Matthew Kassera is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at RBC Capital Markets for 11 years. Kassera serves as Treasurer on the Board of Directors for Territorial Trail, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Spencer Draghi is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and two years of industry experience. His career includes roles at the Wisconsin Department of Revenue, Nicolet National Bank, and the University of Wisconsin-Madison. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendation reports and ongoing advice on income and tax strategies.

Dennis Ahlm is a financial advisor with Ameriprise in Rogers, MN, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to support its recommendations.

Jacob Nordly is a financial advisor at Ameriprise in Maple Grove, MN, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles in automotive sales, landscaping, construction, and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written retirement-income recommendations and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.

Christine Ebert is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked with Ameriprise Financial Services, Inc. for 29 years. Outside of her advisory role, she volunteers with the Angel Foundation providing financial literacy training and is involved with Interfaith Outreach and Community Partners, a nonprofit focused on community support services. Ameriprise is an institutional firm that offers a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for individuals with significant investable assets. The firm’s approach integrates research-driven recommendations, tax-efficient strategies, and algorithmic support to assist clients in managing income during retirement.

John Schricker is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2007 and held a position at PFK Management Inc. for over two decades. In addition to his advisory role, he is involved with PFK Financial Services Inc., providing administrative and client services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and investment advice aligned with client goals.

Steven Novacek is a financial advisor at Edward Jones in Buffalo, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he has worked in physical therapy and wellness, lumber and millwork, and spent time at Marquette University. Outside of his advisory role, he is co-owner of NoMa LLC, a fitness business, and serves as the head volleyball coach for Buffalo High School’s varsity team. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branches across the United States.

William Rosengren is a financial advisor at Merrill Lynch Wealth Management. He began his career in finance at a Fortune 500 corporation in St. Paul, where he worked closely with senior management to model profitability scenarios across various company divisions and provided key business decision support. He also developed and presented annual budgets and monthly forecasts to divisional operations teams. At Merrill Lynch, William focuses on developing personalized wealth management strategies for high net worth families, emphasizing long-term client relationships and tailored financial planning. His expertise includes college education planning, family wealth management strategies, and retirement income. He integrates investment insights from Merrill and lending solutions from Bank of America to create flexible strategies in response to changing market conditions. William holds a bachelor's degree from the University of Minnesota and professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys boating, cooking, golfing, ice hockey, pickleball, and spending time with his family.

Nathan Brennan is a Series 66-licensed financial advisor with Morgan Stanley in Wayzata, MN, with one year of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Lowe's, Concordia University, and Gustavus Adolphus College. Outside of his advisory work, he has been involved as an employee and intern with Aesthetic Enhancement Solutions, a healthcare and cosmetic business in Orono, Minnesota. Morgan Stanley Wealth Management serves individuals and institutional clients through a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally does not provide individual security recommendations as part of standalone plans.

Drew Rudlong is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with clients to design and implement personalized retirement and financial planning strategies that align with their long-term goals. He provides comprehensive guidance on investment allocation, risk management, and wealth accumulation, helping clients navigate complex financial decisions. Drew joined Fidelity Investments in 2023 and has held several positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining extensive experience in financial consulting. Prior to joining Fidelity Investments, Drew worked as a Client Support Associate at Ameriprise Financial from 2022 to 2023.

Adam Johnson is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Bank of America, Merrill Lynch, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile and incorporating both in-house and third-party investment managers.

Joseph Yeado is a financial advisor with Edward Jones in Delano, MN, holding a ChFC® designation along with Series 63 and 65 licenses. He has 11 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeremy Mitchell is a financial advisor at Morgan Stanley with five years of industry experience. His prior roles include positions at Howden Re, Fidelity Brokerage Services LLC, and Thrivent Investment Management Inc. Outside of his advisory work, he has been involved in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Collin Titus is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at several firms including The Leaders Group, Inc. and EPICVanbridge. In addition to his advisory role, he is involved in fixed insurance sales, working as an insurance agent and groups benefit concierge. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various program options and third-party manager access.

Emmalee Tollerud is a financial advisor with Edward Jones in Plymouth, MN, holding a Series 66 designation. She has been with Edward Jones since 2022 and has prior experience at Allianz Life Financial Services and in other service roles, including time at Interlachen Country Club and Salvation Army Divisional Headquarters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

John Skubitz is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry since 2024, with prior roles including positions at Ascend Financial and Minneapolis Financial Group. Outside of financial services, he has experience in educational roles at the University of Minnesota Twin Cities and local schools. Mass Mutual Investors Services, LLC 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 with a focus on collaborative, annual planning engagements.

Andrew Knutson is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory work, he serves as President of the American Bandy Association, an amateur sports organization focused on developing the sport of bandy in the United States and supporting youth programs. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and sports & entertainment planning. The firm combines advisory services with other financial products and referral channels.

Darin Dunham is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines large-scale operations with a research-driven approach, offering both brokerage and advisory solutions to a broad client base.

Sean Kane is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management as a partner in a rental property venture in Wayzata, Minnesota. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Britt Tappen is a financial advisor with Ameriprise in Mound, MN, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she co-owns Backyard Bars LLC, a construction business. Ameriprise is an institutional firm serving clients with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax analysis to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.