Jeffrey Lensing is a financial advisor with Ameriprise in Andover, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliates since 2017, following a brief tenure at Minneapolis Wealth Advisors. Outside of his advisory role, he co-owns and operates a small party supply rental business with family members. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gloria Pozzini is a financial advisor with OSAIC, holding a Series 63 designation and 39 years of industry experience. She has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for over 31 years and spent 23 years with Financial Dimensions Group, Inc. Pozzini also sells life, disability, fixed annuity, and long-term care insurance, providing coverage assessments to clients. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk tolerance analysis, and automated rebalancing to construct portfolios that include a variety of investment types.

William Feiler is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Sage Point Financial, Royal Alliance Associates, FSC Securities Corporation, and Woodbury Financial Services. Outside of his advisory work, he owns a sole proprietorship that raises and sells beef cattle. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services through a broad network of advisers, using asset-allocation tools and offering access to various managed account solutions and third-party money managers.

Elizabeth White is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jasmine Rodriguez is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2026. Her prior work experience includes roles at Wells Fargo Bank, The Loose Moose, and Squealers Smoke Shack. 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.

Lilia Kelash is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 65 and Series 63 licenses with four years of industry experience. Her prior work includes a year at Willis Towers Watson and various roles across different industries before entering finance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning focused on dependable income and tax-aware withdrawal strategies.

Jeffrey Cirullo is a financial advisor with Merrill, holding Series 63 and Series 66 registrations and 27 years of industry experience. He has been with Merrill and Merrill Lynch since 1998. In addition to his advisory role, he serves as a power of attorney for family members in fiduciary capacities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individual, high-net-worth, corporate, and charitable clients. The firm combines internal and third-party management with trading, custody, and administrative support within the Bank of America group.

Alexander Whitney is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and has been with RBC Capital Markets and its affiliated entities since 2018. Whitney serves on the board of directors for Hixon Properties, Inc., a family-owned real estate development company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

Max Hellmann is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Ameriprise, he worked at the University of Wisconsin - Stevens Point and Fastenal. Outside of his advisory role, he competes in fishing tournaments that offer monetary prizes. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes written recommendation reports and ongoing tax-aware withdrawal strategies.

Bruce Kirking is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. He has worked at Primerica Advisors since 1999 and has prior experience at Mills Fleet Farm. Outside of his advisory role, he serves as vice-managing member of Pine Knoll Partners, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Nicholas Rowan is a financial advisor at UBS Financial Services with 28 years of industry experience. He has worked at UBS since 2006 and has a prior background with U.S. Bancorp Piper Jaffray Inc. since 2000. He holds Series 63 and Series 66 licenses and is based in St. Paul, MN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Bo Chwala is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and N.I.S. Financial Services, Inc. He has held various positions in sectors including finance and retail. Merrill, along 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 investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Nelson is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services Inc. for nine years. In addition to his advisory role, Nelson is an insurance producer specializing in life, disability, long-term care, and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Marcus Hubers is a CFP® professional with 24 years of experience in financial advising. He has been with Ameriprise since 2002, serving in various capacities over that time. Hubers is a managing partner of The Windsor Group, an LLC related to his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christopher Muller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 26 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2007. His credentials include Series 63 and Series 65 licenses. 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 across various topics and allows clients to integrate planning with managed-account programs while keeping these services separate.

Ann Kirchner is a CFP® professional with 14 years of industry experience, currently serving at Thrivent Investment Management in Golden Valley, MN. She has been with Thrivent Financial and Thrivent Investment Management Inc since 2016. Outside of her advisory role, she manages a rental property for her family. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account programs while maintaining separation between the two services.

Jeffrey Bergerson is a financial advisor with Cetera, holding a Series 66 designation and bringing 18 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and owns Bergerson Tax Services, Inc., a tax preparation and planning business. Additionally, he co-produces content for The Fantasy Golf Insider, an informational website on professional and fantasy golf. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.

Elle Miller is a financial advisor at UBS Financial Services with five years of industry experience. She previously worked at Lucid Holdings, LLC for four years before joining UBS in 2020. Miller serves on the board of the Wayzata Rotary Club, a humanitarian service organization, where she holds the position of Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Alex Vanden Boogaard is a financial advisor with Osaic Wealth Inc., holding a Series 66 designation and five years of industry experience. He has worked with firms including Commonwealth Financial Network and U.S. Bank Private Wealth Management. Outside of his advisory role, he is involved with Gallagher Financial Services, Inc., where he provides client support and sells fixed insurance products such as life and health insurance. Osaic Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across multiple asset classes on either a discretionary or non-discretionary basis.

Gregory Blaeser is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously served at VOYA Financial Advisors for seven years. Blaeser is also president and owner of MoneyGeeks Financial Network, Inc., and serves as president of a local homeowners association board. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and custodial relationships for its network of over 10,000 advisors.