Kimberly Bai Mc Guire is a financial advisor with Merrill holding Series 63 and Series 65 licenses. She has experience with Bank of America, Merrill, U.S. Bank, BMO Bank, Wells Fargo, and Serko Ltd. before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jason Atwater is a financial advisor with Ameriprise in Minneapolis, MN, holding the CFP® designation and Series 66 and 63 licenses, with 13 years of industry experience. He worked at ICMA-RC Services, LLC for seven years before joining Ameriprise in 2019. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and third-party data within a defined investment universe influenced by its affiliated product relationships.

Anna Schlesinger is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2015 and City National Bank since 2019. Outside her advisory role, she serves on the board of directors for Public Art Saint Paul, a nonprofit organization partnered with the city. RBC Wealth Management at RBC Capital Markets serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through a range of advisory programs and utilizes both in-house and third-party investment managers.

Kory Schleicher is a financial advisor with Wells Fargo Clearing in Edina, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Isaac Jones is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at AXA Advisors. Outside of advising, he has experience in the food service industry and catering. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Sprau is a financial advisor with Equitable Advisors in Coon Rapids, MN, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Christopher & Banks and United Health Group. Outside of his advisory work, he serves as a medical power of attorney for his mother. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor client services based on documented goals and risk tolerance.

Brianna Riofski is a financial advisor at RBC Capital Markets with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for nine years and Ecolab for one year. Outside of her advisory role, she serves on the advisory board of Early Childhood Family Services in Rosemount, Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Cullen Gess is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses with two years of industry experience. His work history includes positions at Wells Fargo Bank and Wells Fargo Clearing, along with multiple roles associated with the University of Minnesota. 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 provides both brokerage and advisory solutions, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

David Dudley is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at RiverSource Distributors Inc. for seven years before joining Ameriprise in 2019. Dudley is also a co-owner of NAP Partners, LLC, an advisory business based in Houston, TX. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Tyler David is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Outside of his advisory role, he is involved in his community as a soccer and basketball coach at Lakeville North High School and serves as an associate board member for Aces For Kids. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Andrew Jarosz is a financial advisor with RBC Capital Markets in Roseville, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous roles include positions at Piper Sandler & Co. and Saint John's University. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to client risk profiles and utilizing a mix of in-house and third-party investment managers.

Neil Manthe is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked previously at Securian Financial Services Inc and Minnesota Life Insurance Company. Manthe serves on advisory boards for Minnesota State University, Mankato, and the non-profit BestPrep, contributing to educational programs focused on customer experience and financial literacy for high school students. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across a range of program structures and custodial relationships.

Jacob Biermaier is a financial advisor with OSAIC in Lakeville, MN, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining OSAIC in 2024, he worked at Balanced Wealth Management and Securities America Advisors. Outside of his advisory role, he serves as an on-ice official for youth and high school hockey and coaches baseball at East Ridge High School. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Donovan Laib is a financial advisor with Wells Fargo Advisors in Eagan, MN, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously worked at Bank of America and Merrill Lynch from 2014 to 2018. He is the sole owner of Sunset Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.

Karl Hults is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2022, beginning his career there as a Financial Representative before advancing to Relationship Manager and then to his current role. Karl's work focuses on connecting with clients to understand their unique needs and guiding them through the planning process using Fidelity's resources. He aims to make financial planning approachable and collaborative, bringing together appropriate tools, specialists, and strategies. Outside of his professional role, Karl has interests in board games, comedy, football, spending time at the lake, movies, and caring for pets.

Pierre Lind is a CFA® charterholder with 18 years of industry experience. He has been with Ameriprise since 2011, currently serving as a financial advisor in Centerville, MN. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, to help clients manage income sources and withdrawal strategies.

Daniel Shanahan is a financial advisor with LPL Financial, holding a Series 66 designation. He has been with LPL Financial since 2025 and has prior experience as an airline pilot with Delta Airlines and SkyWest Airlines. Shanahan also has a background in aviation through Valters Aviation. Outside of his advisory role, he continues to work as a first officer pilot for Delta Airlines. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, including access to model portfolios and research, and supports both discretionary and non-discretionary management approaches.

Bradley Davis is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Focus Financial Network, Royal Alliance Associates, and Invest Financial Corp. He is a co-owner of Law Tax and Financial Services, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and various investment management options.

Natasha Zawacki is a Financial Advisor at Merrill Lynch Wealth Management. She supports clients with their various account needs as they experience all aspects of their financial lives and changing events. Natasha works to assist individuals and families navigating important financial transitions, including retirement, inheritances, career changes, and liquidity events. Natasha obtained her bachelor's degree in Marketing from St. Catherine University in Saint Paul, graduating Magna Cum Laude in 2023. She holds the Personal Investment Advisor (PIA) designation. Her client focus areas include college education planning, divorce transition planning, employee benefits planning, institutional and corporate benefit services, legacy planning, managing new wealth, philanthropic planning, women and wealth, and retirement income. In addition to her professional work, Natasha enjoys camping, hiking, pottery, spending time with her family, and traveling. She is involved with the community organization Hope House.

Hans George Brase is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc., as well as a background in professional basketball with teams such as Hamburg Towers, MHP Riesen Ludwigsburg, and Synatainies MBC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to assist clients in managing their assets.