Kyle Kronlokken is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Patrick Krall is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Expeditors International of Washington and had roles with the Oakland Athletics and Clemson University. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors.

Richard Hanna is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo in various capacities since 1984, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory work, he is involved in a catering business based in Minneapolis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Grant Fjosne is a financial advisor at Ameriprise with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role since 2020, he spent 15 years at Ameriprise Financial Services, Inc. He is also the owner of Fjosne Capstone Group, where he manages an advisory business. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, utilizing a centralized consulting team to deliver tailored, research-based retirement income recommendations.

Emily Simpson is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 credential and previously worked at U.S. Bank and Haworth Marketing and Media. Outside of her financial advisory role, Simpson serves as Vice President on her neighborhood homeowners association board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning without discretionary trading authority. The firm offers an integrated approach through its WealthPlan option, combining planning and managed-account services while maintaining them as separate engagements.

Jeffrey Pirk is a financial advisor at Merrill with 20 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Merrill since 2018. Prior to that, he served with Strong Tower Wealth Management and Advisor Financing LLC. Outside of his advisory work, he is the Executive Director of Cities Alive, a nonprofit organization that coordinates worship-related training events for churches, musicians, and associated artists. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathy Marson is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Kinuu. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Anthony Tsakakis Jr. is a financial advisor with Ameriprise Financial Services LLC in Edina, MN, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Robert Hannah is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently serving at Morgan Stanley in Bloomington, MN. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Alyssa Wetterlund is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and seven years of industry experience. Her career includes previous roles within Ameriprise Financial Services and five years at Luxottica. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Vanessa Glass is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2017. She previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017. Outside of her advisory role, she acts as a trustee and co-trustee for family-related investment trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gregory Thurin is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 1990. Outside of his advisory role, he has a business ownership interest in MOTT Real Estate LLC, involved in leasing real estate for office use. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Matthew Olson is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Fidelity Investments, where he has been employed since 2021. His prior experience includes roles at Ameriprise Financial Services and Lowe's Home Improvement. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Bret Felknor is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. In addition to his advisory role, he owns Felknor Financial Group Inc. and works as an independent insurance agent specializing in health and life insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies across various platform arrangements.

Richard Cassada is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved with BDLR Group Inc in a non-investment capacity. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and algorithmic tools to support its advisory process.

Jason Exley is a financial advisor with Wells Fargo Clearing in Bloomington, MN. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns and manages a rental property in Goodyear, AZ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven, modern portfolio theory approach and offers discretionary services as an ERISA fiduciary, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Ethan Quarandillo is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Merrill, he worked in retail and education, including positions at Milbern Clothing Company, Walmart, and local schools in Minnesota. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Brooke Anderson is a CFP®-designated financial advisor with six years of industry experience, currently with RBC Capital Markets. Her prior roles include positions at Lifelong Wealth Advisors, AdvisorNet Wealth Partners, Wells Fargo, and Securian Financial Services. She has also served in the Minnesota Air National Guard. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Lisa Mitchell is an Investment Consultant currently working with Fidelity Investments. She collaborates with clients to develop financial plans based on Fidelity's financial planning and investment principles, aiming to create a clear path toward their most important goals. Her professional experience includes roles as a Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022, all within Fidelity Investments. This progression reflects her consistent involvement in financial advisory and client relationship management. Outside of her professional work, Lisa enjoys activities such as camping, cooking and baking, gardening, hiking, and motorcycling.

J. Kyle Haugen is a financial professional with 20 years of industry experience, currently associated with Cetera. He holds a Series 63 designation and has worked at several firms, including BFC Planning, Inc. and American National Insurance. Haugen is actively involved in community organizations, serving as chair of the Prior Lake Rotary Foundation and vice chair of both the Scott County Public Safety Foundation and Rotary District 5960 Charitable Foundation. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment managers.