Hillary Bement is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding Series 63 and Series 65 licenses. She has two years of industry experience, including roles at Thrivent Financial and prior service at Financial One Credit Union and Magnifi Financial Credit Union. 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 financial planning covering topics such as retirement, income tax, estate, and special needs planning, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Philip Dahlof is a financial advisor with Thrivent Investment Management in Roseville, MN, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2016. 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 planning covering various topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan."

Robert Porter is a financial advisor with Ameriprise Financial Services in Plymouth, MN, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at IBM and St. Cloud State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service providing tailored retirement planning and advice focused on dependable income sources and tax-aware withdrawal strategies.

James Aman is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds the CFP® and ChFC® designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 planning tailored to a wide range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.

Alexander Gabriel is a financial advisor with Ameriprise in Fridley, MN, holding a Series 66 designation and having 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using algorithmic automation and research-driven approaches, while also offering a broad range of advisory, brokerage, and insurance solutions.

David Keniston is a financial advisor at Edward Jones in Champlin, MN, holding the ChFC® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Bowen is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. He has been with Osaic Wealth, Inc. since 2022 and also works with Financial Dimensions Group, Inc. Beyond his advisory role, Bowen is a licensed insurance agent selling life, fixed, and non-securities related insurance products. OSAIC serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of platforms and uses firm-provided tools to construct diversified portfolios managed on discretionary or non-discretionary bases.

Daniel Elo is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation. He has recently transitioned from a two-year role at Rise LLC and spent 12 years with ISD 622. He has one year of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brennen Hill is a financial advisor with Ameriprise in White Bear Lake, MN, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he worked at Mainsail Medical. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Cassandra Corbin is a financial advisor with Wells Fargo Advisors in Coon Rapids, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been affiliated with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2016. Corbin has ownership interests in two investment advisory firms, Freedom Wealth Management LLC and Cassandra Corbin LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm integrates advisory services with banking and other financial products, offering tailored recommendations supported by proprietary research and planning tools.

Katherine Flood is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Her prior roles include four years at Ameriprise and various positions in education and family employment. She is also involved with Royal Ideas LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Eric Peterson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Securian Financial Services Inc, Minnesota Life Insurance Co, and Simplicity Financial Investment Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.

Allen Steppa is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he provides notary services to clients on a volunteer basis. LPL Enterprise offers investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and provides a range of financial planning and consulting services.

David Richter is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously was with City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with personalized strategies and access to in-house and third-party investment managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Nicholas Mc Donald is a Series 66 licensed financial advisor with Edward Jones in Elk River, MN, and has five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions in the automotive industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Nancy Finn is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Raymond James Financial and its affiliates since 2002. Finn also has experience at First Bank Elk River, where she has been engaged since 2007. In addition to her advisory role, she meets with bank clients to discuss Raymond James investment opportunities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting within a large advisor network.

Charles Williams is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for fourteen years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles, utilizing a combination of in-house and third-party investment managers.

Isaac Radabaugh is a financial advisor with Wells Fargo Advisors based in Coon Rapids, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, his career includes roles in education and service industries. He has also worked at Century College and held various positions at local service and automotive companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing proprietary research and planning tools.

Kyle Laube is a financial advisor at Ameriprise Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of his advisory role, he manages a private wealth advisory business. Ameriprise Financial Services is a large, diversified 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 reliable income sources and tax-aware withdrawal strategies.

Steven Tix is a financial advisor with Thrivent Investment Management in Vadnais Heights, MN, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Thrivent, he operated Blue Sky Guy Handyman Service, LLC for three years and managed Travel Tags for two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning across multiple areas without discretionary trading authority. The firm offers these services as one-time or ongoing engagements, with options to integrate planning and managed-account programs under a consolidated billing arrangement.