Michael Fielding is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at State Farm Insurance, Northwestern Mutual, and Brayton Purcell LLP. In addition to his advisory role at Ameriprise, he provides comprehensive financial advice through Paragon Operations, LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning advice including written Recommendation Reports and tax-aware withdrawal strategies.

Cameron Wilson is a CFP® professional based in Edina, MN, with 10 years of experience in the financial services industry. He is currently with Charles Schwab and has prior experience at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory work, Wilson is involved in managing a rental property. Charles Schwab & Co., Inc. serves a large clientele primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining strategic asset allocation with access to alternative investments and centralized operational support.

Christopher Nelson is a financial advisor with Edward Jones in Lakeville, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he spent five years with Bowlero Corporation/Bowlmor-AMF. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Houle Johns is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her prior roles include positions at Cetera and Foresters Financial, where she spent over three decades. Johns is also licensed as a notary in St. Paul, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing financial planning, model portfolios, third-party asset management, and institutional platforms.

Patricia Ryan is a financial advisor with Ameriprise in Woodbury, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she works as a part-time substitute teacher at Saint Ambrose Catholic School and is a minority investor in a family-owned coffee shop. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Sackrison is a financial advisor at Osaic with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and American Enterprise Investment Services, Inc. He is also licensed to offer and service fixed annuities and traditional life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services across various programs.

Jeff Wunsch is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 registration and nine years of industry experience. He has been with Equitable Advisors since 2017, including its predecessor AXA Advisors. Wunsch also operates a financial planning business under the name Woodbury Wealth Management. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models and works with third-party asset managers and solutions, focusing on client risk assessment and tailored investment strategies.

Michael Gregory Jr. is a financial advisor with Ameriprise in Delano, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income strategies, Social Security options, and tax-efficient withdrawals. The firm combines research and modeling with algorithmic tools overseen by a dedicated team to deliver tailored, non-discretionary retirement income advice.

Marie Burnett is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Minneapolis, MN. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she works as a package handler for United Parcel Services. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Benjamin Auckenthaler is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise in Minneapolis, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he volunteers providing pro bono financial advice and coaching through Prepare Prosper: Money Mentors. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, emphasizing assets managed within Ameriprise accounts.

Jason Ledermann is a financial advisor with LPL Financial in Bloomington, MN, holding CFP® and Series 66 designations and bringing 25 years of industry experience. His prior experience includes roles at Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies over two decades, as well as operating the Lakeshore Group Wealth Management. He is also involved with Cedar Rose Wild, LLC, a member-managed investment-related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and proprietary tools, supported by a large network of advisors and significant discretionary assets under management.

Ronald Robinson is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and various non-securities financial services.

Amy Bestler is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she owns ALB Consulting, an independent advisory business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Garrett Meyer is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has been a part of Fidelity Investments since 2015, initially joining as a Financial Consultant. Prior to that, he worked as a Financial Advisor at Ameriprise Financial from 2010 to 2015, and as a Regional Private Banker at Wells Fargo Advisors from 2013 to 2014. As a CFP® practitioner, Garrett partners with clients to develop customized financial plans by setting goals, assessing risks, and making adjustments over time to help clients achieve their financial potential. He emphasizes the importance of building trust through honesty, integrity, and transparency, aiming to become his clients' most trusted advisor.

Akintomiwa Oduwaiye is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he held positions at Old National Bank, Farm Bureau Financial Services, and NIVO SOLAR. His background also includes work outside the financial industry in moving services and retail. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized retirement income recommendations through a centralized consulting team.

Ahndi Fridell is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previously worked in various roles including yoga instruction through her own business, Ahndi Fridell Yoga, which she operated for several years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Bret Farrington is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His previous roles include positions at J.P. Morgan Securities, Piper Sandler & Co., and The Family Office of U.S. Bancorp Piper Jaffray 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Gregory Collins is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Collins Wealth Management, Collins Financial Ltd, and American Portfolios Financial Services. He is the president of Collins Wealth Management and Collins Financial Ltd. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party investment strategies.

Brian Nieken is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses and with four years of industry experience. His prior roles include positions at American Enterprise Investment Services and Equitable. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Andrew Glaisner is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he provides pro bono financial planning to cancer patients through the Angel Foundation, assisting them with financial decision-making and debt management. Ameriprise offers a retirement-income planning service designed for individuals 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 through its affiliated entities.