Andrew Kronbach is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation. He has been with Ameriprise and its affiliated firms since 2024 and has prior experience as a full-time student and various entry-level roles, including working at Trader Joe’s. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice. The firm’s approach integrates internal investment research, algorithmic tools, and collaboration between centralized teams and financial advisors, focusing on dependable income sources and tax-aware withdrawal strategies.

Timothy Haas is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2017, following a seven-year tenure at U.S. Bancorp Investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kurt Peterson is a CFP® with 19 years of industry experience, currently with Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing, Ameriprise, and Edward Jones. He has ownership interests in investment-related entities AGAPE FI LLC and KPETERSON GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Lucas Erickson is a financial advisor with Ameriprise Financial Services LLC based in Minneapolis, MN. He holds a Series 66 designation and has two years of industry experience. Prior to joining Ameriprise, Erickson has worked in various roles including at Lifetime Corporation and has been involved with USA Hockey and local golf clubs. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing, tax-aware withdrawal planning.

David Briggs is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and has been involved with Benefit Strategies Group Inc. since 2010, where he serves as an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Thomas Tracy is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He collaborates with clients to develop comprehensive financial plans that align with their unique goals, circumstances, and values. His approach involves constructing wealth strategies designed to meet the needs of clients and their families, emphasizing a focused and customized course of action toward financial security. Prior to his current position, Thomas served as an Investment Consultant at Fidelity Investments from 2018 to 2019 and as a Financial Representative at the same firm from 2016 to 2018. Before joining Fidelity Investments, he worked at TCF National Bank, where he was Retail Lending Manager from 2010 to 2016 and Consumer Lender from 2008 to 2010.

Paul Mumma is a CFA® charterholder with 31 years of industry experience. He has been with Ameriprise since 2013, currently serving in Saint Louis Park, MN. He is a member of the Board of Directors for the Institute for Portfolio Alternatives, providing guidance on the organization's strategy and ongoing affairs. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jeffrey Kuhlman is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. Outside of his advisory role, he works as a freight operator for Mills Fleet Farm. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Mathew Nyakundi is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, TCF National Bank, and REM Ramsey. Outside of his advisory role, he is the owner of a healthcare staffing agency and volunteers as the finance director for a Minnesota House Representatives campaign. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Susan Crane is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her career includes roles at Cetera Wealth Services, Securian Financial Services, Minnesota Life Insurance Co, Advisor Group, Equitable Advisors, AXA Advisors, and VOYA Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers across multiple program structures.

Beth Johnson is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining MML Investors Services and MassMutual Life Insurance Co in 2025, she worked for the State of Minnesota Commerce Fraud Bureau from 2013 to 2021. Outside of her advisory role, she is involved in real estate through ownership of BDL Real Estate LLC and BDL Legacy LLC. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized services including divorce planning and estate settlement.

Thomas Dircks Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at LPL Financial, The Investment Center, Inc., and SII Investments, Inc. He is also the owner of Prairie Wealth Strategies, a financial planning and securities sales business. 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 and tax-aware withdrawal strategies.

Zachary Johnston is a financial advisor at UBS Financial Services in Minneapolis, MN, with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services since 2017. Prior to that, he was employed at Securian Financial Services, Inc and Minnesota Life Insurance Company from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Paul Knooihuizen is a financial advisor with Ameriprise in West Lakeland, MN, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic support overseen by specialized committees.

John Anderson, Jr. Jr. is a Private Wealth Advisor at Merrill Private Wealth Management and co-leader of the Anderson Winberg Group. He works with a select group of families and businesses across the United States, focusing on relationship management, strategic team initiatives, and business development. His practice primarily serves early employees, founders, and finance teams of high-growth startups, entrepreneurs, and multigenerational families navigating liquidity events and transitions, including those related to public markets and multigenerational family wealth. John and his team integrate Environmental, Social, and Governance (ESG) focused investments into their services and prioritize asking meaningful questions to define clients' goals while collaborating with trusted advisors such as CPAs and attorneys. Their experience includes wealth management, professional portfolio management, business succession planning, retirement planning, lending, structured products, pre-IPO planning, and insurance. He holds a Bachelor's degree from the University of Colorado System and has earned the CERTIFIED FINANCIAL PLANNER® certification, as well as the Certified Exit Planning Advisor (CEPA) and Chartered Socially Responsible Investment Counselor™ (CSRIC) designations. John is proficient in both English and Spanish. In his free time, he enjoys adventure sports, fishing, golfing, skiing, and spending time with his family.

Cynthia Pikala is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds a Series 63 designation and has been with UBS since 2013. Based in Minneapolis, MN, her career includes over a decade advising clients through a major financial institution. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored investment solutions.

Sophia Skidmore is a financial advisor at Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 66 registrations with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at The Vanguard Group and has experience in public defense and nonprofit sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Joseph Fleming is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior work includes nine years at RBC Capital Markets Corporation and several years at Ameriprise Financial Services before joining Ameriprise in 2020. Fleming serves on the Board of Directors for Twin Cities PBS, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Brody Hardacre is a Series 66–licensed advisor at J.P. Morgan Securities with one year of industry experience. His background includes roles at Polaris Industries, LUNR Capital, and the University of Minnesota. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Julie Whittaker is a financial advisor at Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 credentials with two years of industry experience. Her prior roles include positions at Mark J Heurung and Northwestern Mutual Investment Services LLC. Outside of finance, she has experience working with YMCA Camp St Croix over several years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.