Alexander Gabriel is a financial advisor with Ameriprise in Fridley, MN, holding a Series 66 designation and having 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using algorithmic automation and research-driven approaches, while also offering a broad range of advisory, brokerage, and insurance solutions.

David Keniston is a financial advisor at Edward Jones in Champlin, MN, holding the ChFC® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Elo is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation. He has recently transitioned from a two-year role at Rise LLC and spent 12 years with ISD 622. He has one year of industry experience. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brennen Hill is a financial advisor with Ameriprise in White Bear Lake, MN, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he worked at Mainsail Medical. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Cassandra Corbin is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Corbin is also involved in investment advisory businesses, including a significant ownership interest in Freedom Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations for its clients.

Katherine Flood is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Her prior roles include four years at Ameriprise and various positions in education and family employment. She is also involved with Royal Ideas LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Eric Peterson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Securian Financial Services Inc, Minnesota Life Insurance Co, and Simplicity Financial Investment Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.

David Richter is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously was with City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with personalized strategies and access to in-house and third-party investment managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Nicholas Mc Donald is a Series 66 licensed financial advisor with Edward Jones in Elk River, MN, and has five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions in the automotive industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Nancy Finn is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Raymond James Financial and its affiliates since 2002. Finn also has experience at First Bank Elk River, where she has been engaged since 2007. In addition to her advisory role, she meets with bank clients to discuss Raymond James investment opportunities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting within a large advisor network.

Isaac Radabaugh is a financial advisor with Wells Fargo Advisors based in Coon Rapids, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, his career includes roles in education and service industries. He has also worked at Century College and held various positions at local service and automotive companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing proprietary research and planning tools.

Steven Tix is a financial advisor with Thrivent Investment Management in Vadnais Heights, MN, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Thrivent, he operated Blue Sky Guy Handyman Service, LLC for three years and managed Travel Tags for two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning across multiple areas without discretionary trading authority. The firm offers these services as one-time or ongoing engagements, with options to integrate planning and managed-account programs under a consolidated billing arrangement.

Emily Herzog is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Amanda Goers is a financial advisor at Edward Jones in Anoka, MN, holding a Series 66 designation with two years of industry experience. She previously worked at Wells Fargo for 12 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Neil Greenwaldt is a financial advisor with Edward Jones in Rogers, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Luther Brookdale Toyota from 2007 to 2017. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Linnea Rounds is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Ameriprise Financial Services and Lincoln Investment. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and event-driven services such as divorce and estate-settlement planning.

Jack Young is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has worked with various Wells Fargo entities since 2018. Prior to his advisory career, he was a full-time college student at the University of St. Thomas and held a position at White Eagle Golf Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Daniel Terry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was employed at Teleflex Inc. and Abdo, Eick & Meyers, LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Krisi Helland is a financial advisor at Edward Jones in Otsego, MN, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, she worked for seven years at Twin Cities Orthopedics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Thomas Thiher is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.