Timothy Biekkola is a financial advisor with Ameriprise in Edina, MN, holding the ChFC® and Series 63 credentials and bringing 34 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing business operations related to office space for advisors and staff. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice based on a detailed Recommendation Report and focuses on dependable income sources and tax-aware withdrawal strategies.

Colin Hohman is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp and RBC Capital Markets. Outside of his advisory role, he is involved in providing insurance solutions through Oriole Financial Services, Inc. and serves as a trustee for his parents' trust. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment strategies for individual and corporate clients.

Jack Nasby is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. His work history includes roles at RBC Capital Markets LLC, RBC Wealth Management, and At The Turn, as well as involvement with the University of St. Thomas and local clubs such as The Minikahda Club and Bearpath Golf & Country Club. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Ashley Tolle is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise since 2008, including her current role since 2020. Outside of her advisory work, she is a co-owner of a real estate business in Maple Grove. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes managed accounts and algorithmic automation to tailor retirement income recommendations.

Kelly Leigh is a financial advisor with Edward Jones in Eagan, MN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as a brand ambassador for Gray Duck Spirits, promoting their products at regional events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the country.

Pamela Smith is a financial advisor with RBC Capital Markets, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for two years and Wells Fargo for twenty years. Pamela volunteers as a financial virtual coach with Women Money Matter, assisting clients with budgeting, saving, and credit rebuilding. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs combining in-house and third-party management with options for tax management and responsible investing.

Ryan Fisher is a financial advisor with Edward Jones in Bloomington, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advisory work, he owns a rental property business in Aberdeen, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Craig Wait is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked in various positions including at Wings Financial Credit Union and in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a large network of investment adviser representatives.

Brian Wanous is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 credential and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. He also operates a separate business under the name Canopy Financial Group. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management solutions. The firm utilizes a range of advisory programs and third-party managers to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Benjamin Hammersten is a financial advisor at Ameriprise Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial and several public school districts, along with experience at Mount Olivet Rolling Acres. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s investment approach involves a centralized service team using proprietary research and third-party data, with distinctive enrollment criteria and investment options influenced by affiliated product relationships.

Lance Minnichsoffer is a CFP® professional with 15 years of industry experience, currently serving as an advisor at LPL Financial since 2021. His prior experience includes roles at Blue Heron Professional Group LLC, Tyr Financial Group LLC, Lori Tauring, various insurance carriers, and Waddell & Reed Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with diverse investment options and operational tools, managing over $819 billion in discretionary assets through a broad network of more than 22,800 advisors.

Barbara Kickhafer is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves as Board Secretary for the Edinburgh Women's Golf Association. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Kurt Atkinson is a financial advisor with RBC Capital Markets in St. Paul, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services, using tailored strategies implemented through a combination of in-house and third-party investment managers.

Kyle Trangsrud is a CFP® with 21 years of experience in the financial advisory industry. He has been with Ameriprise since 2008 and currently manages an advisory business as a registered team member at BDLR Group, Inc. outside of his primary role. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on written recommendations and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.

Jeremy Christensen is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Greg Lein is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leif Hagen is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 2002. Outside of his advisory role, he is involved in managing an art gallery. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supporting a broad spectrum of investment strategies.

Edward Folisi is a financial advisor with Raymond James & Associates in Edina, MN, holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at UBS Financial Services for 15 years. Outside of finance, he coaches youth baseball and is involved in volleyball officiating. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm provides tailored, non-discretionary financial planning and investment consulting, drawing on diverse portfolio management styles and affiliated research.

John Degelmann is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wings Financial Credit Union, CUNA Brokerage Services, Edward Jones, and First Trust Advisors LP. He is also associated with Wings Financial Credit Union as an advisor. 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, supported by advanced operational tools and oversight of substantial discretionary assets.

Hunter Askland is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2023, he held roles in various organizations including Ferguson Enterprises, Doran Companies, and Saint Martin's University. Outside of his advisory work, he serves as a soccer referee and coach for local soccer leagues in Minnesota. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of investment programs and third-party managers to tailor advice and solutions for clients across different wealth levels.