Nathaniel Loge is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously owned an Amazon sales business called Road Trip. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large nationwide network of advisors and branches.

Jill Gutzmer is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at multiple firms including Ameriprise Financial Services, Minnesota Life Insurance Company, and U.S. Bancorp Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial recommendations across a broad range of topics without implementation. The firm emphasizes holistic, goal-based planning and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Casey Reif is a financial advisor with Edward Jones in Champlin, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he was self-employed through Skulldini LLC and has held positions at TE Connectivity and the University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jacob Murphy is a CFP® professional with six years of industry experience. He currently works at OSAIC and previously spent six years at Northwestern Mutual and two years at Tennant Company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, affiliate network, and private-equity ownership.

Derick Kelly is a CFP® professional with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has previously worked at SagePoint Financial and Ameriprise Financial Services, Inc. Kelly is also the owner of Humphrey Financial LLC and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through various platforms and proprietary model strategies.

Reed Pawelk is a financial advisor with Ameriprise in Elk River, MN, holding the Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and operates Luce Line Orchard LLC, an apple orchard, and serves as CEO of ER Green Operational Services, focusing on business development and operational strategy. 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 recommendations and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Charles Limberis is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2004. Outside of advising, he manages leasing and tax preparation activities for investment-related entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Brandon Dylan Apostol is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and various other companies across different sectors. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Aaron Elkins is a CFP® certified financial advisor with 25 years of industry experience, currently with Ameriprise in Plymouth, MN. He previously worked at LPL Financial and BMO Bank NA. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies.

Matthew Probst is a financial professional with Cetera, holding a Series 66 designation and five years of industry experience. He has worked with several firms including Minnesota Life Insurance Co, Securian Financial Services, and North Star Resource Group. Outside of his advisory role, he is involved in fixed insurance sales through North Star Consultants and operates under multiple financial services DBAs. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform with a range of program structures and investment options.

Abagael Wills is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, she worked at UnitedHealth Group and spent several years in education at Bemidji State University and Delano High School. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joan Brestel is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has previously worked at Cuna Brokerage Services Inc and has a concurrent role with TruStone Financial Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets across more than 22,800 advisors.

Ryan Johnson is a Series 66 licensed financial advisor with Ameriprise in White Bear Lake, Minnesota, holding six years of industry experience. Prior to joining Ameriprise in 2020, he worked at Your Legacy Partners and Prudential Financial. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Abigail Fettinger is a financial advisor with Mass Mutual Investors Services in White Bear Lake, MN. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and M Health Fairview. Outside of finance, she has worked in education and at a golf course. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships using firm-approved analytical tools.

Samantha Huber is a financial advisor with Ameriprise Financial Services in New Brighton, MN, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Ameriprise and its affiliated entities since 2017 and was previously with John Reamer and Associates and the College of Saint Benedict. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Paul Atchison is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ameriprise and Kestra Investment Services during his career. In addition to his advisory role, he manages an advisory business through The Windsor Group, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Bryce Brettingen is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he held various roles including positions at the City of Duluth and University of Minnesota Duluth. Ameriprise Financial Services is a diversified advisory firm that serves individual and institutional clients and offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized team to produce retirement income plans that incorporate investment research, third-party data, and algorithmic tools.

Nicholas Pariseau is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 18 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual Life Insurance Company since 2007. Outside of his advisory role, he is a co-owner of NPF Consulting, LLC, which provides coaching and goal-setting consulting for business owners. 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 comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative, annual planning relationships.

Stefen Thielke is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2008 and has worked at City National Bank since 2019. Outside of his advisory role, he serves as a board director for Mission E4, a nonprofit organization serving Haitian communities, and is elected to the church council at Shepherd of the Valley Church in Afton, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers various wrap fee programs and tailors investment strategies through a combination of in-house and third-party managers with options for customization such as tax management and responsible investing.

Andrew Fraley is a CFP® with 19 years of industry experience, currently serving as an advisor at LPL Financial since 2013. He previously worked at Ameriprise from 2010 to 2013. He operates under the DBA Fraley Financial for his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.