Greg Rowland is a financial advisor with Ameriprise in Richfield, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked for nine years at Ace Moving and Storage. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate tailored recommendations through a centralized consulting team.

Emily Trautwein is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the Series 66 designation and previously worked for Thrivent Financial and Thrivent Investment Management for nine years. Outside of her advisory role, she is involved in agricultural business ventures and owns a financial services trade name, Trivas Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Michael Lynch is a financial advisor with Cetera, holding a Series 63 designation and over 35 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Lynch owns and operates Lynch Camps, a basketball camp in Bloomington, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts nationwide. The firm offers a multi-manager platform with various portfolio management options and financial planning services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Gretchen Fretheim is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Robert W. Baird & Co. since 2013. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a diverse client base including individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and advanced tools including artificial intelligence.

John Betz is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018, following a decade at Vermilion Research. 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 a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, as well as services such as portfolio management, financial planning, and brokerage.

Brandon Copley is a Financial Consultant currently working at Fidelity Investments since 2023. He previously held the position of Investment Consultant at Fidelity Investments from 2021 to 2023 and worked as a Client Support Associate at Ameriprise Financial in 2021. Brandon is licensed in California insurance. His approach centers on understanding his clients' goals and concerns to collaboratively develop financial plans that contribute to their overall financial well-being. Brandon's personal and professional objective is to help clients avoid the difficulties that can arise from lacking a financial plan. Outside of his professional work, Brandon's interests include baseball, biking, camping, canoeing, photography, and singing.

Angela Huss is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for Lockridge Grindal Nauen PLLP for five years and served in the United States House of Representatives for three years. She holds the Series 66 designation. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Abra Hovgaard is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. She teaches community education classes on various financial topics in Hastings, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of advisors and offices, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.

Thomas Sorensen is a financial advisor with Primerica Advisors in Burnsville, MN, holding a Series 63 designation and with 32 years of industry experience. He has been associated with PFS Investments Inc. since 1994 and Primerica Financial Services since 1992. Outside of advising, he is involved in the sales of non-investment home-related products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Michael Mulvaney is a financial advisor with RBC Capital Markets in St. Paul, MN, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets since 2008. 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 that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Jacob Perron is a Series 66-licensed financial advisor with Edward Jones in Eagan, MN, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kai Bertilrud is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Digi-Key Electronics and Delta Global Services. Bertilrud is based in Eagan, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Daniel Bauman is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Choice Auto Protection LLC and Allianz Life Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and combines planning with managed-account options under a consolidated billing system called “WealthPlan.”

Jeffrey Dobbelmann is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following a nine-year tenure at RBC Capital Markets. Outside of his advisory role, Dobbelmann serves as President of the Northern Lights Car Club. 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 planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options.

Benjamin Hylen is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he held various roles in education and the public sector, including positions at Gustavus Adolphus College and St. Peter Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Will Pederson is a financial advisor with Robert Baird & Co. in Edina, MN. He holds a Series 66 designation and has been with Robert Baird since 2025. His prior experience includes roles at Hyvee, Alerus Financial, and involvement in collegiate and community organizations. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations with services ranging from financial planning and portfolio management to specialized separately managed accounts. The firm combines internal research, manager selection, and advanced strategies including tax management and direct indexing to provide comprehensive advisory solutions.

Rickey Sienkiewicz is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has worked with LPL Financial since 2018, after previously serving at SII Investments, Inc. and operating R Group Financial Marketing Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Darla Kashian is a Series 66 registered advisor at Robert W. Baird & Co. with 21 years of industry experience. Her prior roles include positions at RBC Capital Markets LLC and City National Bank. She serves on the boards of the nonprofit GiveMN and the Roosevelt Institute, a women's business networking organization. The DDK Group at Robert W. Baird & Co., where Darla works, is part of the firm’s Private Wealth Management department serving individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and advisory services supported by home-office investment professionals and internal research.

James Chase is a financial advisor at Fidelity with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at TD Ameritrade and Ameriprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, its advisory work with registered investment companies, and its use of algorithmic methods and AI in portfolio management.

Paul Harris is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 33 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations integrating tax-efficient strategies and modeling, with an emphasis on assets held in Ameriprise Managed Accounts.