Abby Dority is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley from 2014 to 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement-income advice through a centralized consulting team.

Jason Collins is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

David Kolenda is an Investment Consultant currently working at Fidelity Investments since 2024. In his role, he focuses on building a foundation of trust and understanding with clients to empower them in making informed investment decisions. He works with a range of clients, from experienced investors to those just starting out, to develop personalized financial plans. David has accumulated professional experience in the financial industry since 2017. Prior to his current role, he was a Paraplanner and Investment Advisor Representative at RidgeBrooke Tax and Retirement Planning from 2022 to 2024. He also worked as a Broker Agent at TD Ameritrade and Charles Schwab between 2020 and 2021, and as a Defined Contributions Associate at Fidelity Investments from 2017 to 2018. Outside of his professional work, David has interests in camping, fitness, football, military service, outdoor adventures, and parenthood.

Jason Hombach is a financial advisor with Edward Jones in Jordan, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stephen Soderstrom is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he manages Soderstrom & Associates, LLC, a business related to his advisory work. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, with a centralized team supporting advisors in preparing personalized retirement income strategies.

Stephanie Feldman is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her prior roles include positions at Health Talks Online, Chris Kresser, LLC, Functional Medicine Coaching Academy, and Brain + Body Health Coaching. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team in partnership with financial advisors.

Brennan Lee is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Stinson, LLP for three years and served in the United States Coast Guard for five years. He also held positions at the Hennepin County Attorney Office and the University of Minnesota Law School. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Peter Lafferty is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2008 and contributes to the team with a strong focus on business development and wealth management, backed by over 30 years of industry experience. Peter's approach prioritizes growing and preserving client wealth through strong client-advisor relationships and access to the best financial resources in the marketplace. Peter specializes in personal retirement planning, tax minimization, and retirement income strategies. He is a CERTIFIED FINANCIAL PLANNER e professional and Personal Investment Advisor, adept at creating goal-based plans tailored to individual circumstances. Peter collaborates with clients and their tax and legal advisors to implement tax-efficient strategies and ensures ongoing review and alignment of financial plans with client objectives. He holds an MBA from Capella University, a Bachelor of Science in Management from the University of Phoenix, and an Associate in Arts from Thomas Edison State College. Peter is involved in his community through various roles such as coaching tennis, golf, and hockey teams, serving on fundraising committees, and participating in organizations like the Autism Society of Minnesota, Big Brother Big Sisters of the Twin Cities, and YMCA at the University of Minnesota. In his free time, Peter enjoys boating, cooking, fishing, golfing, ice hockey, music, skiing, tennis, yoga, and spending time with his family.

Ross Thorfinnson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and has held concurrent roles at Everbank, Cambridge Investment Research, Inc., and Spectrum Financial Group, Inc. Outside of his advisory work, he is active in community service as a board member and treasurer of multiple Lions Club chapters and serves on the board of Can Do Canines, a volunteer organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a range of portfolio management strategies and custody platforms.

Christopher Mathwig is a financial advisor with LPL Financial in Savage, MN, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Nationwide Securities LLC and Nationwide Insurance from 2009 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tyler Pattee is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2016, having started as a Financial Consultant. Prior to this, he worked as a Financial Consultant at Ameriprise Financial Inc from 2011 to 2016. Tyler is a CFP® practitioner specializing in retirement income generation, tax-efficient investing, and innovative investment strategies. He emphasizes responsiveness and accessibility, aiming to build longstanding client relationships. Outside of his professional work, Tyler enjoys activities such as canoeing, cars, fishing, fitness, golf, and hiking.

Joseph La Rue is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Baird, RBC Capital Markets, LLC, and Cambria. Outside of his advisory work, he is a registered team member at BDLR Group, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by a centralized consulting team.

John Bird is a financial advisor with LPL Financial based in Eden Prairie, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Integrated, Inc. Wealth Advisors, CliftonLarsonAllen Wealth Advisors, Nuveen Asset Management, and Pentair plc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Theodore Hamlin is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following nine years at RBC Capital Markets Corporation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Williams is a financial advisor at Edward Jones in Eden Prairie, MN, holding Series 63 and Series 66 licenses with 34 years of industry experience. He previously worked for Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC from 2004 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices nationwide.

Thomas Dufresne is a financial advisor with Cetera, holding a Series 63 designation and bringing 35 years of industry experience. His career includes longstanding roles at Lear Financial Inc. and self-employment, alongside over a decade with Cetera Wealth Services and Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

John Mc Cormick is a financial advisor at Ameriprise with eight years of industry experience. He previously worked at Edward Jones for eight years and spent two years at KARE 11 TV. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and tax analysis to support client planning.

James Hay is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 designation and having 24 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, he serves on the Board of Directors for Calvin Christian School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Wendy Kuntz is a financial advisor with LPL Financial, holding a Series 63 designation and 33 years of industry experience. She has worked at Old National Bank (formerly Klein Bank) and LPL Financial since 2010. Kuntz serves as an election judge in Waconia and Minneapolis, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and brokerage services, utilizing a range of strategic and tactical model portfolios supported by both in-house and third-party research.

Jeffrey Halverson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Next Financial Group and spent 12 years with Albert Lea Area Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research services.