Sanjukta Chaudhuri is a financial advisor at Wells Fargo Clearing with the ChFC® designation and Series 66 license, bringing four years of industry experience. Her prior roles include positions at Fidelity Investments, Ameriprise, TD Ameritrade, and Highland Partners. Before entering the financial sector, she worked at the Minnesota Department of Employment and Economic Development and the University of Wisconsin Eau Claire. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Gavin Craig is a financial advisor with Ameriprise in Roseville, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Ameriprise and its affiliates since 1995. He is co-owner of GMW Management LLC and owner of Gavin Craig LLC, both involved in managing his Ameriprise business outside of trading hours. 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 based on comprehensive investment research and ongoing advice.

Benjamin Bremer is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and has prior experience with Wells Fargo Bank, NA dating back to 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, relying on research and analytics to support its investment approach.

Jennifer Dixon is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has 10 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Hornor Townsend & Kent Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stacy Filkins is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Ameriprise and its related entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a structured investment universe.

Tanner Haessly is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds the Series 63 and Series 65 licenses and has five years of industry experience. His prior experience includes roles at Ameriprise, Mutual of Omaha, and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships that cover a wide range of financial topics without including implementation services. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Devon Lumbar is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he held various roles in the retail and service sectors. Outside of advising, Lumbar co-owns Northernlighstea, a retail tea business, and operates a small hot dog stand serving local events. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Garibaldi is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Ameriprise in 2022, he held roles in small business operations and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients with specialized retirement income planning services that combine written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Trent Schenk is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 15 years at Thrivent Investment Management and Thrivent Financial for Lutherans. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and utilizes a combination of in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Keean Benson is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Craig-Hallum Capital Group, Bayview Capital Group LLC, U.S. Bank, United Health Group, and the University of Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a centralized team that collaborates with advisors, utilizing a combination of investment research, third-party data, and algorithmic tools.

David Sieburg is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 63 designation and 13 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining UBS in 2026. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Andrew Duddingston is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. He provides advice on a range of topics including general investing, retirement planning, and preparing for unexpected expenses, and offers access to additional banking and lending services through Bank of America. Andrew holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Iowa State University. His approach centers on building relationships to fully understand client needs and provide ongoing guidance as those needs evolve.

Mallory Travis is a Series 66-licensed financial advisor at Morgan Stanley in Minneapolis, MN, with 7 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Alan Johnson is a financial advisor with Osaic Wealth based in Plymouth, MN, holding a Series 66 license and 22 years of industry experience. His prior work includes roles at Royal Alliance, AdvisorNet Financial Partners, CETERA Advisor Networks, and Jra Financial Advisors. Outside of his advisory work, he owns and operates TA Hardwoods, a woodworking business that designs and sells handmade gifts, signs, and furniture. Osaic Wealth serves a diverse range 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 employs a model-based investment approach with tools for asset allocation, portfolio optimization, and risk management, supporting a variety of client-directed strategies.

Zenon Westrum Ostrom is a financial advisor at Ameriprise in Minneapolis, MN, holding the Series 66 designation with three years of industry experience. His work history includes roles at Ameriprise and Cetera Advisor Networks LLC, as well as prior positions in education at the University of Minnesota Duluth and South High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware strategies, and ongoing advice.

Molly Wilson is a financial advisor with Ameriprise in Golden Valley, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. In addition to her advisory role, she co-owns Zimmerman and Associates and serves with the Orono Foundation, a nonprofit supporting local schools. Ameriprise Financial Services is a large, diversified firm that provides services to individual and institutional clients, including a specialized Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies for retirement planning.

Angela Tarara is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Investments, LLC, and U.S. Bancorp Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with a range of brokerage and advisory solutions and operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Eliza Evans Teague is a financial advisor at Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has one year of industry experience. Her prior work includes roles at Thrivent Financial and the City of Tekoa. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on retirement, tax, estate, and other financial planning topics without portfolio management or discretionary trading authority.

Kyle Burleson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Burleson has been with Fidelity Investments since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Brian Pludeman is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including 15 years with Thrivent. Outside of his advisory role, he serves as Director of the Concession Stand for the Lakes International Language Academy Booster Club, coordinating volunteers and managing inventory. 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 planning that covers a broad range of topics, allowing clients to combine planning with managed account programs under a consolidated billing option while keeping services separate.