Jesse Bengtson is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2014 and City National Bank since 2020. Bengtson serves on the boards of the Greater White Bear Lake Community Foundation and the Mahtomedi First Down Foundation, organizations involved in community fundraising and supporting high school football. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, planning, custody, and brokerage services.

Kristin Wolf is a CFP®-certified financial advisor with 41 years of industry experience, currently with Ameriprise in St. Paul, MN. She has been with Ameriprise and its predecessor firms since 1982. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, primarily focusing on assets held in Ameriprise-managed accounts.

Melissa Krupa is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Wealth Enhancement Advisory Services, LPL Financial, and Investment Centers of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs and portfolio management services tailored to clients’ risk profiles. The firm integrates in-house and third-party investment managers and provides features such as tax management, rebalancing options, and responsible investing screens.

Drew Dehnicke is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 designations and has 24 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. He is also involved in insurance services as an agent and operates a financial services business focused on advising clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning, and consulting services, managing over $256 billion in assets.

Shawn Walsh is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Mass Mutual and MetLife Securities. Walsh is a part owner of Vestcore Financial Group, where he manages daily operations and supports clients with brokerage and advisory services. He also serves as president of the Greenhaven Men's Club in Anoka, MN. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party investment strategies.

Alexander Pruitt is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes nearly a decade at Securities America Advisors and Securities America, Inc., as well as over 12 years at Goff, Pruitt & Associates. Outside of advising, he is a consultant for Allcat and Alacrity Claims, assessing property damages, and is a part owner of Goal Kick Sporting Goods. OSAIC serves a broad client base including individual investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm offers integrated investment and advisory services, utilizing firm-provided tools and third-party platforms to manage diverse portfolios on discretionary or non-discretionary bases.

David Moe is a financial advisor with Primerica Advisors in Oakdale, MN, holding a Series 63 designation and over 32 years of industry experience. He has worked with Primerica Financial Services since 1992 and with Primerica Advisors since 1993. Outside of his advisory role, he operates David R. Moe Tax Services, providing tax-related services since 1998, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a wrap-fee structure for its services.

Doreen Schmidt is a financial advisor with OSAIC, holding the CFP® designation and Series 63 license, and has 21 years of industry experience. Her prior firms include Woodbury Financial Services and Questar Capital Corporation. Outside of advising, she owns a sole proprietorship that sells original artwork on Etsy. OSAIC serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools and offers access to multiple investment platforms, including third-party money managers and unified managed accounts.

Stephen Papineau is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2024. Prior to LPL, he held roles at OSAIC and Focus Financial Network, Inc. from 2017 to 2024 and at Securian Financial Services and Minnesota Life Insurance Company from 2004 to 2017. 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 range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.

Brandon Neumann is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 license. Neumann was previously the owner of a marketing business called Twin Cities SuddenValues, which he sold and from which he receives monthly compensation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Brian Macho is a CFP® professional with 35 years of industry experience, currently serving at Thrivent Investment Management since 2002. Based in Minneapolis, MN, he has worked with Thrivent Financial for Lutherans and its investment management division for 24 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm combines goal-based planning with managed-account programs through a consolidated billing option, while maintaining separation between planning and portfolio management services.

Mark Kranz is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and totaling 30 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently with City National Bank since 2016. He serves on the board of directors for the Courage Kenny Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs with tailored strategies, utilizing both in-house and third-party investment managers, and offers integrated services including portfolio management, financial planning, and custodial solutions.

Katherine Zobro is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in public education for over a decade with Mounds View and Roseville Area Public Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Todd Utecht is a financial advisor with LPL Financial in Roseville, MN, holding CFP® and CFA® designations and possessing 24 years of industry experience. He has worked at LPL Financial since 2022 and has longstanding roles with Cuna Brokerage Services, Inc. and Affinity Plus Federal Credit Union, where he serves as an advisor. Outside of his advisory work, he is also a business owner of a home-based company called Peiper Properties, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by extensive research and various investment management approaches.

Mark Tollander is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm location in Shoreview, MN. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on 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 deliver tailored, non-discretionary recommendations.

Alexander Aristides is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he worked at Optum and attended Saint Olaf College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and integrating an ESG eligibility framework in its recommendations.

Matthew Hanson is a financial advisor at Morgan Stanley in Stillwater, MN, holding a Series 66 credential and having five years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Thrivent Financial. Outside of his advisory work, he is involved with D1 Yraining in Saint Paul, where he provides personal fitness training to a small number of clients. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and extensive asset management capabilities.

Bruce Wells is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a trustee for family trusts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides a range of portfolio management and financial planning services.

Amy Rosivach is a financial advisor with Ameriprise in New Brighton, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Ameriprise in 2022, she worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

Matthew Lemay is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at 1834 Investment Advisors Co., Old National Bank, and Mutual of America Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.