Lane Gans is a CFP® with 39 years of industry experience, currently an advisor at Ameriprise in Eagan, MN. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he is a limited partner in The Prairie Group LLC. 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 reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Bradford Woodstra is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies based on clients’ Advisory Risk Profiles, integrating in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Cheryl Larsen is a financial advisor at Ameriprise with 23 years of industry experience. She holds the Series 63 designation and has worked at Ameriprise Financial Services LLC since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized consulting team.

Andrew Hicks is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 license. He has professional experience from roles at Caliber Accounting & Tax, LLP and North Coop, LLC prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through employer-based agreements.

Corryn Lyons is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Lyons worked in roles at Lane Bryant and several charter schools over an eight-year period. 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. The firm’s approach integrates proprietary research and algorithmic tools, with recommendations delivered through a non-discretionary service tailored to clients meeting specific asset criteria.

Andrew Held is a Series 66-registered financial advisor with Thrivent Investment Management, based in South Saint Paul, MN. He has 19 years of industry experience, including 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he serves as Vice President of the Dakota Soccer Club, coordinating youth soccer league activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans without discretionary trading authority, with options to combine planning with managed accounts under a consolidated billing system called WealthPlan.

Erik Sutcliffe is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and nine years of industry experience. His previous roles include positions at Securities America Advisors and the US Air Force-GSA. Outside of advising, he owns a tax preparation business and is involved in insurance services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides a range of investment solutions across multiple custody platforms, incorporating both proprietary and third-party strategies.

Jeffrey Schlesinger is a financial advisor with RBC Capital Markets in St. Paul, MN, holding a CFP® designation and over 32 years of industry experience. He has worked with RBC Capital Markets since 2008 and also has experience at City National Bank. He serves on the board of the Carl and Holly Jones Family Foundation, a nonprofit that awards scholarships and provides mentoring to students. 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 range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Staci Smith is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Bank, NA from 2012 to 2021 and Wells Fargo Clearing in 2021 before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Jennifer Mitchell is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2019, with prior experience at Edward Jones, Wells Fargo Home Mortgage, and Randstad USA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through various advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers and model providers.

Jason White is a CFP® with 42 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. Outside of his advisory role, he owns a business called JW and Assoc., which involves staff payroll and expenses. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored recommendation reports, with a focus on assets held in Ameriprise-managed accounts.

Charles Frieler is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America, Pruco Securities LLC, and Riversource Distributors, Inc. Frieler also manages an advisory business through OKL, LLC as an insurance specialist. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Scot Kretzschmar is a Series 66 credentialed financial advisor with 16 years of experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans since 2009. He serves on the board of the Lakeville Chamber of Commerce Foundation, a nonprofit organization focused on workforce development through grants and scholarships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive planning on topics such as retirement, tax, estate, and special needs planning. The firm’s approach separates planning from implementation and managed accounts, with periodic reviews conducted by financial advisors.

Michelle Nelson is a Series 66 licensed financial advisor at Merrill in Edina, MN, with 23 years of industry experience, all of which has been with Merrill since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Evans is a Series 66-licensed financial advisor with Merrill in Bloomington, Minnesota, where she has worked since 2008. She has 19 years of industry experience. Outside of her advisory role, she holds a power of attorney position with an entity named L B. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary strategies developed by internal and third-party managers.

Joseph Hulbert is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he maintains a rental property in Edina, Minnesota. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm utilizes structured planning tools and investment committee insights to support its financial strategies.

Brian Sensibaugh is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services, Questar Asset Management, and Allianz Life. Sensibaugh is also involved in insurance sales, offering life insurance and related products to clients. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and access to multiple investment platforms to manage portfolios across various asset classes.

Ryan Cox is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Ameriprise Financial Services. Outside of his advisory work, he coaches a youth ski racing team for a 501(c) organization that teaches skiing and snowboarding. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes a range of tools and platforms to construct portfolios with various asset classes, managed on discretionary or non-discretionary bases.

Ethan Berube is a CFP® professional affiliated with LPL Financial, with five years of experience in the financial services industry. His prior experience includes roles at Harbour Investments, Inc. and Wicker Financial Services. Outside of his advisory work, he is involved with Vinar Financial Group providing tax preparation and accounting services. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Lisa Tuttle is a CFP®-designated financial advisor with Ameriprise in St Louis Park, MN, where she has worked since 2006. She has 19 years of industry experience and holds a Series 66 license. Outside of her advisory role, she serves as president on the board of directors for Farcical Fertility and co-owns two businesses related to managing Ameriprise operations. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver annual recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.