Ashraf Hassan is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Wells Fargo Bank, NA, Northland Securities, Inc., and J.P. Morgan Securities LLC. Hassan has also been involved with various businesses outside the financial sector, including DoorDash and Fogo De Chao. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to support its investment and retirement plan offerings.

Macinnes Lamont is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked in various roles including positions at the University of St. Thomas and delivery services such as Postmates and DoorDash. 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 tax-aware retirement income planning advice.

Timothy Connolly is a financial advisor with Ameriprise in Fridley, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Grant Mohlenhoff is an Investment Consultant at Fidelity Investments. In this role, he assists clients in developing holistic financial plans, guiding them through various tools, approaches, and strategies offered by Fidelity. He focuses on understanding clients' needs and goals to provide tailored financial advice. Grant has been with Fidelity Investments since 2021, progressing through several roles including Investment Solutions Representative, Investment Solutions Representative II, and Relationship Manager before becoming an Investment Consultant in 2024. This experience has provided him with a broad understanding of investment solutions and client relationship management. Outside of his professional work, Grant enjoys family activities, fitness, golf, movies, snowboarding, and soccer.

Katie Merritt is a financial advisor with Wells Fargo Clearing in Minneapolis, Minnesota. She holds Series 65 and Series 63 licenses and has been in the financial services industry since 2016, with prior experience at First American Title Insurance Company and Wells Fargo Bank. 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 offers both brokerage and advisory solutions, leveraging research and analytics to provide diversified investment options within available plan platforms.

Hannah Geiger is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at Jamf for four years and UnitedHealthCare for two years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, combining in-house research, third-party data, and algorithmic analysis within a defined investment framework.

Zachary Schillinger is a Series 66 licensed financial advisor with three years of industry experience, currently with Equitable Advisors in Minneapolis, MN. His prior work includes roles at Bremer Bank and the University of St. Thomas. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Victor Edwards is a financial advisor at Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and previously worked at Amazon, Securitas AB, and Homeview Health. Edwards has been with Thrivent Financial since 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses that cover a wide range of planning topics. The firm offers planning and managed-account services separately but allows clients to combine them under a consolidated billing option called “WealthPlan.”

Shane Wendt is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with 27 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he is the owner of MAX GUNFLINT LLC, a custom and branded apparel, accessories, and gifts business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and various types of plans and organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Sheila Sullivan is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large network of independent advisors and manages over $256 billion in assets.

Jack Genereaux is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2019 and previously was employed at American Insurance Agency and Butternut Hills Golf Course. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured approach, delivering non-discretionary recommendations through a centralized consulting team.

Jonathan Yocum is a financial advisor with Merrill in Saint Paul, MN, holding a Series 66 credential and seven years of industry experience. He has worked at Bank of America and Merrill since 2019 and previously at JPB LLC from 2015 to 2019. Outside of his advisory role, he is the sole member and president of Landsvagar Farm, LLC, a small tree farm, and serves as an officer and board member of Yocum Properties, LLC. 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, offering model-based and discretionary strategies to individuals, high-net-worth clients, and institutional investors.

John Thibault is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked in various roles, including service industry employment as a bartender at Tiffany Sports Lounge. 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 advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Lawrence Calhoun is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked primarily at Old National Bank and LPL Financial since 2015 and was previously with Wells Fargo Clearing. 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.

Logan Tibbits is a financial advisor with Fidelity Investments based in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior roles at Ameriprise Financial Services and AutoTrek. From 2002 to 2017, he was involved with Shimmering Pines Club Lambs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its involvement with registered investment companies, its use of systematic methodologies including AI, and its role in constructing model portfolios for intermediary platforms.

Ann Benson is a financial advisor at OSAIC Wealth Inc. with 12 years of industry experience. She holds a Series 66 designation and has been with OSAIC Wealth since 2014. She also served as a registered assistant at Financial Dimensions Group Inc. from 2014 to 2024. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various tools and platforms to construct and manage diversified portfolios tailored to client needs.

Keenan Lund is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His background includes roles at Travelers and Augsburg University, as well as service with the United States Air Force Academy. Outside of advisory work, Lund is involved with the Eagan Youth Hockey Association as a tryout evaluator. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning centered on dependable income and tax-aware withdrawal strategies.

William Joas is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 33 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank. Outside of his advisory role, he is a passive investor in several private venture capital entities and healthcare-related businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that utilize both in-house and third-party managers, and provides integrated financial planning, custody, and brokerage services.

Dale Lawrence is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Elton Chan is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Chan serves on the Board of Directors for the National Society of Compliance Professionals, a nonprofit organization supporting compliance professionals in the financial services industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers planning and managed-account services separately, with ongoing periodic reviews and no discretionary trading authority for the planning service.