Jacob Nordly is a financial advisor with Ameriprise in Maple Grove, MN, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles in automotive sales, landscaping, construction, and education. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach involves a centralized service team that collaborates with advisors to produce tailored recommendation reports for clients approaching or in retirement.

Christine Ebert is a CFP®-certified financial advisor with Ameriprise, based in Plymouth, MN, and has 35 years of industry experience. She has been with Ameriprise and its affiliates since 1991. Outside of her advisory role, she volunteers with the Angel Foundation assisting with financial literacy training and with Interfaith Outreach and Community Partners, a nonprofit focused on community support services. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service involves a detailed written Recommendation Report and ongoing advice, supported by investment research and algorithmic tools, and operates within a defined investment product ecosystem.

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 with one year of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2025. Outside of his advisory role, Novacek 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 individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

William Rosengren is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2023, bringing prior experience from a Fortune 500 corporation in St. Paul, where he supported senior management through profitability modeling and business decision support. His professional focus includes college education planning, family wealth management strategies, and retirement income. William holds a Bachelor's Degree from the University of Minnesota and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He leverages the resources of Merrill Lynch to create personalized wealth management strategies tailored to client needs, emphasizing long-term relationships and attentive service. Outside of his professional activities, William 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 at Edward Jones with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC before joining Edward Jones in 2018. 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 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.

Anthony Bushman, CFP®, serves as the Resident Director and Wealth Management Advisor with Merrill. He began his career with Merrill as an intern in the fall of 2004. Following five years of military service, he earned a Bachelor's Degree in Applied Economics and Management from Cornell University. Anthony's expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, and retirement income. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Anthony applies advanced technology to deliver Personal Wealth Analysis, focusing on helping clients meet their personal and financial goals. In addition to his professional commitments, Anthony is involved with Salute MN. His personal interests include boating, cooking, hiking, skiing, and spending time with his family.

Emmalee Tollerud is a financial advisor at Edward Jones in Maple Grove, MN, holding a Series 66 designation. She has been with Edward Jones since 2022 and has prior experience with Allianz Life Financial Services and the Salvation Army Divisional Headquarters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 Advisors in Maple Grove, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and U.S. Bancorp Investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of needs including retirement, education, and specialized planning areas. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to implement them through various brokerage or advisory options.

James Wiberg is a financial advisor at Thrivent Investment Management in Chaska, MN, with 30 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

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.

Nancy Aadalen is a Financial Consultant currently working at Fidelity Investments since 2017. She has over 33 years of experience in the Financial Services Industry, focusing on wealth planning and assisting clients in pursuing their financial goals. Her professional approach is centered on understanding her clients both personally and professionally. Nancy's prior roles include Investment Consultant at Fidelity Investments from 2013 to 2017, Director of Business Development at Geraty Investments between 2010 and 2011, and several positions at Ameriprise Financial including Business Development & Sales (2006-2009), Director of Investment Analytics (2000-2006), and Marketing Manager (1996-2000). Earlier in her career, she was a Mutual Fund Analyst and Marketing Associate at John G. Kinnard & Co. from 1990 to 1996. Outside of her professional work, Nancy has interests in fitness, golf, hiking, kayaking, outdoor adventures, and yoga.