Kelly Rosenbush is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC, with a long tenure at Wells Fargo Bank, N.A. Outside of her advisory role, she has been involved with Bob Smiths Sports Club since 1994. 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Kimberly Zeppelin is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2017, also working at Wells Fargo Bank NA since 2012. Outside of her advisory role, she works as a part-time delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Randy Asmus is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2005. Outside of advising, he works as a life insurance agent. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a wide network of over 22,000 advisors.

Zachary Turcotte is a Series 66 licensed financial advisor with Equitable Advisors, where he has worked since 2010. He has 16 years of industry experience, including a decade at Axa Advisors, LLC. Outside of his advisory role, he is a partner at Fantasy Golf Insider. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a broad network of representatives and third-party managers.

Tanya Klimpel is a financial advisor at Ameriprise in Woodbury, MN, holding a Series 63 designation with 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2011. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Thell is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 66 designation and six years of industry experience. She has worked at Ameriprise since 2017, including time at Ameriprise Financial Services, Inc., and previously at KeyStone Search. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and uses a combination of algorithmic automation and oversight to generate tailored retirement income recommendations.

Kimberly Bai Mc Guire is a financial advisor with Merrill holding Series 63 and Series 65 licenses. She has experience with Bank of America, Merrill, U.S. Bank, BMO Bank, Wells Fargo, and Serko Ltd. before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jason Atwater is a financial advisor with Ameriprise in Minneapolis, MN, holding the CFP® designation and Series 66 and 63 licenses, with 13 years of industry experience. He worked at ICMA-RC Services, LLC for seven years before joining Ameriprise in 2019. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and third-party data within a defined investment universe influenced by its affiliated product relationships.

Anna Schlesinger is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2015 and City National Bank since 2019. Outside her advisory role, she serves on the board of directors for Public Art Saint Paul, a nonprofit organization partnered with the city. RBC Wealth Management at RBC Capital Markets serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through a range of advisory programs and utilizes both in-house and third-party investment managers.

Kory Schleicher is a financial advisor with Wells Fargo Clearing in Edina, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. 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 process is driven by investment policy statements and modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Isaac Jones is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, and has seven years of industry experience. Before joining Equitable Advisors, he worked at AxA Advisors and held positions in the food service industry. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Christopher Sprau is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. His prior work experience includes roles at Christopher & Banks, Goodwill-Easter Seals MN, Robert Half, and United Health Group. Outside of his advisory work, he serves as medical power of attorney for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, utilizing a mix of firm-offered programs and third-party asset management solutions.

Brianna Riofski is a financial advisor at RBC Capital Markets with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for nine years and Ecolab for one year. Outside of her advisory role, she serves on the advisory board of Early Childhood Family Services in Rosemount, Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Cullen Gess is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses with two years of industry experience. His work history includes positions at Wells Fargo Bank and Wells Fargo Clearing, along with multiple roles associated with the University of Minnesota. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

David Dudley is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at RiverSource Distributors Inc. for seven years before joining Ameriprise in 2019. Dudley is also a co-owner of NAP Partners, LLC, an advisory business based in Houston, TX. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Tyler David is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in various roles including at Vans and Dry Air Restoration. Outside of his advisory work, he coaches soccer and basketball at Lakeville North High School and serves as an associate board member for Aces For Kids. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through programs offered directly and via third-party managers, with a focus on personalized risk assessment and matching clients to suitable advisory models.

Andrew Jarosz is a financial advisor with RBC Capital Markets in Roseville, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous roles include positions at Piper Sandler & Co. and Saint John's University. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to client risk profiles and utilizing a mix of in-house and third-party investment managers.

Tasha Coleman is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at OSAIC and SagePoint Financial. Outside of her advisory work, she is involved in managing a marketing business and owns Five Star Wealth Planning, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage solutions, including financial planning and third-party asset management, supported by advanced operational and research tools.

Neil Manthe is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked previously at Securian Financial Services Inc and Minnesota Life Insurance Company. Manthe serves on advisory boards for Minnesota State University, Mankato, and the non-profit BestPrep, contributing to educational programs focused on customer experience and financial literacy for high school students. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across a range of program structures and custodial relationships.

Donovan Laib is a financial advisor with Wells Fargo Advisors in Eagan, MN, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously worked at Bank of America and Merrill Lynch from 2014 to 2018. He is the sole owner of Sunset Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.