Eric Lleva is a financial advisor with Ameriprise in Saint Paul, MN, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Ameriprise and its related entities since 1990. Outside of his advisory role, he serves on the Board of Directors for the Fil-Minnesotan Association and is President of the Philippine Center of Minnesota. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering detailed written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to provide tailored advice, with a focus on assets held in Ameriprise-managed accounts.

James Kirk is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding CFP® and Series 66 designations with 21 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and US Bank for ten years before joining RBC Capital Markets and City National Bank in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies using a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Nduba Namoonde is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Cetera Wealth Services, LLC since 2013. Prior to that, he was with AdvisorNet Financial for 26 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various program options including model portfolios and direct indexing.

Robert Miller is a financial advisor at RBC Capital Markets with 25 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining RBC in 2025. Miller holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, 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 clients’ risk profiles and investment preferences.

William Bartlett is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Blaine, MN. He has three years of industry experience and has worked previously at Renaissance Financial and Cetera Advisor Network LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Thomas Conlin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. His prior roles include positions at City National Bank, RBC Wealth Management, and Saint John's University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing tailored strategies based on clients' risk profiles and offering a variety of investment options and program structures.

Aaron Lindeman is a financial advisor with Wells Fargo Clearing in Columbus, MN, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Lindeman has been affiliated with Wells Fargo Bank NA since 2003. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and discretionary plan-level investment management, with a broader range of financial product offerings than typical for large institutional advisers.

Adam Schutte is a financial advisor with Primerica Advisors in Roseville, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he is a partner in Schutte Family Farms. 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 uses model-driven strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.

Daniel Chladek is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 credentials. He joined RBC Capital Markets in 2025 and has previous work experience in various roles, including positions with Roanoke Railyard Dawgs and Abodie Construction Company. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers.

James Haugen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024. Prior to his advisory role, he had various engagements including time at St. Olaf College and Kinneberg Management Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ericka Schaefer Hanley is a financial advisor at LPL Financial with 14 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at firms including Cetera and North Star Resource Group. Hanley is also involved as an agent/broker with Augustine + Johnson and North Star Consultants, focusing on fixed insurance sales. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and nonprofits. The firm offers a range of advisory programs and services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a broad network of investment adviser representatives.

Jack Wingerd is a CFP®-designated financial advisor with seven years of industry experience, currently with LPL Financial. He previously worked at Financial Dimensions Group, Inc., Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.), and The Prudential Insurance Company of America. Wingerd is also involved in a business entity named Wingerd Financial Group affiliated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by in-house and third-party research and portfolio management options.

Barbara Mcfee Peisert is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. She has previously worked with Voya Financial Advisors and serves as Chief Compliance Officer at McFee Financial Group. In addition to her advisory roles, she is the Treasurer of the Financial Planning Association of Minnesota and holds a volunteer finance director position with the Alpha Omicron Pi fraternity. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform combining model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary programs.

Andrew Paine is a financial advisor with Primerica Advisors in Roseville, MN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles in education at Bethel University and Edgewood Middle School, as well as involvement in youth sports through Cal South Soccer. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on a range of investment models implemented via BNY Mellon Advisors.

John Catlin is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is actively involved in managing rental properties and a homeowners association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrates both in-house and third-party investment managers to tailor strategies based on client risk profiles.

Vicky Nelson is a financial advisor with Primerica Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica since 1990. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Josef Minnich is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Golden Valley Little League. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Nicole Williams is a CFP® professional with 24 years of experience in the financial services industry. She has been affiliated with Osaic Wealth, Inc. since 2006 and also serves as president of True Wealth Partners LLC, an investment advisory business she operates independently. Williams is licensed as an insurance agent and also holds notary public credentials for client convenience. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory, and financial planning services through a large network of advisers and employs a range of portfolio construction tools and managed account solutions.

Michel Melendez is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 65 and Series 63 licenses and having 19 years of industry experience. He has worked within various J.P. Morgan entities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Samuel Quaintance is a financial advisor at RBC Capital Markets with a Series 66 designation. He has been with RBC Capital Markets since 2024. His prior work experience includes roles in education and business operations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized investment strategies and multiple advisory programs with discretionary and non-discretionary portfolio management options.