Ian Sundberg is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at DoorDash and held academic positions at the University of Minnesota-Twin Cities, University of Minnesota-Duluth, and Hastings High School. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Montalbano is a financial advisor with Cetera and holds the Series 66 designation. He has one year of industry experience and previously worked with Avantax Advisory Services, Avantax Investment Services Inc, and MFG Financial Advisors. Outside of advising, he has been involved with MFG Financial Advisors as a Wealth Management Assistant, supporting financial planning and tax services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Dobby O'Donnell is a financial advisor with Edward Jones in Mendota Heights, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in the hospitality industry at various firms including Great Wolf Lodge, Drury Hotels, and Aimbridge Hospitality. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Michael Dube is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 63 designation and 24 years of industry experience, all with Edward Jones since 2002. His outside business activities include no responsibilities reported with ConocoPhillips and Hess Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Brian Farley is a CFP® professional with 30 years of industry experience, currently affiliated with Cetera. He has worked at various firms including Cetera Advisors LLC, First Allied Advisory Services, and has been the owner and CEO of Farley Financial Partners, Inc. since 2012. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Donald Mccoy is a financial advisor at Ameriprise with 29 years of industry experience. He holds the Series 66 designation and previously worked for Planners Financial Services, Inc. for 26 years. He owns DLM Financial Services LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing annual advice.

Christopher Chung is a financial advisor with Edward Jones in Mendota Heights, MN, holding the Series 66 designation and possessing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Hultstrand is a financial advisor with Ameriprise who holds a Series 66 designation and has 25 years of industry experience. He has worked with Ameriprise and its affiliate since 2001, serving in his current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Peter Ruhl is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he works as an Uber driver. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides annual retirement-income planning and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Kyra Cyr is a financial advisor at Edward Jones in Red Wing, MN, holding a Series 66 designation with seven years of experience in the industry. Prior to joining Edward Jones, she worked at Ciro and Stromberg's Chicks and Gamebirds, and has experience as a nanny and homemaker. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Emily Trautwein is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the Series 66 designation and previously worked for Thrivent Financial and Thrivent Investment Management for nine years. Outside of her advisory role, she is involved in agricultural business ventures and owns a financial services trade name, Trivas Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Abra Hovgaard is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. She teaches community education classes on various financial topics in Hastings, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of advisors and offices, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.

James Chase is a financial advisor at Fidelity with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at TD Ameritrade and Ameriprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, its advisory work with registered investment companies, and its use of algorithmic methods and AI in portfolio management.

Kristopher Staples is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Allied Advisory Services and First Allied Securities for eight years. Outside of his advisory role, he operates a non-variable insurance business through Staples Financial, Inc. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Wayne Wulf is a financial advisor at Ameriprise with 38 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise and its affiliated entities since 1987. Outside of his advisory role, he co-owns GMW Management LLC and consults through Gavin Craig LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized team, with a focus on assets held in Ameriprise-managed accounts.

Kelene Skrypek is a financial advisor at Wells Fargo Advisors with 24 years of industry experience and holds a Series 66 designation. She has been with Wells Fargo Advisors since 2016. Skrypek serves on several investment-related committees, including the endowment committee of Nativity of Our Lord Church and the finance council for the Archdiocese of Saint Paul and Minneapolis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services across a broad range of areas. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing whether to implement them through brokerage or advisory programs.

Ryan Schultze is a financial advisor at Cetera with a Series 66 designation. He has been with Cetera since 2026 and has prior experience at firms including Grant Thornton LLP and Monster Beverage Corporation. Outside of his advisory role, he has worked in various capacities ranging from the University of Minnesota to the Prior Lake Baseball Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a large network of independent advisors.

Michael Labelle is a financial advisor with Ameriprise in Cottage Grove, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Thomas Sundberg is a financial advisor with Ameriprise in Hastings, MN, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Adam Collins is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios for 17 years. Collins is also involved as an agent in fixed, life, and health insurance sales. OSAIC Wealth serves a diverse clientele including retail and institutional investors, offering a broad range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.