Abagael Wills is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, she worked at UnitedHealth Group and spent several years in education at Bemidji State University and Delano High School. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joan Brestel is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. She has worked at LPL Financial since 2022 and also serves with Cuna Brokerage Services Inc and Trustone Financial Credit Union, both since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

Ryan Johnson is a financial advisor at Ameriprise with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Your Legacy Partners and Prudential Financial. Outside of finance, he has experience working in local government and at Minnesota State University, Mankato. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Abigail Fettinger is a financial advisor with Mass Mutual Investors Services in White Bear Lake, MN. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and M Health Fairview. Outside of finance, she has worked in education and at a golf course. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships using firm-approved analytical tools.

Samantha Huber is a financial advisor at Ameriprise in New Brighton, MN, with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Ameriprise and its affiliated entities since 2017, as well as John Reamer and Associates and the College of Saint Benedict earlier in her career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice emphasizing dependable income sources and tax-aware withdrawal strategies.

Tedra Scott is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise since 2016. She previously worked at Raymond James & Associates before joining Ameriprise Financial Services. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual guidance focused on income stability and tax-aware withdrawal strategies.

Paul Atchison is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ameriprise and Kestra Investment Services during his career. In addition to his advisory role, he manages an advisory business through The Windsor Group, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Bryce Brettingen is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he held various roles including positions at the City of Duluth and University of Minnesota Duluth. Ameriprise Financial Services is a diversified advisory firm that serves individual and institutional clients and offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized team to produce retirement income plans that incorporate investment research, third-party data, and algorithmic tools.

Nicholas Pariseau is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 18 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual Life Insurance Company since 2007. Outside of his advisory role, he is a co-owner of NPF Consulting, LLC, which provides coaching and goal-setting consulting for business owners. 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 comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative, annual planning relationships.

Stefen Thielke is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2008 and has worked at City National Bank since 2019. Outside of his advisory role, he serves as a board director for Mission E4, a nonprofit organization serving Haitian communities, and is elected to the church council at Shepherd of the Valley Church in Afton, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers various wrap fee programs and tailors investment strategies through a combination of in-house and third-party managers with options for customization such as tax management and responsible investing.

Andrew Fraley is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. He operates a DBA under the name Fraley Financial related to his advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement consulting with a variety of discretionary and non-discretionary management options.

Andrew Schneider is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Brooklyn Park, MN. He has been with Ameriprise and its related entities since 2000, totaling over two decades at the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach includes collaboration between a centralized service team and individual advisors, utilizing proprietary tools and research to address income sources, asset allocation, and Social Security strategies.

Jacob Radabaugh is a financial advisor at Wells Fargo Advisors with one year of industry experience. He previously worked at Green Mill and Bank Cherokee and has held roles in education and other sectors, including Century College and Complete Custom Painting Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored client recommendations.

Eric Mullins is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Cetera and has held positions at Mullins Financial, LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, and Stein Financial Group, LLC. Outside of his advisory work, Mullins is an insurance agent specializing in fixed insurance products and owns a firm focused on expense management. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to both affiliated and third-party investment strategies.

Bradley Harder is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Hanover, MN. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated committee.

Nathan Kerkow is a CFP® professional with 31 years of experience in the financial industry. He has worked with Ameriprise and its affiliates since 1995 and is currently based in Forest Lake, MN. Outside of his advisory work, he serves on the Board of Directors and as Secretary for the Wildcat Pride Scoreboard Fund, and he is an assistant coach for the boys lacrosse team at Chisago Lakes High School. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Dean Maschka is a CFP®-credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors and Securities America, Inc. Maschka also sells life insurance, long-term care insurance, and fixed annuities on a client-need basis. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple third-party managers and investment platforms.

Ivan Ayala is a Series 66-licensed financial advisor with Edward Jones in Blaine, MN, with one year of industry experience. His background includes roles in psychotherapy and counseling, including work with MinneApple Psychotherapy and BetterHelp. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of assets, offering advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and access to proprietary mutual funds and separately managed accounts.

Greg Nagel is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering customized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets held in Ameriprise-managed accounts.

Mark Stanger is a ChFC® and Series 66 licensed financial advisor with 29 years of industry experience. He is currently with Cetera and has held advisory roles at Flagship Bank and AdvisorNet Wealth Management. Outside of his advisory work, he is involved in selling fixed insurance products and operates a financial services business under the name Landmark Financial Services. Cetera Investment Advisers LLC is a large nationwide firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.