James Lebahn is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, he is a partner and owner of Arden Rose Group, LLC, a consulting firm focused on organizational structure. Ameriprise is an institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. Its approach includes algorithm-driven, non-discretionary recommendations developed in partnership with advisors, emphasizing tax-efficient withdrawal strategies and the use of Ameriprise-managed accounts.

Christopher Jandro is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets LLC since 2005. Outside of his advisory role, Jandro is involved in real estate and property management businesses and has worked as a personal care provider. 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 with tailored portfolio management strategies implemented through a mix of in-house and third-party managers.

Benjamin Stucker is a financial advisor with RBC Capital Markets based in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at SPS Commerce and Sampair CPA and spent ten years in full-time education. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers and model providers.

Jennifer Ray is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Eric Rousslange is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. He has been with Wells Fargo Bank, N.A. since 2005. 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.

Julie Parks is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She 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, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors nationwide.

Wendy Engen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 63 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she serves as the secretary of the Lakes of Blaine Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Devin Olson is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2016, following a one-year tenure at Ameriprise Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Alexander Mayrand is a CFP® professional with 22 years of industry experience, currently affiliated with Cetera. He has held various roles including Vice President at MRK Financial Solutions, Inc., and has over a decade of experience with Avantax entities. He also serves as Chief Investment Officer and Senior Advisor at TruPlan Financial Planners, where he focuses on financial planning and portfolio management. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Annie Reed is a financial advisor with Thrivent Investment Management in Vadnais Heights, MN. She holds the Series 66 designation and has two years of industry experience. Prior to her current role starting in 2023, she worked for the St. Francis School District and Minnesota State University, Mankato. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and investment management services separate.

Jennifer Tix is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning and managed-account services separately under a consolidated billing option called WealthPlan.

Timothy Faig is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Thrivent Investment Management, Purshe Kaplan Sterling Investments, Fidelity Investments, and Scottrade. Outside of his advisory roles, he has worked in the restaurant industry as a pizza delivery driver. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Stephanie Johnson is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 66 and Series 63 credentials and has worked at firms including Royal Alliance, Advisornet Financial Partners, and Cetera Advisor Networks. Johnson is also an owner member of JMAE, LLC, which provides managed office services, and owns Johnson Wealth Management, LLC, a firm offering fixed insurance services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party managers, supporting both discretionary and non-discretionary account management.

Ronald Aho is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 63 designation and has worked with firms including Avantax Advisory Services and ASR Consulting Group. Outside of his advisory role, he owns a prepaid legal services business and participates in multi-level marketing activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services with access to affiliated and third-party managers.

Hannah Hall is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she held various roles including positions at Jpmorgan Chase Bank, N.A., Affinity Plus Federal Credit Union, and the University of Wisconsin. Outside of finance, she has been involved with the University of Wisconsin RecWell and youth sports organizations. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Connor O’Brien is a financial advisor at RBC Capital Markets with seven years of experience at the firm and two years of industry experience overall. He holds the Series 66 designation and previously worked at Prudential Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix of in-house and third-party investment managers.

Grant Farley is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has worked with RBC Capital Markets and Pitch 2 Pitch since 2017. Outside of his advisory role, Farley works as a baseball instructor. 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 provide portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix of in-house and third-party managers.

Dennis Stolp is a financial advisor with Cetera, holding a Series 63 designation and over 50 years of industry experience. His career includes long tenures at Securian Financial Services, Comprehensive Benefits, and Minnesota Life Insurance, among others. Outside of advising, Stolp is involved in community activities such as volunteering with the Ramsey County Sheriff Water Patrol and serving on the Ramsey County Sheriff’s Foundation Board, as well as participating as a board member of the Optimist Club in Roseville, MN. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a multi-manager platform that features a variety of discretionary and non-discretionary investment program options.

Michelle Young is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 27 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is president and owner of MAY, Inc., manages a vacation rental business, and participates in several charitable organizations including the Ronald McDonald House Charities Investment Committee and TPC ROSE, a local women’s philanthropic group. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Pamala Cross is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliate since 2007. Outside of her advisory role, she works as a cashier at a retail store in Coon Rapids, MN. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.