Layne Quam is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, he held positions with RH, Sportsdigita, and several other firms. Outside of his advisory role, Quam performs as a paid drummer for religious organizations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Anastasia Holmes is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. She has worked at Cetera Wealth Services, Ameriprise, and the University of St. Thomas, among other roles. Outside of her advisory work, she has been employed at Presbyterian Homes and Services as a cook and server since 2019. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that includes affiliated and third-party investment strategies.

Laura Fischer is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 26 years of industry experience. She has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Ronald Fike is a financial advisor with Primerica Advisors in Burnsville, MN, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica Financial Services since 1988 and has concurrently worked with Anda Construction since 2013. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation supported by BNY Mellon Advisors and custodial services provided by Pershing and Primerica Brokerage Services.

Beverly Connelly is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011, following seven years at Wells Fargo Clearing. Outside of her advisory role, she manages a non-investment related rental property in Fort Wayne, Indiana. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio managers.

Garrett Samb is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. Garrett has been with Ameriprise since 2016, initially with its affiliated entities and currently as an advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Peterson is a financial advisor with Ameriprise in Apple Valley, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement planning advice.

Matthew Heerey is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Quinn Elliott is a financial advisor at Ameriprise in Minneapolis, MN, with two years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2024. Prior to his advisory role, he has diverse work experience including positions at Wally's Falafel and Hummus and Ovative Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Roberto Devilla is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, LPL Enterprise, and The Prudential Insurance Company of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning on various financial topics, delivered either as one-time or ongoing relationships, and allows clients to combine planning with managed-account services under a consolidated billing option.

David Peterson is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment research.

Vivian Toomer is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has experience working with Thrivent Financial and its affiliated entities since 2024, following over a decade as an independent advisor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering written recommendations on a wide range of planning topics without implementation. The firm offers holistic, goal-based analyses and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Amanda Byam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Braden Kocer is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He has worked with MML Investors Services and Mass Mutual/M&E Catalyst since 2020 and previously held positions at Dan Reichert State Farm and the Austin Minnesota Parks and Recreation. Outside of his advisory role, Kocer facilitates client referrals for property and casualty insurance by coordinating quotes and introductions to insurance agents. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning using firm-approved tools and delivers written recommendations, with implementation requiring separate brokerage or insurance arrangements.

Steven Meyers is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Horter Investment Management, Park Avenue Securities, Guardian Life Insurance Company, Stifel Nicolaus & Co Inc, and UBS Financial Services Inc. 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 that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Richard Mathaus is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., Ideal Credit Union, OneAmerica, Cecelia Health, Inovalon, and Optum. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Emilie George is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her prior roles include six years at Raymond James & Associates and three years with Vandersall and Associates/Ameriprise Financial. She is also involved in support duties at Wahl & Wire Wealth Management of Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical and risk-profiling tools and supports a broad advisor network with specialized municipal and retirement advisory services.

Jeffrey Schuette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He was previously with Stifel Independent Advisors, LLC for 22 years before joining Equitable Advisors in 2026. 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 programs. The firm employs a range of advisory models, often implemented through third-party managers and platforms, and offers ERISA fiduciary services for qualified plans.

Theodore Larson is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been affiliated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and market assumptions.

Linette Carlson is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2008. Based in Minneapolis, MN, her career at a major institution spans nearly two decades. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on clients’ risk profiles using both in-house and third-party managers.