Jackson Rynda is a financial advisor at Merrill with two years of industry experience. He has held roles at Merrill Lynch and Bank of America prior to his current position. Jackson holds the Series 66 designation and is based in Stillwater, MN. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Noah Dendinger is a financial professional with Cetera, holding a Series 66 designation and two years of industry experience. He has worked with firms including North Star Resource Group and Aaron Hatanpa - State Farm Agency. Outside of his advisory role, he serves as president of the Justin Dendinger Foundation Inc., a nonprofit that organizes annual fundraisers to support high school graduates. Cetera Investment Advisers LLC operates a nationwide network of independent advisors and serves a range of clients from individuals to institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Andrew Huseby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at various firms including Castlelake, Eaton Vance Distributors, and Parametric Portfolio Associates before joining J.P. Morgan in 2017. He is based in Minneapolis, MN. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Robert Hessler is a financial advisor with Ameriprise in Farmington, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Hessler serves as a referee for women's lacrosse. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support these plans, with an emphasis on assets held in Ameriprise Managed Accounts.

Bradley Piermantier is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2020, following prior roles at Wells Fargo Bank from 2011 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Kalsang Dickyi is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Kalsang worked at Morning Glory Homes and the University of St. Thomas. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Juan Lopez Maya is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. Juan offers ongoing advice and adapts financial plans as clients’ situations evolve, addressing priorities such as retirement planning, investing, and saving for unexpected expenses. Juan holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his high school diploma from Oakcrest High School. Juan is bilingual, fluent in both Spanish and English.

Austin Bock is a CFP® with nine years of industry experience, currently with LPL Financial since 2026. He previously worked at Ameriprise Financial Services, LLC, CTB Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves on the Alpha Delta Phi Minnesota Alumni Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, subadvisors, and research from LPL Research.

David Keller is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 63 designation and with 30 years of industry experience. He has been affiliated with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1995. Outside of his advisory role, he is involved in insurance sales and serves as chief manager of Keller 1, LLC and Keller Management Company, which focus on real estate activities including property buying, selling, and homeowners association management. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing collaborative financial planning using firm-approved analytical tools and delivers written recommendations, with additional services such as educational seminars and specialized planning programs.

Brent Hanson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, Hanson serves as treasurer on the board of the Hudson Raidaire Booster Club for the Hudson High School Dance Team. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to each client’s risk profile, utilizing a mix of in-house and third-party managers.

Brenda Vaughn is a financial advisor with Ameriprise Financial Services, holding CFP® and Series 66 credentials and bringing 37 years of industry experience. She has worked with Ameriprise since 2005, including roles at both Ameriprise Financial Services, Inc. and American Enterprise Investment Services, Inc. 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 retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tiphanie Means is a financial advisor with Ameriprise in Ham Lake, MN, holding a Series 63 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary retirement advice through a centralized consulting team.

Jason Moehring is a CFP® professional with 32 years of industry experience, currently serving at Thrivent Investment Management in Blaine, MN since 2002. He has been involved with Thrivent Financial for Lutherans throughout his career. Outside of his advisory role, Moehring serves on the finance committee and as treasurer for Our Saviour's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm emphasizes written recommendations across various financial topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Daniel Bartel is a CFP® professional with 24 years of experience in financial advising, currently with Ameriprise in New Brighton, MN. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in business management and operations leadership through his partnership in the Bartel Manning Group and as president of GEM Operations, supporting the strategic and financial management of his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service for clients nearing or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and automated recommendations with advisor collaboration, primarily serving clients with substantial investable assets and Ameriprise-managed accounts.

Jaiden Nelson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Jaiden worked at Wells Fargo Bank and has been involved with Jet's Pizza since 2014, where he contributes by preparing food and managing store operations on a part-time basis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Ross Frederickson is a financial advisor at Ameriprise in Eagan, MN, with 28 years of industry experience. He has been with Ameriprise since 2020 and previously worked for American Express Financial Advisors Inc. for 20 years. He holds the Series 63 designation. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Heather O'Connor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 2006 and joined Merrill in 2012. Heather focuses on helping clients develop customized strategies to achieve their financial goals, specializing in areas including college education planning, corporate benefits, legacy planning, personal retirement planning, small business strategies, socially responsible and ESG investing, women and wealth, and retirement income. Heather grew up in Braham, Minnesota, on a working dairy and crop farm, an experience that has influenced her work ethic and approach to financial advising. She earned Bachelor of Arts degrees in Anthropology and Criminal Justice, along with a Certificate of Forensic Science, from Hamline University in 2002. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Shoreview with her husband Patrick, Heather is a former board member and ongoing member of Giving WoMN, an organization that supports women's leadership in philanthropy. She is also involved with Junior Achievement. In her spare time, Heather enjoys reading, walking her dog, cooking, spending time with family, and traveling.

Anders Ahlberg is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. His prior work includes operating Anders R. Ahlberg LLC for five years and experience at Whelan Security for three years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and charitable funds. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios comprised of mutual funds, ETFs, and ETPs.

Justin Costley is a financial advisor with Wells Fargo Clearing in Saint Paul, MN, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he coaches youth and high school softball in the Lakeville, MN area. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of financial products, performance reporting, and participant education.

Scott Brunscheen is a financial advisor with Merrill in Minneapolis, MN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Merrill, he was with Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory work, he is active as a contracted musician with several performing arts organizations, including Haymarket Opera and the Schubert Club. Merrill provides managed account services through its Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies supported by Bank of America’s broader corporate platform.