Mark Tollander is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm location in Shoreview, MN. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, non-discretionary recommendations.

Juan Preciado is a financial professional at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, Equitable Advisors, and Arvest Wealth Management. Outside of his advisory role, he is president of Precious Legacy LLC, an entity used for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Bruce Wells is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a trustee for family trusts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides a range of portfolio management and financial planning services.

Timothy Fink is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and Prime Therapeutics LLC. Outside of advisory work, he is involved in part-time sales of home security and automation products and holds a partnership interest in an investment-related venture. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-driven investment strategies supported by third-party asset managers and custodial services.

John Wolkerstorfer is a CFP® and holds a Series 66 designation, with 24 years of industry experience. He has been with Ameriprise since 2005, currently serving in their Maple Grove, MN office. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Sarah Kyles is a CFP®-certified financial advisor with 10 years of industry experience. She is currently affiliated with Cetera and has worked at firms including Wells Fargo Clearing and Avantax Investment Services. Her experience includes roles at MRK Financial Solutions and TruPlan Financial Advisors, where she provides financial planning and investment advice to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Amy Rosivach is a financial advisor with Ameriprise in New Brighton, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Ameriprise in 2022, she worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

James Powers is a CFP® professional with 39 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held roles at Cambridge Investment Research, Inc., Wealth Management Group of KC, Inc., and Geneos Wealth Management, Inc. Powers is also involved as a volunteer with the Association of Financial Educators, providing financial education through a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a broad network of independent Financial Professionals.

Nouachi Vang is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior roles include positions at Kestra Advisory Services, The Vanguard Group, and TIAA-CREF. In addition to his advisory work, Vang is an author and conducts financial literacy workshops with the Association of Financial Educators. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plans. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Jessica Bailey is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has worked at UBS since 2016. Prior to her financial services career, she was involved with Majerles Sports Grill and attended Arizona State University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm also operates with institutional trading capabilities and offers a broad range of capital markets and wealth management services.

Jeffrey Siegle is a financial advisor with Ameriprise in Vadnais Heights, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021, following prior roles at Andersen Windows and Sleep Number Inc. Ameriprise provides retirement-income planning services for individuals typically holding at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Gary Haworth is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. His career includes roles at INVEST Financial Corp. and running his own firm, Gary Haworth & Co Ltd, which he has operated since 1989. He is also involved in non-investment-related business activities through two additional companies he manages. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Eric Erickson is a financial advisor at Primerica Advisors in St. Paul, MN, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Revolutionary Science for 23 years. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Roger Strege is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as president of Autism Allies, a nonprofit organization, and leads Special Needs Planners, which assists families with disabilities in maintaining eligibility for social services and establishing guardianship and trusts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Gregg Anderson is a financial advisor with OSAIC who holds the CFP® designation and has 48 years of industry experience. He has been affiliated with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995 and previously worked at Financial Dimensions Group, Inc. for 23 years. Outside of his advisory work, he is involved in several non-investment activities, including ownership in a Jimmy John's franchise, operating a cattle farm, and preparing tax returns on a volunteer basis. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various third-party programs to manage portfolios across a broad range of investment types.

Russell Engstrom is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has been with Cetera since 2023, following a longer tenure at Cetera Wealth Services, LLC. Outside of his advisory work, he is involved with Free Bikes 4 Kidz MN, a nonprofit organization that provides bicycles to children in need, where he serves as a quality control trainer and supervisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Mark Halstensgard is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has 13 years of industry experience, including over a decade at Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Thomas Conneran is a CFP® with 25 years of experience in financial advising. He is currently affiliated with Cetera and has prior experience with Concourse Financial Group Securities Inc. He serves as a board member for Pro Life Action Ministries and is involved in finance oversight as a trustee for the Church of Epiphany. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporations, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and custodial relationships.

Brett Manning is a CFP®-designated financial advisor with Ameriprise in Arden Hills, MN, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Manning is involved in business ownership through the Bartel Manning Group and also provides client service support and business leadership for GEM Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Erik Gorsuch is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, including time at AMERIPRISE FINANCIAL SERVICES INC and LPL Financial. He serves on the Board of Directors for the Boys & Girls Club of the Twin Cities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.