John Khalil is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at Altacent and has a diverse background including roles in the restaurant and parking industries as well as various positions in education and sports organizations. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies implemented through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services.

Thomas Lavin is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise in 2024, he worked at Riversource Distributors, Inc. for five years and spent time as a full-time student for ten years. 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 annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team, asset allocation analysis, and criteria requiring minimum investable assets, operating within an investment universe influenced by its affiliated product ecosystem.

Blake Wehling is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank, Wealth Enhancement Group, and entrepreneurial experience operating Blake's Discount Furniture LLC. 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 uses research-driven strategies and offers both brokerage and advisory solutions across a broad range of financial products.

Sean Carolan is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1997. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Stacy Eng is a financial advisor with Merrill in Minneapolis, MN, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at Merrill since 2016. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Loren Beaudette is a financial advisor at Equitable Advisors in Minneapolis, MN, with three years of industry experience. He holds the Series 66 designation. Prior to his current role, he was involved in the restaurant industry, including ownership experience with 4 Sisters Wine Bar and Tapas Restaurant. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of firm-offered and third-party advisory solutions.

Luke Ellis is a financial advisor with Ameriprise in Bayport, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ellis is involved in leadership and operational oversight of Peniel Reflection, LLC, an investment-related business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Craig Lundquist is a financial advisor at LPL Financial in Woodbury, MN, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has held roles at firms including Ideal Credit Union and CUNA Brokerage Services, and also serves as a financial advisor at Ideal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a variety of financial planning and asset management programs along with institutional platforms.

Max Murphy is a financial advisor with LPL Financial in Woodbury, MN. He holds Series 63 and Series 65 designations and joined the industry in 2025. Prior to his advisory role, his background includes service with AmeriCorps and involvement with several nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Matthew Debianchi is a financial advisor at RBC Capital Markets with a Series 66 credential and one year of industry experience. Prior to joining RBC, he worked at LPL Enterprise LLC and has been involved with the non-profit Black, Educated, Successful, Thriving, a young male enrichment program based in Minneapolis. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and financial planning through various advisory programs. The firm combines in-house and third-party investment managers and provides integrated capital markets and alternative investment capabilities.

Matthew Valen is a Series 63-licensed financial advisor with Primerica Advisors in Burnsville, MN, and has 34 years of industry experience. He has been with Primerica Advisors since 1992 and maintains several business interests, including construction through Matt Valen Construction and acoustic-related ventures such as Kirk Acoustics and Jannings Acoustics. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-based investment strategies and discretionary management supported by third-party asset managers and custodians.

Jamie Kuno is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at American Enterprise Investment Services Inc. from 2020 to 2023. Outside of his advisory role, he is involved in managing a rental property. Ameriprise offers a retirement-income planning service aimed at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, point-in-time recommendations in collaboration with its financial advisors.

Mason Mc Hugh is a financial advisor with Ameriprise Financial Services LLC in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Rev Delivery, Royal Bank of Canada, and several positions outside finance including at Ben & Jerry's and Benilde-St. Margaret's. 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 tailored retirement income planning advice through a structured Recommendation Report and ongoing guidance.

Adam Egan is a financial advisor with Ameriprise in New Hope, MN, holding a Series 66 designation and 13 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with personalized advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Rinkenberger is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent 14 years at Kohl's Department Stores. 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 programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Lance Strom is a financial advisor with Ameriprise in Prior Lake, MN, holding the CFP® designation and a Series 66 license. He has 24 years of industry experience, with 21 years at Ameriprise and its affiliated entities. Outside of his advisory role, he is involved with Royal Ideas LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Laurie Klaphake is a financial advisor at Morgan Stanley in Minneapolis, MN, holding a Series 66 designation with 19 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Nadia Busey is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior work experience includes roles in healthcare and education sectors, such as positions at Davita and Chemeketa Community College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through detailed recommendation reports and ongoing advice, primarily for clients with substantial investable assets.

Joshua Johnson is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and previously worked at Great Lakes Coca Cola for seven years. Outside of his advisory role, he is a co-owner of an online dietary supplement startup called GUT HABITS LLC. 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 planning across various financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Adam Hirsch is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise and Mass Mutual Investors Services in various capacities since 2013. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.