Lori Busch is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 63 designation and 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient withdrawal strategies to provide written recommendation reports. The firm serves a broad client base and provides a range of advisory, brokerage, and insurance solutions through affiliated entities.

Cruz Lemmerhirt is a Series 66 licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, Cruz held roles at Target Corporation, Town & Country Club, University of St. Thomas, Grand View Lodge, and Brainerd High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides comprehensive, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed account services under a consolidated billing option.

Bradley Newbauer is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and manages a cabin rental business, handling janitorial duties and bookkeeping. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

Dana Roberts is a financial advisor with Ameriprise in Richfield, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Roberts also serves as a FINRA arbitrator. 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 through a centralized consulting team.

Stephen Braatz is a financial advisor with LPL Financial in Oakdale, MN, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including City National Bank, RBC Capital Markets, and Wells Fargo Advisors. Outside of his advisory role, he serves as Board Chair for Resolute, a family ministry nonprofit. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Molly Schutz is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2002. Outside of her advisory role, she has worked as an independent consultant selling and educating consumers on therapeutic-grade essential oils and has served as an election judge for the City of Eagan. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Kristin Printon is a financial professional at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked with firms including Securian Financial Services, Minnesota Life Insurance Company, and North Star Consultants. Kristin serves on the advisory board of the Diaper Bank of Minnesota, a nonprofit supporting families with young children. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to a variety of investment programs and third-party managers.

Warren Ludford is a CFP® professional with 28 years of experience in the financial industry. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, retirement consulting, and brokerage services, with access to model portfolios, research, and various management options.

Daniel Griep is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with UBS since 1993. Mr. Griep serves on the investment committee for DeLaSalle High School’s endowment funds, contributing to the drafting of the Investment Policy Statement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies aligned with client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Brandon Barkosky is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and bringing 13 years of industry experience. His career includes roles at Waddell & Reed, various insurance carriers, and entrepreneurial ventures such as Gray Barkosky Real Estate, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Anthony Scheuring is a Senior Vice President, Senior Financial Advisor, and Portfolio Manager at Merrill in Minneapolis, Minnesota. He has been a Partner with The Scheuring Group at Merrill since August 2010. Prior to joining Merrill, Anthony worked at Piper Jaffray & Company from 2006 to 2010, where he spent three years in the Operations Department on the Fixed Income Trading Desk and one and a half years as a Registered Sales Assistant for a Corporate Cash Management Team. Anthony serves multiple generations of clientele, guiding families toward their financial objectives through tailored asset and liability management. His approach incorporates a diligent goals-discovery process, knowledge of financial markets, and rigorous financial strategies to address various family circumstances and philanthropic giving. As a Portfolio Manager, he manages discretionary strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds Series 7 and Series 66 FINRA registrations, and the Certified Plan Fiduciary Advisor (CPFA) designation. Anthony earned a Bachelor's degree in Business Administration from the University of St. Thomas and is an alumnus of Cretin-Derham Hall High School. He served in AmeriCorps from 2004 to 2005 as a Construction Supervisor with Dallas Area Habitat for Humanity. Anthony is involved with Prodeo Academy and Twin Cities Habitat for Humanity. He resides in Mendota Heights, Minnesota, with his wife and four children.

Evan Thornton is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 credential and with one year of industry experience. He is also part owner of Thornton Brothers, LLC, and is involved in design marketing through Twin Cities Saxophone. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsing various third-party managers to deliver advisory and brokerage solutions.

Kyle Hidlebaugh is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Ryan Kuehne is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entity since 2013. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Hollie Bonnes is a Series 66-licensed financial advisor at Merrill with 10 years at the firm and four years of industry experience. She is based in Minneapolis, MN. Outside of her advisory role, she owns and manages a two-family residential property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for a range of individuals and institutions.

Debra Bougie is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers comprehensive goal-based planning across various topics, allowing clients to combine planning with managed-account services under an integrated billing option while keeping the services distinct.

Kimberly Zeppelin is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2017, also working at Wells Fargo Bank NA since 2012. Outside of her advisory role, she works as a part-time delivery driver for DoorDash. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Randy Asmus is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2005. In addition to his advisory role, he is also licensed as a life insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Tanya Klimpel is a financial advisor at Ameriprise in Woodbury, MN, holding a Series 63 designation with 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2011. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Thell is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 66 designation and six years of industry experience. She has worked at Ameriprise since 2017, including time at Ameriprise Financial Services, Inc., and previously at KeyStone Search. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and uses a combination of algorithmic automation and oversight to generate tailored retirement income recommendations.