Securities Inc. for five years and has been self-employed since 2020. Outside of her advisory work, she holds a role as Strategic Sourcing Manager at CIRTEC Medical, overseeing vendor management and contract negotiations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and third-party money managers.

Jennifer Machtemes is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she works as an ice skating instructor at White Bear Lake Sports Center. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to support clients approaching or in retirement.

Kristopher Wiege is a financial advisor with Ameriprise Financial Service, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise since 2002, including 15 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in business management at InnerBeauty Med Spa, Inc., which offers spa services and retail sales. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering comprehensive written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-based modeling to create tailored retirement income plans and offers a broad range of advisory, brokerage, and insurance solutions.

Austin Knapp is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he has been involved with Imola Motorsports since 2016. Ameriprise Financial Services is a large institutional advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Vincent Altstaetter is a financial advisor with Edward Jones in Roseville, MN. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including eight years at Ameriprise Financial Services prior to joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shawn Murphy is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held roles at multiple firms including Avantax and Welch Village. Outside of his advisory work, he serves as a ski instructor teaching beginner skiers during the winter season. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Steven Pukal is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he serves on the Board of Directors for the Giants Ridge Master Association and is involved with The Lodge at Giants Ridge HOA. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Ethan Allone is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Equitable Advisors and Bank of America, N.A. Outside of finance, he was previously involved in music distribution as the owner of the BK KINGS record label, which is currently inactive. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, using model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kamanda Barber Ndama is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at US Bank before joining Ameriprise in 2018. Outside of her advisory role, she is a registered team member managing an advisory business under PASJ LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Joshua Mancell is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 20 years. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and a structured oversight process.

Grant Fossum is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 17 years of industry experience. He has worked at firms including Cetera and Voya Financial Advisors and currently serves as Director of Basketball Operations at Maranatha Christian Academy. 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 and institutional platforms, with account management provided through a network of investment adviser representatives using various investment strategies.

Jacqueline Mjolhus is a financial advisor with Wells Fargo Clearing in Coon Rapids, MN, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments, LLC from 2005 to 2011. Outside of her advisory role, she serves as treasurer for the Northern Starz Theater Company and the Anoka High School Tennis Booster Club, supporting their budgeting and fundraising efforts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics, focusing on diversification and modern portfolio theory.

Amy Burg is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Beyond her advisory role, she is a 50% owner and chief manager of Falcon Properties, LLC, overseeing its monthly operations. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Aaron Swartz is a Series 66-credentialed financial advisor at Ameriprise in Coon Rapids, MN, with 23 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a limited partner in a non-investment real estate business, D&S Swartz LLLP. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. As a large institutional firm, it offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Taryn Zimmerman is a financial advisor with UBS Financial Services in North Maple Grove, MN. She holds Series 63 and Series 65 credentials and has nine years of industry experience, including two years at Wells Fargo Clearing before joining UBS in 2016. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.