Brittany Granata is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, following three years at The Oak Ridge Financial Services Group, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s offerings include a non-discretionary implementation process and use proprietary tools and third-party data to support asset allocation and Social Security claiming strategies.

Candela Larson is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors, Northwestern Mutual, and several non-financial roles including teaching positions and retail work. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, using research and algorithmic tools within a defined investment framework.

Erik Holmstrom is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, he worked at UBS Financial Services and Northwestern Mutual. Outside of his advisory role, he is a registered team member of BDLR Group, Inc., where he manages an advisory business unrelated to investments. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies for clients nearing or in retirement.

Coleman Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. His prior roles include seven years at LPL Financial and three years at RSM. In addition to his advisory work, he owns and operates a tax preparation business and is an insurance agent focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and technology, and it provides specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Paul Woolfrey is a financial advisor with Ameriprise in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Securities America, Cambridge Investment Research, and his own firm, Woolfrey Financial Consulting, Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax analysis in its approach, with an emphasis on assets held in Ameriprise Managed Accounts and a product selection that includes affiliated funds.

James Christian is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for 26 years. Outside of his advisory role, he has served as a board member and club president of the Lakeville Rotary, a service organization focused on humanitarian and vocational projects. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and multiple managed account strategies within a multi-advisor platform.

Dave Erickson is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Prior to joining Edward Jones, he worked at CHS Inc for two years and Ecolab Inc for eighteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Lora Nickel is a ChFC®-designated financial advisor with 18 years of industry experience. She is currently with Wells Fargo Advisors and has previously worked with firms including The Oak Ridge Financial Services Group and Guardian Wealth Strategies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses proprietary research and tools to develop tailored recommendations for its clients.

Alexander Rykken is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been associated with City National Bank since 2019. He serves on the advisory board of The Matthew Strother Center for the Examined Life, a charitable institution. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers, with integrated services that include portfolio management, financial planning, and brokerage.

James Carlson is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. His prior roles include long tenures at ON Investment Management Co and The O.N. Equity Sales Company, as well as recent experience with Avantax entities. He also manages Carlson Financial Strategies, which provides financial, tax, retirement, and estate planning services. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through multiple program structures and a multi-manager platform.

Jeffrey Crowl is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2010, with a concurrent role at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies and utilizes a combination of in-house and third-party managers to implement client portfolios.

Arlene Myers is a financial advisor with Thrivent Investment Management in Cottage Grove, MN, holding Series 63 and Series 66 designations and 29 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning across various financial topics and offers a consolidated billing option that combines planning with managed-account services, while keeping them separate.

Roy Hanson is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of his advisory role, Hanson is involved in managing real estate through business ownership in Centennial Group II, LLC and co-ownership of Hanson Family LLC. 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 retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Vinar is a financial advisor with LPL Financial based in Bloomington, MN. He holds Series 63 and Series 66 credentials and has 34 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Harbour Investments, Inc. for 19 years and has operated Vinar Financial Group LLC since 2011. Outside of his advisory role, Vinar is a notary and provides tax preparation and accounting services through his firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and advisory services, including access to model portfolios, third-party asset management, and institutional platforms.

Zachary Bollom is a financial advisor with Equitable Advisors based in Minneapolis, MN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to this role, he has experience working in various educational and appraisal positions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Paul Notermann is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63, 65, and 66 designations and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. He serves on the Board of Directors for Rotary International in Burnsville, MN, where he is also Membership Chairperson. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Keenan Cavanor is a CFP® with seven years of industry experience currently affiliated with Charles Schwab. He has held roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., and previously worked in various capacities at Indiana University, The Mather Group, and Ferry Capital Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative investment program.

Brad Melsa is a CFP® professional with 26 years of experience in financial services. He is currently with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., where he has worked since 2022. Prior to this, he spent ten years at Commonwealth Financial Network and has been associated with Think Mutual Bank since 2012. 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, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Daniel Tuohy is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Ameriprise in Bloomington, MN since 2020. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual Investment Services. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated consulting team.

Michael Benson is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2017. Benson serves on the Board of Directors for the Apostle Islands Historic Preservation Conservancy, a foundation focused on preserving historic structures in Northern Wisconsin. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.